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Italian Sea Group S.p.A. (IT:TISG)
:TISG
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Italian Sea Group S.p.A. (TISG) AI Stock Analysis

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IT:TISG

Italian Sea Group S.p.A.

(TISG)

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Neutral 42 (OpenAI - 5.2)
Rating:42Neutral
Price Target:
€1.00
▼(-3.85% Downside)
Action:Reiterated
Date:08/11/26
The score is primarily dragged down by weak financial performance, driven by the 2025 swing to heavy losses, negative equity, rising debt, and significant cash burn. Technicals add only modest support, as the stock is still below key longer-term moving averages with slightly negative MACD. Valuation is also constrained by a negative P/E and no dividend yield data.
Positive Factors
Luxury niche & bespoke build expertise
Operating in the bespoke superyacht market provides durable pricing power and high barriers to entry. Long lead times and owner relationships create repeat business and customization-driven margins, supporting resilience through cyclical periods and sustaining specialized operational know-how.
Negative Factors
2025 sharp profit collapse
A sudden, large deterioration in 2025 earnings signals structural or execution problems (contract losses, cost overruns, pricing pressure). Such a material earnings shock undermines margin sustainability, risks backlog profitability, and can have lasting impacts on supplier terms and client trust.
Read all positive and negative factors
Positive Factors
Negative Factors
Luxury niche & bespoke build expertise
Operating in the bespoke superyacht market provides durable pricing power and high barriers to entry. Long lead times and owner relationships create repeat business and customization-driven margins, supporting resilience through cyclical periods and sustaining specialized operational know-how.
Read all positive factors

Italian Sea Group S.p.A. (TISG) vs. iShares MSCI Italy ETF (EWI)

Italian Sea Group S.p.A. Business Overview & Revenue Model

Company Description
The Italian Sea Group S.p.A. is a prominent player in the luxury yachting sector. The company's operations encompass the design, manufacturing, and marketing of high-end motor and sailing yachts, including superyachts. These vessels, crafted from ...
How the Company Makes Money
TISG primarily makes money by contracting with customers (typically private individuals, family offices, or yacht-owning entities) to design and build new luxury yachts and superyachts. Revenue is generally recognized based on contractual project ...

Italian Sea Group S.p.A. Financial Statement Overview

Summary
Financials show a severe 2025 deterioration: revenue declined and the company swung from a solid 2024 profit to a deep 2025 loss with materially negative operating margins. Balance sheet risk is elevated with shareholders’ equity turning deeply negative and debt rising sharply. Cash flow also weakened meaningfully, with large negative operating cash flow and free cash flow in 2025, implying heightened funding needs.
Income Statement
18
Very Negative
Balance Sheet
12
Very Negative
Cash Flow
15
Very Negative
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue280.53M365.43M356.09M291.51M186.05M
Gross Profit-89.24M155.84M130.91M113.10M68.06M
EBITDA-99.17M78.59M63.39M43.57M26.77M
Net Income-170.92M33.89M36.91M24.05M16.32M
Balance Sheet
Total Assets266.09M406.06M377.39M342.26M235.07M
Cash, Cash Equivalents and Short-Term Investments17.41M60.25M76.41M81.32M85.61M
Total Debt146.96M72.76M74.53M91.39M42.83M
Total Liabilities654.18M261.09M246.25M233.26M142.19M
Stockholders Equity-388.09M144.96M131.14M109.00M92.89M
Cash Flow
Free Cash Flow-104.06M-13.21M22.62M44.53M12.98M
Operating Cash Flow-103.28M-9.43M25.37M64.37M36.75M
Investing Cash Flow-785.00K20.03M1.00M-103.79M-26.27M
Financing Cash Flow61.22M-26.76M-31.27M35.13M57.18M

Italian Sea Group S.p.A. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1.04
Price Trends
50DMA
1.18
Positive
100DMA
1.30
Positive
200DMA
2.52
Negative
Market Momentum
MACD
0.04
Negative
RSI
65.85
Neutral
STOCH
79.77
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IT:TISG, the sentiment is Positive. The current price of 1.04 is below the 20-day moving average (MA) of 1.14, below the 50-day MA of 1.18, and below the 200-day MA of 2.52, indicating a neutral trend. The MACD of 0.04 indicates Negative momentum. The RSI at 65.85 is Neutral, neither overbought nor oversold. The STOCH value of 79.77 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IT:TISG.

Italian Sea Group S.p.A. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
€1.42B12.8421.80%2.73%2.69%3.17%
65
Neutral
€1.02B11.289.77%3.82%1.16%-3.56%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
42
Neutral
€75.68M-0.4411.32%23.56%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IT:TISG
Italian Sea Group S.p.A.
1.41
-3.30
-70.06%
IT:SL
Sanlorenzo S.p.A.
39.54
10.31
35.27%
IT:YACHT
Ferretti S.p.A.
3.00
0.38
14.33%
IT:BELL
Bellini Nautica S.P.A.
4.24
1.36
47.22%
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 11, 2026