Values as of: 2025-05-28
COMMON STOCK | Insurance - Diversified |
Last Closing
USD 974.735Change
+4.74 (+0.49)%Market Cap
USD 27.67BVolume
4.00Verdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| ALIZF | Allianz SE |
+6.09 (+1.55%) |
USD 162.47B |
| ALIZY | Allianz SE ADR |
+0.19 (+0.48%) |
USD 153.29B |
| 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 |
| 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 |
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 | 32.62% | 63% | D | 77% | C+ | ||
| Dividend Return | 11.06% | 89% | A- | 97% | N/A | ||
| Total Return | 43.68% | 79% | B- | 82% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 50.59% | 83% | B | 84% | B | ||
| Dividend Return | 12.56% | 100% | F | 92% | A | ||
| Total Return | 63.15% | 88% | B+ | 86% | B+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 172.27% | 88% | B+ | 88% | B+ | ||
| Dividend Return | 66.50% | 81% | B- | 86% | B+ | ||
| Total Return | 238.77% | 96% | N/A | 89% | A- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 17.71% | 83% | B | 68% | D+ | ||
| Dividend Return | 21.40% | 77% | C+ | 67% | D+ | ||
| Total Return | 3.69% | 39% | F | 62% | D | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 17.02% | 68% | D+ | 90% | A- | ||
| Risk Adjusted Return | 125.76% | 94% | A | 99% | N/A | ||
| Market Capitalization | 27.67B | 63% | D | 96% | N/A | ||
| 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 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 assets in the most recent 4 quarters compared to its peers.
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 stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The company has under performed its peers on annual average total returns in the past 5 years.
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
This stock has shown below median dividend growth in the previous 5 years compared to its sector.
