AXAHY:OTCQX-AXA S.A. ADR (Sponsored) (USD)

COMMON STOCK | Insurance - Diversified | OTCQX Marketplace

Last Closing

USD 47.285

Change

+0.73 (+1.56)%

Market Cap

USD 60.38B

Volume

0.10M

Analyst Target

USD 28.34
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

AXA SA is an insurance company. The Company operates in five business segments: Life & Savings, Property & Casualty, International Insurance, Asset Management, and Banking.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-29 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
ALIZF Allianz SE

-5.02 (-1.26%)

USD 162.47B
ALIZY Allianz SE ADR

+0.06 (+0.15%)

USD 153.29B
AXAHF AXA SA

N/A

USD 101.67B
ZFSVF Zurich Insurance Group AG

+15.52 (+2.25%)

USD 100.09B
ZURVY Zurich Insurance Group Ltd

+0.06 (+0.16%)

USD 99.77B
SWSDF Swiss Life Holding AG

N/A

USD 27.67B
AIVAF Aviva plc

N/A

USD 20.53B
NNGRY NN Group NV ADR

+0.45 (+1.43%)

USD 16.61B
NNGPF NN Group N.V

+2.25 (+3.72%)

USD 16.58B
BBSEY BB Seguridade Participacoes SA

-0.13 (-1.92%)

USD 13.26B

ETFs Containing AXAHY

GENW Spinnaker ETF Series 3.41 % 0.00 %

+0.01 (+0.08%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange (OTCQX Marketplace)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 32.90% 59% D- 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.90% 55% F 78% C+
Trailing 12 Months  
Capital Gain 31.97% 37% F 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.97% 34% F 77% C+
Trailing 5 Years  
Capital Gain 158.67% 82% B 87% B+
Dividend Return 44.29% 46% F 78% C+
Total Return 202.96% 82% B 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 12.79% 73% C 63% D
Dividend Return 15.25% 48% F 62% D
Total Return 2.46% 25% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 20.67% 55% F 84% B
Risk Adjusted Return 73.77% 58% F 93% A
Market Capitalization 60.38B 88% B+ 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.

Superior Earnings Growth

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

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 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.

Low Revenue Growth

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