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Allianz SE ALIZF

Morningstar Rating
$277.50 +0.50 (0.18%)
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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

ALIZF is trading at a 6% discount.
Price
$278.55
Fair Value
$863.70
Uncertainty
Medium
1-Star Price
$666.35
5-Star Price
$781.77
Economic Moat
Tsk
Capital Allocation
Szdhbqjnv
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News

Trading Information

Previous Close Price
$277.00
Day Range
$277.25–279.75
52-Week Range
$211.45–302.50
Bid/Ask
$272.50 / $286.68
Market Cap
$108.63 Bil
Volume/Avg
116 / 260

Key Statistics

Price/Earnings (Normalized)
11.52
Price/Sales
0.99
Dividend Yield (Trailing)
4.52%
Dividend Yield (Forward)
5.41%
Total Yield
6.71%

Company Profile

Allianz was founded as a transport and accident insurance firm in 1890 by Carl von Thieme and Wilhelm von Finck, the founders of Munich Re. It took the company five years to expand the business into Europe and North America and subsequently listed in Berlin. After World War I, individuals were confronted with the loss of wealth, life, and security and Allianz founded a life business in the 1920s. In the years after World War II, Allianz’s foreign assets were seized and it lost its foreign business. By relocating its head office from Berlin to Munich in 1948, Allianz began the long road of rebuilding its domestic business. It took 20 years for Allianz to reacquire its prior foreign interests, starting in Austria. It became the largest European insurer in the postwar boom era.
Sector
Financial Services
Industry
Insurance - Diversified
Stock Style Box
Large Core
Total Number of Employees
154,862

Competitors

Valuation

Metric
ALIZF
ZURN
AXAHY
Price/Earnings (Normalized)
11.5213.379.95
Price/Book Value
1.683.051.45
Price/Sales
0.991.030.86
Price/Cash Flow
5.06—97.02
Price/Earnings
ALIZF
ZURN
AXAHY

Financial Strength

Metric
ALIZF
ZURN
AXAHY
Quick Ratio
———
Current Ratio
———
Interest Coverage
—15.1615.59
Quick Ratio
No chart available

Profitability

Metric
ALIZF
ZURN
AXAHY
Return on Assets (Normalized)
0.99%1.37%1.19%
Return on Equity (Normalized)
16.92%19.33%16.11%
Return on Invested Capital (Normalized)
15.62%11.85%6.80%
Return on Assets
ALIZF
ZURN
AXAHY
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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 BPzgpdwcjZkt$864.8 Bil
BRK.A
Berkshire Hathaway Inc Class AXyqvrffjngGdykh$859.8 Bil
ALIZY
Allianz SE ADRVpnbzlkdyVwczk$109.4 Bil
AXAHY
AXA SA ADRMtpjhbkBpmvp$80.3 Bil
ZURVY
Zurich Insurance Group AG ADRTxkjbrhnbNnbbcn$70.0 Bil
AIG
American International Group IncMfnpccjbBqdt$49.2 Bil
SLF
Sun Life Financial IncGnkccqbpSxcw$29.5 Bil
AVVIY
Aviva PLC ADRLtkgxpghpByc$15.4 Bil
AEG
Aegon Ltd ADRFfyvyvrdyTrly$10.4 Bil
AGESY
Ageas SA/ NV ADRZchxSybzq$8.3 Bil

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