Azimut Holding S.p.A. chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 12.85
Dividend & YieldN/A£ (N/A)
Beta 1.64
Market capitalization N/A
Operating cash flow 336.89M
ESG Scores unknown

Company description

Azimut Holding S.p.A. operates in the asset management sector. It distributes, manages, and promotes financial and insurance products in Italy, Luxembourg, Ireland, China, Principality of Monaco, Switzerland, Singapore, Brazil, Mexico, Taiwan, Chile, the United States, Australia, Turkey, the United Arab Emirates, and Egypt. It sells and manages Italian mutual funds and Italian alternative investment funds, as well as individual investment portfolios; and distributes group and third-party products in Italy through a network of financial advisors. The company also manages multi strategy funds; and offers life insurance products. Azimut Holding S.p.A. was incorporated in 1989 and is headquartered in Milan, Italy.

Sector: - Industry:

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities
Total Cashflows From Investing Activities -61.46M -96.92M -78.72M -335.86M
Net Borrowings
Total Cash From Financing Activities -109.88M -222.94M -267.16M -255.94M
Change To Operating Activities -151.81M 540.68M -79.72M 176.55M
Issuance Of Stock 22.62M 22.62M 27.46M 27.46M
Net Income 122.15M 370.01M 381.69M 605.46M
Change In Cash -175.57M 661.57M -57.57M 334.39M
Effect Of Exchange Rate
Total Cash From Operating Activities -4.24M 981.42M 288.31M 926.19M
Depreciation 14.82M 24.01M 12.77M 12.77M
Change To Account Receivables
Other Cashflows From Financing Activities 159.5M -39.05M -30.93M -89.4M
Change To Netincome 12.53M 65.62M 72.1M 125.81M
Capital Expenditures -2.66M -51.05M -10.69M -16.38M

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 156.3M 452.85M 439.35M 727.85M
Net Income 122.15M 370.01M 381.69M 605.46M
Selling General Administrative 238.27M 247.75M 249.24M 299.59M
Gross Profit 420.05M 749.82M 740.23M 1.07B
Ebit 163.52M 481.28M 457.25M 738.35M
Operating Income 163.52M 481.28M 457.25M 738.35M
Interest Expense -7.41M -11.87M -17.11M -16.83M
Income Tax Expense 15.3M 64.9M 50.68M 115.77M
Total Revenue 846.21M 1.25B 1.22B 1.72B
Cost Of Revenue 426.16M 495.48M 481.92M 643.86M
Total Other Income ExpenseNet -7.22M -28.43M -17.9M -10.5M
Net Income From Continuing Ops 141M 387.94M 388.67M 612.08M
Net Income Applicable To Common Shares 122.15M 370.01M 381.69M 605.46M

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 6.46B 7.48B 7.59B 8.69B
Total Stockholder Equity 600.61M 747.69M 865.89M 1.18B
Other Current Liabilities 4.36M 14.53M 10.29M 71.83M
Total Assets 7.09B 8.25B 8.47B 9.92B
Common Stock 32.32M 32.32M 32.32M 32.32M
Other Current Assets 300k 91.61M 18.85M
Retained Earnings 128.61M 376.48M 388.15M 611.92M
Treasury Stock 265.69M 164.9M 271.42M 364.41M
Cash 23k 19k 279.46M 180.04M
Total Current Liabilities 147.7M 207.51M 186.91M 284.37M
Other Stockholder Equity 312.03M 188.62M 339.71M 405.25M
Property, Plant, and Equipment 8.47M 48.76M 48.43M 52.03M
Total Current Assets 565.45M 835.06M 880.21M 992.65M
Net Tangible Assets -1.74M 113.35M 209.19M 415.61M
Net Receivables 403.71M 517.04M 519.81M 784.83M
Accounts Payable 62.45M 77.44M 66.03M 77.48M


Insider Transactions

Here are the insider transactions of stock shares related to Azimut Holding S.p.A.:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Azimut Holding S.p.A.. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Azimut Holding S.p.A.

Here is the result of two systematic investment strategies applied to Azimut Holding S.p.A.. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Azimut Holding S.p.A.

The following chart shows the equity curve of the two systematic investment strategies applied to Azimut Holding S.p.A.:

Azimut Holding S.p.A. automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 0.77% on the backtest period.

Performance at glance

Performance

0.77 %

Latent gain

3.77 £

Invested capital

488.23 £

Annualized return

1.04 %
Build your Trading System
Automated Trading using Prorealtime ebook

Momentum strategy results on Azimut Holding S.p.A.

This is the result of two momentum investment strategies applied to Azimut Holding S.p.A.. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Azimut Holding S.p.A.

The following chart shows all the entries opened by the momentum investment system on Azimut Holding S.p.A.:

Azimut Holding S.p.A. momentum entries
  • The first momentum investment strategy would give -1.11% of return on Azimut Holding S.p.A.. That represents -5.53£ of latent gain with 497.53£ of employed capital.
  • The second momentum investment strategy would give 0.0% of return on Azimut Holding S.p.A.. That represents 0.0£ of latent gain with 492.0£ of employed capital.
Performance at glance (1Q Momentum)

Performance

-1.11 %

Latent gain

-5.53 £

Invested capital

497.53 £

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

0.0 %

Latent gain

0.0 £

Invested capital

492.0 £

Annualized return

0.0 %

Momentum equity curve on Azimut Holding S.p.A.

The following chart shows the equity curve of the two momentum strategies applied to Azimut Holding S.p.A.:

Azimut Holding S.p.A. momentum equity

Note: the dividends potentially given by Azimut Holding S.p.A. are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Azimut Holding S.p.A.

The following chart shows the employed capital evolution of the two momentum strategies on Azimut Holding S.p.A. since the beginning:

Azimut Holding S.p.A.

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on Azimut Holding S.p.A.

Buy the dip entry openings on Azimut Holding S.p.A.

Azimut Holding S.p.A.

The performance achieved by the robo-advisor on Azimut Holding S.p.A. is 0%. That represents 0.0$ of latent gain with 0.0£ of employed capital. The following chart shows Azimut Holding S.p.A. stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Azimut Holding S.p.A., and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Equity curve of the strategy applied to Azimut Holding S.p.A.

The following chart shows the result of the investment strategy applied to Azimut Holding S.p.A.:

Azimut Holding S.p.A.

Note: the dividends potentially given by Azimut Holding S.p.A. are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Azimut Holding S.p.A.

The following chart shows the employed capital evolution since the beginning of the investment strategy on Azimut Holding S.p.A.:

Azimut Holding S.p.A.

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Azimut Holding S.p.A.

In this section, I will compare the three previous investment strategies applied to Azimut Holding S.p.A..

Equity curve comparison on Azimut Holding S.p.A.

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Azimut Holding S.p.A. investment strategy comparison

Employed capital comparison on Azimut Holding S.p.A.

Azimut Holding S.p.A. investment comparison

Performance comparison on Azimut Holding S.p.A.

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 0.77% 3.77£ 488.23£ 1.04%
Momentum 1 quarter -1.11% -5.53£ 497.53£ -2.22%
Momentum 2 quarters 0.0% 0.0£ 492.0£ 0.0%
Non-directional 0% 0.0£ 0.0£ -0.0%
Annualized return comparison

Automatic investment

1.04 %

Momentum 1Q

0.0 %

Momentum 2Q

0.0 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Azimut Holding S.p.A.:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between Azimut Holding S.p.A. and the other stocks. There may be false positives or some missing correlated stocks. If the price of Azimut Holding S.p.A. does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name Azimut Holding S.p.A.
Country Italy
City Milan
Address Via Cusani, 4
Phone 39 02 88981
Website www.azimut-group.com
FullTime employees 1490
Industry
Sector
Exchange XLON
Ticker 0MHJ.XLON
Market www.londonstockexchange.com

Azimut Holding S.p.A. ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown