Aviva plc (AV.L)
Aviva plc provides various insurance, retirement, investment, and savings products in the United Kingdom, Ireland, Canada, and internationally. The company offers life insurance, long-term health and accident insurance, savings, pension, and annuity products, as well as pension fund business and lifetime mortgage products. It also provides insurance cover to individuals, small and medium-sized businesses for risks associated with motor vehicles and medical expenses, as well as property and liability, such as employers' and professional indemnity liabilities. In addition, the company provides investment management services for institutional pension fund mandates; and manages various retail investment products, including investment funds, unit trusts, open-ended investment companies, and individual savings accounts for third-party financial institutions, pension funds, public sector organizations, investment professionals, and private investors. It markets its products through a network of insurance brokers, as well as MyAviva platform. The company was formerly known as CGNU plc and changed its name to Aviva plc in July 2002. Aviva plc was founded in 1696 and is headquartered in London, the United Kingdom.
Company Info
| ISIN | GB00BPQY8M80 |
|---|---|
| Sector | Financial Services |
| Industry | Insurance - Diversified |
Highlights
| Market Cap | £12.97B |
|---|---|
| EPS (TTM) | £0.46 |
| PE Ratio | 10.62 |
| PEG Ratio | 1.92 |
| Total Revenue (TTM) | £48.65B |
| Gross Profit (TTM) | £41.89B |
| EBITDA (TTM) | -£784.00M |
| Year Range | £345.85 - £498.03 |
| Target Price | £523.64 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: AV.L vs. AVVIY, AV.L vs. LGEN.L, AV.L vs. MNG.L, AV.L vs. MA, AV.L vs. VOO, AV.L vs. VUAG.L, AV.L vs. SPY, AV.L vs. VWRL.L, AV.L vs. TSCO.L, AV.L vs. VOD
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Aviva plc, 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
Aviva plc had a return of 20.59% year-to-date (YTD) and 41.83% in the last 12 months. Over the past 10 years, Aviva plc had an annualized return of 4.67%, while the S&P 500 had an annualized return of 10.55%, indicating that Aviva plc did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.59% | 13.39% |
| 1 month | 4.61% | 4.02% |
| 6 months | 11.41% | 5.56% |
| 1 year | 41.83% | 21.51% |
| 5 years (annualized) | 12.13% | 12.69% |
| 10 years (annualized) | 4.67% | 10.55% |
Monthly Returns
The table below presents the monthly returns of AV.L, 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 | -0.55% | 3.24% | 11.27% | -1.75% | 3.05% | -0.69% | 4.95% | 0.88% | 20.59% | ||||
| 2023 | 2.91% | -2.04% | -4.76% | 4.65% | -6.81% | 0.25% | -1.72% | -0.50% | 3.89% | 2.00% | 5.01% | 4.12% | 6.36% |
| 2022 | 5.80% | -3.32% | 8.54% | -1.69% | -7.32% | -6.67% | -1.32% | 8.16% | -7.28% | 7.70% | 6.27% | -0.34% | 6.56% |
| 2021 | 3.08% | 7.97% | 12.79% | 0.61% | 2.72% | -1.29% | -4.58% | 5.74% | -2.03% | -0.30% | -2.46% | 6.60% | 31.22% |
| 2020 | -4.85% | -11.95% | -23.46% | -3.32% | 2.44% | 10.46% | -3.62% | 8.84% | 1.06% | -9.87% | 24.74% | 2.89% | -13.98% |
| 2019 | 10.28% | 2.20% | -2.55% | 8.11% | -5.80% | 2.94% | -2.50% | -11.07% | 12.76% | 3.98% | -2.75% | 3.69% | 18.05% |
| 2018 | 1.32% | -1.48% | -1.92% | 9.83% | -3.44% | -1.33% | -0.79% | -1.58% | 0.93% | -12.46% | -5.02% | -7.74% | -22.55% |
| 2017 | -1.95% | 4.42% | 6.83% | 0.89% | 0.10% | 0.19% | 2.47% | -3.06% | -1.53% | -0.57% | 1.19% | -0.88% | 7.94% |
| 2016 | -6.82% | -8.86% | 4.08% | -2.08% | 4.02% | -12.43% | -0.71% | 9.54% | 2.82% | 2.19% | 0.95% | 8.81% | -1.02% |
| 2015 | 8.98% | 2.08% | 0.19% | 1.50% | -0.66% | -5.92% | 5.58% | -6.96% | -6.57% | 9.05% | 5.25% | 0.88% | 12.34% |
| 2014 | -1.05% | 6.43% | 0.72% | 12.31% | -0.29% | -2.58% | -1.37% | 3.48% | 0.48% | 0.67% | -2.50% | -4.63% | 11.10% |
| 2013 | -1.69% | -2.70% | -12.71% | 3.00% | 9.41% | 1.74% | 9.39% | 4.12% | 2.59% | 15.89% | -4.41% | 4.75% | 29.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of AV.L is 96, placing it in the top 4% 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 Aviva plc (AV.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Aviva plc granted a 7.00% dividend yield in the last twelve months. The annual payout for that period amounted to £0.34 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.34 | £0.32 | £1.29 | £0.21 | £0.34 | £0.30 | £0.28 | £0.24 | £0.28 | £0.37 | £0.20 | £0.34 |
Dividend yield | 7.00% | 7.32% | 29.18% | 3.95% | 8.04% | 5.49% | 5.72% | 3.64% | 4.41% | 5.49% | 3.15% | 5.71% |
Monthly Dividends
The table displays the monthly dividend distributions for Aviva plc. 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 | £0.22 | £0.00 | £0.00 | £0.00 | £0.00 | £0.12 | £0.34 | |||
| 2023 | £0.00 | £0.00 | £0.21 | £0.00 | £0.00 | £0.00 | £0.00 | £0.11 | £0.00 | £0.00 | £0.00 | £0.00 | £0.32 |
| 2022 | £0.00 | £0.00 | £0.04 | £0.15 | £1.00 | £0.00 | £0.00 | £0.10 | £0.00 | £0.00 | £0.00 | £0.00 | £1.29 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.00 | £0.07 | £0.00 | £0.00 | £0.00 | £0.00 | £0.21 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.21 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.07 | £0.34 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.21 | £0.00 | £0.00 | £0.00 | £0.10 | £0.00 | £0.00 | £0.00 | £0.00 | £0.30 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.19 | £0.00 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.00 | £0.00 | £0.28 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.16 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.24 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.18 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.10 | £0.00 | £0.00 | £0.28 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.28 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.37 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.20 |
| 2013 | £0.21 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.13 | £0.00 | £0.00 | £0.34 |
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 Aviva plc. 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 Aviva plc was 79.50%, occurring on Mar 6, 2009. Recovery took 1299 trading sessions.
The current Aviva plc drawdown is 1.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.5% | Apr 14, 1998 | 2754 | Mar 6, 2009 | 1299 | Apr 30, 2014 | 4053 |
| -58.94% | May 22, 2018 | 467 | Mar 23, 2020 | 509 | Mar 28, 2022 | 976 |
| -35.42% | Apr 14, 2015 | 305 | Jun 27, 2016 | 179 | Mar 9, 2017 | 484 |
| -29.96% | Jan 25, 1994 | 252 | Jan 23, 1995 | 214 | Nov 24, 1995 | 466 |
| -23.87% | Mar 18, 1991 | 265 | Apr 3, 1992 | 116 | Sep 25, 1992 | 381 |
Volatility
Volatility Chart
The current Aviva plc volatility is 3.93%, 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 Aviva plc compared to its peers in the Insurance - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for AV.L in comparison to other companies of the Insurance - Diversified industry. Currently, AV.L has a PE value of 10.6. 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 AV.L in comparison to other companies of the Insurance - Diversified industry. Currently, AV.L has a PEG value of 1.9. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Aviva plc.
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Income Statement
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