AFP Planvital S.A. PLANVITAL
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
- CLP 160.41
- Day Range
- CLP 171.00–171.00
- 52-Week Range
- CLP 33.00–200.00
- Bid/Ask
- CLP 161.00 / CLP 170.00
- Market Cap
- CLP 348.27 Bil
- Volume/Avg
- 17,579 / 78,643
Key Statistics
- Price/Earnings (Normalized)
- 6.65
- Price/Sales
- 2.87
- Dividend Yield (Trailing)
- 3.84%
- Dividend Yield (Forward)
- 2.40%
- Total Yield
- 3.68%
Company Profile
AFP Planvital S.A. is a Chile based pension fund administrator. Its activities include investment & collection of affiliate contributions, management of individual capitalization accounts, & provision of life & disability benefits, as well as retirement pensions. It offers professional pension management.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Core
- Total Number of Employees
- 875
- Website
- http://www.planvital.cl
Comparables
Valuation
Metric
|
PLANVITAL
|
AFPCAPITAL
|
CUPRUM
|
---|---|---|---|
Price/Earnings (Normalized) | 6.65 | 7.31 | 8.35 |
Price/Book Value | 3.16 | 1.73 | 0.99 |
Price/Sales | 2.87 | 3.53 | 3.40 |
Price/Cash Flow | 6.64 | 8.45 | 7.13 |
Price/Earnings
PLANVITAL
AFPCAPITAL
CUPRUM
Financial Strength
Metric
|
PLANVITAL
|
AFPCAPITAL
|
CUPRUM
|
---|---|---|---|
Quick Ratio | 1.30 | 0.98 | 1.74 |
Current Ratio | 1.33 | 0.99 | 1.74 |
Interest Coverage | 329.15 | 1,542.64 | 477.88 |
Quick Ratio
PLANVITAL
AFPCAPITAL
CUPRUM
Profitability
Metric
|
PLANVITAL
|
AFPCAPITAL
|
CUPRUM
|
---|---|---|---|
Return on Assets (Normalized) | 39.13% | 17.53% | 8.88% |
Return on Equity (Normalized) | 53.68% | 22.81% | 11.43% |
Return on Invested Capital (Normalized) | 49.78% | 22.75% | 11.32% |
Return on Assets
PLANVITAL
AFPCAPITAL
CUPRUM
Asset Management Industry Comparables
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
---|---|---|---|---|---|
BLK
| BlackRock Inc | Tvdnkrny | Rjj | $112.7 Bil | |
BX
| Blackstone Inc | Kpjpksdz | Xqctvxt | $93.0 Bil | |
KKR
| KKR & Co Inc Ordinary Shares | Bwdpkbt | Vzmmwgc | $85.6 Bil | |
BK
| Bank of New York Mellon Corp | Bqxhbhglh | Spqt | $42.8 Bil | |
AMP
| Ameriprise Financial Inc | Dwslklt | Sgszth | $41.4 Bil | |
TROW
| T. Rowe Price Group Inc | Wghclnlvnk | Cyj | $25.5 Bil | |
STT
| State Street Corporation | Ppyklpll | Phcxm | $22.1 Bil | |
NTRS
| Northern Trust Corp | Zpvnzncrk | Ylph | $17.1 Bil | |
CG
| The Carlyle Group Inc | Jqfpmxw | Mjmnpn | $16.6 Bil | |
BEN
| Franklin Resources Inc | Vhgypynx | Rxmjdht | $13.2 Bil |