ATH:NYE-Athene Holding Ltd. Class A

EQUITY | Insurance | New York Stock Exchange

Last Closing Price

USD 42.49

Change

-0.02 (-0.05)%

Market Cap

USD 8.23B

Volume

1.19M

Average Target Price

USD 54.75 (+28.85%)
Average Analyst Rating

Verdict

STA Verdict

Verdict

About

Athene Holding Ltd., is a retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs.

Company Website : https://www.athene.com

Currency: USD

Country : BMU

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-07-16 )

Largest Industry Peers for Insurance

Symbol Name Price(Change) Market Cap
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BRK.A Berkshire Hathaway Inc.

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AIG American International Group I..

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SLF Sun Life Financial Inc.

+0.24 (+0.57%)

 USD 25.05B
HIG Hartford Financial Services Gr..

+0.33 (+0.57%)

 USD 20.99B
EQH AXA Equitable Holdings Inc.

+0.14 (+0.62%)

 USD 11.12B
AEG AEGON N.V.

-0.03 (-0.59%)

 USD 10.40B
ORI Old Republic International Cor..

+0.17 (+0.74%)

 USD 7.02B
AIZ Assurant Inc.

-0.16 (-0.14%)

 USD 6.89B
KMPR Kemper Corporation

-0.12 (-0.14%)

 USD 5.83B

ETFs Containing ATH

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Insurance)		 Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.68% 26% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.68% 26% F 27% F
Trailing 12 Months  
Capital Gain -4.04% 39% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.04% 39% F 32% F
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 -4.42% 22% F 20% F
Dividend Return -4.42% 17% F 14% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 6.98% 83% B 79% C+
Risk Adjusted Return -63.24% 11% F 6% F
Market Capitalization 11.67B 59% F 85% B
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%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Insurance)		 Ratio vs. Market
(New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 5.52 76% C 70% C-
Price/Book Ratio 1.01 57% F 65% D
Price / Cash Flow Ratio 0.65 82% B- 82% B-
Price/Free Cash Flow Ratio 2.53 82% B- 71% C-
Management Effectiveness  
Return on Equity 16.60% 100% A+ 78% C+
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 1.22% 65% D 38% F
Debt to Equity Ratio 11.75% 94% A 87% B+
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

Target Price Action Rating Action Analyst Rating Price Date

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:
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.

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 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 return on equity

The company management has delivered better return on equity in the most recent 4 quarters then 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.

Positive free cash flow

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

Underpriced on free cash flow basis

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

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.