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1. Company Snapshot

1.a. Company Description

Anima Holding SpA is a publicly owned investment manager.The firm invests in the public equity markets of Italy.The firm offers various investment schemes and foreign SICAVs, and institutional and private pension funds, mutual funds, open-ended umbrella funds as well as private wealth and institutional asset management services.


It employs fundamental analysis to make its investments.It provides asset management services in Italy.Anima Holding S.p.A. is based in Milan, Italy.

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1.b. Last Insights on ANIM

Negative drivers behind Anima Holding SpA's recent performance include the ongoing takeover battle with UniCredit, which has led to increased uncertainty and volatility in the market. The ECB's negative view on lighter capital rules for Banco BPM's bid for Anima has also created a challenging environment. Additionally, UniCredit's CEO has stated that he will review Banco BPM's bid after the Anima deal is completed, indicating a potential delay in the takeover process. Furthermore, the recent authorization for Credit Agricole to raise its stake in Banco BPM may also impact the dynamics of the takeover battle.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Banco BPM profit jumps on Anima boost after UniCredit drops bid

Aug -05

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3 European Dividend Stocks With Yields Up To 7.4%

Jun -24

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Trio of Italian Banks Beat Forecasts Amid Takeover Tussle

May -09

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UniCredit Puts Decision on Banco BPM Bid on Hold After Italy Imposes Conditions

Apr -22

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Credit Agricole Gets ECB Nod to Raise BPM Stake as UniCredit Readies Bid Launch

Apr -02

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Banco BPM to Press Ahead With Anima Bid After ECB Leans Against Lighter Rule

Mar -28

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UniCredit CEO to Review Banco BPM Bid After Anima Deal Completed

Mar -27

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Anima Holding SA (BSP:ANIM3) Q4 2024 Earnings Call Highlights: Record Revenue Growth and ...

Mar -24

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (6.40%)

6. Segments

Financial Products

Expected Growth: 6.4%

Anima Holding SpA's 6.4% growth in financial products is driven by increasing demand for pension and insurance services, expansion into new markets, and strategic partnerships. Additionally, the company's focus on digitalization and innovation has improved operational efficiency, reduced costs, and enhanced customer experience, contributing to its growth momentum.

7. Detailed Products

Insurance Products

Anima Holding SpA offers a range of insurance products, including life insurance, non-life insurance, and pension funds, designed to provide financial protection and security to individuals and families.

Asset Management

Anima Holding SpA provides asset management services, including portfolio management, investment advice, and wealth management, to help individuals and institutions achieve their financial goals.

Wealth Management

Anima Holding SpA offers wealth management services, including investment advice, portfolio management, and estate planning, to help high net worth individuals and families manage their wealth.

Pension Funds

Anima Holding SpA provides pension fund management services, including defined contribution and defined benefit plans, to help individuals and companies plan for retirement.

Real Estate Services

Anima Holding SpA provides real estate services, including property management, development, and investment, to help individuals and institutions invest in real estate.

8. Anima Holding SpA's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Anima Holding SpA is moderate, as there are some alternatives available in the market, but they are not very attractive to customers.

Bargaining Power Of Customers

The bargaining power of customers for Anima Holding SpA is low, as customers have limited options and the company has a strong brand presence.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Anima Holding SpA is moderate, as the company has some negotiating power, but suppliers also have some bargaining power.

Threat Of New Entrants

The threat of new entrants for Anima Holding SpA is high, as the market is attractive and there are low barriers to entry.

Intensity Of Rivalry

The intensity of rivalry for Anima Holding SpA is high, as the market is highly competitive and there are many players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 34.75%
Debt Cost 3.95%
Equity Weight 65.25%
Equity Cost 10.62%
WACC 8.30%
Leverage 53.25%

11. Quality Control: Anima Holding SpA passed 3 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
Anima Holding

A-Score: 7.7/10

Value: 7.7

Growth: 6.0

Quality: 7.8

Yield: 9.4

Momentum: 6.0

Volatility: 9.3

1-Year Total Return ->

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Law Debenture

A-Score: 7.1/10

Value: 5.0

Growth: 4.4

Quality: 9.2

Yield: 6.2

Momentum: 7.5

Volatility: 10.0

1-Year Total Return ->

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Real Estate Credit Investments

A-Score: 6.9/10

Value: 5.8

Growth: 3.9

Quality: 8.0

Yield: 10.0

Momentum: 3.5

Volatility: 10.0

1-Year Total Return ->

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Stock-Card
abrdn Asia Focus

A-Score: 6.8/10

Value: 4.0

Growth: 6.2

Quality: 8.0

Yield: 3.8

Momentum: 8.5

Volatility: 10.0

1-Year Total Return ->

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Deutsche Beteiligungs

A-Score: 5.8/10

Value: 5.1

Growth: 4.6

Quality: 6.6

Yield: 7.5

Momentum: 4.0

Volatility: 7.0

1-Year Total Return ->

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Mutares

A-Score: 5.8/10

Value: 9.1

Growth: 3.1

Quality: 4.5

Yield: 8.1

Momentum: 7.5

Volatility: 2.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

ValueQualityYieldMomentumLow VolatilityGrowth
Company A-Score: 7.70Peer Group Average: 6.70Leader: 7.70

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

6.03$

Current Price

6.03$

Potential

-0.00%

Expected Cash-Flows