AIVAF:OTC-Aviva plc (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 6.75

Change

0.00 (0.00)%

Market Cap

USD 17.42B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Aviva plc provides various insurance, retirement, investment, and savings products in the United Kingdom, Ireland, Canada, and internationally. The company offers life insurance, long-term health and accident insurance, savings, pension, and annuity products, as well as pension fund business and lifetime mortgage products. It also provides insurance cover to individuals, small and medium-sized businesses for risks associated with motor vehicles and medical expenses, as well as property and liability, such as employers' and professional indemnity liabilities. In addition, the company provides investment management services for institutional pension fund mandates; and manages various retail investment products, including investment funds, unit trusts, open-ended investment companies, and individual savings accounts for third-party financial institutions, pension funds, public sector organizations, investment professionals, and private investors. It markets its products through a network of insurance brokers, as well as MyAviva platform. The company was formerly known as CGNU plc and changed its name to Aviva plc in July 2002. Aviva plc was founded in 1696 and is headquartered in London, the United Kingdom.

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Adjusted Closing Price

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Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-26 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
ALIZF Allianz SE

N/A

USD 128.28B
ALIZY Allianz SE ADR

+0.38 (+1.16%)

USD 127.30B
AXAHY Axa SA ADR

+0.49 (+1.24%)

USD 90.94B
AXAHF AXA SA

N/A

USD 90.88B
ZFSVF Zurich Insurance Group AG

-1.45 (-0.24%)

USD 86.37B
ZURVY Zurich Insurance Group Ltd

+0.10 (+0.33%)

USD 86.37B
ARZGF Assicurazioni Generali S.p.A

N/A

USD 44.14B
SAXPF Sampo Oyj

N/A

USD 24.74B
SWSDF Swiss Life Holding AG

+10.70 (+1.29%)

USD 23.04B
NNGRY NN Group NV ADR

+0.07 (+0.28%)

USD 13.52B

ETFs Containing AIVAF

C070:F 2.78 % 0.00 %

N/A

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C070:XETRA 2.78 % 0.00 %

N/A

N/A
IFSE:LSE 0.00 % 0.00 %

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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 24.31% 57% F 75% C
Dividend Return 5.15% 33% F 70% C-
Total Return 29.46% 58% F 76% C+
Trailing 12 Months  
Capital Gain 41.36% 80% B- 80% B-
Dividend Return 5.85% 29% F 69% C-
Total Return 47.21% 74% C 81% B-
Trailing 5 Years  
Capital Gain 8.00% 33% F 65% D
Dividend Return 41.18% 77% C+ 88% B+
Total Return 49.18% 50% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 6.42% 44% F 49% F
Dividend Return 16.05% 65% D 58% F
Total Return 9.63% 90% A- 85% B
Risk Return Profile  
Volatility (Standard Deviation) 31.93% 21% F 70% C-
Risk Adjusted Return 50.26% 35% F 85% B
Market Capitalization 17.42B 50% F 94% 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 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.

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.

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.

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.

Negative cashflow

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

Low Earnings Growth

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