(BMED) Banca Mediolanum SpA - Overview

Sector: Financial Services | Industry: Banks - Regional | Exchange: MI (Italy) | Market Cap: 14.062m EUR | Total Return: 40.6% in 12m

Banking, Asset Management, Insurance, Loans, Investments
Total Rating 47
Safety 41
Buy Signal -0.29
Banks - Regional
Industry Rotation: +1.2
Market Cap: 16.3B
Avg Turnover: 21.7M
Risk 3d forecast
Volatility22.5%
VaR 5th Pctl3.95%
VaR vs Median6.85%
Reward TTM
Sharpe Ratio1.47
Rel. Str. IBD70.6
Rel. Str. Peer Group79.2
Character TTM
Beta0.575
Beta Downside0.331
Hurst Exponent0.483
Drawdowns 3y
Max DD21.11%
CAGR/Max DD2.15
CAGR/Mean DD12.84

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: BMED Banca Mediolanum SpA

Banca Mediolanum S.p.A. is an Italian financial institution providing retail banking, investment, and insurance services. Headquartered in Basiglio, the company operates a diversified business model that integrates traditional banking products, such as mortgages and deposits, with sophisticated asset management and life insurance solutions.

The firm utilizes a network of financial advisors, known as Family Bankers, to distribute its products, a strategy common among Italian diversified financial firms to maintain high client retention. This model allows the company to capture multiple revenue streams through management fees, interest income, and insurance premiums.

Investors can further analyze these revenue drivers and historical performance metrics on ValueRay.

In addition to core financial services, the company offers specialized protection products covering health, travel, and veterinary expenses. Founded in 1982, Banca Mediolanum remains a significant player in the Italian wealth management sector, focusing on digital integration through its SelfyCare product line.

Headlines to Watch Out For
  • Net interest income sensitivity to European Central Bank monetary policy shifts
  • Growth in assets under management drives recurring fee and commission income
  • Performance of proprietary unit-linked insurance products influences overall profitability margins
  • Italian household savings rate fluctuations impact new net inflows and deposits
  • Regulatory changes in European wealth management fee structures affect long-term revenue
Piotroski VR-10 (Strict) 1.0
Net Income: error (cannot be calculated; needs Net Income TTM and Revenue TTM)
FCF/TA: 0.00 > 0.02 and ΔFCF/TA -0.87 > 1.0
NWC/Revenue: error (cannot be calculated; needs Current Assets/Liabilities and Revenue current+prev)
CFO/TA 0.00 > 3% & CFO 389.8m > Net Income 1.73b
Net Debt/EBITDA: error (cannot be calculated)
Current Ratio: error (cannot be calculated; needs correct Total Current Assets and Liabilities)
Outstanding Shares: last quarter (739.2m) vs 12m ago 0.25% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 0.0% > 50% (prev 2.81%; Δ -2.81% > 0%)
Interest Coverage Ratio: 6.75 > 6 (EBITDA TTM 2.14b / Interest Expense TTM 309.8m)
What is the price of BMED shares?

As of May 24, 2026, the stock is trading at EUR 19.79 with a total of 1,323,899 shares traded.
Over the past week, the price has changed by +3.48%, over one month by +6.80%, over three months by +14.90% and over the past year by +40.63%.

Is BMED a buy, sell or hold?

Banca Mediolanum SpA has no consensus analysts rating.

Banca Mediolanum SpA (BMED) - Fundamental Data Overview as of 20 May 2026
Market Cap USD = 16.3b (14.1b EUR * 1.1625 EUR.USD)
P/E Trailing = 11.3214
P/E Forward = 11.1111
P/S = 5.76
P/B = 2.9888
P/EG = 0.2308
Revenue TTM = 0.0 EUR
EBIT TTM = 2.09b EUR
EBITDA TTM = 2.14b EUR
Long Term Debt = 647.1m EUR (from longTermDebt, last quarter)
 Short Term Debt = unknown (none)
 Debt = unknown
 Net Debt = unknown
 Enterprise Value = 14.1b EUR (14.1b + (null Debt) - (null CCE))
Interest Coverage Ratio = 6.75 (Ebit TTM 2.09b / Interest Expense TTM 309.8m)
EV/FCF = 40.60x (Enterprise Value 14.1b / FCF TTM 346.4m)
FCF Yield = 2.46% (FCF TTM 346.4m / Enterprise Value 14.1b)
 FCF Margin = unknown (Revenue TTM is 0 or missing)
 Net Margin = unknown
 Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
 Tobins Q-Ratio = 0.16 (Enterprise Value 14.1b / Total Assets 86.2b)
 Interest Expense / Debt = unknown (Interest Expense 309.8m / Debt none)
 Taxrate = 4.00% (31.7m / 792.3m)
NOPAT = 2.01b (EBIT 2.09b * (1 - 4.00%))
 Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
 Debt / Equity = unknown (Debt none)
 Debt / EBITDA = unknown (Net Debt none / EBITDA 2.14b)
 Debt / FCF = unknown (Net Debt none / FCF TTM 346.4m)
 Total Stockholder Equity = 4.37b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.01% (Net Income 1.73b / Total Assets 86.2b)
RoE = 39.62% (Net Income TTM 1.73b / Total Stockholder Equity 4.37b)
RoCE = 41.69% (EBIT 2.09b / Capital Employed (Equity 4.37b + L.T.Debt 647.1m))
 RoIC = unknown (NOPAT 2.01b, Invested Capital 0.0, EBIT 2.09b)
 WACC = 8.01% (E(14.1b)/V(14.1b) * Re(8.01%) + (debt-free company))
Discount Rate = 8.01% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 31.46 | Cagr: 0.14%
[DCF] Terminal Value 73.10% ; FCFF base≈646.1m ; Y1≈566.6m ; Y5≈457.8m
[DCF] Fair Price = 9.94 (EV 7.35b - Net Debt 0.0 = Equity 7.35b / Shares 739.3m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: 93.18 | EPS CAGR: 24.29% | SUE: 1.46 | # QB: 1
Revenue Correlation: 87.09 | Revenue CAGR: 22.75% | SUE: N/A | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.34 | Chg30d=-0.47% | Revisions=-20% | Analysts=1
EPS next Quarter (2026-09-30): EPS=0.36 | Chg30d=-1.80% | Revisions=-20% | Analysts=1
EPS current Year (2026-12-31): EPS=1.41 | Chg30d=-0.34% | Revisions=+27% | GrowthEPS=-10.3% | GrowthRev=-34.2%
EPS next Year (2027-12-31): EPS=1.51 | Chg30d=+1.49% | Revisions=+9% | GrowthEPS=+7.3% | GrowthRev=+5.8%
[Analyst] Revisions Ratio: +27%