Allianz SE (ALV.DE)
Company Info
ISIN | DE0008404005 |
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Sector | Financial Services |
Industry | Insurance—Diversified |
Highlights
Market Cap | €106.50B |
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EPS | €21.18 |
PE Ratio | 12.84 |
PEG Ratio | 1.87 |
Revenue (TTM) | €107.63B |
Gross Profit (TTM) | €9.03B |
EBITDA (TTM) | €13.12B |
Year Range | €194.09 - €273.95 |
Target Price | €274.10 |
Share Price Chart
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Compare to other instruments
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Allianz SE, 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 had a return of 14.67% year-to-date (YTD) and 41.91% in the last 12 months. Over the past 10 years, Allianz SE had an annualized return of 13.70%, outperforming the S&P 500 benchmark which had an annualized return of 10.96%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 14.67% | 10.04% |
1 month | 12.95% | 3.53% |
6 months | 22.25% | 22.79% |
1 year | 41.91% | 32.16% |
5 years (annualized) | 12.42% | 13.15% |
10 years (annualized) | 13.70% | 10.96% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 2.42% | 2.44% | ||||||||||
2023 | 3.20% | 0.60% | -2.13% | 4.39% | 4.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for Allianz SE (ALV.DE) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
Allianz SE | 2.40 | ||||
S&P 500 | 2.76 |
Dividends
Dividend History
Allianz SE granted a 4.11% dividend yield in the last twelve months. The annual payout for that period amounted to €11.40 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | €11.40 | €11.40 | €10.80 | €9.60 | €9.60 | €9.00 | €8.00 | €7.60 | €7.30 | €6.85 | €5.30 | €4.50 |
Dividend yield | 4.11% | 4.71% | 5.38% | 4.62% | 4.78% | 4.12% | 4.57% | 3.97% | 4.65% | 4.19% | 3.86% | 3.45% |
Monthly Dividends
The table displays the monthly dividend distributions for Allianz SE. 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | €0.00 | €0.00 | ||||||||||
2023 | €0.00 | €0.00 | €0.00 | €0.00 | €11.40 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
2022 | €0.00 | €0.00 | €0.00 | €0.00 | €10.80 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
2021 | €0.00 | €0.00 | €0.00 | €0.00 | €9.60 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
2020 | €0.00 | €0.00 | €0.00 | €0.00 | €9.60 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
2019 | €0.00 | €0.00 | €0.00 | €0.00 | €9.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
2018 | €0.00 | €0.00 | €0.00 | €0.00 | €8.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
2017 | €0.00 | €0.00 | €0.00 | €0.00 | €7.60 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
2016 | €0.00 | €0.00 | €0.00 | €0.00 | €7.30 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
2015 | €0.00 | €0.00 | €0.00 | €0.00 | €6.85 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
2014 | €0.00 | €0.00 | €0.00 | €0.00 | €5.30 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
2013 | €4.50 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Allianz SE. 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 was 89.53%, occurring on Mar 31, 2003. Recovery took 4077 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-89.53% | Apr 5, 2000 | 756 | Mar 31, 2003 | 4077 | Apr 16, 2019 | 4833 |
-48.71% | Feb 18, 2020 | 22 | Mar 18, 2020 | 261 | Mar 30, 2021 | 283 |
-37.26% | Jul 21, 1998 | 59 | Oct 9, 1998 | 59 | Jan 6, 1999 | 118 |
-32.2% | Jan 7, 1999 | 146 | Aug 5, 1999 | 114 | Jan 14, 2000 | 260 |
-27.52% | Feb 10, 2022 | 164 | Sep 29, 2022 | 80 | Jan 20, 2023 | 244 |
Volatility
Volatility Chart
The current Allianz SE volatility is 3.34%, 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
Income Statement
TTM | |
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Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
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 |