(MLCFM) CFM Indosuez Wealth - Ratings and Ratios
Wealth Management, Banking, Financial Services, Private Banking, Investment
Description: MLCFM CFM Indosuez Wealth
CFM Indosuez Wealth SA is a Monaco-based wealth management company providing banking and financial solutions to private investors, businesses, and institutions. With a history dating back to 1922, it operates as a subsidiary of CA Indosuez Société anonyme, offering a range of wealth management services.
To evaluate the companys performance, we can look at key performance indicators (KPIs) such as Return on Equity (RoE), which stands at 12.94%, indicating a relatively strong return for shareholders. The Price-to-Earnings (P/E) ratio is 11.79, suggesting that the stock may be undervalued compared to its earnings. The Market Capitalization of 716.25M EUR indicates a moderate-sized company with a stable market presence.
From a growth perspective, the companys ability to maintain its market position and expand its client base is crucial. As a wealth management firm, CFM Indosuez Wealth SAs success is tied to its ability to manage assets effectively and provide competitive financial solutions. The fact that it operates under the umbrella of CA Indosuez Société anonyme may provide stability and support for its operations.
To further assess the stocks potential, we can examine its price movements. The stock has shown a significant increase over the past year, with a 52-week high of 1260.00 and a low of 677.07, indicating a potential for long-term growth. The current price is near its 52-week high, suggesting a strong upward trend.
MLCFM Stock Overview
| Market Cap in USD | 1,000m |
| Sub-Industry | Diversified Banks |
| IPO / Inception |
MLCFM Stock Ratings
| Growth Rating | 95.6% |
| Fundamental | 33.6% |
| Dividend Rating | 86.0% |
| Return 12m vs S&P 500 | 7.46% |
| Analyst Rating | - |
MLCFM Dividends
| Dividend Yield 12m | 6.78% |
| Yield on Cost 5y | 12.19% |
| Annual Growth 5y | 9.69% |
| Payout Consistency | 83.5% |
| Payout Ratio | 75.5% |
MLCFM Growth Ratios
| Growth Correlation 3m | 65.3% |
| Growth Correlation 12m | 98.1% |
| Growth Correlation 5y | 95.9% |
| CAGR 5y | 50.23% |
| CAGR/Max DD 5y | 2.93 |
| Sharpe Ratio 12m | -0.09 |
| Alpha | 72.71 |
| Beta | -0.316 |
| Volatility | 160.79% |
| Current Volume | 0k |
| Average Volume 20d | 0k |
| Stop Loss | 1181.1 (-7%) |
| Signal | 0.00 |
Piotroski VR‑10 (Strict, 0-10) 0.0
| Net Income (40.2m TTM) > 0 and > 6% of Revenue (6% = 47.1m TTM) |
| FCFTA -0.05 (>2.0%) and ΔFCFTA -0.02pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| error: NWC/Revenue cannot be calculated (needs Current Assets/Liabilities and Revenue current+prev) |
| CFO/TA -0.14 (>3.0%) and CFO -784.0m <= Net Income 40.2m (YES >=105%, WARN >=100%) |
| error: Net Debt/EBITDA cannot be calculated |
| error: Current Ratio cannot be calculated (needs Total Current Assets and Liabilities) |
| Outstanding Shares last Quarter (NaN) change vs 12m ago NaN% (target <= -2.0% for YES) |
| Gross Margin 74.58% (prev 97.50%; Δ -22.92pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 16.88% (prev 129.0%; Δ -112.2pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 1.01 (EBITDA TTM 3.47b / Interest Expense TTM 3.43b) >= 6 (WARN >= 3) |
ValueRay F-Score (Strict, 0-100) 33.58
| 1. Piotroski 0.0pt = -5.0 |
| 2. FCF Yield -33.71% = -5.0 |
| 3. FCF Margin -34.19% = -7.50 |
| 4. Debt/Equity data missing |
| 5. Debt/Ebitda data missing |
| 6. ROIC - WACC data missing |
| 7. RoE 12.94% = 1.08 |
| 8. Revenue Trend data missing |
| 9. Revenue CAGR data missing |
| 10. EPS Trend data missing |
| 11. EPS CAGR data missing |
What is the price of MLCFM shares?
Over the past week, the price has changed by +1.60%, over one month by -13.01%, over three months by +4.10% and over the past year by +23.34%.
Is CFM Indosuez Wealth a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of MLCFM is around 1463.52 EUR . This means that MLCFM is currently undervalued and has a potential upside of +15.24% (Margin of Safety).
Is MLCFM a buy, sell or hold?
What are the forecasts/targets for the MLCFM price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 1578.4 | 24.3% |
MLCFM Fundamental Data Overview
Market Cap EUR = 858.3m (858.3m EUR * 1.0 EUR.EUR)
CCE Cash And Equivalents = 62.6m EUR (Cash only, last quarter)
P/E Trailing = 11.7925
P/S = 4.3697
P/B = 1.6459
Beta = 0.107
Revenue TTM = 784.5m EUR
EBIT TTM = 3.47b EUR
EBITDA TTM = 3.47b EUR
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 795.7m EUR (858.3m + (null Debt) - CCE 62.6m)
Interest Coverage Ratio = 1.01 (Ebit TTM 3.47b / Interest Expense TTM 3.43b)
FCF Yield = -33.71% (FCF TTM -268.2m / Enterprise Value 795.7m)
FCF Margin = -34.19% (FCF TTM -268.2m / Revenue TTM 784.5m)
Net Margin = 5.12% (Net Income TTM 40.2m / Revenue TTM 784.5m)
Gross Margin = 74.58% ((Revenue TTM 784.5m - Cost of Revenue TTM 199.4m) / Revenue TTM)
Tobins Q-Ratio = 22.77 (Enterprise Value 795.7m / Book Value Of Equity 35.0m)
Interest Expense / Debt = unknown (Interest Expense 1.71b / Debt none)
Taxrate = 19.95% (from yearly Income Tax Expense: 14.8m / 74.2m)
NOPAT = 2.78b (EBIT 3.47b * (1 - 19.95%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 3.47b)
Debt / FCF = none (Debt none / FCF TTM -268.2m)
Total Stockholder Equity = 310.7m (last 4 quarters mean)
RoA = 0.72% (Net Income 40.2m, Total Assets 5.59b )
RoE = 12.94% (Net Income TTM 40.2m / Total Stockholder Equity 310.7m)
RoCE = unknown (Ebit 3.47b / (Equity 310.7m + L.T.Debt none))
RoIC = 1063 % (set to none) (NOPAT 2.78b / Invested Capital 261.2m)
WACC = unknown (E(858.3m)/V(0.0) * Re(4.85%)) + (D(none)/V(0.0) * Rd(none%) * (1-Tc(0.20)))
Discount Rate = 4.85% (= CAPM, Blume Beta Adj.) -> floored to rf + ERP 8.05%
Fair Price DCF = unknown (Cash Flow -268.2m)