Overview Dividends

(AMUN) Amundi - Ratings and Ratios

Exchange: PA • Country: France • Currency: EUR • Type: Common Stock • ISIN: FR0004125920

ETFs, Mutual Funds, Pension Management, Advisory Services

AMUN EPS (Earnings per Share)

EPS Growth (3Y CAGR): 3.78%
EPS Trend (3Y Correlation): 53.7%

AMUN Revenue

Revenue Growth (3Y CAGR): 52.86%
Revenue Trend (3Y Correlation): 33.8%

Description: AMUN Amundi October 30, 2025

Amundi SA (ticker AMUN) is a publicly-owned French asset manager that delivers investment products and advisory services across retail, institutional, and corporate client segments. Its retail distribution relies heavily on quasi-exclusive agreements with the banking networks of Crédit Agricole and Société Générale in France, complemented by international partner networks, joint ventures, and third-party distributors throughout Europe and Asia. The firm also provides pension-fund, insurer, sovereign, and corporate treasury solutions via a global sales force operating in roughly 30 countries.

Key metrics that shape Amundi’s outlook include its €2 trillion of assets under management (AUM) as of Q2 2024-a 7 % YoY increase driven by strong inflows into ESG-focused funds and a 1.8 % net profit margin after tax. The European asset-management sector is currently pressured by fee compression and tighter regulatory capital rules, while demand for sustainable investing and passive strategies remains a primary growth driver. Additionally, Amundi’s exposure to French retail banking deposits ties its performance to the health of the domestic credit market and the broader euro-zone interest-rate environment.

For a deeper quantitative assessment of Amundi’s valuation and risk profile, you may find ValueRay’s analytical dashboards useful as a next step in your research.

AMUN Stock Overview

Market Cap in USD	15,221m
Sub-Industry	Asset Management & Custody Banks
IPO / Inception

AMUN Stock Ratings

Growth Rating	54.2%
Fundamental	78.4%
Dividend Rating	76.5%
Return 12m vs S&P 500	-14.6%
Analyst Rating	-

AMUN Dividends

Dividend Yield 12m	6.60%
Yield on Cost 5y	9.38%
Annual Growth 5y	12.24%
Payout Consistency	79.5%
Payout Ratio	52.2%

AMUN Growth Ratios

Growth Correlation 3m	32.6%
Growth Correlation 12m	46.3%
Growth Correlation 5y	57%
CAGR 5y	13.31%
CAGR/Max DD 3y (Calmar Ratio)	0.59
CAGR/Mean DD 3y (Pain Ratio)	2.28
Sharpe Ratio 12m	1.32
Alpha	-20.90
Beta	1.120
Volatility	24.25%
Current Volume	82.9k
Average Volume 20d	111.6k
Stop Loss	62.3 (-3.1%)
Signal	0.39

Piotroski VR‑10 (Strict, 0-10) 4.0

Net Income (1.96b TTM) > 0 and > 6% of Revenue (6% = 358.5m TTM)

FCFTA 0.05 (>2.0%) and ΔFCFTA 0.94pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 359.2% (prev 274.9%; Δ 84.36pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.05 (>3.0%) and CFO 1.90b <= Net Income 1.96b (YES >=105%, WARN >=100%)

Net Debt (18.45b) to EBITDA (2.07b) ratio: 8.93 <= 3.0 (WARN <= 3.5)

Current Ratio 4.25 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (191.0m) change vs 12m ago -6.23% (target <= -2.0% for YES)

Gross Margin 49.55% (prev 52.42%; Δ -2.87pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 15.53% (prev 21.03%; Δ -5.50pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 9.86 (EBITDA TTM 2.07b / Interest Expense TTM 202.7m) >= 6 (WARN >= 3)

Altman Z'' 4.39

(A) 0.55 = (Total Current Assets 28.07b - Total Current Liabilities 6.61b) / Total Assets 39.17b

(B) 0.03 = Retained Earnings (Balance) 997.7m / Total Assets 39.17b

(D) 0.35 = Book Value of Equity 9.46b / Total Liabilities 27.13b

Total Rating: 4.39 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 78.36

1. Piotroski 4.0pt = -1.0

2. FCF Yield 18.81% = 5.0

3. FCF Margin 30.48% = 7.50

4. Debt/Equity 1.69 = 1.21

5. Debt/Ebitda 8.93 = -2.50

6. ROIC - WACC (= 9.24)% = 11.55

7. RoE 16.53% = 1.38

8. Rev. Trend 33.82% = 2.54

9. EPS Trend 53.73% = 2.69

What is the price of AMUN shares?

As of November 06, 2025, the stock is trading at EUR 64.30 with a total of 82,860 shares traded.
Over the past week, the price has changed by +1.18%, over one month by -5.58%, over three months by -0.62% and over the past year by +1.57%.

Is Amundi a good stock to buy?

Partly, yes. Based on ValueRay´s Fundamental Analyses, Amundi (PA:AMUN) is currently (November 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 78.36 and therefor a somewhat positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of AMUN is around 68.60 EUR . This means that AMUN is currently overvalued and has a potential downside of 6.69%.

Is AMUN a buy, sell or hold?

Amundi has no consensus analysts rating.

What are the forecasts/targets for the AMUN price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	75.3	17.1%
Analysts Target Price	-	-
ValueRay Target Price	73.5	14.4%

AMUN Fundamental Data Overview January 01, 1970

Market Cap USD = 15.22b (13.21b EUR * 1.1525 EUR.USD)
Market Cap EUR = 13.21b (13.21b EUR * 1.0 EUR.EUR)
P/E Trailing = 7.8993
P/E Forward = 10.101
P/S = 1.9497
P/B = 1.1836
P/EG = 3.4833
Beta = 1.12
Revenue TTM = 5.97b EUR
EBIT TTM = 2.00b EUR
EBITDA TTM = 2.07b EUR
Long Term Debt = 313.2m EUR (from longTermDebt, last quarter)
Short Term Debt = 28.6m EUR (from shortTermDebt, last quarter)
Debt = 20.32b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 18.45b EUR (from netDebt column, last quarter)
Enterprise Value = 9.68b EUR (13.21b + Debt 20.32b - CCE 23.85b)
Interest Coverage Ratio = 9.86 (Ebit TTM 2.00b / Interest Expense TTM 202.7m)
FCF Yield = 18.81% (FCF TTM 1.82b / Enterprise Value 9.68b)
FCF Margin = 30.48% (FCF TTM 1.82b / Revenue TTM 5.97b)
Net Margin = 32.77% (Net Income TTM 1.96b / Revenue TTM 5.97b)
Gross Margin = 49.55% ((Revenue TTM 5.97b - Cost of Revenue TTM 3.01b) / Revenue TTM)
Gross Margin QoQ = 52.84% (prev 47.59%)
Tobins Q-Ratio = 0.25 (Enterprise Value 9.68b / Total Assets 39.17b)
Interest Expense / Debt = 0.39% (Interest Expense 79.7m / Debt 20.32b)
Taxrate = 11.44% (89.6m / 783.1m)
NOPAT = 1.77b (EBIT 2.00b * (1 - 11.44%))
Current Ratio = 4.25 (Total Current Assets 28.07b / Total Current Liabilities 6.61b)
Debt / Equity = 1.69 (Debt 20.32b / totalStockholderEquity, last quarter 11.99b)
Debt / EBITDA = 8.93 (Net Debt 18.45b / EBITDA 2.07b)
Debt / FCF = 10.13 (Net Debt 18.45b / FCF TTM 1.82b)
Total Stockholder Equity = 11.84b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.00% (Net Income 1.96b / Total Assets 39.17b)
RoE = 16.53% (Net Income TTM 1.96b / Total Stockholder Equity 11.84b)
RoCE = 16.44% (EBIT 2.00b / Capital Employed (Equity 11.84b + L.T.Debt 313.2m))
RoIC = 13.44% (NOPAT 1.77b / Invested Capital 13.17b)
WACC = 4.20% (E(13.21b)/V(33.53b) * Re(10.14%) + D(20.32b)/V(33.53b) * Rd(0.39%) * (1-Tc(0.11)))
Discount Rate = 10.14% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -3.34%
[DCF Debug] Terminal Value 66.37% ; FCFE base≈1.65b ; Y1≈1.32b ; Y5≈886.4m
Fair Price DCF = 58.05 (DCF Value 11.89b / Shares Outstanding 204.8m; 5y FCF grow -24.33% → 3.0% )
EPS Correlation: 53.73 | EPS CAGR: 3.78% | SUE: 1.16 | # QB: 1
Revenue Correlation: 33.82 | Revenue CAGR: 52.86% | SUE: 0.98 | # QB: 1

Additional Sources for AMUN Stock

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Fund Manager Positions: Dataroma | Stockcircle