AXAHY:OTC-AXA SA (USD)

COMMON STOCK | Insurance—Diversified | OTC

Last Closing Price

USD 18.22

Change

0.00 (0.00)%

Market Cap

USD 44.14B

Volume

0.05M

Average Target Price

N/A
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

AXA SA, through its subsidiaries, provides insurance and asset management services worldwide. It operates in seven segments: France, Europe, Asia, AXA XL, the United States, International, and Transversal & Central Holdings. The company offers a range of insurance products, including life and savings, property and casualty, and health. Its products include motor, household, property and general liability insurance, banking, savings vehicles, and other investment-based products for personal/individual and commercial/group customers, as well as health, protection, and retirement products for individual or professional customers. The company also provides term life, whole life, universal life, endowment, and deferred and immediate annuities; medical cover; and other protection and health products, such as disability, cancer, and critical illness. In addition, it offers unit-linked, group term, and hospital cash products and investment products; and coverage against excess and surplus lines, environmental and professional liability, construction, marine, energy, aviation and satellite, fine art and specie, equine, livestock and aquaculture, accident and health and crisis management, and other risks. Further, the company provides casualty, property risk, property catastrophe, specialty, and other reinsurance lines; and individual and group retirement products, and employee benefits. Additionally, it is involved in the provision of investment management services through managed accounts, hedge funds, mutual funds, and other investment vehicles to private clients, as well as fundamental research, quantitative, and brokerage-related services in equities and listed options for institutional investors; management of retail mutual funds for individual investors; and management of investments on behalf of institutional clients. The company was founded in 1852 and is headquartered in Paris, France.

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
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
AVVIY Aviva plc

N/A

USD14.20B 5.18 N/A

ETFs Containing AXAHY

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 -35.28% 18% F 24% F
Dividend Return 2.94% 50% F 70% C-
Total Return -32.34% 21% F 26% F
Trailing 12 Months  
Capital Gain -27.47% 29% F 34% F
Dividend Return 3.29% 50% F 64% D
Total Return -24.18% 24% F 36% F
Trailing 5 Years  
Capital Gain -23.73% 43% F 43% F
Dividend Return 26.80% 63% D 80% B-
Total Return 3.07% 48% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain 0.75% N/A N/A 44% F
Dividend Return 5.18% N/A N/A 85% B
Total Return 5.92% N/A N/A 51% F
Risk Return Profile  
Volatility (Standard Deviation) 21.84% N/A N/A 69% D+
Risk Adjusted Return 27.11% N/A N/A 61% D-
Market Capitalization 44.14B 89% B+ 98% 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 13.64 36% F 52% F
Price/Book Ratio 0.54 85% B 76% C
Price / Cash Flow Ratio 4.98 48% F 23% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 3.82% 12% F 56% F
Return on Invested Capital 11.95% 54% F 73% C
Return on Assets 0.43% 15% F 56% F
Debt to Equity Ratio 85.56% 17% F 23% F
Technical Ratios  
Short Ratio 1.67 50% F 38% F
Short Percent N/A N/A N/A N/A N/A
Beta 1.31 3% F 34% 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:
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.

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.

Positive cash flow

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

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor return on equity

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

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

Low Revenue Growth

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