Values as of: 2025-02-25
COMMON STOCK | Insurance - Diversified |
Last Closing
USD 6.21Change
+0.07 (+1.14)%Market Cap
USD 10.72BVolume
7.42MAnalyst 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.
Company Website : https://www.aegon.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc |
+2,555.01 (+0.34%) |
USD 1,028.55B |
| BRK-B | Berkshire Hathaway Inc |
+1.40 (+0.28%) |
USD 1,019.31B |
| AIG | American International Group I.. |
+0.45 (+0.57%) |
USD 46.31B |
| BNT | Brookfield Wealth Solutions Lt.. |
-0.25 (-0.43%) |
USD 10.47B |
| ATH-PA | Athene Holding Ltd |
+0.27 (+1.09%) |
USD 7.71B |
| WDH | Waterdrop Inc ADR |
-0.10 (-7.63%) |
USD 0.42B |
| EQH-PA | Equitable Holdings Inc |
+0.21 (+0.98%) |
N/A |
| ATH-PE | Athene Holding Ltd. |
+0.19 (+0.72%) |
N/A |
| ATH-PD | Athene Holding Ltd. |
+0.32 (+1.79%) |
N/A |
| ATH-PB | Athene Holding Ltd |
+0.33 (+1.61%) |
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 | 5.43% | 71% | C- | 77% | C+ | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 5.43% | 71% | C- | 77% | C+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 6.88% | 75% | C | 56% | F | ||
| Dividend Return | 6.01% | 44% | F | 77% | C+ | ||
| Total Return | 12.89% | 85% | B | 63% | D | ||
| Trailing 5 Years | |||||||
| Capital Gain | 77.43% | 50% | F | 77% | C+ | ||
| Dividend Return | 35.59% | 100% | F | 86% | B+ | ||
| Total Return | 113.01% | 67% | D+ | 83% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 22.18% | 92% | A | 82% | B | ||
| Dividend Return | 26.55% | 92% | A | 84% | B | ||
| Total Return | 4.36% | 78% | C+ | 77% | C+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 30.66% | 23% | F | 34% | F | ||
| Risk Adjusted Return | 86.57% | 85% | B | 90% | A- | ||
| Market Capitalization | 10.72B | 57% | F | 86% | 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 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 has shown top quartile dividend growth in the previous 5 years compared to its sector
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 company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.
The stock is trading high compared to its peers median on a price to book value basis.
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 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
