AXAHY:OTC-AXA SA (USD)

COMMON STOCK | Insurance-Diversified | OTC

Last Closing Price

USD 27.38

Change

+0.14 (+0.51)%

Market Cap

USD 64.92B

Volume

0.06M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

AXA SA, through its subsidiaries, provides insurance and asset management services worldwide. It operates in six segments: France, Europe, Asia, AXA XL, 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 whole life and term insurance; unit-linked products; travel and commercial insurance; and group term insurance, critical illness, and hospital cash products. In addition, it offers 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. Additionally, it provides asset management services, comprising of mutual funds, fixed income, equities, multi-asset client solutions, structured finance, real assets, and return strategy. The company also offers E-rescue on motor assistance, a self-service digital application; Home Manager, a digital application that provides customers with regular updates on the progress of emergency claims; health assistance services; and Travel Eye that provides travel assistance services. 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: 2021-05-13 )

Largest Industry Peers for Insurance-Diversified

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

+2.21 (+0.85%)

USD106.83B 13.19 N/A
AXAHF AXA SA

-0.21 (-0.76%)

USD66.96B 18.23 N/A
ZFSVF Zurich Insurance Group AG

+7.46 (+1.81%)

USD62.27B 16.10 N/A
ZURVY Zurich Insurance Group AG

+0.42 (+1.01%)

USD61.52B 16.21 N/A
ARZGF Assicurazioni Generali S.p.A

N/A

USD33.28B 15.30 N/A
ARZGY Assicurazioni Generali S.p.A

-0.01 (-0.07%)

USD32.98B 15.87 N/A
SAXPF Sampo Oyj

N/A

USD26.84B 64.16 N/A
SAXPY Sampo Oyj

+0.22 (+0.89%)

USD26.80B 63.55 N/A
AIVAF Aviva plc

N/A

USD22.23B 5.88 N/A
AVVIY Aviva plc

+0.14 (+1.24%)

USD21.98B 5.73 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 14.32% 46% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.32% 44% F 47% F
Trailing 12 Months  
Capital Gain 64.84% 57% F 53% F
Dividend Return 4.98% 17% F 63% D
Total Return 69.82% 62% D- 54% F
Trailing 5 Years  
Capital Gain 18.53% 43% F 46% F
Dividend Return 22.31% 40% F 73% C
Total Return 40.84% 48% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 1.85% 54% F 36% F
Dividend Return 4.98% 81% B- 72% C-
Total Return 6.82% 57% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 26.75% 32% F 69% D+
Risk Adjusted Return 25.50% 64% D 52% F
Market Capitalization 64.92B 93% A 99% A+
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 17.94 29% F 45% F
Price/Book Ratio 0.77 85% B 75% C
Price / Cash Flow Ratio 2.54 57% F 33% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 3.95% 12% F 54% F
Return on Invested Capital -1.34% 75% C 42% F
Return on Assets 0.43% 15% F 55% F
Debt to Equity Ratio 39.18% 58% F 41% F
Technical Ratios  
Short Ratio 1.67 50% F 36% F
Short Percent N/A N/A N/A N/A N/A
Beta 1.70 3% F 23% 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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.

Positive cash flow

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

What to not like:
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.

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.

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.

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