AEL-PB:NSD-American Equity Investment Life Holding Company (USD)

PREFERRED STOCK | Insurance - Life |

Last Closing

USD 24.97

Change

-0.07 (-0.28)%

Market Cap

N/A

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-14 )

Largest Industry Peers for Insurance - Life

Symbol Name Price(Change) Market Cap
BHFAP Brighthouse Financial Inc

+0.36 (+1.43%)

USD 4.12B
BHF Brighthouse Financial Inc

+0.47 (+0.97%)

USD 2.95B
ABL Abacus Life Inc.

+0.03 (+0.35%)

USD 0.64B
AAME Atlantic American Corporation

-0.06 (-3.76%)

USD 0.03B
BHFAN Brighthouse Financial Inc

+0.15 (+0.73%)

N/A
BHFAO Brighthouse Financial Inc

+0.09 (+0.36%)

N/A
BHFAM Brighthouse Financial Inc

+0.01 (+0.03%)

N/A

ETFs Containing AEL-PB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Life) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.69% 40% F 53% F
Dividend Return 1.67% 33% F 69% C-
Total Return 2.36% 60% D- 57% F
Trailing 12 Months  
Capital Gain 15.44% 56% F 67% D+
Dividend Return 5.74% 43% F 74% C
Total Return 21.18% 56% F 70% C-
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 -4.22% 33% F 35% F
Dividend Return -0.43% 44% F 39% F
Total Return 3.79% 75% C 76% C+
Risk Return Profile  
Volatility (Standard Deviation) 6.82% 89% A- 90% A-
Risk Adjusted Return -6.25% 33% F 37% F
Market Capitalization N/A N/A N/A N/A N/A

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 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.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

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.

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.

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.