Alexander Forbes Group Holdings Ltd AFH
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.
Trading Information
- Previous Close Price
- ZAC 630.00
- Day Range
- ZAC 620.00–645.00
- 52-Week Range
- ZAC 462.00–874.00
- Bid/Ask
- ZAC 621.00 / ZAC 631.00
- Market Cap
- ZAC 801.42 Bil
- Volume/Avg
- 16,072 / 175,803
Key Statistics
- Price/Earnings (Normalized)
- 11.68
- Price/Sales
- 1.67
- Dividend Yield (Trailing)
- 7.58%
- Dividend Yield (Forward)
- 7.58%
- Total Yield
- 9.57%
Company Profile
Alexander Forbes Group Holdings Ltd offers integrated retirement, investment, life, and insurance solutions to customers worldwide. Alexander's business is divided into two platforms, institutional and retail. Its reported segments Investment Solutions, AF Financial Services, and AF Insurance serve clients under each of its platforms. The group's customer base is composed of retirement funds, corporations, trustees, unions, individuals, dependents, and other organizations. Products and services include consulting and advisory for a range of different situations, such as actuarial, asset and investment, and beneficiary fund. On the retail side, individuals and dependents are offered insurance, research, investment portfolios, and other services.
- Sector
- Financial Services
- Industry
- Financial Conglomerates
- Stock Style Box
- Small Core
- Total Number of Employees
- 2,587
Comparables
Valuation
|
Metric
|
AFH
|
HFPC.U
|
CVW
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.68 | 9.77 | 11.55 |
Price/Book Value | 1.78 | 0.58 | 1.12 |
Price/Sales | 1.67 | — | 1.26 |
Price/Cash Flow | 4.76 | — | — |
Price/Earnings
AFH
HFPC.U
CVW
Financial Strength
|
Metric
|
AFH
|
HFPC.U
|
CVW
|
|---|---|---|---|
Quick Ratio | 4.16 | — | — |
Current Ratio | 4.28 | — | — |
Interest Coverage | 14.33 | — | 2.75 |
Quick Ratio
AFH
HFPC.U
CVW
Profitability
|
Metric
|
AFH
|
HFPC.U
|
CVW
|
|---|---|---|---|
Return on Assets (Normalized) | 0.18% | −11.43% | 1.56% |
Return on Equity (Normalized) | 16.38% | −13.73% | 9.26% |
Return on Invested Capital (Normalized) | 12.16% | — | 7.62% |
Return on Assets
AFH
HFPC.U
CVW
Financial Conglomerates Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
IX
| ORIX Corp ADR | — | Dbbp | $23.8 Bil | |
ORXCF
| ORIX Corp | — | Btxz | $23.6 Bil | |
VOYA
| Voya Financial Inc | — | Srjs | $7.0 Bil | |
SBHGF
| SBI Holdings Inc | — | Rgtx | $6.8 Bil | |
SREDF
| Storebrand ASA | — | Nmnb | $3.9 Bil | |
MANDF
| Mandatum PLC | — | Sdbwk | $2.3 Bil | |
AMLTF
| AMP Ltd | — | Rbx | $1.9 Bil | |
RILY
| B. Riley Financial Inc | — | Lvfy | $664.3 Mil | |
TREE
| LendingTree Inc | — | Rrc | $463.4 Mil | |
FGCO
| Financial Gravity Companies Inc | — | Zwxq | $26.1 Mil |