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

PREFERRED STOCK | Insurance - Diversified |

Last Closing

USD 25.3

Change

+0.29 (+1.16)%

Market Cap

USD 7.84B

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: 2024-09-19 )

Largest Industry Peers for Insurance - Diversified

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

-2,350.00 (-0.34%)

USD 964.81B
BRK-B Berkshire Hathaway Inc

-4.40 (-0.96%)

USD 964.81B
AIG American International Group I..

-0.13 (-0.18%)

USD 47.58B
EQH Axa Equitable Holdings Inc

-0.36 (-0.85%)

USD 12.83B
AEG Aegon NV ADR

-0.04 (-0.64%)

USD 10.17B
BNRE Brookfield Reinsurance Ltd.

N/A

USD 6.87B
WDH Waterdrop Inc ADR

+0.01 (+0.96%)

USD 0.38B
ATH-PC Athene Holding Ltd

-0.17 (-0.67%)

N/A
EQH-PA Equitable Holdings Inc

N/A

N/A
EQH-PC Equitable Holdings Inc.

+0.11 (+0.54%)

N/A

ETFs Containing ATH-PA

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 12.54% 60% D- 65% D
Dividend Return 5.30% 83% B 83% B
Total Return 17.84% 60% D- 72% C
Trailing 12 Months  
Capital Gain 12.64% 25% F 46% F
Dividend Return 5.30% 58% F 68% D+
Total Return 17.95% 25% F 48% F
Trailing 5 Years  
Capital Gain -8.86% 14% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.86% 14% F 20% F
Average Annual (5 Year Horizon)  
Capital Gain -1.23% 53% F 30% F
Dividend Return 3.49% 59% D- 42% F
Total Return 4.72% 92% A 78% C+
Risk Return Profile  
Volatility (Standard Deviation) 15.49% 47% F 63% D
Risk Adjusted Return 22.53% 47% F 41% F
Market Capitalization 7.84B 38% F 83% B

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 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.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow 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.

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.

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.

High Gross Profit to Asset Ratio

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.

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.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

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