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

Company Info

ISIN

US00844W2089

Highlights

Market Cap

$12.04B

EPS (TTM)

$6.84

PE Ratio

9.18

PEG Ratio

0.77

Total Revenue (TTM)

$2.16B

Gross Profit (TTM)

$2.16B

EBITDA (TTM)

$4.26B

Year Range

$42.62 - $65.00

Target Price

$54.18

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


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Returns By Period

ageas SA/NV (AGESY) returned 29.88% year-to-date (YTD) and 36.96% over the past 12 months. Over the past 10 years, AGESY delivered an annualized return of 11.40%, outperforming the S&P 500 benchmark at 10.78%.


AGESY

YTD

29.88%

1M

7.39%

6M

28.89%

1Y

36.96%

5Y*

23.64%

10Y*

11.40%

^GSPC (Benchmark)

YTD

0.19%

1M

9.00%

6M

-1.55%

1Y

12.31%

5Y*

15.59%

10Y*

10.78%

*Annualized

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
20256.54%4.80%11.46%4.74%-0.36%29.88%
2024-0.76%-1.52%9.62%-1.06%8.18%-4.36%4.48%7.56%3.82%-2.28%-3.01%-1.15%19.87%
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%4.51%5.97%12.34%-3.12%-1.23%30.95%8.74%-2.40%
20194.12%5.73%-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%-1.64%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%2.43%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%6.34%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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 88, AGESY is among the top 12% 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 AGESY is 8888
Overall Rank
The Sharpe Ratio Rank of AGESY is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of AGESY is 9191
Sortino Ratio Rank
The Omega Ratio Rank of AGESY is 9090
Omega Ratio Rank
The Calmar Ratio Rank of AGESY is 7575
Calmar Ratio Rank
The Martin Ratio Rank of AGESY is 9494
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

ageas SA/NV Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 1.62
  • 5-Year: 0.79
  • 10-Year: 0.40
  • All Time: -0.01

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of ageas SA/NV compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

ageas SA/NV provided a 5.51% dividend yield over the last twelve months, with an annual payout of $3.47 per share.


4.00%5.00%6.00%7.00%8.00%9.00%10.00%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.47$3.47$3.23$4.39$3.23$3.12$2.48$2.57$2.23$1.79$1.72$1.95

Dividend yield

5.51%7.15%7.45%9.87%6.23%5.84%4.18%5.75%4.57%4.53%3.70%5.49%

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
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$1.88$0.00$0.00$0.00$0.00$0.00$1.58$3.47
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$1.95$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.95

Dividend Yield & Payout


Dividend Yield

ageas SA/NV has a dividend yield of 5.51%, which is quite average when compared to the overall market.

Payout Ratio

ageas SA/NV has a payout ratio of 53.41%, 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.


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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 59.90%.


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 22, 200569Jun 28, 200516Jul 21, 200585

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 ageas SA/NV over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of ageas SA/NV, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -100.0%.


0.000.501.001.502.002.50AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober20240
1.77
Actual
Estimate

Valuation

The Valuation section provides an overview of how ageas SA/NV is priced in the market compared to other companies in the Insurance - Diversified 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 AGESY, comparing it with other companies in the Insurance - Diversified industry. Currently, AGESY has a P/E ratio of 9.2. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for AGESY compared to other companies in the Insurance - Diversified industry. AGESY currently has a PEG ratio of 0.8. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for AGESY relative to other companies in the Insurance - Diversified industry. Currently, AGESY has a P/S ratio of 1.4. 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 AGESY in comparison with other companies in the Insurance - Diversified industry. Currently, AGESY 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