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

PREFERRED STOCK | Insurance - Diversified |

Last Closing

USD 25.29

Change

+0.01 (+0.04)%

Market Cap

N/A

Volume

0.03M

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: 2024-11-15 )

Largest Industry Peers for Insurance - Diversified

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

+5,399.12 (+0.77%)

USD 999.73B
BRK-B Berkshire Hathaway Inc

+2.58 (+0.55%)

USD 999.72B
AIG American International Group I..

+0.02 (+0.03%)

USD 47.25B
EQH Axa Equitable Holdings Inc

-0.21 (-0.44%)

USD 15.79B
AEG Aegon NV ADR

+0.11 (+1.74%)

USD 10.40B
ATH-PA Athene Holding Ltd

+0.07 (+0.28%)

USD 7.84B
BNRE Brookfield Reinsurance Ltd.

N/A

USD 6.87B
WDH Waterdrop Inc ADR

+0.01 (+0.88%)

USD 0.41B
ATH-PB Athene Holding Ltd

+0.01 (+0.05%)

N/A
EQH-PC Equitable Holdings Inc.

+0.21 (+1.14%)

N/A

ETFs Containing ATH-PC

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 4.42% 13% F 45% F
Dividend Return 4.94% 58% F 71% C-
Total Return 9.35% 13% F 48% F
Trailing 12 Months  
Capital Gain 3.01% 13% F 28% F
Dividend Return 6.49% 50% F 75% C
Total Return 9.51% 13% F 35% 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 -1.97% 38% F 24% F
Dividend Return 1.20% 31% F 28% F
Total Return 3.17% 50% F 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 6.31% 94% A 89% A-
Risk Adjusted Return 19.06% 38% F 36% 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 assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

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.

Below median total returns

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

Low Dividend Growth

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