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ageas SA/NV (AGESY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US00844W2089

Sector

Financial Services

Highlights

Market Cap

$9.13B

EPS (TTM)

$6.09

PE Ratio

8.21

PEG Ratio

0.78

Total Revenue (TTM)

$5.97B

Gross Profit (TTM)

$5.97B

EBITDA (TTM)

$9.60B

Year Range

$38.87 - $54.07

Target Price

$60.91

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in ageas SA/NV, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
4.61%
10.26%
AGESY (ageas SA/NV)
Benchmark (^GSPC)

Returns By Period

ageas SA/NV had a return of 15.97% year-to-date (YTD) and 16.40% in the last 12 months. Over the past 10 years, ageas SA/NV had an annualized return of 9.28%, while the S&P 500 had an annualized return of 11.23%, indicating that ageas SA/NV did not perform as well as the benchmark.


AGESY

YTD

15.97%

1M

-4.90%

6M

4.61%

1Y

16.40%

5Y*

2.91%

10Y*

9.28%

^GSPC (Benchmark)

YTD

26.63%

1M

1.18%

6M

10.44%

1Y

27.03%

5Y*

13.30%

10Y*

11.23%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.76%-1.52%9.62%-1.06%8.18%-4.36%4.48%7.56%3.82%-2.28%-3.01%15.97%
20238.55%-6.66%-4.09%2.81%-5.82%0.55%4.49%-5.92%4.14%-3.51%11.77%0.87%5.35%
2022-7.21%-0.73%6.11%-5.92%7.24%-8.45%-1.05%-7.07%-10.01%-1.36%16.70%10.47%-5.00%
2021-3.78%10.30%7.59%-0.51%8.08%-10.68%-4.86%-5.73%-0.22%-2.15%6.54%-0.25%2.05%
2020-7.21%-15.80%-11.02%-12.39%-5.46%4.49%5.97%12.34%-3.12%-1.23%30.95%8.74%-2.42%
20194.12%5.72%-1.81%9.19%-2.98%7.08%3.17%-0.22%3.55%3.87%4.38%-1.59%39.43%
20188.30%-0.93%-1.03%3.40%0.10%-1.65%6.86%-3.52%3.67%-6.66%-3.12%-7.89%-3.78%
20178.33%-11.60%3.14%4.89%4.53%-0.15%11.42%2.44%1.62%3.31%1.37%-0.87%30.20%
2016-12.19%-9.87%7.87%-0.66%7.71%-14.81%-2.15%2.04%6.33%0.14%2.00%6.10%-10.47%
2015-3.12%4.60%-0.18%3.89%5.81%2.90%6.64%-0.75%-0.12%7.60%-0.49%5.85%37.08%
20140.19%6.39%-2.43%-2.07%1.27%-5.29%-10.65%-6.31%-1.54%1.46%6.99%-0.71%-13.22%
20138.59%3.35%-0.15%12.89%1.10%-4.83%14.02%-2.00%3.42%4.78%-0.78%5.05%53.65%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AGESY is 69, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AGESY is 6969
Overall Rank
The Sharpe Ratio Rank of AGESY is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of AGESY is 6868
Sortino Ratio Rank
The Omega Ratio Rank of AGESY is 6666
Omega Ratio Rank
The Calmar Ratio Rank of AGESY is 5959
Calmar Ratio Rank
The Martin Ratio Rank of AGESY is 7676
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 ageas SA/NV (AGESY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for AGESY, currently valued at 0.87, compared to the broader market-4.00-2.000.002.000.872.16
The chart of Sortino ratio for AGESY, currently valued at 1.27, compared to the broader market-4.00-2.000.002.004.001.272.87
The chart of Omega ratio for AGESY, currently valued at 1.16, compared to the broader market0.501.001.502.001.161.40
The chart of Calmar ratio for AGESY, currently valued at 0.22, compared to the broader market0.002.004.006.000.223.19
The chart of Martin ratio for AGESY, currently valued at 3.49, compared to the broader market0.0010.0020.003.4913.87
AGESY
^GSPC

The current ageas SA/NV Sharpe ratio is 0.87. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of ageas SA/NV with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.87
2.16
AGESY (ageas SA/NV)
Benchmark (^GSPC)

Dividends

Dividend History

ageas SA/NV provided a 3.90% dividend yield over the last twelve months, with an annual payout of $1.88 per share.


4.00%5.00%6.00%7.00%8.00%9.00%10.00%$0.00$1.00$2.00$3.00$4.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.88$3.23$4.39$3.23$3.12$2.48$2.57$2.23$1.79$1.72$1.95$2.93

Dividend yield

3.90%7.45%9.87%6.23%5.84%4.18%5.75%4.57%4.53%3.70%5.49%6.85%

Monthly Dividends

The table displays the monthly dividend distributions for ageas SA/NV. 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$0.00$0.00$1.88$0.00$0.00$0.00$0.00$0.00$0.00$1.88
2023$0.00$0.00$0.00$0.00$1.63$0.00$0.00$0.00$0.00$1.60$0.00$0.00$3.23
2022$0.00$0.00$0.00$0.00$0.00$2.94$0.00$0.00$0.00$1.46$0.00$0.00$4.39
2021$0.00$0.00$0.00$0.00$0.00$3.23$0.00$0.00$0.00$0.00$0.00$0.00$3.23
2020$0.00$0.00$0.00$0.00$0.00$0.30$0.00$0.00$0.00$0.00$2.82$0.00$3.12
2019$0.00$0.00$0.00$0.00$2.48$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.48
2018$0.00$0.00$0.00$0.00$2.57$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.57
2017$0.00$0.00$0.00$0.00$2.23$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.23
2016$0.00$0.00$0.00$0.00$1.79$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.79
2015$0.00$0.00$0.00$0.00$1.72$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.72
2014$0.00$0.00$0.00$1.95$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.95
2013$1.56$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.37$2.93

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.9%
ageas SA/NV has a dividend yield of 3.90%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%56.1%
ageas SA/NV has a payout ratio of 56.08%, which is quite average when compared to the overall market. This suggests that ageas SA/NV strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-70.14%
-0.82%
AGESY (ageas SA/NV)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the ageas SA/NV. 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 ageas SA/NV was 98.44%, occurring on Nov 20, 2008. The portfolio has not yet recovered.

The current ageas SA/NV drawdown is 70.14%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-98.44%Apr 11, 2007410Nov 20, 2008
-61.35%Aug 31, 2001369Mar 12, 2003438Dec 6, 2004807
-17.87%May 9, 200625Jun 13, 200643Aug 14, 200668
-10.6%Feb 21, 200716Mar 14, 200711Mar 29, 200727
-7.25%Mar 11, 200576Jun 28, 200516Jul 21, 200592

Volatility

Volatility Chart

The current ageas SA/NV volatility is 6.74%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
6.74%
3.96%
AGESY (ageas SA/NV)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of ageas SA/NV 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 assessment of the market value of ageas SA/NV compared to its peers in the Insurance - Diversified industry.


PE Ratio
20.040.060.080.08.2
The chart displays the price to earnings (P/E) ratio for AGESY in comparison to other companies of the Insurance - Diversified industry. Currently, AGESY has a PE value of 8.2. This PE ratio falls in the average range for the industry.
PEG Ratio
-5.00.05.010.00.8
The chart displays the price to earnings to growth (PEG) ratio for AGESY in comparison to other companies of the Insurance - Diversified industry. Currently, AGESY has a PEG value of 0.8. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for ageas SA/NV.


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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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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