Highlights
- Market Cap
- $4.54B
- Enterprise Value
- -$6.62B
- EPS (TTM)
- $6.19
- PE Ratio
- 9.12
- PEG Ratio
- 0.09
- Total Revenue (TTM)
- $14.46B
- Gross Profit (TTM)
- $7.71B
- EBITDA (TTM)
- $477.09M
- ROA (TTM)
- 0.38%
- ROE (TTM)
- 4.53%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Equity Investment Life Holding Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
American Equity Investment Life Holding Company
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.06% | 0.60% | 1.22% | 0.49% | 0.64% | 1.90% | |||||||
| 2023 | 4.45% | -12.59% | -12.39% | 5.62% | 2.36% | 32.09% | 2.99% | 0.02% | -0.07% | -1.27% | 4.15% | 1.16% | 22.31% |
| 2022 | 5.70% | -8.39% | 5.89% | -5.49% | 6.73% | -9.17% | 2.71% | 1.17% | -1.87% | 15.53% | -5.10% | 12.61% | 18.30% |
| 2021 | 5.53% | -5.34% | 14.12% | -1.74% | -1.55% | 5.97% | -0.71% | -1.25% | -6.69% | 7.78% | 6.52% | 15.73% | 42.04% |
| 2020 | -11.76% | -4.28% | -25.63% | 11.81% | 3.19% | 13.92% | 2.99% | -6.05% | -8.03% | 12.87% | 7.11% | 5.25% | -6.51% |
| 2019 | 12.10% | 1.05% | -14.63% | 8.85% | -3.74% | -4.06% | -5.01% | -16.47% | 12.30% | 1.98% | 20.42% | 1.73% | 8.21% |
Benchmark Metrics
American Equity Investment Life Holding Company has an annualized alpha of 7.43%, beta of 1.39, and R² of 0.34 versus S&P 500 Index. Calculated based on daily prices since December 05, 2003.
- This stock captured 138.52% of S&P 500 Index gains and 122.92% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- R² of 0.34 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 7.43%
- Beta
- 1.39
- R²
- 0.34
- Upside Capture
- 138.52%
- Downside Capture
- 122.92%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Equity Investment Life Holding Company (AEL) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Dividends
Dividend History
American Equity Investment Life Holding Company provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.36 | $0.34 | $0.32 | $0.30 | $0.28 | $0.26 | $0.24 | $0.22 |
Dividend yield | 0.00% | 0.00% | 0.79% | 0.87% | 1.16% | 1.00% | 1.00% | 0.85% | 1.06% | 0.92% |
Monthly Dividends
The table displays the monthly dividend distributions for American Equity Investment Life Holding Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.38 | $0.00 | $0.38 | |||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.36 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.00 | $0.34 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.32 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the American Equity Investment Life Holding Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Equity Investment Life Holding Company was 78.09%, occurring on Mar 9, 2009. Recovery took 493 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.09% | Apr 5, 2006 | 736 | Mar 9, 2009 | 493 | Feb 18, 2011 | 1229 |
| -68.63% | Aug 22, 2018 | 395 | Mar 18, 2020 | 418 | Nov 11, 2021 | 813 |
| -56.47% | Apr 23, 2015 | 204 | Feb 11, 2016 | 411 | Sep 28, 2017 | 615 |
| -41.01% | Feb 22, 2011 | 156 | Oct 3, 2011 | 327 | Jan 23, 2013 | 483 |
| -30.88% | Feb 6, 2023 | 25 | Mar 13, 2023 | 73 | Jun 27, 2023 | 98 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of American Equity Investment Life Holding Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how American Equity Investment Life Holding Company is priced in the market compared to other companies in the Insurance - Life industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for AEL, comparing it with other companies in the Insurance - Life industry. Currently, AEL has a P/E ratio of 9.1. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for AEL compared to other companies in the Insurance - Life industry. AEL currently has a PEG ratio of 0.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for AEL relative to other companies in the Insurance - Life industry. Currently, AEL has a P/S ratio of 0.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for AEL in comparison with other companies in the Insurance - Life industry. Currently, AEL has a P/B value of 0.4. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
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Total Revenue | — |
Cost Of Revenue | — |
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Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
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Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |