ATH:NYE-Athene Holding Ltd (USD)

COMMON STOCK | Insurance-Diversified | NYE

Last Closing Price

USD 64.36

Change

-0.39 (-0.60)%

Market Cap

USD 12.43B

Volume

0.72M

Avg Analyst Target

USD 62.57 (-2.78%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Athene Holding Ltd., a retirement services company, issues, reinsures, and acquires retirement savings products for individuals and institutions in the United States and Bermuda. The company provides annuity retirement solutions to its policyholders; and reinsures multi-year guaranteed annuities, fixed indexed annuities, traditional one-year guarantee fixed deferred annuities, immediate annuities, and institutional products. It also offers funding agreements and pension risk transfer transactions, as well as group annuities. The company was incorporated in 2008 and is headquartered in Hamilton, Bermuda.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-07-28 )

Largest Industry Peers for Insurance-Diversified

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BRK-A Berkshire Hathaway Inc

-3,334.00 (-0.79%)

USD637.50B 6.34 N/A
BRK-B Berkshire Hathaway Inc

-2.68 (-0.95%)

USD637.45B 0.00 N/A
AIG-PA American International Group, ..

+0.03 (+0.11%)

USD49.87B 5.95 N/A
AIG American International Group, ..

-0.47 (-0.99%)

USD40.69B 6.04 N/A
SLF Sun Life Financial Inc

+0.22 (+0.43%)

USD29.74B 12.69 N/A
HIG The Hartford Financial Service..

-1.04 (-1.68%)

USD22.11B 13.20 N/A
HIG-PG The Hartford Financial Service..

-0.23 (-0.81%)

USD21.19B 6.08 N/A
EQH Equitable Holdings, Inc

+0.45 (+1.52%)

USD12.80B 72.04 N/A
ATH-PA Athene Holding Ltd

-0.09 (-0.30%)

USD9.31B 1.70 N/A
AEG Aegon N.V

+0.05 (+1.19%)

USD8.91B 31.42 N/A

ETFs Containing ATH

Symbol Name Weight Mer Price(Change) Market Cap
FSF:CA CI Global Financial Secto.. 0.00 % 1.00 %

N/A

USD0.82B
FXO First Trust Financials Al.. 0.00 % 0.62 %

-0.04 (-0.09%)

USD1.39B
KIE SPDR S&P Insurance ETF 0.00 % 0.35 %

-0.15 (-0.39%)

USD0.71B

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 49.19% 100% A+ 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 49.19% 100% A+ 91% A-
Trailing 12 Months  
Capital Gain 91.89% 100% A+ 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 91.89% 100% A+ 87% B+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 2.89% 50% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.89% 29% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 39.77% 7% F 25% F
Risk Adjusted Return 7.26% 14% F 20% F
Market Capitalization 12.43B 33% F 84% B
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 3.71 77% C+ 94% A
Price/Book Ratio 0.72 78% C+ 90% A-
Price / Cash Flow Ratio 2.99 75% C 70% C-
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 22.27% 64% D 84% B
Return on Invested Capital 75.19% 100% A+ 98% A+
Return on Assets 1.40% 50% F 37% F
Debt to Equity Ratio 14.61% 86% B 83% B
Technical Ratios  
Short Ratio 4.72 11% F 16% F
Short Percent 4.36% 11% F 42% F
Beta 1.68 7% F 19% 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 (USD)

Quarterly Financials (USD)

Analyst Rating

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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:
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.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value 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.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow 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 capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Positive cash flow

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

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Poor return on assets

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