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UniCredit S.p.A (UCG) Fair Value & Analysis

Financial Services · IT · Market cap €112B

US UniCredit S.p.A UCG · MI
Price€84.73
Fair Value€94.71
Upside+11.8%
Quality67/100
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Mixed Growth
Highly profitable · 44.6% net margin
Moderate debt · generates free cash flow
4.30% dividend yield
Ranks above peers (9/15)
Wide moat 72/100
Evidence: High Range €71.03 – €118.38 Share as image

Fair value as of: Jul 27, 2026

From 22 valuation models · updated 11 days ago

Share price +3.1% over the past month.

A solid business, screening 12% undervalued on our models.

What matters now

  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
  • Our model range runs from €71.03 (bear) to €118.38 (bull), base €94.71. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 67/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

€85.46 €6.52 Fair Value €94.71 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 27, 2026.

How to read this chart

60‑month range €6.52 – €85.46 · fair‑value band €71.03 – €118.38 · the €84.73 price screens below the €94.71 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 27, 2026.

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Analysis

UniCredit S.p.A (UCG) currently trades at €84.73, while our model-based Fair Value estimate is €94.71, implying the stock looks roughly 11.8% undervalued today. We read business quality at 67/100 (solid quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, UniCredit S.p.A generated revenue of €25.5B at a net margin of 44.6%. Revenue grew 6.4% year over year. It earns a return on equity of 17.0%. Net debt stands at €75.4B. Fundamentals as of Jul 27, 2026

Our scenario range runs from €71.03 (bear case) to €118.38 (bull case); at €84.73, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 63% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 42% fair-value upside, at 12%, UCG screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF €22.15 €39.07 €69.20 80
Residual Income €48.11 €63.09 €184.59 76
Rev-Margin DCF €6.57 €20.44 €38.27 74
All 22 models by family
DCF Models
FCF DCF €20.22 €37.55 €71.10 38
Owner Earnings €44.95 €71.04 €121.56 31
5Y Revenue Exit €6.57 €19.50 €38.50 39
5Y EBITDA Exit €34.24 €66.58 €109.76 41
5Y P/E Exit €48.58 €90.98 €141.80 38
10Y Revenue Exit €10.62 €22.69 €36.14 36
10Y EBITDA Exit €28.42 €53.80 €82.81 37
10Y P/E Exit €37.23 €69.92 €103.79 35
Earnings-Based
Graham-Dodd €49.54 €83.77 €102.08 54
EPV €31.75 €41.82 €50.64 59
Multiples
P/E Multiple €109.28 €145.70 €182.13 63
P/S Multiple €31.33 €41.78 €52.22 58
P/B Multiple €92.88 €123.85 €154.81 55
EV/EBIT €74.23 €108.54 €142.85 53
EV/EBITDA €53.97 €81.52 €109.08 54
EV/Revenue €0.5400 €13.07 €25.61 43
Asset-Based
NCAV (Graham) €22.60 €30.28 €45.19 50
Growth DCF
Growth DCF €22.15 €39.07 €69.20 80
Rev-Margin DCF €6.57 €20.44 €38.27 74
Economic Profit
Residual Income €48.11 €63.09 €184.59 76
ROIC Compounder €31.75 €41.82 €52.48 72
Growth Earnings
Growth-Adj P/E €77.31 €110.44 €143.57 68

Widest divergence: Growth Earnings (€110.44) versus Growth DCF (€20.44). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) €25.5B
Revenue growth (YoY) +6.4%
Net margin 44.6%
Return on equity 17.0%
Free cash flow €7.3B FY2025
P/E ratio 10.3
More key figures
Operating margin 62.3%
EPS (TTM) €7.27
Dividend yield 4.3%
EPS growth (YoY) +20.1%
Net debt €75.4B FY2025

Figures from reported company fundamentals · as of Jul 27, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 67/100

Of which business quality 59 · Market factors (momentum, volatility) 70

Profitability 39
Margins and returns on capital today
Quality Growth 60
Are margins and returns improving?
Cashflow 76
Earnings quality: real cash, not paper profit
Fin. Strength 20
Balance sheet, leverage, solvency risk
Investment 90
Disciplined investing over empire-building
Low Volatility 61
Calm price path (market factor)
Momentum 67
Price trend over the last 3–12 months (market factor)
52W Momentum 87
Distance to the 52-week high (market factor)
Net Issuance 100
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

UniCredit S.p.A. provides commercial banking services in Italy, Germany, Central Europe, and Eastern Europe. The company offers retail, private, and wealth management solutions; and institutional investor solutions.

Full company description

UniCredit S.p.A. provides commercial banking services in Italy, Germany, Central Europe, and Eastern Europe. The company offers retail, private, and wealth management solutions; and institutional investor solutions. It also provides corporate finance advisory, rating advisory, financial sponsor, patient capital, capital structure advisory, and sustainable finance solutions, as well as securities services. In addition, the company offers transactional and risk management, structured finance, debt funding, equity funding, project finance, commodity trade finance, and trade and export finance services; group trade and correspondent banking services; and payments solutions. It serves SME, corporate, multinational corporate, financial institution, and public sector clients, as well as retail, private banking, wealth management, and family office clients. UniCredit S.p.A. was founded in 1870 and is headquartered in Milan, Italy.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

UniCredit S.p.A reported revenue of €25.0B in FY2025 versus €18.6B in FY2021, a compound +7.7%/yr. Reported net income was €10.9B in FY2025, compounding +63.2%/yr from FY2021.

Growth Quality 76/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
€25.0B
Latest YoY
−5.8%
Avg. growth/yr (3Y)
+6.0%
Avg. growth/yr (5Y)
+6.3%
Avg. growth/yr (22Y)
+4.0%
Revenue +7.7%/yr
FY21 €18.6B
FY22 €21.0B
FY23 €23.6B
FY24 €26.6B
FY25 €25.0B
Net income +63.2%/yr
FY21 €1.5B
FY22 €6.5B
FY23 €9.5B
FY24 €9.7B
FY25 €10.9B

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Cite: Fair Value Calculator (2026). "UniCredit S.p.A Fair Value". https://www.fairvalue-calculator.com/stock/UCG

Recent news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Banks - Regional · 1082 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 69 · Top 25%
Fair Value upside +12% · Above median
Return on equity (TTM) 17% · Top 25%
Return on assets 1% · Top 25%
Net margin (TTM) 45% · Top 25%
Operating margin (TTM) 62% · Top 25%
Revenue growth 6% · Below median
Dividend yield (TTM) 4.3% · Top 25%
Debt / equity 1.42× · Higher than 75% of peers

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 10.3× · Cheaper than median
P/B 1.90× · Pricier than 75% of peers
P/S (TTM) 5.06× · Pricier than 75% of peers
P/FCF 17.7× · Pricier than 75% of peers
EV/EBITDA 13.7× · Pricier than median
PEG 1.13× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 49 · sector 39
FUTURE 32 · sector 44
PAST 68 · sector 41
HEALTH 29 · sector 85
DIVIDEND 86 · sector 49

Insider activity: 45/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Jul 27, 2026).

Stock Price Fair Value vs Fair Value
PT Bank Central Asia Tbk BBCA 6,175 IDR 6,087 IDR -1%
KB Financial Group 105560 184,400 KRW 213,797 KRW +16%
PT Bank Rakyat Indonesia (Persero) Tbk BBRI 2,970 IDR 4,891 IDR +65%
PT Bank Mandiri (Persero) Tbk BMRI 4,310 IDR 7,841 IDR +82%
Banco Bradesco S.A BBD 5,120 ARS 10,240 ARS +100%
Shinhan Financial Group 055550 107,900 KRW 137,259 KRW +27%
Hana Financial Group 086790 136,800 KRW 193,969 KRW +42%
Lloyds Banking Group LYG 4,138 ARS 8,275 ARS +100%
Banco de Chile, CHILE 193.10 CLP 152.55 CLP -21%
Joint Stock Commercial Bank for Foreign Trade of Vietnam, VCB 59,400 VND 84,201 VND +42%

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Frequently asked questions

Is UniCredit S.p.A (UCG) overvalued or undervalued?
As of Jul 27, 2026, our model estimates a fair value of €94.71 versus a price of €84.73, about +12% (undervalued).
What is the fair value of UCG?
Our model-based fair value for UniCredit S.p.A is €94.71 (as of Jul 27, 2026), built from audited fundamentals. The current price is €84.73.
What is the quality score of UCG?
UniCredit S.p.A has a Quality Score of 67/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of UniCredit S.p.A (UCG)?
UniCredit S.p.A reported trailing-twelve-month revenue of about €25.5B (latest available figure, as of Jul 27, 2026).
What is the net profit margin of UCG?
The net profit margin of UniCredit S.p.A is about 44.6%, meaning it keeps roughly 44.6% of revenue as net income. Based on the latest reported figures.
Does UniCredit S.p.A pay a dividend?
UniCredit S.p.A currently shows a dividend yield of about 4.30% relative to its recent price (as of Jul 27, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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