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Banco di Desio e Della Brianza SPA (IT:BDB)
:BDB
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Banco di Desio e Della Brianza SPA (BDB) AI Stock Analysis

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IT:BDB

Banco di Desio e Della Brianza SPA

(BDB)

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Neutral 64 (OpenAI - 5.2)
Rating:64Neutral
Price Target:
€16.50
▲(77.80% Upside)
Action:Reiterated
Date:07/30/26
The score is primarily held back by financial quality concerns—especially negative operating/free cash flow in 2024–2025 and a sharp 2025 revenue decline—despite solid profitability and improving (but still elevated) leverage. Offsetting this, the technical trend is strong with the stock above all major moving averages, and valuation is supported by a reasonable P/E and a ~3.31% dividend yield.
Positive Factors
Profitability margins
Sustained high net and EBIT margins indicate the bank generates healthy earnings on its core lending and fee activities. Durable margins provide internal earnings retention to fund growth and capital, cushioning the franchise through cyclical revenue swings and supporting long-term profitability.
Negative Factors
Cash flow weakness
Recent negative operating and free cash flows indicate the bank is not consistently converting accounting profits into cash. Persistent cash generation shortfalls can force reliance on wholesale funding or asset sales, constrain loan growth, dividend capacity and capital planning, and raise refinancing risk.
Read all positive and negative factors
Positive Factors
Negative Factors
Profitability margins
Sustained high net and EBIT margins indicate the bank generates healthy earnings on its core lending and fee activities. Durable margins provide internal earnings retention to fund growth and capital, cushioning the franchise through cyclical revenue swings and supporting long-term profitability.
Read all positive factors

Banco di Desio e Della Brianza SPA (BDB) vs. iShares MSCI Italy ETF (EWI)

Banco di Desio e Della Brianza SPA Business Overview & Revenue Model

Company Description
Banco di Desio e della Brianza S.p.A. provides banking products and services to individuals and enterprises in Italy. The company offers current and deposit accounts; and debit and credit cards. It also provides financing products and mortgages; i...
How the Company Makes Money
BDB primarily makes money through (1) net interest income and (2) fee and commission income, supplemented by other banking and financial revenues. Net interest income is earned from the spread between interest received on assets (e.g., loans to ho...

Banco di Desio e Della Brianza SPA Financial Statement Overview

Summary
Profitability is solid (2025 net margin ~21%, EBIT margin ~32%) and equity has grown steadily, but results are less consistent: revenue fell sharply in 2025 (-30.6%), net income is well below the 2023 peak, leverage remains relatively high despite improvement, and operating/free cash flow turned negative in 2024–2025—making cash-flow weakness the main financial concern.
Income Statement
66
Positive
Balance Sheet
57
Neutral
Cash Flow
34
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue803.45M607.67M910.73M735.15M538.76M516.30M
Gross Profit619.85M566.02M644.63M498.07M486.61M475.60M
EBITDA215.03M220.01M211.54M227.47M129.60M79.88M
Net Income128.00M127.37M125.54M240.36M81.46M54.90M
Balance Sheet
Total Assets19.31B19.56B18.63B18.56B17.54B17.80B
Cash, Cash Equivalents and Short-Term Investments579.38M702.35M1.17B1.76B879.59M2.04B
Total Debt4.01B4.06B3.51B2.83B5.66B1.69B
Total Liabilities17.79B18.07B17.19B17.20B16.42B16.72B
Stockholders Equity1.52B1.49B1.45B1.35B1.12B1.09B
Cash Flow
Free Cash Flow0.00-256.44M-576.34M705.57M814.51M-30.82M
Operating Cash Flow0.00-243.35M-562.78M747.13M822.33M-25.20M
Investing Cash Flow0.00-13.01M-35.22M51.75M-11.98M-5.59M
Financing Cash Flow0.00-74.80M-41.02M-26.46M-18.34M-8.36M

Banco di Desio e Della Brianza SPA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price9.28
Price Trends
50DMA
12.36
Positive
100DMA
10.41
Positive
200DMA
9.32
Positive
Market Momentum
MACD
0.81
Positive
RSI
65.31
Neutral
STOCH
52.94
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IT:BDB, the sentiment is Positive. The current price of 9.28 is below the 20-day moving average (MA) of 14.73, below the 50-day MA of 12.36, and below the 200-day MA of 9.32, indicating a bullish trend. The MACD of 0.81 indicates Positive momentum. The RSI at 65.31 is Neutral, neither overbought nor oversold. The STOCH value of 52.94 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IT:BDB.

Banco di Desio e Della Brianza SPA Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
€28.82B13.2912.80%4.75%10.56%10.67%
73
Outperform
€6.40B12.0811.70%3.96%-10.60%-22.83%
71
Outperform
€23.43B7.7518.53%6.38%-10.25%8.52%
64
Neutral
€2.03B16.088.62%4.86%-2.23%4.29%
63
Neutral
€911.76M3.0614.87%14.22%43.89%87.90%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IT:BDB
Banco di Desio e Della Brianza SPA
15.38
8.23
115.10%
IT:IF
Banca Ifis SPA
15.01
-7.04
-31.94%
IT:BAMI
Banco BPM S.p.A.
15.35
5.22
51.51%
IT:BPE
BPER Banca S.p.A.
13.65
5.46
66.62%
IT:CE
Credito Emiliano SPA Credem
18.64
5.96
47.03%

Banco di Desio e Della Brianza SPA Corporate Events

Banco di Desio e della Brianza Reports June Share Buyback Activity
Jul 2, 2026
Banco di Desio e della Brianza S.p.A., a long-established Italian retail and commercial bank based in Desio, has its ordinary shares traded on the MI MTA market under the ISIN IT0001041000. The bank serves domestic customers and businesses, levera...
Banco Desio raises €350 million in oversubscribed covered bond issue
Jun 23, 2026
Banco di Desio e della Brianza returned to the capital markets with a €350 million covered bond issue under its Obbligazioni Bancarie Garantite programme, rated AA+ by Fitch and maturing in 5.5 years, targeted at institutional investors. The...
Insider-Related Purchase Disclosed in Banco di Desio e della Brianza Shares
Jun 10, 2026
A person closely associated with Banco di Desio e della Brianza director Gerolamo Gavazzi has disclosed a purchase of 15,000 ordinary shares of the bank. The transaction, executed on the MTAA market at a price of €9.649 per share on 8 June 2...
Insider-Related Share Purchase Reported at Banco di Desio e della Brianza
Jun 8, 2026
Banco di Desio e della Brianza, an Italian commercial and retail bank whose ordinary shares are listed on the MTAA exchange, provides banking and financial services to individuals and companies in its core markets. The institution maintains a list...
Insider-Related Share Purchase Disclosed at Banco di Desio e della Brianza
Jun 5, 2026
Banco di Desio e della Brianza has disclosed a transaction involving a person closely associated with board director Gerolamo Gavazzi, in line with EU market abuse regulations. The individual, identified as Averla, purchased 5,508 ordinary shares ...
Banco Desio launches €40 million share buyback to optimise capital
Jun 1, 2026
Banco di Desio e della Brianza S.p.A., an Italian multi-product banking group with a strong regional presence and around €19 billion in total assets, operates across Northern and Central Italy and Sardinia, combining traditional branch banki...
Banco di Desio Publishes Minutes of 2026 Ordinary Shareholders’ Meeting
May 28, 2026
Banco di Desio e della Brianza S.p.A., a traditional Italian commercial bank and parent of a registered banking group, focuses on retail and corporate banking services in its core domestic markets. The institution operates under Italian banking su...
Banco Desio Board Approves €40 Million Share Buyback Launching June 2026
May 26, 2026
Banco di Desio e della Brianza has received regulatory clearance from the Bank of Italy and board approval to launch a share buyback programme starting 1 June 2026. The plan authorizes the repurchase of up to 3% of its share capital, equal to 3,94...
Insider-Linked Entity Buys 50,000 Shares in Banco di Desio e della Brianza
May 12, 2026
Banco di Desio e della Brianza has disclosed a transaction involving a person closely associated with its chairman, Stefano Lado, in line with market abuse and transparency regulations. The closely associated entity, Vega Finanziaria, purchased 50...
Banco di Desio boosts Q1 profit, commissions and capital strength
May 7, 2026
Banco di Desio e della Brianza reported a consolidated net profit of €37.6 million for the first quarter of 2026, up 1.7% year on year, with an operating margin of €68.9 million driven by a 24.1% rise in commissions, particularly from ...
Banco di Desio Completes Full Takeover and Delisting of Solutions Capital Management SIM
May 6, 2026
Banco di Desio e della Brianza has completed the process to acquire 100% of Solutions Capital Management SIM through a voluntary tender offer, depositing €240,466.82 to buy the remaining 52,162 shares at €4.61 each. With the transfer o...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 30, 2026