AVVIY:OTC-Aviva plc (USD)

COMMON STOCK | Insurance—Diversified | OTC

Last Closing Price

USD 7.39

Change

0.00 (0.00)%

Market Cap

USD 14.20B

Volume

0.06M

Average Target Price

N/A
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Aviva plc provides various insurance and savings products primarily in the United Kingdom, rest of Europe, North America, and South-East Asia. 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 primarily with motor vehicles and medical expenses, as well as property and liability, such as employers' and professional indemnity liabilities. 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, retirement, and protection insurance products. The company 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)

Compare
Relative Returns (From:    To: 2020-09-27 )

Largest Industry Peers for Insurance—Diversified

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
ALIZF Allianz SE

N/A

USD77.75B 10.18 N/A
ZURVY Zurich Insurance Group AG

N/A

USD51.42B 15.87 N/A
ZFSVF Zurich Insurance Group AG

N/A

USD51.19B 15.97 N/A
AXAHY AXA SA

N/A

USD44.14B 13.64 N/A
AXAHF AXA SA

N/A

USD43.13B 13.64 N/A
SAXPF Sampo Oyj

N/A

USD21.42B 22.48 N/A
SAXPY Sampo Oyj

N/A

USD21.42B 22.44 N/A
ARZGF Assicurazioni Generali S.p.A

N/A

USD21.29B 10.03 N/A
ARZGY Assicurazioni Generali S.p.A

N/A

USD20.87B 9.94 N/A
AIVAF Aviva plc

N/A

USD14.23B 4.98 N/A

ETFs Containing AVVIY

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 -32.94% 29% F 26% F
Dividend Return 1.42% 21% F 40% F
Total Return -31.52% 28% F 27% F
Trailing 12 Months  
Capital Gain -24.36% 36% F 36% F
Dividend Return 1.60% 21% F 31% F
Total Return -22.76% 34% F 37% F
Trailing 5 Years  
Capital Gain -43.89% 17% F 34% F
Dividend Return 22.29% 50% F 73% C
Total Return -21.59% 35% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain -7.97% N/A N/A 23% F
Dividend Return 4.88% N/A N/A 84% B
Total Return -3.11% N/A N/A 31% F
Risk Return Profile  
Volatility (Standard Deviation) 20.83% N/A N/A 71% C-
Risk Adjusted Return -14.91% N/A N/A 32% F
Market Capitalization 14.20B 64% D 93% A
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 5.18 93% A 80% B-
Price/Book Ratio 0.60 69% D+ 74% C
Price / Cash Flow Ratio 2.38 67% D+ 30% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 12.20% 69% D+ 81% B-
Return on Invested Capital 12.22% 57% F 74% C
Return on Assets 0.45% 33% F 56% F
Debt to Equity Ratio 49.70% 29% F 36% F
Technical Ratios  
Short Ratio 1.50 100% A+ 39% F
Short Percent N/A N/A N/A N/A N/A
Beta 1.12 28% F 41% 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

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.

Positive cash flow

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

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.

Higly 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