ATH-PB:NYE-Athene Holding Ltd (USD)

PREFERRED STOCK | Insurance - Diversified |

Last Closing

USD 21.67

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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

N/A

USD 892.61B
BRK-A Berkshire Hathaway Inc

N/A

USD 892.61B
AIG American International Group I..

N/A

USD 48.73B
SLF Sun Life Financial Inc.

N/A

USD 28.14B
EQH Axa Equitable Holdings Inc

N/A

USD 13.06B
AEG Aegon NV ADR

N/A

USD 11.06B
ORI Old Republic International Cor..

N/A

USD 8.06B
ATH-PA Athene Holding Ltd

N/A

USD 7.46B
FIHL Fidelis Insurance Holdings Lim..

N/A

USD 1.84B
WDH Waterdrop Inc ADR

N/A

USD 0.52B

ETFs Containing ATH-PB

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 1.40% 19% F 44% F
Dividend Return 1.65% 73% C 62% D
Total Return 3.05% 19% F 45% F
Trailing 12 Months  
Capital Gain 11.47% 47% F 54% F
Dividend Return 3.62% 45% F 52% F
Total Return 15.09% 47% F 53% F
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 -5.31% 20% F 18% F
Dividend Return -1.84% 20% F 18% F
Total Return 3.47% 55% F 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 8.85% 87% B+ 84% B
Risk Adjusted Return -20.79% 20% F 15% 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:
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.

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.

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.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

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.