AXAHY:OTC-Axa SA ADR (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 40.01

Change

+0.49 (+1.24)%

Market Cap

USD 90.94B

Volume

0.03M

Analyst Target

USD 28.34
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

AXA SA, through its subsidiaries, provides insurance, asset management, and banking services worldwide. The company operates through six segments: France; Europe; AXA XL; Asia, Africa & EME-LATAM; AXA Investment Managers; and Transversal & Other segments It offers life and savings insurance products, such as savings and retirement, other health, and personal protection products. The company also provides property and casualty insurance products, including car, home, and personal or professional liability to individual and business clients; international insurance for large corporate clients in Europe; and marine and aviation insurance services, as well as property and casualty reinsurance products. In addition, it offers asset management services in the areas of various asset classes, including equities, bonds, hedge funds, private equity, and real estate for the group's insurance companies and their clients, and retail and institutional clients. Further, the company provides motor, household, property and general liability, health, term life, whole life, universal life, endowment, deferred and immediate annuities, and other investment-based products for personal/individual and commercial/ group customers. AXA SA was founded in 1852 and is headquartered in Paris, France.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

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
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
AIVAF Aviva plc

N/A

USD 17.42B
NNGRY NN Group NV ADR

+0.07 (+0.28%)

USD 13.52B

ETFs Containing AXAHY

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 22.39% 40% F 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.39% 35% F 72% C
Trailing 12 Months  
Capital Gain 33.86% 50% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 33.86% 39% F 75% C
Trailing 5 Years  
Capital Gain 59.28% 87% B+ 80% B-
Dividend Return 10.45% 18% F 35% F
Total Return 69.73% 77% C+ 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.09% 76% C+ 58% F
Dividend Return 15.50% 59% D- 58% F
Total Return 2.40% 26% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 25.15% 53% F 79% B-
Risk Adjusted Return 61.62% 65% D 91% A-
Market Capitalization 90.94B 89% A- 99% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

Poor return on equity

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

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 book value

The stock is trading high compared to its peers median on a price to book value basis.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low Earnings Growth

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

Low Revenue Growth

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