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Assicurazioni Generali SpA ADR (ARZGY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US04545K1097

Highlights

Market Cap

$56.01B

EPS (TTM)

$1.38

PE Ratio

13.22

PEG Ratio

1.91

Total Revenue (TTM)

$15.00B

Gross Profit (TTM)

$32.15B

EBITDA (TTM)

-$411.00M

Year Range

$11.47 - $19.78

Share Price Chart


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Compare to other instruments

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Assicurazioni Generali SpA ADR

Popular comparisons:
ARZGY vs. DBXI.DE
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Performance

Performance Chart


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S&P 500

Returns By Period

Assicurazioni Generali SpA ADR (ARZGY) returned 34.43% year-to-date (YTD) and 49.07% over the past 12 months. Over the past 10 years, ARZGY delivered an annualized return of 13.01%, outperforming the S&P 500 benchmark at 10.85%.


ARZGY

YTD

34.43%

1M

3.90%

6M

32.72%

1Y

49.07%

3Y*

32.92%

5Y*

28.89%

10Y*

13.01%

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202512.76%3.67%5.96%4.45%3.90%34.43%
20246.49%5.54%6.81%-3.36%10.20%-2.57%3.73%6.36%5.16%-4.23%3.11%-1.27%40.93%
20239.63%2.07%0.65%4.38%-3.36%7.56%5.19%-2.84%-1.25%-3.36%4.65%1.77%26.94%
2022-1.69%-4.39%16.05%-17.38%1.36%-12.34%-6.57%-1.01%-6.71%9.32%16.17%1.66%-10.79%
2021-2.41%10.26%6.23%0.18%8.29%-2.30%-0.34%2.03%4.55%4.94%-8.52%6.16%31.28%
2020-5.57%-4.78%-26.66%4.70%1.51%8.93%-1.04%5.24%-10.49%-4.92%27.76%2.39%-11.48%
20195.15%-1.21%6.86%4.64%-4.38%7.18%0.52%-3.87%8.50%3.04%0.76%1.06%30.97%
20188.28%-5.34%2.04%5.26%-13.58%1.60%4.39%-4.70%3.56%-6.39%2.58%0.55%-3.84%
20178.00%-9.82%10.39%0.14%5.06%2.68%11.40%-1.06%2.29%-0.39%0.65%0.19%31.52%
2016-13.69%-16.89%12.45%5.17%-7.61%-19.31%14.00%2.03%-4.36%5.72%-5.60%21.10%-14.97%
20152.42%-2.96%-2.58%-2.18%1.90%-6.73%8.66%-6.17%-4.14%8.15%-0.12%-3.17%-7.97%
20140.37%-3.07%0.14%0.33%1.98%-6.19%0.08%-1.73%-0.39%1.41%-7.11%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 95, ARZGY is among the top 5% 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 ARZGY is 9595
Overall Rank
The Sharpe Ratio Rank of ARZGY is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of ARZGY is 9393
Sortino Ratio Rank
The Omega Ratio Rank of ARZGY is 9292
Omega Ratio Rank
The Calmar Ratio Rank of ARZGY is 9898
Calmar Ratio Rank
The Martin Ratio Rank of ARZGY is 9797
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 Assicurazioni Generali SpA ADR (ARZGY) 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.

Assicurazioni Generali SpA ADR Sharpe ratios as of May 31, 2025 (values are recalculated daily):

  • 1-Year: 2.15
  • 5-Year: 1.28
  • 10-Year: 0.60
  • All Time: 0.54

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 Assicurazioni Generali SpA ADR compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Assicurazioni Generali SpA ADR provided a 4.31% dividend yield over the last twelve months, with an annual payout of $0.78 per share. The company has been increasing its dividends for 2 consecutive years.


3.00%4.00%5.00%6.00%7.00%8.00%$0.00$0.20$0.40$0.60$0.8020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.78$0.68$0.64$0.59$0.88$0.27$0.51$0.52$0.45$0.40$0.33$0.31

Dividend yield

4.31%4.84%6.07%6.62%8.30%3.12%4.90%6.28%4.88%5.48%3.56%3.03%

Monthly Dividends

The table displays the monthly dividend distributions for Assicurazioni Generali SpA ADR. 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$0.78$0.78
2024$0.00$0.00$0.00$0.00$0.68$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.68
2023$0.00$0.00$0.00$0.00$0.64$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.64
2022$0.00$0.00$0.00$0.00$0.59$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.59
2021$0.00$0.00$0.00$0.00$0.61$0.00$0.00$0.00$0.00$0.27$0.00$0.00$0.88
2020$0.00$0.00$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.27
2019$0.00$0.00$0.00$0.00$0.51$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.51
2018$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.52
2017$0.00$0.00$0.00$0.00$0.45$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.45
2016$0.00$0.00$0.00$0.00$0.40$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.40
2015$0.00$0.00$0.00$0.00$0.33$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.33
2014$0.31$0.00$0.00$0.00$0.00$0.00$0.00$0.31

Dividend Yield & Payout


Dividend Yield

Assicurazioni Generali SpA ADR has a dividend yield of 4.31%, which is quite average when compared to the overall market.

Payout Ratio

Assicurazioni Generali SpA ADR has a payout ratio of 52.40%, which is quite average when compared to the overall market. This suggests that Assicurazioni Generali SpA ADR 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 Assicurazioni Generali SpA 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 Assicurazioni Generali SpA ADR was 47.61%, occurring on Mar 18, 2020. Recovery took 240 trading sessions.

The current Assicurazioni Generali SpA ADR drawdown is 7.76%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.61%Nov 14, 201969Mar 18, 2020240Apr 19, 2021309
-47.59%Dec 12, 2013154Jul 7, 2016191Jan 19, 2018345
-38.73%Apr 4, 2022133Oct 12, 2022168Jun 14, 2023301
-21.92%Nov 4, 202184Mar 7, 202217Mar 30, 2022101
-20.38%Apr 25, 201897Oct 24, 2018102Jun 20, 2019199
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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 Assicurazioni Generali SpA ADR 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 Assicurazioni Generali SpA ADR, 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%.


0.000.100.200.300.400.50AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober20240
0.34
Actual
Estimate

Valuation

The Valuation section provides an overview of how Assicurazioni Generali SpA 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 ARZGY, comparing it with other companies in the Insurance - Diversified industry. Currently, ARZGY has a P/E ratio of 13.2. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for ARZGY compared to other companies in the Insurance - Diversified industry. ARZGY currently has a PEG ratio of 1.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for ARZGY relative to other companies in the Insurance - Diversified industry. Currently, ARZGY has a P/S ratio of 1.0. 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 ARZGY in comparison with other companies in the Insurance - Diversified industry. Currently, ARZGY has a P/B value of 1.6. 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