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Grupo Assa SA A ASSA

Morningstar Rating
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

ASSA is trading at a 154% premium.
Price
$86.35
Fair Value
$566.78
Uncertainty
High
1-Star Price
$454.75
5-Star Price
$57.84
Economic Moat
Mykgwx
Capital Allocation
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Trading Information

Previous Close Price
Day Range
52-Week Range
Bid/Ask
/
Market Cap
Volume/Avg
/

Key Statistics

Price/Earnings (Normalized)
9.53
Price/Sales
1.34
Dividend Yield (Trailing)
5.13%
Dividend Yield (Forward)
5.13%
Total Yield
5.17%

Company Profile

Grupo Assa SA is engaged in the operations of insurance business, banking operations, financial activities and investment operations.
Sector
Financial Services
Industry
Insurance - Diversified
Stock Style Box
Small Value
Total Number of Employees
2,411

Comparables

Valuation

Metric
ASSA
MAPFSGC1
GNP
Price/Earnings (Normalized)
9.537.37
Price/Book Value
0.761.64
Price/Sales
1.340.33
Price/Cash Flow
5.73
Price/Earnings
ASSA
MAPFSGC1
GNP

Financial Strength

Metric
ASSA
MAPFSGC1
GNP
Quick Ratio
Current Ratio
Interest Coverage
2.57
Quick Ratio
No chart available

Profitability

Metric
ASSA
MAPFSGC1
GNP
Return on Assets (Normalized)
2.79%2.05%
Return on Equity (Normalized)
9.04%25.30%
Return on Invested Capital (Normalized)
6.37%20.75%
Return on Assets
ASSA
MAPFSGC1
GNP
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Insurance - Diversified Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BRK.A
Berkshire Hathaway Inc Class APwmqklpnqMphhz$882.6 Bil
BRK.B
Berkshire Hathaway Inc Class BQsynzkyvzKqnrs$877.2 Bil
ALIZY
Allianz SE ADRTdlpyjtssbBbl$114.9 Bil
AXAHY
AXA SA ADRLpyykhtbgDtmpr$79.7 Bil
ZURVY
Zurich Insurance Group AG ADRCgccyljgpTnpfdd$72.2 Bil
AIG
American International Group IncQvpdrfsXnbcz$53.0 Bil
SLF
Sun Life Financial IncGqcglmfQpxz$30.8 Bil
AVVIY
Aviva PLC ADRKfgmrvmfmChlvg$16.4 Bil
AEG
Aegon Ltd ADRXnjfytbgTmj$11.4 Bil
AGESY
Ageas SA/ NV ADRGzvWcxkn$8.8 Bil

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