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

COMMON STOCK | Insurance - Diversified | OTCQX Marketplace

Last Closing

USD 36.67

Change

-0.81 (-2.16)%

Market Cap

USD 60.38B

Volume

0.09M

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: 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
ALIZY Allianz SE ADR

-0.28 (-0.96%)

USD 109.66B
AXAHF AXA SA

N/A

USD 82.20B
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 AXAHY

DIVD Altrius Global Dividend E.. 2.20 % 0.00 %

+0.16 (+0.50%)

USD 7.04M

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 12.17% 77% C+ 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.17% 70% C- 70% C-
Trailing 12 Months  
Capital Gain 14.20% 65% D 75% C
Dividend Return 5.60% 42% F 69% C-
Total Return 19.80% 59% D- 76% C+
Trailing 5 Years  
Capital Gain 39.51% 81% B- 79% B-
Dividend Return 15.73% 27% F 54% F
Total Return 55.24% 78% C+ 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 9.11% 78% C+ 55% F
Dividend Return 11.68% 73% C 54% F
Total Return 2.58% 28% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 27.10% 49% F 76% C+
Risk Adjusted Return 43.12% 68% D+ 81% B-
Market Capitalization 60.38B 94% 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:
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:
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.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

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

Low Revenue Growth

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