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American Equity Investment Life Holding Company (A...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0256762065

CUSIP

025676206

IPO Date

Dec 4, 2003

Highlights

Market Cap

$4.49B

EPS (TTM)

$2.06

PE Ratio

27.41

PEG Ratio

1.14

Year Range

$55.95 - $57.29

Target Price

$55.00

Short %

3.81%

Short Ratio

2.48

Share Price Chart


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Compare to other instruments

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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.


AEL (American Equity Investment Life Holding Company)
Benchmark (^GSPC)

Returns By Period


AEL

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of AEL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.06%0.60%1.22%0.49%0.64%1.90%
20234.45%-12.59%-12.39%5.62%2.36%32.09%2.99%0.02%-0.07%-1.27%4.15%1.16%22.31%
20225.70%-8.39%5.89%-5.49%6.73%-9.17%2.71%1.17%-1.87%15.53%-5.10%12.61%18.30%
20215.53%-5.34%14.11%-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%3.00%-6.05%-8.03%12.87%7.11%5.25%-6.51%
201912.10%1.05%-14.63%8.85%-3.74%-4.06%-5.01%-16.47%12.30%1.98%20.42%1.73%8.21%
20187.39%-7.24%-4.08%2.86%17.35%1.58%-0.75%3.81%-4.66%-11.71%10.22%-18.14%-8.33%
20174.70%14.03%-12.19%0.38%5.65%4.87%1.90%3.66%4.76%1.48%8.45%-3.15%37.51%
2016-24.30%-25.23%23.53%-16.67%15.79%-12.09%11.79%10.61%0.62%1.13%15.62%10.01%-5.10%
2015-12.61%11.68%2.25%-7.48%-5.71%6.18%9.49%-17.87%-3.92%10.17%5.27%-10.37%-16.99%
2014-16.79%-0.41%8.05%-1.27%-3.43%9.24%-10.00%11.74%-7.52%12.81%5.38%8.11%11.46%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 97, AEL is among the top 3% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AEL is 9797
Overall Rank
The Sharpe Ratio Rank of AEL is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of AEL is 9999
Sortino Ratio Rank
The Omega Ratio Rank of AEL is 9999
Omega Ratio Rank
The Calmar Ratio Rank of AEL is 9494
Calmar Ratio Rank
The Martin Ratio Rank of AEL is 100100
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Equity Investment Life Holding Company (AEL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


There is not enough data available to calculate the Sharpe ratio for American Equity Investment Life Holding Company. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
AEL (American Equity Investment Life Holding Company)
Benchmark (^GSPC)

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.


0.00%0.20%0.40%0.60%0.80%1.00%1.20%$0.00$0.10$0.20$0.30$0.402014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017201620152014
Dividend$0.00$0.00$0.36$0.34$0.32$0.30$0.28$0.26$0.24$0.22$0.20

Dividend yield

0.00%0.00%0.79%0.87%1.16%1.00%1.00%0.85%1.06%0.92%0.69%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.28$0.00$0.28
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.26$0.00$0.26
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.24$0.24
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22$0.00$0.22
2014$0.20$0.00$0.20

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.


AEL (American Equity Investment Life Holding Company)
Benchmark (^GSPC)

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, 2006736Mar 9, 2009493Feb 18, 20111229
-68.63%Aug 22, 2018395Mar 18, 2020418Nov 11, 2021813
-56.47%Apr 23, 2015204Feb 11, 2016411Sep 28, 2017615
-41.01%Feb 22, 2011156Oct 3, 2011327Jan 23, 2013483
-30.88%Feb 6, 202325Mar 13, 202373Jun 27, 202398

Volatility

Volatility Chart

The current American Equity Investment Life Holding Company volatility is 1.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


AEL (American Equity Investment Life Holding Company)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

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
20.040.060.080.0100.0
AEL: 27.4
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 27.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
0.51.01.52.02.53.0
AEL: 1.1
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 1.1. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
2.04.06.08.010.0
AEL: 1.5
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 1.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.0
AEL: 1.4
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 1.4. 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
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

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

Values in undefined except per share items