Values as of: 2024-09-18
COMMON STOCK | Insurance - Diversified |
Last Closing
USD 6.06Change
+0.06 (+1.00)%Market Cap
USD 9.81BVolume
2.85MAnalyst Target
USD 2.54Verdict
Verdict
Aegon Ltd. provides insurance, pensions, retirement, and asset management services in the United States, the Netherlands, the United Kingdom, and internationally. The company offers life, accident, property and casualty, and health insurance; annuities, retirement plans, mutual funds, and stable value solutions; residential mortgage and digital baking services; and retail and institutional investment management solutions and retirement savings vehicles and strategies. It offers its products under the Aegon and Transamerica brands. Aegon Ltd. was founded in 1844 and is headquartered in The Hague, the Netherlands. Address: Aegonplein 50, The Hague, Netherlands, 2591 TV
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc |
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USD 964.81B |
| BRK-B | Berkshire Hathaway Inc |
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USD 964.81B |
| AIG | American International Group I.. |
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| EQH | Axa Equitable Holdings Inc |
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| ATH-PA | Athene Holding Ltd |
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| BNRE | Brookfield Reinsurance Ltd. |
-0.15 (-0.30%) |
USD 6.87B |
| WDH | Waterdrop Inc ADR |
N/A |
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| ATH-PC | Athene Holding Ltd |
-0.03 (-0.12%) |
N/A |
| EQH-PA | Equitable Holdings Inc |
-0.07 (-0.30%) |
N/A |
| EQH-PC | Equitable Holdings Inc. |
-0.04 (-0.20%) |
N/A |
N/A
| 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 | 5.21% | 31% | F | 45% | F | ||
| Dividend Return | 6.06% | 100% | F | 87% | B+ | ||
| Total Return | 11.27% | 38% | F | 57% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 19.76% | 63% | D | 67% | D+ | ||
| Dividend Return | 6.90% | 92% | A | 81% | B- | ||
| Total Return | 26.66% | 81% | B- | 74% | C | ||
| Trailing 5 Years | |||||||
| Capital Gain | 44.29% | 57% | F | 69% | C- | ||
| Dividend Return | 26.59% | 100% | F | 80% | B- | ||
| Total Return | 70.88% | 57% | F | 76% | C+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 18.41% | 82% | B | 82% | B | ||
| Dividend Return | 22.87% | 94% | A | 84% | B | ||
| Total Return | 4.46% | 85% | B | 76% | C+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 33.37% | 24% | F | 30% | F | ||
| Risk Adjusted Return | 68.53% | 88% | B+ | 84% | B | ||
| Market Capitalization | 9.81B | 50% | F | 85% | B | ||
| 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.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
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.
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.
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.
The company had positive total cash flow in the most recent four quarters.
This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.
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.
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.
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.
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.
This stock has shown below median earnings growth in the previous 5 years compared to its sector
This stock has shown below median revenue growth in the previous 5 years compared to its sector
