Arnoldo Mondadori Editore SPA (MN) AI Stock Analysis

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Arnoldo Mondadori Editore SPA

(Milan:MN)

Select Model

Rating:64Neutral

Price Target:EUR 2.00▲(0.00% Upside)

Action:downgraded

Date:11/07/26

The score is driven primarily by solid cash-flow strength and improved leverage, partially offset by concerns around the 2025 revenue drop and weak gross profitability. Valuation is a positive (low P/E and high dividend yield), while technical indicators remain a headwind with the stock trading below key moving averages and a negative MACD.

Positive Factors

Strong cash generationConsistently strong operating and free cash flow indicates that Mondadori converts its publishing and media activities into cash effectively. Healthy free-cash-flow conversion supports reinvestment, dividends, debt management, and resilience through changing demand conditions over the next several quarters.

Negative Factors

Sharp 2025 revenue declineThe abrupt 2025 revenue contraction interrupts the prior growth pattern and raises concern about the near-term scale of Mondadori’s content, retail, and media operations. If the decline persists, lower revenue absorption could pressure profitability and reduce the cash available for investment.

Arnoldo Mondadori Editore SPA (MN) vs. iShares MSCI Italy ETF (EWI)

Market Cap: EUR 502.40M
Dividend Yield: 7.33%
Average Volume (3M): 390.95K
Price to Earnings (P/E): 9.8
Beta (1Y): 0.49
Revenue Growth: 2.24%
EPS Growth: -8.16%
Country: Italy
Employees: 2,390
Sector: General
Sector Strength: 55
Industry: Publishing

Arnoldo Mondadori Editore SPA Business Overview & Revenue Model

Company Description

As a subsidiary of Finanziaria d'investimento Fininvest S.p.A., Arnoldo Mondadori Editore S.p.A. is a prominent European publishing house, founded in Segrate, Italy, in 1907. The company, along with its various affiliates, specializes in the producti...

Arnoldo Mondadori Editore SPA Financial Statement Overview

Summary

Strong and repeatable operating cash flow and solid free cash flow support earnings quality, and leverage improved versus earlier years. Offsetting this, 2025 shows a sharp revenue decline and unusually weak gross profitability, plus missing/inconsistent 2025 ratio fields that increase uncertainty around the latest trajectory.

Income Statement

58Neutral

Balance Sheet

63Positive

Cash Flow

74Positive

Financial statement breakdown
Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	958.04M	931.60M	934.73M	904.74M	903.00M	807.35M
Gross Profit	330.47M	540.92M	654.08M	299.76M	560.19M	498.41M
EBITDA	151.43M	151.07M	156.86M	145.78M	121.48M	85.15M
Net Income	51.92M	54.10M	60.21M	62.41M	52.07M	44.21M
Balance Sheet
Total Assets	1.17B	1.08B	1.14B	1.04B	1.01B	1.02B
Cash, Cash Equivalents and Short-Term Investments	32.50M	56.66M	111.29M	49.72M	34.95M	90.72M
Total Debt	347.00M	220.49M	255.14M	188.65M	201.87M	248.87M
Total Liabilities	876.63M	745.86M	819.97M	747.21M	745.82M	803.85M
Stockholders Equity	292.10M	331.25M	316.07M	288.08M	259.56M	219.57M
Cash Flow
Free Cash Flow	0	71.42M	77.47M	81.12M	64.44M	78.61M
Operating Cash Flow	0	116.99M	125.82M	121.58M	98.55M	96.09M
Investing Cash Flow	0	-47.52M	-62.47M	-31.54M	-71.50M	-145.36M
Financing Cash Flow	0	-124.09M	-1.79M	-75.26M	-82.82M	30.48M

Arnoldo Mondadori Editore SPA Technical Analysis

Technical Analysis SentimentNeutral

Last Price2.00

Price Trends

50DMA2.04Negative

100DMA2.07Negative

200DMA2.03Negative

Market Momentum

MACD-0.02Negative

RSI49.42Neutral

STOCH79.44Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IT:MN, the sentiment is Neutral. The current price of 2.00 is above the 20-day moving average (MA) of 2.00, below the 50-day MA of 2.04, and below the 200-day MA of 2.03, indicating a neutral trend. The MACD of -0.02 indicates Negative momentum. The RSI at 49.42 is Neutral, neither overbought nor oversold. The STOCH value of 79.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IT:MN.

Arnoldo Mondadori Editore SPA Peers Comparison

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

IT:MN against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
IT:CAI	71Outperform	EUR 266.15M	7.98	6.36%	8.05%	-3.27%	-11.98%
IT:RCS	70Outperform	EUR 438.74M	8.02	11.78%	8.28%	-2.69%	-14.45%
IT:MN	64Neutral	EUR 520.82M	9.79	16.40%	7.33%	2.24%	-8.16%
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
IT:CIR	51Neutral	EUR 694.37M	20.00	4.31%	―	-0.15%	-21.37%

* General Sector Average

Performance Comparison

IT:MN and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
IT:MN	Arnoldo Mondadori Editore SPA	2.00	0.03	1.68%
IT:CAI	Cairo Communication SPA	2.23	-0.34	-13.17%
IT:CALT	Caltagirone SPA	9.88	1.19	13.75%
IT:CLE	Class Editori SPA	0.12	-0.02	-13.67%
IT:CIR	Cir S.P.A. - Compagnie Industriali Riunite	0.76	0.07	9.67%
IT:RCS	RCS MediaGroup S.p.A.	0.84	-0.09	-9.24%

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: Nov 07, 2026

Arnoldo Mondadori Editore SPA AI Stock Analysis