Allianz SE ADR (ALIZY)
Company Info
| ISIN | US0188201000 |
|---|---|
| CUSIP | 018820100 |
| Sector | Financial Services |
| Industry | Insurance - Diversified |
Highlights
| Market Cap | $129.73B |
|---|---|
| EPS (TTM) | $2.55 |
| PE Ratio | 12.87 |
| PEG Ratio | 1.28 |
| Total Revenue (TTM) | $101.21B |
| Gross Profit (TTM) | $105.78B |
| EBITDA (TTM) | $1.85B |
| Year Range | $22.91 - $33.19 |
| Target Price | $31.36 |
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.
Popular comparisons: ALIZY vs. SPY, ALIZY vs. JEPI, ALIZY vs. BRK-B, ALIZY vs. ^GSPC, ALIZY vs. APO
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.
Returns By Period
Allianz SE ADR had a return of 22.82% year-to-date (YTD) and 37.85% in the last 12 months. Over the past 10 years, Allianz SE ADR had an annualized return of 12.32%, outperforming the S&P 500 benchmark which had an annualized return of 11.38%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.82% | 20.81% |
| 1 month | 5.74% | 2.02% |
| 6 months | 10.11% | 9.89% |
| 1 year | 37.85% | 34.38% |
| 5 years (annualized) | 12.44% | 14.87% |
| 10 years (annualized) | 12.32% | 11.38% |
Monthly Returns
The table below presents the monthly returns of ALIZY, 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 | -0.26% | 2.78% | 9.39% | -5.28% | 2.57% | -4.68% | 1.55% | 10.12% | 22.82% | ||||
| 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% | 6.58% | 6.05% | 1.68% | 6.27% | -5.52% | -0.56% | -5.79% | -4.06% | 3.38% | -6.46% | 8.70% | 0.10% |
| 2020 | -1.90% | -9.60% | -21.05% | 10.03% | 2.88% | 13.94% | 0.44% | 5.09% | -11.59% | -8.35% | 33.50% | 5.21% | 8.47% |
| 2019 | 5.11% | 4.82% | 0.09% | 8.60% | -3.86% | 8.57% | -3.65% | -5.17% | 5.45% | 5.22% | -2.25% | 1.47% | 25.67% |
| 2018 | 10.23% | -8.18% | -2.41% | 4.28% | -8.86% | -0.92% | 7.71% | -3.63% | 4.28% | -6.27% | 1.68% | -4.69% | -8.53% |
| 2017 | 2.97% | 2.59% | 6.43% | 2.59% | 5.68% | 2.70% | 7.99% | 0.23% | 4.63% | 4.51% | 0.77% | -2.59% | 45.46% |
| 2016 | -8.06% | -8.58% | 10.06% | 4.54% | 0.52% | -11.76% | -0.83% | 3.92% | -0.07% | 4.72% | 2.19% | 3.84% | -1.84% |
| 2015 | -0.42% | 1.45% | 4.00% | -1.21% | -4.00% | -0.70% | 4.66% | -2.32% | -2.43% | 12.28% | 0.91% | -0.51% | 11.27% |
| 2014 | -8.11% | 6.66% | -5.18% | 3.56% | 1.60% | -1.12% | -0.66% | 2.58% | -5.79% | -1.24% | 7.85% | -3.49% | -4.57% |
| 2013 | 3.40% | -4.13% | -0.73% | 8.45% | 9.84% | -6.11% | 6.30% | -7.40% | 10.01% | 6.38% | 3.68% | 3.90% | 36.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of ALIZY is 89, placing it in the top 11% 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 Allianz SE ADR (ALIZY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Allianz SE ADR granted a 4.57% dividend yield in the last twelve months. The annual payout for that period amounted to $1.50 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.50 | $1.25 | $1.17 | $1.15 | $1.04 | $1.02 | $0.99 | $0.80 | $0.80 | $0.77 | $0.73 | $0.59 |
Dividend yield | 4.57% | 4.68% | 5.43% | 4.87% | 4.22% | 4.20% | 4.90% | 3.50% | 4.88% | 4.36% | 4.42% | 3.25% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.02 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.99 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 |
| 2013 | $0.59 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 |
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 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 86.70%, occurring on Mar 31, 2003. Recovery took 3549 trading sessions.
The current Allianz SE ADR drawdown is 0.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.7% | Jan 4, 2001 | 559 | Mar 31, 2003 | 3549 | May 4, 2017 | 4108 |
| -49.1% | Feb 13, 2020 | 24 | Mar 18, 2020 | 175 | Nov 24, 2020 | 199 |
| -38.35% | Jun 8, 2021 | 332 | Sep 29, 2022 | 207 | Jul 28, 2023 | 539 |
| -20.42% | Jan 25, 2018 | 231 | Dec 24, 2018 | 117 | Jun 13, 2019 | 348 |
| -11.28% | Jul 10, 2019 | 36 | Aug 28, 2019 | 39 | Oct 23, 2019 | 75 |
Volatility
Volatility Chart
The current Allianz SE ADR volatility is 3.35%, 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 Allianz SE ADR compared to its peers in the Insurance - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for ALIZY in comparison to other companies of the Insurance - Diversified industry. Currently, ALIZY has a PE value of 12.9. 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 ALIZY in comparison to other companies of the Insurance - Diversified industry. Currently, ALIZY has a PEG value of 1.3. 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 Allianz SE ADR.
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Income Statement
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