ALIZF:OTCQX-Allianz SE (USD)

COMMON STOCK | Insurance - Diversified | OTCQX Marketplace

Last Closing

USD 294.82

Change

-0.91 (-0.31)%

Market Cap

USD 80.57B

Volume

100.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Allianz SE is a financial service company. It provides insurance and financial products through its subsidiaries. The Company operates & manages its activities through three operating segments: Property-Casualty, Life/Health and Asset Management.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-24 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
ALIZY Allianz SE ADR

-0.28 (-0.96%)

USD 109.66B
AXAHF AXA SA

N/A

USD 82.20B
AXAHY Axa SA ADR

-0.57 (-1.67%)

USD 80.53B
ZURVY Zurich Insurance Group Ltd

+0.16 (+0.33%)

USD 69.40B
ZFSVF Zurich Insurance Group AG

+1.86 (+0.39%)

USD 69.40B
ARZGF Assicurazioni Generali S.p.A

N/A

USD 38.02B
ARZGY Assicurazioni Generali SpA ADR

-0.11 (-0.90%)

USD 37.52B
SAXPF Sampo Oyj

N/A

USD 21.79B
SAXPY Sampo OYJ

+0.07 (+0.34%)

USD 21.21B
SZLMY Swiss Life Holding AG ADR

+0.87 (+2.59%)

USD 19.03B

ETFs Containing ALIZF

C070:F 17.50 % 0.00 %

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C070:XETRA 17.50 % 0.00 %

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UD05:LSE 5.18 % 0.00 %

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UIM8:F 5.18 % 0.00 %

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ZILE:LSE 4.96 % 0.00 %

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ZIEG:LSE 4.93 % 0.00 %

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LYLVD:SW MULTI-UNITS LUXEMBOURG - .. 4.73 % 0.00 %

+1.48 (+0.86%)

USD 0.11B
DBIT 0.00 % 0.45 %

N/A

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DBSE 0.00 % 0.45 %

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EFV 0.00 % 0.39 %

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FXEU 0.00 % 0.25 %

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HDEZ 0.00 % 0.45 %

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IPF 0.00 % 0.40 %

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QDEU 0.00 % 0.30 %

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RIE:CA 0.00 % 0.55 %

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VIDY:CA Vanguard FTSE Developed e.. 0.00 % 0.33 %

+0.26 (+0.86%)

CAD 0.16B
TGED:CA TD Active Global Enhanced.. 0.00 % 0.00 %

+0.26 (+0.86%)

CAD 0.27B
CEU:LSE 0.00 % 0.00 %

N/A

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QIE:CA AGFiQ Enhanced Core Inter.. 0.00 % 0.45 %

+0.38 (+0.86%)

CAD 0.06B
IEFQ:LSE iShares Edge MSCIope Qual.. 0.00 % 0.00 %

+8.25 (+0.86%)

USD 0.50B
IEQD:LSE iShares Edge MSCI Europe .. 0.00 % 0.00 %

+0.05 (+0.86%)

USD 0.49B
IEQU:LSE 0.00 % 0.00 %

N/A

N/A
XZEU:LSE Xtrackers ESG MSCI Europe.. 0.00 % 0.00 %

+21.25 (+0.86%)

USD 1.90B
CEMQ:F iShares Edge MSCIope Qual.. 0.00 % 0.00 %

+0.06 (+0.86%)

USD 0.50B
SLMC:F iShares MSCI Europe ESG S.. 0.00 % 0.00 %

+0.04 (+0.86%)

USD 2.99B
C099:XETRA Amundi Bloomberg Equal-we.. 0.00 % 0.00 %

+0.21 (+0.86%)

USD 1.55B
CEMQ:XETRA iShares Edge MSCIope Qual.. 0.00 % 0.00 %

+0.07 (+0.86%)

USD 0.53B
E571:XETRA 0.00 % 0.00 %

N/A

N/A
FEUQ:XETRA Fidelity Europe Quality I.. 0.00 % 0.00 %

+0.06 (+0.86%)

USD 8.66M
X503:XETRA 0.00 % 0.00 %

N/A

N/A
DMXF iShares ESG Advanced MSCI.. 0.00 % 0.00 %

+0.57 (+0.86%)

USD 0.61B

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 11.17% 70% C- 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.17% 63% D 69% C-
Trailing 12 Months  
Capital Gain 20.90% 79% B- 79% B-
Dividend Return 4.98% 31% F 62% D
Total Return 25.88% 79% B- 79% B-
Trailing 5 Years  
Capital Gain 24.62% 67% D+ 75% C
Dividend Return 19.03% 32% F 63% D
Total Return 43.66% 67% D+ 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 4.78% 51% F 48% F
Dividend Return 8.85% 46% F 50% F
Total Return 4.07% 50% F 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 23.18% 65% D 82% B
Risk Adjusted Return 38.18% 59% D- 76% C+
Market Capitalization 80.57B 100% F 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:
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.

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.

What to not like:
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.

Low Earnings Growth

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