Highlights
- Market Cap
- $158.33B
- Enterprise Value
- $128.47B
- EPS (TTM)
- $2.71
- PE Ratio
- 15.49
- PEG Ratio
- 1.01
- Total Revenue (TTM)
- $179.52B
- Gross Profit (TTM)
- $179.52B
- Year Range
- $34.12 - $46.24
- ROA (TTM)
- 1.01%
- ROE (TTM)
- 16.50%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Allianz SE ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Allianz SE ADR (ALIZY) has returned -8.61% so far this year and 14.56% over the past 12 months.
Allianz SE ADR
- 1D
- 3.17%
- 1M
- -6.52%
- YTD
- -8.61%
- 6M
- 0.17%
- 1Y
- 14.56%
- 3Y*
- 28.31%
- 5Y*
- 15.83%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 6, 2020, ALIZY's average daily return is +0.07%, while the average monthly return is +1.44%. At this rate, your investment would double in approximately 4.0 years.
Historically, 53% of months were positive and 47% were negative. The best month was Nov 2020 with a return of +33.5%, while the worst month was Mar 2020 at -21.1%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.
On a daily basis, ALIZY closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +15.7%, while the worst single day was Mar 16, 2020 at -16.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.22% | 2.07% | -6.52% | -8.61% | |||||||||
| 2025 | 6.06% | 5.59% | 11.81% | 8.03% | -0.13% | 2.37% | -2.49% | 7.01% | -0.76% | -4.26% | 7.27% | 6.73% | 56.96% |
| 2024 | -0.26% | 2.78% | 9.39% | -5.28% | 8.11% | -4.68% | 1.55% | 10.12% | 5.87% | -4.33% | -1.62% | -1.13% | 20.60% |
| 2023 | 11.10% | -1.72% | -1.58% | 8.59% | -9.93% | 8.61% | 2.80% | 1.76% | -2.10% | -1.81% | 7.24% | 6.59% | 31.20% |
| 2022 | 8.51% | -11.75% | 5.17% | -5.80% | -1.47% | -9.21% | -4.89% | -7.07% | -7.19% | 15.12% | 18.81% | 0.47% | -4.34% |
| 2021 | -8.19% | 7.25% | 5.40% | 1.69% | 6.26% | -5.52% | -0.58% | -5.78% | -4.06% | 3.38% | -6.46% | 8.70% | 0.09% |
Benchmark Metrics
Allianz SE ADR has an annualized alpha of 6.61%, beta of 0.82, and R² of 0.37 versus S&P 500 Index. Calculated based on daily prices since January 07, 2020.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (97.44%) than losses (88.09%) — typical of diversified or defensive assets.
- R² of 0.37 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 6.61%
- Beta
- 0.82
- R²
- 0.37
- Upside Capture
- 97.44%
- Downside Capture
- 88.09%
Return for Risk
Risk / Return Rank
ALIZY ranks 60 for risk / return — better than 60% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Allianz SE ADR (ALIZY) and compare them to a chosen benchmark (S&P 500 Index).
| ALIZY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.90 | -0.24 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.39 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.21 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.40 | -0.34 |
Martin ratioReturn relative to average drawdown | 2.66 | 6.61 | -3.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore ALIZY risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Allianz SE ADR provided a 4.06% dividend yield over the last twelve months, with an annual payout of $1.71 per share. The company has been increasing its dividends for 5 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $1.71 | $1.71 | $1.50 | $1.25 | $1.17 | $1.15 | $0.73 |
Dividend yield | 4.06% | 3.71% | 4.91% | 4.70% | 5.43% | 4.87% | 2.95% |
Monthly Dividends
The table displays the monthly dividend distributions for Allianz SE ADR. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $1.71 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.71 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.25 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $1.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.17 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $1.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.15 |
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 Allianz SE ADR. 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 Allianz SE ADR was 49.10%, occurring on Mar 18, 2020. Recovery took 179 trading sessions.
The current Allianz SE ADR drawdown is 8.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.1% | Feb 13, 2020 | 24 | Mar 18, 2020 | 179 | Dec 1, 2020 | 203 |
| -38.35% | Jun 8, 2021 | 332 | Sep 29, 2022 | 207 | Jul 28, 2023 | 539 |
| -13.55% | Dec 29, 2025 | 57 | Mar 20, 2026 | — | — | — |
| -11.78% | Mar 19, 2025 | 14 | Apr 7, 2025 | 7 | Apr 16, 2025 | 21 |
| -10.45% | Jan 7, 2021 | 16 | Jan 29, 2021 | 25 | Mar 8, 2021 | 41 |
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 Allianz SE ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Allianz SE ADR 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 ALIZY, comparing it with other companies in the Insurance - Diversified industry. Currently, ALIZY has a P/E ratio of 15.5. 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
The chart shows the Price/Earnings to Growth (PEG) ratio for ALIZY compared to other companies in the Insurance - Diversified industry. ALIZY currently has a PEG ratio of 1.0. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for ALIZY relative to other companies in the Insurance - Diversified industry. Currently, ALIZY has a P/S ratio of 0.9. 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 ALIZY in comparison with other companies in the Insurance - Diversified industry. Currently, ALIZY has a P/B value of 2.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
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 | — |