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Ageas (AGS.BR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINBE0974264930
SectorFinancial Services
IndustryInsurance—Diversified

Highlights

Market Cap€8.64B
EPS€5.19
PE Ratio9.06
PEG Ratio1.20
Revenue (TTM)€7.53B
Gross Profit (TTM)€3.59B
EBITDA (TTM)€1.26B
Year Range€34.57 - €47.02
Target Price€45.50

Share Price Chart


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Ageas

Popular comparisons: AGS.BR vs. QQQ

Performance

Performance Chart

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


-100.00%0.00%100.00%200.00%300.00%December2024FebruaryMarchAprilMay
-34.71%
247.46%
AGS.BR (Ageas)
Benchmark (^GSPC)

S&P 500

Returns By Period

Ageas had a return of 19.61% year-to-date (YTD) and 24.38% in the last 12 months. Over the past 10 years, Ageas had an annualized return of 10.49%, which was very close to the S&P 500 benchmark's annualized return of 10.99%.


PeriodReturnBenchmark
Year-To-Date19.61%11.18%
1 month9.91%5.60%
6 months22.19%17.48%
1 year24.38%26.33%
5 years (annualized)7.91%13.16%
10 years (annualized)10.49%10.99%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.27%-1.53%9.49%0.51%19.61%
20238.06%-4.54%-6.72%1.33%-3.98%-0.59%3.83%-4.80%6.41%-3.21%8.88%-0.43%2.73%
2022-6.50%0.92%6.65%0.09%2.20%-4.89%1.36%-4.84%-7.53%-2.61%9.82%7.67%0.55%
2021-2.96%9.86%10.98%-2.33%6.24%-8.00%-4.79%-4.96%1.11%-1.68%8.38%-0.18%9.92%
2020-5.52%-15.85%-9.48%-13.35%-6.64%3.70%0.98%10.52%-0.97%-0.89%28.06%5.73%-10.45%
20193.26%6.78%-0.76%9.30%-2.30%4.65%6.48%0.06%4.48%1.49%5.50%-3.30%40.91%
20184.48%1.43%-2.76%5.93%2.35%-0.44%6.11%-2.77%3.88%-4.53%-3.55%-7.83%1.18%
20175.24%-9.45%2.23%2.62%1.24%-1.91%7.95%2.48%1.92%4.74%-0.86%-1.38%14.65%
2016-13.36%-8.94%2.54%-1.75%11.63%-14.77%-2.87%2.91%4.83%2.50%5.83%6.80%-8.21%
20152.80%6.15%3.76%0.34%6.78%1.33%8.51%-2.65%0.56%9.48%3.04%4.11%53.34%
20142.99%4.30%-2.71%-4.20%4.22%-5.53%-7.83%-4.88%2.90%1.37%7.94%2.59%-0.18%
20139.11%7.32%1.15%10.24%2.14%-5.07%11.57%-1.05%0.54%4.69%-0.94%3.11%50.27%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AGS.BR is 74, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of AGS.BR is 7474
AGS.BR (Ageas)
The Sharpe Ratio Rank of AGS.BR is 8080Sharpe Ratio Rank
The Sortino Ratio Rank of AGS.BR is 7474Sortino Ratio Rank
The Omega Ratio Rank of AGS.BR is 7373Omega Ratio Rank
The Calmar Ratio Rank of AGS.BR is 5959Calmar Ratio Rank
The Martin Ratio Rank of AGS.BR is 8484Martin 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 (AGS.BR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AGS.BR
Sharpe ratio
The chart of Sharpe ratio for AGS.BR, currently valued at 1.25, compared to the broader market-2.00-1.000.001.002.003.004.001.25
Sortino ratio
The chart of Sortino ratio for AGS.BR, currently valued at 1.77, compared to the broader market-4.00-2.000.002.004.006.001.77
Omega ratio
The chart of Omega ratio for AGS.BR, currently valued at 1.23, compared to the broader market0.501.001.502.001.23
Calmar ratio
The chart of Calmar ratio for AGS.BR, currently valued at 0.33, compared to the broader market0.002.004.006.000.33
Martin ratio
The chart of Martin ratio for AGS.BR, currently valued at 6.21, compared to the broader market-10.000.0010.0020.0030.006.21
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.38, compared to the broader market-2.00-1.000.001.002.003.004.002.38
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.37, compared to the broader market-4.00-2.000.002.004.006.003.37
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.42, compared to the broader market0.501.001.502.001.42
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.94, compared to the broader market0.002.004.006.001.94
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.12, compared to the broader market-10.000.0010.0020.0030.009.12

Sharpe Ratio

The current Ageas Sharpe ratio is 1.25. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Ageas 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 Ratio-0.500.000.501.001.502.002.503.00December2024FebruaryMarchAprilMay
1.25
2.47
AGS.BR (Ageas)
Benchmark (^GSPC)

Dividends

Dividend History

Ageas granted a 6.38% dividend yield in the last twelve months. The annual payout for that period amounted to €3.00 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend€3.00€3.00€4.25€2.65€2.65€2.20€2.10€2.10€1.65€1.55€1.40€2.20

Dividend yield

6.38%7.63%10.26%5.82%6.08%4.18%5.34%5.16%4.39%3.60%4.74%7.11%

Monthly Dividends

The table displays the monthly dividend distributions for Ageas. 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€0.00
2023€0.00€0.00€0.00€0.00€1.50€0.00€0.00€0.00€0.00€1.50€0.00€0.00€3.00
2022€0.00€0.00€0.00€0.00€0.00€2.75€0.00€0.00€0.00€1.50€0.00€0.00€4.25
2021€0.00€0.00€0.00€0.00€0.00€2.65€0.00€0.00€0.00€0.00€0.00€0.00€2.65
2020€0.00€0.00€0.00€0.00€0.00€0.27€0.00€0.00€0.00€0.00€2.38€0.00€2.65
2019€0.00€0.00€0.00€0.00€2.20€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.20
2018€0.00€0.00€0.00€0.00€2.10€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.10
2017€0.00€0.00€0.00€0.00€2.10€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.10
2016€0.00€0.00€0.00€0.00€1.65€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.65
2015€0.00€0.00€0.00€0.00€1.55€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.55
2014€0.00€0.00€0.00€0.00€1.40€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.40
2013€1.20€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.00€2.20

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%6.4%
Ageas has a dividend yield of 6.38%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%3.6%
Ageas has a payout ratio of 3.63%, which is below the market average. This means Ageas returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-60.70%
-0.08%
AGS.BR (Ageas)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Ageas. 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 was 97.90%, occurring on Nov 21, 2008. The portfolio has not yet recovered.

The current Ageas drawdown is 60.70%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-97.9%Apr 11, 2007416Nov 21, 2008
-68.58%Aug 31, 2001399Mar 12, 2003698Nov 14, 20051097
-16.34%Feb 28, 200677Jun 14, 200643Aug 14, 2006120
-11.07%Feb 20, 200717Mar 14, 200714Apr 3, 200731
-9.19%Oct 25, 200628Dec 1, 200649Feb 13, 200777

Volatility

Volatility Chart

The current Ageas volatility is 3.99%, 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%December2024FebruaryMarchAprilMay
3.99%
3.03%
AGS.BR (Ageas)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Ageas over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items