AXA SA (AXA.DE)
Company Info
| ISIN | FR0000120628 |
|---|---|
| Sector | Financial Services |
| Industry | Insurance - Diversified |
Highlights
| Market Cap | €81.17B |
|---|---|
| EPS (TTM) | €2.88 |
| PE Ratio | 12.51 |
| PEG Ratio | 1.19 |
| Total Revenue (TTM) | €128.95B |
| Gross Profit (TTM) | €140.84B |
| EBITDA (TTM) | -€1.03B |
| Year Range | €25.38 - €36.12 |
| Target Price | €27.00 |
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: AXA.DE vs. AIG, AXA.DE vs. SPY, AXA.DE vs. ALV.DE, AXA.DE vs. VUAG.L, AXA.DE vs. FAGAX, AXA.DE vs. TOTB.DE, AXA.DE vs. CNDX.L, AXA.DE vs. CSPX.L
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in AXA SA, 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
AXA SA had a return of 29.74% year-to-date (YTD) and 31.46% in the last 12 months. Over the past 10 years, AXA SA had an annualized return of 13.24%, outperforming the S&P 500 benchmark which had an annualized return of 10.92%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 29.74% | 17.95% |
| 1 month | 10.01% | 3.13% |
| 6 months | 11.49% | 9.95% |
| 1 year | 31.46% | 24.88% |
| 5 years (annualized) | 17.99% | 13.37% |
| 10 years (annualized) | 13.24% | 10.92% |
Monthly Returns
The table below presents the monthly returns of AXA.DE, 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 | 5.65% | 5.63% | 5.68% | -1.01% | 2.04% | -7.74% | 6.45% | 5.82% | 29.74% | ||||
| 2023 | 8.95% | 4.46% | -5.57% | 4.94% | -4.55% | 1.96% | 3.28% | -0.88% | 1.64% | -1.06% | 2.29% | 3.29% | 19.39% |
| 2022 | 6.22% | -12.98% | 9.24% | -3.88% | -1.69% | -7.76% | 3.50% | 4.68% | -3.83% | 10.27% | 9.05% | -3.40% | 6.51% |
| 2021 | -7.24% | 13.85% | 9.80% | 2.76% | 2.32% | -5.64% | 2.34% | 8.54% | 1.67% | 4.21% | -2.99% | 7.88% | 41.69% |
| 2020 | -4.69% | -12.88% | -24.51% | 2.64% | 10.84% | 13.23% | -5.71% | 1.53% | -7.68% | -12.88% | 42.95% | 0.18% | -10.97% |
| 2019 | 6.99% | 9.98% | 0.58% | 6.16% | -1.16% | 4.32% | -0.63% | -8.79% | 12.22% | 0.96% | 4.12% | 2.37% | 41.80% |
| 2018 | 8.22% | -3.38% | -14.81% | 7.22% | -4.99% | -1.55% | 2.78% | 0.46% | 6.49% | -4.20% | -3.00% | -11.93% | -19.59% |
| 2017 | -5.10% | -2.11% | 8.50% | 1.70% | 1.68% | 0.48% | 3.94% | -2.73% | 4.04% | 2.34% | -1.18% | -2.62% | 8.48% |
| 2016 | -10.92% | -10.76% | 2.38% | 6.58% | 7.99% | -21.58% | 2.46% | 3.80% | 1.38% | 7.61% | 8.33% | 7.79% | -0.48% |
| 2015 | 8.72% | 8.67% | 3.38% | -4.02% | 5.10% | -1.16% | 7.04% | -6.89% | -3.43% | 11.94% | 5.40% | -0.55% | 37.54% |
| 2014 | -3.79% | -2.16% | -0.26% | -0.79% | 0.48% | -3.61% | -1.78% | 10.96% | 3.33% | -5.59% | 4.95% | -0.70% | -0.07% |
| 2013 | 2.87% | -2.43% | 0.26% | 7.10% | 15.49% | -3.99% | 10.57% | -1.47% | 4.97% | 7.18% | 5.07% | 4.10% | 60.23% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of AXA.DE 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 AXA SA (AXA.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
AXA SA granted a 5.49% dividend yield in the last twelve months. The annual payout for that period amounted to €1.98 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €1.98 | €1.70 | €1.54 | €1.43 | €2.16 | €1.34 | €1.26 | €1.16 | €1.10 | €0.95 | €0.81 | €0.72 |
Dividend yield | 5.49% | 5.76% | 5.87% | 5.44% | 10.95% | 5.31% | 6.66% | 4.67% | 4.58% | 3.74% | 4.21% | 3.57% |
Monthly Dividends
The table displays the monthly dividend distributions for AXA SA. 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 | €1.98 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.98 | |||
| 2023 | €0.00 | €0.00 | €0.00 | €0.00 | €1.70 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.70 |
| 2022 | €0.00 | €0.00 | €0.00 | €0.00 | €1.54 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.54 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.00 | €1.43 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.43 |
| 2020 | €0.00 | €0.00 | €0.00 | €0.00 | €1.43 | €0.00 | €0.73 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.16 |
| 2019 | €0.00 | €0.00 | €0.00 | €0.00 | €1.34 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.34 |
| 2018 | €0.00 | €0.00 | €0.00 | €0.00 | €1.26 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.26 |
| 2017 | €0.00 | €0.00 | €0.00 | €0.00 | €1.16 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.16 |
| 2016 | €0.00 | €0.00 | €0.00 | €0.00 | €1.10 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.10 |
| 2015 | €0.00 | €0.00 | €0.00 | €0.00 | €0.95 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.95 |
| 2014 | €0.00 | €0.00 | €0.00 | €0.00 | €0.81 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.81 |
| 2013 | €0.72 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.72 |
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 AXA SA. 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 AXA SA was 82.28%, occurring on Mar 9, 2009. Recovery took 1575 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.28% | Aug 28, 2000 | 1538 | Mar 9, 2009 | 1575 | May 20, 2015 | 3113 |
| -50.95% | Jan 3, 2020 | 55 | Mar 19, 2020 | 244 | Mar 8, 2021 | 299 |
| -33.05% | Dec 8, 2015 | 146 | Jul 7, 2016 | 109 | Dec 8, 2016 | 255 |
| -28.97% | Jan 22, 2018 | 236 | Dec 27, 2018 | 218 | Nov 7, 2019 | 454 |
| -24.68% | Feb 10, 2022 | 102 | Jul 5, 2022 | 98 | Nov 18, 2022 | 200 |
Volatility
Volatility Chart
The current AXA SA volatility is 2.51%, 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 AXA SA compared to its peers in the Insurance - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for AXA.DE in comparison to other companies of the Insurance - Diversified industry. Currently, AXA.DE has a PE value of 12.5. 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 AXA.DE in comparison to other companies of the Insurance - Diversified industry. Currently, AXA.DE has a PEG value of 1.2. 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 AXA SA.
Loading data...
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 | — |