ageas SA/NV (AGESY)
Company Info
| ISIN | US00844W2089 |
|---|---|
| Sector | Financial Services |
| Industry | Insurance - Diversified |
Highlights
| Market Cap | $9.41B |
|---|---|
| EPS (TTM) | $6.38 |
| PE Ratio | 8.03 |
| PEG Ratio | 0.75 |
| Total Revenue (TTM) | $3.31B |
| Gross Profit (TTM) | $3.31B |
| EBITDA (TTM) | $557.00M |
| Year Range | $35.90 - $52.12 |
| Target Price | $54.18 |
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 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.
Returns By Period
ageas SA/NV had a return of 23.26% year-to-date (YTD) and 30.16% in the last 12 months. Over the past 10 years, ageas SA/NV had an annualized return of 11.41%, while the S&P 500 benchmark had an annualized return of 10.92%, indicating that ageas SA/NV performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 23.26% | 17.95% |
| 1 month | 8.74% | 3.13% |
| 6 months | 22.92% | 9.95% |
| 1 year | 30.16% | 24.88% |
| 5 years (annualized) | 5.53% | 13.37% |
| 10 years (annualized) | 11.41% | 10.92% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.76% | -1.52% | 9.62% | -1.06% | 8.18% | -4.36% | 4.48% | 7.56% | 23.26% | ||||
| 2023 | 8.55% | -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% | 4.51% | 5.97% | 12.34% | -3.12% | -1.23% | 30.95% | 8.74% | -2.40% |
| 2019 | 4.12% | 5.72% | -1.81% | 9.19% | -2.98% | 7.08% | 3.17% | -0.22% | 3.55% | 3.87% | 4.38% | -1.59% | 39.43% |
| 2018 | 8.30% | -0.93% | -1.03% | 3.40% | 0.10% | -1.64% | 6.86% | -3.52% | 3.67% | -6.66% | -3.12% | -7.89% | -3.78% |
| 2017 | 8.33% | -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% |
| 2014 | 0.19% | 6.39% | -2.43% | -2.07% | 1.27% | -5.29% | -10.65% | -6.31% | -1.54% | 1.46% | 6.99% | -0.71% | -13.22% |
| 2013 | 8.60% | 3.35% | -0.15% | 12.92% | 1.10% | -4.83% | 14.02% | -2.00% | 3.42% | 4.78% | -0.78% | 5.06% | 53.68% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of AGESY is 80, placing it in the top 20% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
ageas SA/NV granted a 6.78% dividend yield in the last twelve months. The annual payout for that period amounted to $3.48 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.48 | $3.23 | $4.39 | $3.23 | $3.12 | $2.48 | $2.57 | $2.23 | $1.79 | $1.72 | $1.95 | $2.94 |
Dividend yield | 6.78% | 7.45% | 9.87% | 6.23% | 5.85% | 4.18% | 5.75% | 4.57% | 4.53% | 3.70% | 5.49% | 6.86% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.88 | $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 | $1.57 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.37 | $2.94 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 68.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -98.44% | Apr 11, 2007 | 410 | Nov 20, 2008 | — | — | — |
| -61.35% | Aug 31, 2001 | 369 | Mar 12, 2003 | 438 | Dec 6, 2004 | 807 |
| -17.87% | May 9, 2006 | 25 | Jun 13, 2006 | 43 | Aug 14, 2006 | 68 |
| -10.6% | Feb 21, 2007 | 16 | Mar 14, 2007 | 11 | Mar 29, 2007 | 27 |
| -7.25% | Mar 11, 2005 | 76 | Jun 28, 2005 | 16 | Jul 21, 2005 | 92 |
Volatility
Volatility Chart
The current ageas SA/NV volatility is 4.69%, 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.
Financials
Financial Performance
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
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 8.0. This PE ratio falls in the average range for the industry.PEG Ratio
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 0.7. 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
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Discontinued Operations | — |
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Minority Interest | — |
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Net Interest Income | — |