ALV:F-Allianz SE (EUR)

COMMON STOCK | Insurance-Diversified | F

Last Closing Price

EUR 191.04

Change

0.00 (0.00)%

Market Cap

EUR 79.56B

Volume

4.51K

Avg Analyst Target

EUR 230.86 (+20.84%)

Avg User Target

EUR
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Allianz SE, together with its subsidiaries, provides property-casualty insurance, life/health insurance, and asset management products and services worldwide. The company's Property-Casualty segment offers various insurance products, including motor liability and own damage, accident, general liability, fire and property, legal expense, credit, and travel to private and corporate customers. Its Life/Health segment provides a range of life and health insurance products on an individual and a group basis, such as annuities, endowment and term insurance, and unit-linked and investment-oriented products, as well as private and supplemental health, and long-term care insurance products. The company's Asset Management segment offers institutional and retail asset management products and services to third-party investors comprising equity and fixed income funds, and multi-assets; and alternative investment products comprising infrastructure debt/equity, real assets, liquid alternatives, and solutions. Its Corporate and Other segment provides banking services for retail clients, as well as digital investment management services. Allianz SE was founded in 1890 and is headquartered in Munich, Germany.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-09-18 )

Largest Industry Peers for Insurance-Diversified

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BRH:F Berkshire Hathaway Inc

N/A

EUR538.67B 6.15 N/A
BRYN:F Berkshire Hathaway Inc

N/A

EUR537.89B 0.00 N/A
AXAA:F AXA SA

N/A

EUR56.02B 10.09 N/A
ZFI1:F Zurich Insurance Group AG

N/A

EUR54.35B 13.24 N/A
ZFIN:F Zurich Insurance Group AG

N/A

EUR51.12B 12.64 N/A
AINN:F American International Group I..

N/A

EUR39.29B 11.31 N/A
ASG:F Assicurazioni Generali S.p.A

N/A

EUR27.97B 11.30 N/A
LIE:F Sun Life Financial Inc

N/A

EUR25.80B 11.61 N/A
SMPA:F Sampo Oyj

N/A

EUR24.40B 41.34 N/A
HFF:F The Hartford Financial Service..

N/A

EUR20.97B 11.90 N/A

ETFs Containing ALV

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Insurance-Diversified)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -5.59% 7% F 22% F
Dividend Return 4.74% 69% D+ 76% C
Total Return -0.85% 7% F 27% F
Trailing 12 Months  
Capital Gain 7.21% 11% F 29% F
Dividend Return 5.39% 57% F 65% D
Total Return 12.59% 11% F 30% F
Trailing 5 Years  
Capital Gain 46.26% 61% D- 61% D-
Dividend Return 33.53% 83% B 64% D
Total Return 79.79% 61% D- 59% F
Average Annual (5 Year Horizon)  
Capital Gain 6.54% 61% D- 52% F
Dividend Return 4.72% 48% F 46% F
Total Return 11.26% 68% D+ 50% F
Risk Return Profile  
Volatility (Standard Deviation) 18.53% 75% C 75% C
Risk Adjusted Return 60.75% 71% C- 67% D+
Market Capitalization 79.56B 93% A 97% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Insurance-Diversified)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 9.28 70% C- 76% C
Price/Book Ratio 1.02 53% F 77% C+
Price / Cash Flow Ratio 2.48 57% F 53% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 11.58% 59% F 63% D
Return on Invested Capital -2.24% 37% F 27% F
Return on Assets 0.95% 53% F 35% F
Debt to Equity Ratio 40.58% 38% F 53% F
Technical Ratios  
Short Ratio N/A N/A N/A N/A N/A
Short Percent N/A N/A N/A N/A N/A
Beta 1.32 23% F 32% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (EUR)

Quarterly Financials (EUR)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

Discussions

User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector