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AXA SA AXAHF

Morningstar Rating
$35.06 −0.05 (0.14%)
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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

AXAHF is trading at a 1% discount.
Price
$34.99
Fair Value
$35.17
Uncertainty
Medium
1-Star Price
$49.62
5-Star Price
$59.19
Economic Moat
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Capital Allocation
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News

Trading Information

Previous Close Price
$35.11
Day Range
$35.0635.06
52-Week Range
$27.5035.11
Bid/Ask
$34.68 / $35.73
Market Cap
$78.97 Bil
Volume/Avg
1,566 / 13,195

Key Statistics

Price/Earnings (Normalized)
10.39
Price/Sales
0.86
Dividend Yield (Trailing)
5.32%
Dividend Yield (Forward)
6.11%
Total Yield
8.43%

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 at that time. Yet, as markets crashed at the turn of the millennium, AXA decided to refocus its business and exited its stake in U.S. 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 again.
Sector
Financial Services
Industry
Insurance - Diversified
Stock Style Box
Large Value
Total Number of Employees
110,302

Competitors

Valuation

Metric
AXAHF
ALV
AV.
Price/Earnings (Normalized)
10.3911.557.42
Price/Book Value
1.561.781.34
Price/Sales
0.860.551.05
Price/Cash Flow
9.951.50
Price/Earnings
AXAHF
ALV
AV.

Financial Strength

Metric
AXAHF
ALV
AV.
Quick Ratio
Current Ratio
Interest Coverage
17.869.62−1.04
Quick Ratio
No chart available

Profitability

Metric
AXAHF
ALV
AV.
Return on Assets (Normalized)
1.16%1.27%0.60%
Return on Equity (Normalized)
16.49%23.06%16.14%
Return on Invested Capital (Normalized)
6.96%17.23%11.20%
Return on Assets
AXAHF
ALV
AV.
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Insurance - Diversified Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Economic Moat
Market Cap
BRK.A
Berkshire Hathaway Inc Class ABhzg$885.8 Bil
BRK.B
Berkshire Hathaway Inc Class BLvpy$885.8 Bil
ALIZY
Allianz SE ADRLdwk$105.4 Bil
AXAHY
AXA SA ADRQxs$78.7 Bil
ZURVY
Zurich Insurance Group AG ADRCspchb$76.1 Bil
AIG
American International Group IncVtrmb$49.0 Bil
SLF
Sun Life Financial IncWrdbk$31.6 Bil
AVVIY
Aviva PLC ADRPhh$15.6 Bil
AEG
Aegon Ltd ADRJwhvs$10.4 Bil
AGESY
Ageas SA/ NV ADRTfzc$7.8 Bil

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