ATH:NYE-Athene Holding Ltd (USD)

COMMON STOCK | Insurance—Diversified | NYE

Last Closing Price

USD 46.90

Change

0.00 (0.00)%

Market Cap

USD 8.33B

Volume

1.00M

Average Target Price

USD 50.25 (+7.14%)
Average Analyst Rating

Verdict

STA Verdict

Verdict

About

Athene Holding Ltd., a retirement services company, issues, reinsures, and acquires retirement savings products in the United States and Bermuda. It offers fixed deferred, immediate, and payout annuities; and funding agreements and pension risk transfer products to institutional investors. The company's products are designed for individuals and institutions seeking to fund retirement needs. Athene Holding Ltd. was incorporated in 2008 and is headquartered in Pembroke, Bermuda.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-18 )

Largest Industry Peers for Insurance—Diversified

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

N/A

USD561.72B 0.01 -0.32
BRK-A Berkshire Hathaway Inc

N/A

USD561.53B 21.00 10.98
AIG-PA American International Group, ..

N/A

USD49.34B 13.67 4.05
AIG American International Group, ..

N/A

USD46.02B 26.29 6.08
SLF Sun Life Financial Inc

N/A

USD28.58B 18.41 27.35
HIG The Hartford Financial Service..

N/A

USD22.06B 13.05 8.41
HIG-PG The Hartford Financial Service..

N/A

USD20.66B 5.93 4.26
EQH Equitable Holdings, Inc

N/A

USD12.76B 11.66 -3.69
AEG Aegon N.V

N/A

USD8.83B 4.00 -3.96
ORI Old Republic International Cor..

N/A

USD6.97B 10.26 8.02

ETFs Containing ATH

Symbol Name Weight Mer Price(Change) Market Cap
KIE SPDR S&P Insurance ETF 2.29 % 0.35 %

N/A

USD0.91B
FXO First Trust Financials Al.. 0.96 % 0.63 %

N/A

USD1.96B
FPE First Trust Preferred Sec.. 0.79 % 0.85 %

N/A

USD5.04B
CHEP AGFiQ U.S. Market Neutral.. 0.30 % 1.91 %

N/A

USD1.05M

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 -0.28% 18% F 25% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.28% 18% F 25% F
Trailing 12 Months  
Capital Gain 7.84% 33% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.84% 22% F 37% 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 -4.75% 22% F 18% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.75% 11% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 8.66% 89% B+ 79% C+
Risk Adjusted Return -54.82% 11% F 7% F
Market Capitalization 8.33B 18% F 82% 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—Diversified)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 5.64 82% B- 93% A
Price/Book Ratio 0.64 64% D 87% B+
Price / Cash Flow Ratio 2.90 100% A+ 76% C
EV/EBITDA -5.17 100% A+ 86% B
Management Effectiveness  
Return on Equity 14.30% 100% A+ 76% C
Return on Invested Capital 12.26% 91% A- 79% C+
Return on Assets 0.83% 55% F 21% F
Debt to Equity Ratio 11.97% 100% A+ 87% B+
Technical Ratios  
Short Ratio 3.86 33% F 34% F
Short Percent 3.74% 44% F 66% D
Beta 1.03 45% F 43% 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

Target Price Action Rating Action Analyst Rating Price Date

STA Verdict 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:
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.

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.

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.

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.

Negative free cash flow

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

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector