ALIZY:OTC-Allianz SE ADR (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 28.53

Change

-0.42 (-1.45)%

Market Cap

USD 109.66B

Volume

0.33M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
ALIZF Allianz SE

-4.44 (-1.55%)

USD 115.36B
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 ALIZY

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 6.89% 53% F 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.89% 53% F 64% D
Trailing 12 Months  
Capital Gain 16.59% 71% C- 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.59% 56% F 74% C
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 6.99% 68% D+ 52% F
Dividend Return 6.99% 30% F 47% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 21.26% 76% C+ 85% B
Risk Adjusted Return 32.87% 46% F 70% C-
Market Capitalization 109.66B 97% N/A 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 capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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 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.

Low Earnings Growth

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

Low Dividend Growth

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