ALIZY:OTC-Allianz SE ADR (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 39.98

Change

+0.51 (+1.29)%

Market Cap

USD 153.29B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-27 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
ALIZF Allianz SE

+6.09 (+1.55%)

USD 162.47B
AXAHY Axa SA ADR

+0.73 (+1.56%)

USD 102.41B
AXAHF AXA SA

+0.01 (+0.02%)

USD 101.67B
ZFSVF Zurich Insurance Group AG

-2.05 (-0.30%)

USD 100.09B
ZURVY Zurich Insurance Group Ltd

+0.18 (+0.50%)

USD 99.77B
SWSDF Swiss Life Holding AG

N/A

USD 27.67B
AIVAF Aviva plc

+0.19 (+2.39%)

USD 20.53B
NNGRY NN Group NV ADR

+0.52 (+1.69%)

USD 16.61B
NNGPF NN Group N.V

N/A

USD 16.58B
BBSEY BB Seguridade Participacoes SA

+0.28 (+4.31%)

USD 13.26B

ETFs Containing ALIZY

GENW Spinnaker ETF Series 3.44 % 0.00 %

+0.03 (+0.22%)

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 31.43% 44% F 77% C+
Dividend Return 5.71% 74% C 87% B+
Total Return 37.14% 68% D+ 80% B-
Trailing 12 Months  
Capital Gain 38.72% 63% D 81% B-
Dividend Return 6.03% 52% F 74% C
Total Return 44.75% 69% C- 82% B
Trailing 5 Years  
Capital Gain 119.36% 71% C- 84% B
Dividend Return 37.33% 35% F 72% C
Total Return 156.69% 61% D- 84% B
Average Annual (5 Year Horizon)  
Capital Gain 11.25% 60% D- 61% D-
Dividend Return 12.57% 35% F 59% D-
Total Return 1.32% 14% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 21.41% 52% F 83% B
Risk Adjusted Return 58.69% 32% F 89% A-
Market Capitalization 153.29B 94% A 100% F

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:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

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 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.

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.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

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.

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 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.