Amundi AMUN.PA
Amundi is a French asset manager offering investment funds and savings solutions to institutional and retail clients, generating revenue from management fees. Amundi presents solid financial health (ROE 10.97%) and an attractive dividend yield (4.64%), but the -42.1% decline in earnings and competitive pressure in the sector weigh on its growth and valuation, which trades at a P/E of 13.91.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Amundi is a French asset manager offering investment funds and savings solutions to institutional and retail clients, generating revenue from management fees. Amundi presents solid financial health (ROE 10.97%) and an attractive dividend yield (4.64%), but the -42.1% decline in earnings and competitive pressure in the sector weigh on its growth and valuation, which trades at a P/E of 13.91.
Score by category
| Category | Score |
|---|---|
| Financial health | 5.1 |
| Quality / Moat | 6.6 |
| Valuation | 5.2 |
| Growth | 3.9 |
| Dividend | 8.0 |
| Momentum | 8.8 |
| Risk & Context | 4.6 |
OVERALL SCORE: 5.8/10
Context and risks
The rising interest rate environment in Europe (ECB hiking) could compress intermediation margins and affect demand for savings products, although Amundi, as an asset manager, has limited exposure. Sector consolidation, evidenced by Victory Capital's acquisition of First Eagle, increases competitive pressure.
News considered in the analysis
- Amundi (ENXTPA:AMUN) Stock May Trade Near Fair Value Following A Buyback Cancellation — La cancelación de recompra de acciones es un hecho consumado que reduce ligeramente el valor para el accionista, aunque su impacto en la valoración es moderado.
- Amundi picks 9.9% stake in asset manager ICG — La adquisición de una participación minoritaria en ICG es una noticia positiva que amplía su presencia en activos alternativos, aunque el impacto inmediato en beneficios es limitado.
- Victory Capital takes another step toward $1T with First Eagle acquisition — Noticia sobre un competidor directo que indica consolidación en el sector, pero sin impacto directo en los fundamentales de Amundi.
- Edmond de Rothschild names new global CIO and equities co-head — Ruido sectorial sin información nueva sobre Amundi.
- Victory Capital Holdings, Inc. Q2 2026 Earnings Call Summary — Resumen de resultados de un competidor, sin impacto directo en Amundi.
Verdict: Hold. The combination of a high dividend and reasonable valuation offers support, but the decline in earnings and sector consolidation warrant caution.
Main risk: The -42.1% decline in earnings, which could indicate structural pressure on management fees in a consolidating sector.
Other Financial Services companies
Neighbours in the sector ranking, to compare without going back to the index.
See all 1,000+ companies in the index →