AXA SA ADR AXAHY

Morningstar Rating
$46.97 −0.89 (1.86%)
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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

AXAHY is trading at a LOCK|PX>!d premium.
Price
$46.97
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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News

Trading Information

Previous Close Price
$47.86
Day Range
$46.80–47.44
52-Week Range
$43.04–52.56
Bid/Ask
$43.14 / $52.76
Shares Outstanding
2.09B
Market Cap
$95.54B
Volume/Avg
169,741 / 85,757

Key Statistics

Price/Earnings (Normalized)
14.51
Price/Sales
0.73
Dividend Yield (Trailing)
5.77%
Dividend Yield (Forward)
5.77%
Dividend Payment Schedule
May
Total Yield
13.34%

Company Profile

AXA’s origins date back to Ancienne Mutuelle, one of the few insurers that remained after the creation of the French social security system. With the threat of nationalization, a merger took place between Drouot and AXA, which was then still known as Mutuelles Unies in 1982, and later Présence. Ten years later, AXA acquired North American life insurer Equitable Holdings. This was a time of expansion as AXA also bought the French insurer UAP. 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 business expanded again with the acquisition of Swiss insurer Winterthur. AXA has reshaped its portfolio to technical risks.
Sector
Financial Services
Industry
Insurance - Diversified
Stock Style Box
Large Value
Total Number of Employees
111,262

Competitors

Valuation

Metric
AXAHY
ZURN
ALV
Price/Earnings (Normalized)
14.5112.4513.20
Price/Book Value
1.863.332.51
Price/Sales
0.730.991.02
Price/Cash Flow
——15.63
Price/Earnings
AXAHY
ZURN
ALV

Financial Strength

Metric
AXAHY
ZURN
ALV
Quick Ratio
———
Current Ratio
———
Interest Coverage
14.6522.36—
Quick Ratio
No chart available

Profitability

Metric
AXAHY
ZURN
ALV
Return on Assets (Normalized)
1.31%1.88%1.18%
Return on Equity (Normalized)
18.43%27.18%19.64%
Return on Invested Capital (Normalized)
7.55%17.19%14.03%
Return on Assets
AXAHY
ZURN
ALV

Insurance - Diversified Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Berkshire Hathaway Inc Class B
BRK.B
LOCK|>Cw^HR#rLOCK|L#LPg$1T
Berkshire Hathaway Inc Class A
BRK.A
LOCK|@Rm?m^^$LOCK|!wwb$1T
Allianz SE
ALIZF
LOCK|>J&r!@LOCK|gB$179B
Allianz SE ADR
ALIZY
LOCK|JznC<#!LOCK|D%$179B
AXA SA
AXAHF
LOCK|#rpmXRDLOCK|dsp$101B
Zurich Insurance Group AG ADR
ZURVY
LOCK|W>Yf$X%>LOCK|!%Kmq$101B
Sun Life Financial Inc
SLF
LOCK|Gb!$Z&pLOCK|>Wz$43B
American International Group Inc
AIG
LOCK|k>xVYtLOCK|Pr$39B
Aegon Ltd ADR
AEG
LOCK|&nLOCK|%>$13B

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