ATH-PA:NYE-Athene Holding Ltd (USD)

PREFERRED STOCK | Insurance - Diversified |

Last Closing

USD 23.48

Change

+0.18 (+0.77)%

Market Cap

USD 7.31B

Volume

0.08M

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: 2024-04-19 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
BRK-B Berkshire Hathaway Inc

+2.02 (+0.51%)

USD 861.93B
BRK-A Berkshire Hathaway Inc

+4,313.44 (+0.72%)

USD 861.92B
AIG American International Group I..

+2.29 (+3.02%)

USD 51.10B
SLF Sun Life Financial Inc.

+0.57 (+1.11%)

USD 31.28B
EQH Axa Equitable Holdings Inc

-0.36 (-0.93%)

USD 12.09B
AEG Aegon NV ADR

+0.02 (+0.32%)

USD 11.02B
ORI Old Republic International Cor..

+0.36 (+1.19%)

USD 8.08B
FIHL Fidelis Insurance Holdings Lim..

+0.40 (+2.16%)

USD 2.29B
WDH Waterdrop Inc ADR

+0.02 (+1.72%)

USD 0.47B
ATH-PB Athene Holding Ltd

+0.21 (+1.02%)

N/A

ETFs Containing ATH-PA

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 4.45% 56% F 74% C
Dividend Return 1.77% 91% A- 76% C+
Total Return 6.21% 56% F 77% C+
Trailing 12 Months  
Capital Gain 7.71% 50% F 60% D-
Dividend Return 3.64% 64% D 54% F
Total Return 11.35% 50% F 59% D-
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 -2.78% 43% F 28% F
Dividend Return 1.58% 43% F 35% F
Total Return 4.36% 73% C 76% C+
Risk Return Profile  
Volatility (Standard Deviation) 14.55% 64% D 70% C-
Risk Adjusted Return 10.86% 50% F 35% F
Market Capitalization 7.31B 30% F 81% B-

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:
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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning 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.

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.

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.

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 market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Earnings Growth

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