ALV:F-Allianz SE (EUR)

COMMON STOCK | Insurance-Diversified | F

Last Closing Price

EUR 208.15

Change

0.00 (0.00)%

Market Cap

EUR 86.25B

Volume

3.08K

Average Target Price

EUR 217.22 (+4.36%)
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 insurance products 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 health, 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, as well as multi-assets and alternative products; and investment management services. Its Corporate and Other segment provides banking services for retail clients; and alternative investment management services in the real estate sector, 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: 2021-03-06 )

Largest Industry Peers for Insurance-Diversified

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

N/A

EUR486.68B 11.79 N/A
BRYN:F Berkshire Hathaway Inc

N/A

EUR468.87B 0.01 N/A
AXAA:F AXA SA

N/A

EUR53.16B 19.11 N/A
ZFI1:F Zurich Insurance Group AG

N/A

EUR52.45B 13.77 N/A
ZFIN:F Zurich Insurance Group AG

N/A

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

N/A

EUR33.89B 6.02 N/A
ASG:F Assicurazioni Generali S.p.A

N/A

EUR25.35B 15.25 N/A
LIE:F Sun Life Financial Inc

N/A

EUR24.35B 15.75 N/A
SMPA:F Sampo Oyj

N/A

EUR20.64B 551.94 N/A
GU8:F Aviva plc

N/A

EUR18.11B 12.21 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 2.87% 21% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.87% 21% F 38% F
Trailing 12 Months  
Capital Gain 10.38% 63% D 42% F
Dividend Return 5.09% 58% F 57% F
Total Return 15.47% 63% D 42% F
Trailing 5 Years  
Capital Gain 47.32% 77% C+ 62% D-
Dividend Return 29.37% 76% C 57% F
Total Return 76.69% 81% B- 58% F
Average Annual (5 Year Horizon)  
Capital Gain 7.21% 74% C 62% D-
Dividend Return 4.71% 58% F 51% F
Total Return 11.92% 74% C 57% F
Risk Return Profile  
Volatility (Standard Deviation) 18.89% 63% D 72% C-
Risk Adjusted Return 63.09% 74% C 69% D+
Market Capitalization 86.25B 93% A 98% 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 12.67 52% F 63% D
Price/Book Ratio 1.11 41% F 73% C
Price / Cash Flow Ratio 2.37 62% D- 51% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 8.81% 43% F 66% D
Return on Invested Capital -4.64% 7% F 23% F
Return on Assets 0.70% 48% F 39% F
Debt to Equity Ratio N/A N/A N/A N/A N/A
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 24% F 33% 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 Rating

Target Price Action Rating Action Analyst Rating Price Date

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.

Positive cash flow

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

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.