ALV:F-Allianz SE (EUR)

COMMON STOCK | Insurance-Diversified | F

Last Closing Price

EUR 217.75

Change

0.00 (0.00)%

Market Cap

EUR 89.58B

Volume

4.01K

Average Target Price

EUR 231.27 (+6.21%)
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: 2021-06-13 )

Largest Industry Peers for Insurance-Diversified

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

N/A

EUR538.13B 6.51 N/A
BRYN:F Berkshire Hathaway Inc

N/A

EUR538.13B 0.00 N/A
AXAA:F AXA SA

N/A

EUR53.48B 17.76 N/A
ZFIN:F Zurich Insurance Group AG

N/A

EUR51.12B 12.64 N/A
ZFI1:F Zurich Insurance Group AG

N/A

EUR50.48B 15.81 N/A
AINN:F American International Group, ..

N/A

EUR36.68B 6.02 N/A
ASG:F Assicurazioni Generali S.p.A

N/A

EUR26.99B 15.65 N/A
LIE:F Sun Life Financial Inc

N/A

EUR25.15B 12.73 N/A
SMPA:F Sampo Oyj

N/A

EUR21.36B 60.81 N/A
HFF:F The Hartford Financial Service..

N/A

EUR19.11B 13.89 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 7.61% 28% F 36% F
Dividend Return 4.74% 64% D 75% C
Total Return 12.35% 34% F 41% F
Trailing 12 Months  
Capital Gain 22.57% 41% F 40% F
Dividend Return 5.40% 63% D 57% F
Total Return 27.97% 33% F 38% F
Trailing 5 Years  
Capital Gain 68.65% 78% C+ 66% D
Dividend Return 33.92% 82% B- 61% D-
Total Return 102.57% 89% B+ 62% D-
Average Annual (5 Year Horizon)  
Capital Gain 8.28% 74% C 59% F
Dividend Return 4.76% 54% F 44% F
Total Return 13.04% 70% C- 54% F
Risk Return Profile  
Volatility (Standard Deviation) 20.30% 74% C 73% C
Risk Adjusted Return 64.23% 74% C 70% C-
Market Capitalization 89.58B 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 11.32 62% D- 73% C
Price/Book Ratio 1.15 48% F 74% C
Price / Cash Flow Ratio 2.80 59% F 51% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 10.78% 64% D 68% D+
Return on Invested Capital -2.24% 34% F 32% F
Return on Assets 1.10% 66% D 41% F
Debt to Equity Ratio 40.58% 39% F 54% 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 1.33 24% 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 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.

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