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1. Company Snapshot

1.a. Company Description

Amundi is a publically owned investment manager.The firm engages in the asset management business.The company provides a range of retail products and solutions through quasi-exclusive distribution agreements with the retail banking networks of the Crédit Agricole and the Société Générale groups in France; and through international partner networks and joint ventures outside France, as well as through third-party distributors primarily in France, rest of Europe, and Asia.


It also offers management and advisory services for various pension funds, insurers, and sovereigns; and treasury management and employee savings solutions for corporate customers through global relationship managers supported by sales and marketing staff in 30 countries.It was formerly known as Amundi Group.The company was founded in 1982 and is headquartered in Paris, France.


Amundi Group operates as a subsidiary of Credit Agricole S.A.

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1.b. Last Insights on AMUN

Amundi's recent performance has been impacted by several factors. The company's third-quarter results showed a 4% growth in pre-tax income, driven by management fees and technology. However, UniCredit's decision to pull client funds from Amundi by mid-2027 may pose a challenge. Additionally, investors are shifting from high-valued stocks to potential next-in-line winners, reviving a strategy from the 1990s dotcom era. Amundi's assets under management reached a record high of €2,317bn, with sustained inflows over nine months. Despite this, the company's growth may be affected by changing investor sentiment.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Tom Lee Says Ethereum Firms Are ‘Elite Of Wall Street’ — Is His Bullish $9000 Prediction Possible?

Dec -01

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European Asset Manager Amundi Debuts Tokenized Share Class on Ethereum

Nov -28

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How the Narrative Around Amundi Is Evolving Amid Shifting Analyst Sentiment and Market Moves

Nov -27

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Nvidia relief won't be enough to dispel tech-bubble angst

Nov -20

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Stocks stay on rollercoaster despite strong Nvidia earnings

Nov -20

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Stocks stuck on rollercoaster despite strong Nvidia earnings

Nov -20

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Maybe There's Too Much Nvidia Hype, Optimism: Amundi CIO

Nov -20

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Amundi acquires 4.6% stake in ICG

Nov -19

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.97%)

6. Segments

Portfolio Management and Investment Advice

Expected Growth: 8.97%

Amundi's 8.97% growth in Portfolio Management and Investment Advice is driven by increasing demand for ESG and sustainable investments, expansion into new markets, and strategic partnerships. Additionally, the company's robust investment capabilities, diversified product offerings, and strong distribution network have contributed to its growth.

7. Detailed Products

Active Management

Amundi's active management products offer a range of actively managed funds that aim to outperform the market through the expertise of their fund managers.

Indexing & ETF

Amundi's indexing and ETF products track a specific market index, providing investors with broad diversification and cost-effective exposure to various asset classes.

Real Assets

Amundi's real assets products invest in tangible assets such as real estate, infrastructure, and private equity, providing a hedge against inflation and diversification benefits.

Responsible Investment

Amundi's responsible investment products incorporate environmental, social, and governance (ESG) factors into the investment process, aligning with investors' values and promoting sustainable development.

Multi-Asset Solutions

Amundi's multi-asset solutions offer a range of diversified portfolios that combine different asset classes to achieve specific investment objectives, such as income generation or capital growth.

Alternative Investments

Amundi's alternative investment products offer a range of non-traditional investment strategies, such as hedge funds, private debt, and real assets, to provide diversification and absolute returns.

8. Amundi's Porter Forces

Forces Ranking

Threat Of Substitutes

Amundi's investment products are diversified, but there are substitutes available in the market, which can affect the company's market share.

Bargaining Power Of Customers

Amundi's customers are institutional investors and distributors, who have limited bargaining power due to the company's strong brand reputation and diversified product offerings.

Bargaining Power Of Suppliers

Amundi's suppliers are mainly technology providers and service providers, who have limited bargaining power due to the company's large scale of operations and diversified supplier base.

Threat Of New Entrants

The asset management industry has high barriers to entry, including regulatory requirements and the need for significant capital investment, which limits the threat of new entrants.

Intensity Of Rivalry

The asset management industry is highly competitive, with many established players competing for market share, which increases the intensity of rivalry.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 15.96%
Debt Cost 6.44%
Equity Weight 84.04%
Equity Cost 9.91%
WACC 9.36%
Leverage 19.00%

11. Quality Control: Amundi passed 6 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
KBC Ancora

A-Score: 7.4/10

Value: 4.2

Growth: 4.8

Quality: 8.6

Yield: 9.4

Momentum: 8.5

Volatility: 9.0

1-Year Total Return ->

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Stock-Card
MandG

A-Score: 6.7/10

Value: 7.5

Growth: 1.8

Quality: 4.2

Yield: 10.0

Momentum: 7.5

Volatility: 9.0

1-Year Total Return ->

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Stock-Card
Amundi

A-Score: 6.2/10

Value: 5.5

Growth: 5.0

Quality: 5.3

Yield: 9.4

Momentum: 5.0

Volatility: 7.3

1-Year Total Return ->

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Stock-Card
Janus Henderson

A-Score: 6.1/10

Value: 5.4

Growth: 4.2

Quality: 8.5

Yield: 7.5

Momentum: 6.0

Volatility: 5.0

1-Year Total Return ->

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Stock-Card
GBL

A-Score: 6.1/10

Value: 5.8

Growth: 3.9

Quality: 3.4

Yield: 7.5

Momentum: 6.0

Volatility: 10.0

1-Year Total Return ->

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Stock-Card
Ninety One

A-Score: 6.0/10

Value: 5.2

Growth: 2.0

Quality: 7.5

Yield: 8.8

Momentum: 6.0

Volatility: 6.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

67.8$

Current Price

67.8$

Potential

-0.00%

Expected Cash-Flows