(UNI) Unipol Gruppo S.p.A. - Overview

Sector: Financial Services | Industry: Insurance - Property & Casualty | Exchange: MI (Italy) | Market Cap: 15.678m EUR | Total Return: 35.4% in 12m

Insurance, Banking, Real Estate, Mobility Services
Total Rating 46
Safety 53
Buy Signal 0.06
Insurance - Property & Casualty
Industry Rotation: +1.7
Market Cap: 18.3B
Avg Turnover: 29.6M
Risk 3d forecast
Volatility20.7%
VaR 5th Pctl3.52%
VaR vs Median3.13%
Reward TTM
Sharpe Ratio1.16
Rel. Str. IBD70.5
Rel. Str. Peer Group96.7
Character TTM
Beta0.451
Beta Downside0.105
Hurst Exponent0.525
Drawdowns 3y
Max DD19.78%
CAGR/Max DD3.77
CAGR/Mean DD30.11

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: UNI Unipol Gruppo S.p.A.

Unipol Gruppo S.p.A. (rebranded as Unipol Assicurazioni S.p.A.) is a diversified Italian financial services provider operating primarily across non-life and life insurance, banking, and asset management. The company maintains a leading position in the Italian motor insurance market, utilizing a multi-channel distribution strategy that includes agencies, brokers, and bancassurance partnerships.

The business model is characterized by high vertical integration, extending beyond traditional risk coverage into real estate management, hospitality, healthcare, and telematics. In the European insurance sector, such diversification into ecosystems-specifically mobility and health services-is a common strategy to offset the cyclical nature of underwriting and generate non-insurance fee income.

Investors should review the latest performance metrics on ValueRay to better understand the companys valuation.

Beyond its core insurance operations, Unipol manages significant agricultural and port facility assets while providing electronic payment solutions. This multi-line approach allows the firm to leverage its vast customer base for cross-selling digital services and integrated assistance solutions.

Headlines to Watch Out For
  • Italian P&C market leadership and motor insurance pricing power drive margins
  • Solvency II ratio stability influences dividend distribution and capital return capacity
  • Strategic consolidation of BPER and Popolare di Sondrio boosts bancassurance revenue
  • Expansion into mobility and health services diversifies non-insurance income streams
  • European Central Bank interest rate shifts impact fixed-income investment portfolio yields
Piotroski VR-10 (Strict) 4.0
Net Income: 1.48b TTM > 0 and > 6% of Revenue
FCF/TA: 0.04 > 0.02 and ΔFCF/TA 2.45 > 1.0
NWC/Revenue: error (cannot be calculated; needs Current Assets/Liabilities and Revenue current+prev)
CFO/TA 0.05 > 3% & CFO 4.59b > Net Income 1.48b
Net Debt (-1.05b) to EBITDA (663.7m): -1.59 < 3
Current Ratio: error (cannot be calculated; needs correct Total Current Assets and Liabilities)
Outstanding Shares: last quarter (715.2m) vs 12m ago 0.12% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 16.25% > 50% (prev 9.71%; Δ 6.54% > 0%)
Interest Coverage Ratio: 2.89 > 6 (EBITDA TTM 663.7m / Interest Expense TTM 210.8m)
Beneish M -3.44
DSRI: 0.24 (Receivables 408.0m/941.0m, Revenue 13.7b/7.61b)
GMI: 1.0 (GM 100.0% / 100.0%)
AQI: 0.44 (AQ_t 0.40 / AQ_t-1 0.92)
SGI: 1.80 (Revenue 13.7b / 7.61b)
TATA: -0.03 (NI 1.48b - CFO 4.59b) / TA 90.4b)
Beneish M = -3.44 (Cap -4..+1) = AA
What is the price of UNI shares?

As of May 26, 2026, the stock is trading at EUR 21.86 with a total of 733,455 shares traded.
Over the past week, the price has changed by +3.95%, over one month by +4.23%, over three months by +8.86% and over the past year by +35.44%.

Is UNI a buy, sell or hold?

Unipol Gruppo S.p.A. has no consensus analysts rating.

Unipol Gruppo S.p.A. (UNI) - Fundamental Data Overview as of 26 May 2026
Market Cap USD = 18.3b (15.7b EUR * 1.1641 EUR.USD)
P/E Trailing = 10.7685
P/E Forward = 5.5617
P/S = 1.4242
P/B = 1.4874
P/EG = 0.0755
Revenue TTM = 13.7b EUR
EBIT TTM = 608.7m EUR
EBITDA TTM = 663.7m EUR
Long Term Debt = 5.01b EUR (from longTermDebt, last quarter)
 Short Term Debt = unknown (none)
 Debt = 128.0m EUR (Leases only: 128.0m)
Net Debt = -1.05b EUR (calculated: Debt 128.0m - CCE 1.18b)
Enterprise Value = 14.6b EUR (15.7b + Debt 128.0m - CCE 1.18b)
Interest Coverage Ratio = 2.89 (Ebit TTM 608.7m / Interest Expense TTM 210.8m)
EV/FCF = 3.61x (Enterprise Value 14.6b / FCF TTM 4.05b)
FCF Yield = 27.72% (FCF TTM 4.05b / Enterprise Value 14.6b)
FCF Margin = 29.56% (FCF TTM 4.05b / Revenue TTM 13.7b)
Net Margin = 10.81% (Net Income TTM 1.48b / Revenue TTM 13.7b)
 Gross Margin = unknown ((Revenue TTM 13.7b - Cost of Revenue TTM 0.0) / Revenue TTM)
 Tobins Q-Ratio = 0.16 (Enterprise Value 14.6b / Total Assets 90.4b)
 Interest Expense / Debt = 164.7% (Interest Expense 210.8m / Debt 128.0m)
 Taxrate = 18.30% (73.0m / 399.0m)
NOPAT = 497.3m (EBIT 608.7m * (1 - 18.30%))
 Current Ratio = unknown (Total Current Assets 49.6b / Total Current Liabilities none)
 Debt / Equity = 0.01 (Debt 128.0m / totalStockholderEquity, last quarter 10.4b)
Debt / EBITDA = -1.59 (Net Debt -1.05b / EBITDA 663.7m)
Debt / FCF = -0.26 (Net Debt -1.05b / FCF TTM 4.05b)
Total Stockholder Equity = 9.31b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.76% (Net Income 1.48b / Total Assets 90.4b)
RoE = 15.92% (Net Income TTM 1.48b / Total Stockholder Equity 9.31b)
RoCE = 4.25% (EBIT 608.7m / Capital Employed (Equity 9.31b + L.T.Debt 5.01b))
 RoIC = unknown (NOPAT 497.3m, Invested Capital 0.0, EBIT 608.7m)
 WACC = 7.51% (E(15.7b)/V(15.8b) * Re(7.57%) + (debt cost/tax rate unavailable))
Discount Rate = 7.57% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -22.47 | Cagr: -0.03%
[DCF] Terminal Value 77.97% ; FCFF base≈3.07b ; Y1≈3.52b ; Y5≈5.18b
[DCF] Fair Price = 110.1 (EV 77.9b - Net Debt -1.05b = Equity 79.0b / Shares 717.2m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: N/A | # QB: 0
Revenue Correlation: 98.18 | Revenue CAGR: 6.18% | SUE: -0.62 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.47 | Chg30d=+0.00% | Revisions=+20% | Analysts=1
EPS next Quarter (2026-09-30): EPS=0.44 | Chg30d=+0.00% | Revisions=+20% | Analysts=1
EPS current Year (2026-12-31): EPS=2.01 | Chg30d=+1.25% | Revisions=+20% | GrowthEPS=-1.2% | GrowthRev=+3.4%
EPS next Year (2027-12-31): EPS=2.18 | Chg30d=+1.71% | Revisions=+20% | GrowthEPS=+8.7% | GrowthRev=+4.4%
[Analyst] Revisions Ratio: +20%