AEG:NYE-AEGON N.V. (USD)

EQUITY | Insurance - Diversified | New York Stock Exchange

Last Closing

USD 6.7

Change

0.00 (0.00)%

Market Cap

USD 10.70B

Volume

6.66M

Analyst Target

USD 2.54
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Aegon NV provides life insurance, pensions and asset management products and services in the USA, Europe, and Asia. It offers life and protection, and accidental death products. It also offers individual savings and retirement products.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-26 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
BRK-B Berkshire Hathaway Inc

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BRK-A Berkshire Hathaway Inc

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AIG American International Group I..

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SLF Sun Life Financial Inc.

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USD 28.14B
EQH Axa Equitable Holdings Inc

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USD 13.06B
ORI Old Republic International Cor..

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USD 8.06B
ATH-PA Athene Holding Ltd

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USD 7.46B
FIHL Fidelis Insurance Holdings Lim..

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USD 1.84B
WDH Waterdrop Inc ADR

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USD 0.52B
ATH-PB Athene Holding Ltd

N/A

N/A

ETFs Containing AEG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.32% 81% B- 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.32% 81% B- 86% B+
Trailing 12 Months  
Capital Gain 49.22% 93% A 91% A-
Dividend Return 3.37% 18% F 49% F
Total Return 52.59% 93% A 91% A-
Trailing 5 Years  
Capital Gain 45.34% 43% F 66% D+
Dividend Return 20.27% 60% D- 72% C
Total Return 65.61% 43% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 14.03% 73% C 78% C+
Dividend Return 18.64% 87% B+ 81% B-
Total Return 4.61% 91% A- 79% B-
Risk Return Profile  
Volatility (Standard Deviation) 35.82% 20% F 29% F
Risk Adjusted Return 52.04% 73% C 73% C
Market Capitalization 10.70B 50% F 86% B+

Key Financial Ratios

  Ratio vs. Industry/Classification (Insurance - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 15.40 7% 1%
Price/Book Ratio 1.02 78% 70%
Price / Cash Flow Ratio 13.84 30% 28%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity -1.78% 6% 25%
Return on Invested Capital -1.09% 9% 22%
Return on Assets -0.01% 13% 22%
Debt to Equity Ratio 49.98% 27% 61%

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:
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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

Positive cash flow

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

What to not like:
Highly 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.

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.

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.

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.

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.

Low Earnings Growth

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