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doValue S.p.A (IT:DOV)
:DOV
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doValue S.p.A (DOV) AI Stock Analysis

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IT:DOV

doValue S.p.A

(DOV)

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Neutral 45 (OpenAI - 5.2)
Rating:45Neutral
Price Target:
€2.00
▲(9.89% Upside)
Action:Reiterated
Date:08/17/26
The score is primarily constrained by financial risk and profitability: recurring net losses and very high leverage (debt/equity ~7.0x) outweigh solid operating margins and positive cash flow that has recently weakened. Technicals add further pressure as the stock trades below all major moving averages with bearish momentum indicators. Valuation is somewhat supported by the ~4.9% dividend yield, but negative earnings (negative P/E) limit valuation confidence.
Positive Factors
Revenue Growth and Operating Margins
Improving revenue and strong operating margins indicate solid underlying servicing economics. These metrics suggest doValue can generate meaningful operating earnings from its credit-management platform, supporting resilience as managed portfolios and mandate volumes evolve.
Negative Factors
High Financial Leverage
Very high leverage relative to the equity base increases refinancing and earnings sensitivity risks. Rising debt alongside declining equity reduces financial flexibility and may constrain investment or shareholder distributions if operating conditions weaken.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth and Operating Margins
Improving revenue and strong operating margins indicate solid underlying servicing economics. These metrics suggest doValue can generate meaningful operating earnings from its credit-management platform, supporting resilience as managed portfolios and mandate volumes evolve.
Read all positive factors

doValue S.p.A (DOV) vs. iShares MSCI Italy ETF (EWI)

doValue S.p.A Business Overview & Revenue Model

Company Description
doValue S.p.A. is primarily engaged in managing non-performing loans (NPLs) for a broad spectrum of clients, including banks, investors, individuals, and both public and private financial institutions. Its operational footprint covers Italy, Spain...
How the Company Makes Money
doValue makes money mainly by providing loan servicing and credit management services to third parties (primarily banks and institutional investors) under multi-year servicing contracts. Key revenue streams typically include: (1) servicing fees fo...

doValue S.p.A Financial Statement Overview

Summary
Operating performance is solid with improving TTM revenue (+6.1%) and strong operating margins (gross ~47.6%, EBITDA ~35.9%), but overall quality is held back by recurring net losses (TTM net income -25.8m; negative net margin ~-4.3%). Balance-sheet risk is elevated as debt rose to 1.06b while equity fell to 151.9m (debt/equity ~7.0x), and ROE is negative (TTM -14.2%). Cash flow remains positive (TTM OCF 52.4m; FCF 43.3m) but has deteriorated sharply vs 2025 (FCF -46.4% and weaker cash coverage).
Income Statement
46
Neutral
Balance Sheet
28
Negative
Cash Flow
52
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue597.46M580.37M484.07M481.70M559.78M565.14M
Gross Profit284.60M305.22M246.83M243.26M294.07M283.21M
EBITDA214.70M205.66M91.97M104.34M133.45M138.80M
Net Income-25.81M-8.21M1.90M-18.33M16.50M23.74M
Balance Sheet
Total Assets1.75B1.65B1.45B1.03B1.13B1.18B
Cash, Cash Equivalents and Short-Term Investments161.26M494.89M232.17M112.38M134.26M168.18M
Total Debt1.06B981.53M776.83M629.53M618.44M599.19M
Total Liabilities1.48B1.33B1.14B926.87M945.68M990.63M
Stockholders Equity151.89M194.29M202.46M53.03M136.56M156.65M
Cash Flow
Free Cash Flow43.27M129.07M52.42M69.51M31.25M58.40M
Operating Cash Flow52.42M131.19M76.19M71.51M62.30M123.60M
Investing Cash Flow-362.15M-397.49M-183.48M-21.36M-31.06M-64.77M
Financing Cash Flow336.35M178.12M227.09M-72.03M-63.65M-24.66M

doValue S.p.A Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1.82
Price Trends
50DMA
2.18
Negative
100DMA
2.18
Negative
200DMA
2.29
Negative
Market Momentum
MACD
-0.10
Positive
RSI
35.45
Neutral
STOCH
37.66
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IT:DOV, the sentiment is Negative. The current price of 1.82 is below the 20-day moving average (MA) of 2.02, below the 50-day MA of 2.18, and below the 200-day MA of 2.29, indicating a bearish trend. The MACD of -0.10 indicates Positive momentum. The RSI at 35.45 is Neutral, neither overbought nor oversold. The STOCH value of 37.66 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IT:DOV.

doValue S.p.A Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
€120.40B12.2115.77%5.84%-15.86%7.97%
76
Outperform
€126.86B11.9816.15%3.92%2.06%8.72%
71
Outperform
€911.76M3.5014.87%14.22%67.89%44.85%
71
Outperform
€24.64B8.5818.53%6.38%-4.14%-19.23%
69
Neutral
€35.29B8.5216.07%7.40%30.14%-10.50%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
45
Neutral
€346.49M-13.40-9.07%4.36%9.22%24.89%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IT:DOV
doValue S.p.A
1.82
-0.86
-32.21%
IT:UCG
UniCredit SpA
84.33
21.16
33.49%
IT:IF
Banca Ifis SPA
14.92
-6.10
-29.00%
IT:BMPS
Banca Monte dei Paschi di Siena SPA
11.67
4.44
61.46%
IT:BAMI
Banco BPM S.p.A.
16.22
5.43
50.39%
IT:ISP
Intesa Sanpaolo SpA
6.84
1.80
35.80%
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: Aug 17, 2026