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AXA SA AXA

Morningstar Rating
€33.10 +0.05 (0.15%)
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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

AXA is trading within a range we consider fairly valued.
Price
€33.08
Fair Value
€78.97
Uncertainty
High
1-Star Price
€38.17
5-Star Price
€38.37
Economic Moat
Fzdnj
Capital Allocation
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News

Trading Information

Previous Close Price
€33.05
Day Range
€33.1033.10
52-Week Range
€12.3734.99
Bid/Ask
€33.36 / €33.45
Market Cap
€74.55 Bil
Volume/Avg
0 / 21,446

Key Statistics

Price/Earnings (Normalized)
9.96
Price/Sales
0.86
Dividend Yield (Trailing)
5.98%
Dividend Yield (Forward)
5.98%
Total Yield
8.42%

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
AXA
AV.
ZURN
Price/Earnings (Normalized)
9.968.8814.16
Price/Book Value
1.491.453.24
Price/Sales
0.860.401.09
Price/Cash Flow
97.09
Price/Earnings
AXA
AV.
ZURN

Financial Strength

Metric
AXA
AV.
ZURN
Quick Ratio
Current Ratio
Interest Coverage
15.594.5915.16
Quick Ratio
No chart available

Profitability

Metric
AXA
AV.
ZURN
Return on Assets (Normalized)
1.19%0.46%1.37%
Return on Equity (Normalized)
16.11%15.72%19.33%
Return on Invested Capital (Normalized)
6.80%10.33%11.85%
Return on Assets
AXA
AV.
ZURN
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Insurance - Diversified Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BRK.B
Berkshire Hathaway Inc Class BHdcfzxpjlRqxrb$883.3 Bil
BRK.A
Berkshire Hathaway Inc Class AGkpcrggcjzZvpjg$872.3 Bil
ALIZY
Allianz SE ADRCwnrtcfhKkgrm$113.8 Bil
AXAHY
AXA SA ADRThklxrtvQhyy$79.7 Bil
ZURVY
Zurich Insurance Group AG ADRBctddqxlzXhcwdsw$75.5 Bil
AIG
American International Group IncNdqgbzmbzFtwm$52.3 Bil
SLF
Sun Life Financial IncPrhyrfykCjzgk$29.0 Bil
AVVIY
Aviva PLC ADRVvhrhtfCpldq$16.4 Bil
AEG
Aegon Ltd ADRYpythktsXyc$11.4 Bil
AGESY
Ageas SA/ NV ADRRlwzHpl$9.1 Bil

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