AV:LSE-Aviva plc (GBX)

COMMON STOCK | Insurance-Diversified | LSE

Last Closing Price

GBX 400.00

Change

0.00 (0.00)%

Market Cap

GBX 15.91B

Volume

8.14M

Avg Analyst Target

GBX 492.75 (+23.19%)

Avg User Target

GBX
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Aviva plc provides various insurance, retirement, and savings products in the United Kingdom, Ireland, Canada, France, Italy, Poland, and internationally. The company offers life insurance, long-term health and accident insurance, savings, pension, and annuity products, as well as pension fund business and lifetime mortgage products. It also provides insurance cover to individuals, small and medium-sized businesses for risks associated with motor vehicles and medical expenses, as well as property and liability, such as employers' and professional indemnity liabilities, and medical expenses. In addition, the company offers personal and commercial lines insurance products; long-term insurance and savings products, primarily for individuals. Further, it provides investment management services for institutional pension fund mandates; and manages various retail investment products, including investment funds, unit trusts, open-ended investment companies, and individual savings accounts for third-party financial institutions, pension funds, public sector organizations, investment professionals, and private investors. Additionally, the company offers asset management and protection insurance products. Aviva plc markets its products through a network of insurance brokers, as well as MyAviva platform. The company was formerly known as CGNU plc and changed its name to Aviva plc in July 2002. Aviva plc was founded in 1696 and is headquartered in London, the United Kingdom.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2021-09-26 )

Largest Industry Peers for Insurance-Diversified

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
DLG:LSE Direct Line Insurance Group pl..

N/A

GBX3.91B 11.04 N/A
SAGA:LSE Saga plc

N/A

GBX0.49B N/A 19.49

ETFs Containing AV

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 23.00% 67% D+ 76% C
Dividend Return 4.33% 100% A+ 97% A+
Total Return 27.33% 67% D+ 79% C+
Trailing 12 Months  
Capital Gain 42.91% 67% D+ 72% C-
Dividend Return 7.53% 100% A+ 91% A-
Total Return 50.44% 67% D+ 76% C
Trailing 5 Years  
Capital Gain -8.05% 100% A+ 26% F
Dividend Return 26.96% 100% A+ 90% A-
Total Return 18.91% 100% A+ 43% F
Average Annual (5 Year Horizon)  
Capital Gain -4.30% 67% D+ 13% F
Dividend Return 5.48% 100% A+ 88% B+
Total Return 1.19% 100% A+ 23% F
Risk Return Profile  
Volatility (Standard Deviation) 28.37% 67% D+ 44% F
Risk Adjusted Return 4.18% 67% D+ 23% F
Market Capitalization 15.91B 100% A+ 93% 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 5.80 100% A+ 81% B-
Price/Book Ratio 0.87 67% D+ 81% B-
Price / Cash Flow Ratio -6.16 67% D+ 77% C+
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 10.41% 67% D+ 56% F
Return on Invested Capital -1.97% 67% D+ 35% F
Return on Assets 0.49% 33% F 32% F
Debt to Equity Ratio 49.52% 67% D+ 32% 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 1.29 67% D+ 24% 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 (GBX)

Quarterly Financials (GBX)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

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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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor return on assets

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

Negative cashflow

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