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AXA SA ADR AXAHY

Morningstar Rating
$36.27 +0.10 (0.26%)
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Company Report

Price vs Fair Value

AXAHY is trading at a 280% premium.
Price
$36.27
Fair Value
$26.00
Uncertainty
Medium
1-Star Price
$57.20
5-Star Price
$82.60
Economic Moat
Txky
Capital Allocation
Lvrfpbxw

Bulls Say, Bears Say

Bulls

We think AXA has carved out a leading micro business and SMB European commercial insurance offering.

Bears

AXA has not generated historical economic profits and returns.

Is it the right time to buy, sell, or hold?
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News

Trading Information

Previous Close Price
$36.17
Day Range
$36.1436.33
52-Week Range
$27.5438.23
Bid/Ask
$36.24 / $36.29
Market Cap
$81.69 Bil
Volume/Avg
42,441 / 71,978

Key Statistics

Price/Earnings (Normalized)
10.06
Price/Sales
0.87
Dividend Yield (Trailing)
5.96%
Dividend Yield (Forward)
5.96%
Total Yield
8.27%

Company Profile

AXA’s origins date back to Ancienne Mutuelle, which was one of the few insurers that remained after the creation of the French security system. With the threat of nationalization, a merger took place between three insurance groups The Drouot Group, AXA (still known as Mutuelles Unies in 1982), and Presence Group. Ten years later AXA acquired North American life insurer Equitable Holdings. This was a time of expansion as AXA also bought UAP, a large French insurer. Yet, as markets crashed at the turn of the millennium, AXA decided to refocus its business and exited its stake in US investment bank Donaldson, Lufkin & Jenrette. A few years later the firm expanded again with the acquisition of Swiss insurer Winterthur. About 5 years ago AXA began reshaping its portfolio to technical risks.
Sector
Financial Services
Industry
Insurance - Diversified
Stock Style Box
Large Core
Total Number of Employees
147,000

Competitors

Valuation

Metric
AXAHY
ZURN
ALV
Price/Earnings (Normalized)
10.0613.7512.29
Price/Book Value
1.473.141.83
Price/Sales
0.871.061.05
Price/Cash Flow
98.065.39
Price/Earnings
AXAHY
ZURN
ALV

Financial Strength

Metric
AXAHY
ZURN
ALV
Quick Ratio
Current Ratio
Interest Coverage
15.5915.16
Quick Ratio
No chart available

Profitability

Metric
AXAHY
ZURN
ALV
Return on Assets (Normalized)
1.19%1.37%0.99%
Return on Equity (Normalized)
16.11%19.33%16.92%
Return on Invested Capital (Normalized)
6.80%11.85%15.62%
Return on Assets
AXAHY
ZURN
ALV
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