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Unipol Gruppo S.p.A. (UNI) Fair Value & Analysis

Financial Services · IT · Market cap €17.4B · ISIN IT0004810054

What is Unipol Gruppo S.p.A. really worth?

UG Unipol Gruppo S.p.A. UNI · MI
Price€28.42
Fair Value€21.00
Upside−26.1%
Quality52/100

A solid business, but trading 35% above our fair value of €21.00.

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Strengths

Solidly profitable · 13.8% net margin
Low debt · generates free cash flow

Risks

!Weak Growth (revenue 5y +0.4 %/yr)
!Mixed vs. peers (6/15)
!Moderate moat 56/100

For context

·3.94% dividend yield
Evidence: High Range €15.75 – €26.25

Fair value as of: Sep 1, 2026

From 6 valuation models · updated 4 days ago

Share price −1.4% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (€26.25). The favourable scenario is already priced in.
  • Solid but not exceptional quality (52/100) and above fair value, neither a clear bargain nor a standout compounder.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Price vs Fair Value (5 years)

€29.23 €2.79 Fair Value €21.00 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 1, 2026.

How to read this chart

60‑month range €2.79 – €29.23 · fair‑value band €15.75 – €26.25 · the €28.42 price screens above the €21.00 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 1, 2026.

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Analysis

Unipol Gruppo S.p.A. (UNI) currently trades at €28.42, while our model-based Fair Value estimate is €21.00, implying the stock looks roughly 35.3% overvalued today. The Quality Score stands at 52/100 (solid quality), in the Financial Services sector. Bull case: the Multiples group reads highest at a median of €20.28 per share, and 0 of the 6 models we run sit above the €28.42 price. Bear case: the Asset-Based group reads lowest at €9.71, and 6 of the 6 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Unipol Gruppo S.p.A. generated revenue of €10.9B at a net margin of 13.8%. Revenue declined 2.1% year over year. It earns a return on equity of 15.0%. Net debt stands at €3.8B. Fundamentals as of Sep 1, 2026

Our scenario range runs from €15.75 (bear case) to €26.25 (bull case); at €28.42, the current price sits above 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 87% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at −3% fair-value upside, at −26%, UNI screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly €0.6158 per share, which is 2.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income best evidence €14.24 €17.50 €34.78 72
Gordon GGM €12.20 €16.49 €20.84 69
DDM Multi-Stage €12.20 €16.85 €22.37 67
All 6 models by family
Dividend Discount
Gordon GGM €12.20 €16.49 €20.84 69
DDM Multi-Stage €12.20 €16.85 €22.37 67
Multiples
P/E Multiple €20.15 €26.86 €33.58 63
P/B Multiple €15.21 €20.28 €25.35 55
Asset-Based
NCAV (Graham) €7.24 €9.71 €14.49 54
Economic Profit
Residual Income best evidence €14.24 €17.50 €34.78 72

Widest divergence: Multiples (€20.28) versus Asset-Based (€9.71). Highest evidence: Residual Income (72).

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Key figures & financial health

P/E ratio 14.0
P/S ratio 1.51 P/E × margin
EPS (TTM) €2.03 price ÷ EPS = P/E 14.0
Dividend yield 3.9% payout 55.2%
Net margin 10.8% FY2025
Return on equity 15.0% TTM
More key figures
Profitability
Return on assets (EBIT) 1.1% avg 5y
Operating margin 12.7% TTM
Growth
Revenue (TTM) €10.9B TTM
Revenue growth (YoY) −2.1% 3y avg +0.4%
EPS growth (YoY) +12.2%
Balance sheet & cash flow
Free cash flow €4.1B FY2025
Net debt €3.8B FY2025 · ≈ 0.9 yrs of FCF

Figures from reported company fundamentals · as of Sep 1, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 52/100

Of which business quality 48 · Market factors (momentum, volatility) 93

Profitability 32
Margins and returns on capital today
Quality Growth 28
Are margins and returns improving?
Cashflow 97
Earnings quality: real cash, not paper profit
Fin. Strength 4
Balance sheet, leverage, solvency risk
Investment 53
Disciplined investing over empire-building
Low Volatility 83
Calm price path (market factor)
Momentum 96
Price trend over the last 3–12 months (market factor)
52W Momentum 100
Distance to the 52-week high (market factor)
Net Issuance 82
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Unipol Assicurazioni S.p.A., together with its subsidiaries, provides insurance products and services primarily in Italy. The company operates through Non-Life Insurance Business, Life Insurance Business, Banking Associates Business, and Other Business segments.

Full company description

Unipol Assicurazioni S.p.A., together with its subsidiaries, provides insurance products and services primarily in Italy. The company operates through Non-Life Insurance Business, Life Insurance Business, Banking Associates Business, and Other Business segments. It offers risk cover solutions for vehicles, sports craft, and travel; home and condominiums; work related to businesses, traders, professionals, and legal protection; accident and health protection; and investments and welfare. The company also provides life insurance products; bancassurance; and reinsurance services. In addition, it is involved in the operation and management of real estate properties; operation of hotels, residences, and resorts through leases, franchises, and management; agricultural, wine, healthcare facilities, and port facilities; and supplies of anti-theft systems, as well as provision of vehicle and glass repair services; mobile payments, telematics, and response services to assistance request; and telemedicine, home care and prevention, physiotherapy, and social care services. Further, the company offers digital health platform; property services to homes and condominiums, and administrators and owners; and electronic payment and e-money services. It distributes its products through direct sales; broker; agency, banking, and craftsmen network; and franchise administrators. The company was formerly known as Unipol Gruppo S.p.A. and changed its name to Unipol Assicurazioni S.p.A. in January 2025. Unipol Assicurazioni S.p.A. was founded in 1961 and is based in Bologna, Italy.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Unipol Gruppo S.p.A. reported revenue of €13.7B in FY2025 versus €14.3B in FY2021, a compound −1.1%/yr. Reported net income was €1.5B in FY2025, compounding +24.0%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
€13.7B
Latest YoY
+4.1%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+0.4%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+0.4%
Avg. revenue growth/yr (22Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+2.5%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+19.9% (16.0 + 3.9)
Revenue −1.1%/yr
FY21 €14.3B
FY22 €13.5B
FY23 €12.2B
FY24 €13.2B
FY25 €13.7B
Net income +24.0%/yr
FY21 €627M
FY22 €525M
FY23 €700M
FY24 €1.1B
FY25 €1.5B
Character of growth · EPS growth decomposed (2012-2023) −4.1 % p.a.
Revenue per share −11.0 %

of which total revenue −2.9 % · buybacks/dilution −8.4 %

EBIT margin +1.8 %
Tax rate +3.3 %
Residual (interest, one-offs) +2.4 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

UNI screens 35% overvalued. Compare with The Progressive Corporation →

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

Earlier news

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

Peer Group

Insurance - Property & Casualty · 117 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 50 · Bottom 25%
Fair Value upside −26% · Below median
Return on equity (TTM) 15% · Above median
Return on assets 2% · Bottom 25%
Net margin (TTM) 14% · Top 25%
Operating margin (TTM) 13% · Above median
Revenue growth −2% · Bottom 25%
Dividend yield (TTM) 3.9% · Top 25%
Debt / equity 0.48× · Higher than 75% of peers

Valuation Multiples vs Insurance - Property & Casualty median · lower = cheaper

P/E (TTM) 14.0× · Pricier than median
P/B 1.94× · Pricier than median
P/S (TTM) 1.85× · Pricier than 75% of peers
P/FCF 5.0× · Cheaper than median
EV/EBITDA 8.1× · Pricier than median
PEG 0.08× · Cheaper than 75% of peers

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 22
FUTURE0 · sector 32
PAST60 · sector 56
HEALTH76 · sector 92
DIVIDEND79 · sector 50

VALUE 0: the price sits above our fair-value range.

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

Similar stocks

10 more Insurance - Property & Casualty stocks, each showing price versus our Fair Value estimate (as of Sep 1, 2026).

Stock Price Fair Value vs Fair Value
The Progressive Corporation PGR $217.65 $160.25 −26%
Chubb Limited CB $338.31 $234.73 −31%
The Travelers Companies, Inc TRV $369.90 $274.42 −26%
The Allstate Corporation ALL $260.58 $316.11 +21%
The People's Insurance Company 601319 ¥7.14 ¥11.61 +63%
PICC Property and Casualty Company 2328 HK$15.25 HK$22.27 +46%
Intact Financial Corporation IFC C$274.14 C$167.46 −39%
Fairfax Financial Holdings FFH C$2,281 C$2,926 +28%
QBE Insurance Group QBE A$22.62 A$14.20 −37%
Cincinnati Financial Corporation CINF $171.97 $166.34 −3%

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Frequently asked questions

Is Unipol Gruppo S.p.A. (UNI) overvalued or undervalued?
As of Sep 1, 2026, our model estimates a fair value of €21.00 versus a price of €28.42, about −26% upside (overvalued).
What is the fair value of UNI?
Our model-based fair value for Unipol Gruppo S.p.A. is €21.00 (as of Sep 1, 2026), built from audited fundamentals. The current price: €28.42.
What is the quality score of UNI?
Unipol Gruppo S.p.A. has a Quality Score of 52/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Unipol Gruppo S.p.A. (UNI)?
Unipol Gruppo S.p.A. reported trailing-twelve-month revenue of about €10.9B (latest available figure, as of Sep 1, 2026).
What is the net profit margin of UNI?
The net profit margin of Unipol Gruppo S.p.A. is about 13.8%, meaning it keeps roughly 13.8% of revenue as net income. Based on the latest reported figures.
Does Unipol Gruppo S.p.A. pay a dividend?
Unipol Gruppo S.p.A. currently shows a dividend yield of about 3.94% relative to its recent price (as of Sep 1, 2026).
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