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Aegon Ltd AEGOF

Morningstar Rating
$5.65 −0.38 (6.30%)
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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

AEGOF is trading at a 3% discount.
Price
$5.66
Fair Value
$8.78
Uncertainty
Medium
1-Star Price
$7.56
5-Star Price
$8.33
Economic Moat
Zjq
Capital Allocation
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Trading Information

Previous Close Price
$6.03
Day Range
$5.655.65
52-Week Range
$4.336.25
Bid/Ask
$5.75 / $6.40
Market Cap
$9.97 Bil
Volume/Avg
6,885 / 147,328

Key Statistics

Price/Earnings (Normalized)
7.24
Price/Sales
0.42
Dividend Yield (Trailing)
4.94%
Dividend Yield (Forward)
6.12%
Total Yield
15.62%

Company Profile

Aegon is a life insurance and long-term savings company listed in the Netherlands. It listed on the Amsterdam Stock Exchange in the 1980s and now has mature operations in the United States, United Kingdom, and four growth markets of Brazil, China, Portugal, and Spain. Over recent years, Aegon has been moving through a substantial transformation program where management has sought to divest noncore operations and improve the risk profile of the business by separating the company into strategic and financial assets. Financial assets are the parts of the business that are now being run down. Here, Aegon is looking to cycle out of highly capital-consumptive and volatile earnings products and recycle funds into capital-light and more predictable strategic businesses.
Sector
Financial Services
Industry
Insurance - Diversified
Stock Style Box
Mid Core
Total Number of Employees
15,658

Competitors

Valuation

Metric
AEGOF
ZURN
ALV
Price/Earnings (Normalized)
7.2413.7012.15
Price/Book Value
0.953.131.81
Price/Sales
0.421.061.04
Price/Cash Flow
5.33
Price/Earnings
AEGOF
ZURN
ALV

Financial Strength

Metric
AEGOF
ZURN
ALV
Quick Ratio
Current Ratio
Interest Coverage
−54.8615.16
Quick Ratio
No chart available

Profitability

Metric
AEGOF
ZURN
ALV
Return on Assets (Normalized)
−0.02%1.37%0.99%
Return on Equity (Normalized)
−0.65%19.33%16.92%
Return on Invested Capital (Normalized)
−0.37%11.85%15.62%
Return on Assets
AEGOF
ZURN
ALV
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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 ACrkgphkcVldgk$883.9 Bil
BRK.B
Berkshire Hathaway Inc Class BNfvjjkclQky$878.0 Bil
ALIZY
Allianz SE ADRDyrlqlvybMjghj$111.7 Bil
AXAHY
AXA SA ADRVmfvfjjYcx$81.6 Bil
ZURVY
Zurich Insurance Group AG ADRZkwzhclkfDkgkypd$70.5 Bil
AIG
American International Group IncFtqwrxmgqTkq$50.5 Bil
SLF
Sun Life Financial IncCplwdzqkLfwrg$30.1 Bil
AVVIY
Aviva PLC ADRRnmgmjgjDygw$15.7 Bil
AEG
Aegon Ltd ADRMvwywxpGpznm$10.9 Bil
AGESY
Ageas SA/ NV ADRSgdCpd$8.6 Bil

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