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AXA SA (AXA.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

FR0000120628

Sector

Financial Services

Highlights

Market Cap

€82.57B

EPS (TTM)

€3.23

PE Ratio

11.64

PEG Ratio

1.25

Total Revenue (TTM)

€45.29B

Gross Profit (TTM)

€54.70B

EBITDA (TTM)

€5.38B

Year Range

€28.39 - €37.70

Target Price

€27.00

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:
AXA.DE vs. ALV.DE AXA.DE vs. TOTB.DE AXA.DE vs. SPY AXA.DE vs. AIG AXA.DE vs. VUAG.L AXA.DE vs. FAGAX AXA.DE vs. CSPX.L AXA.DE vs. CNDX.L
Popular comparisons:
AXA.DE vs. ALV.DE AXA.DE vs. TOTB.DE AXA.DE vs. SPY AXA.DE vs. AIG AXA.DE vs. VUAG.L AXA.DE vs. FAGAX AXA.DE vs. CSPX.L AXA.DE vs. CNDX.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.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
16.55%
20.38%
AXA.DE (AXA SA)
Benchmark (^GSPC)

Returns By Period

AXA SA had a return of 10.19% year-to-date (YTD) and 33.81% in the last 12 months. Over the past 10 years, AXA SA had an annualized return of 13.00%, outperforming the S&P 500 benchmark which had an annualized return of 11.25%.


AXA.DE

YTD

10.19%

1M

11.42%

6M

16.55%

1Y

33.81%

5Y*

16.64%

10Y*

13.00%

^GSPC (Benchmark)

YTD

3.14%

1M

4.11%

6M

13.51%

1Y

20.69%

5Y*

12.47%

10Y*

11.25%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20257.03%10.19%
20245.65%5.63%5.68%-1.01%2.04%-7.74%6.45%5.82%0.38%-0.12%-4.29%3.82%23.34%
20238.95%4.46%-5.57%4.94%-4.55%1.96%3.28%-0.88%1.64%-1.06%2.29%3.29%19.39%
20226.22%-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%
20196.99%9.98%0.58%6.16%-1.16%4.32%-0.63%-8.79%12.22%0.96%4.12%2.37%41.80%
20188.22%-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%
20158.72%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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 86, AXA.DE is among the top 14% 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 AXA.DE is 8686
Overall Rank
The Sharpe Ratio Rank of AXA.DE is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of AXA.DE is 8282
Sortino Ratio Rank
The Omega Ratio Rank of AXA.DE is 8383
Omega Ratio Rank
The Calmar Ratio Rank of AXA.DE is 9292
Calmar Ratio Rank
The Martin Ratio Rank of AXA.DE is 8585
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 AXA SA (AXA.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for AXA.DE, currently valued at 1.72, compared to the broader market-2.000.002.004.001.721.67
The chart of Sortino ratio for AXA.DE, currently valued at 2.18, compared to the broader market-4.00-2.000.002.004.002.182.26
The chart of Omega ratio for AXA.DE, currently valued at 1.30, compared to the broader market0.501.001.502.001.301.30
The chart of Calmar ratio for AXA.DE, currently valued at 2.29, compared to the broader market0.002.004.006.002.292.53
The chart of Martin ratio for AXA.DE, currently valued at 6.64, compared to the broader market0.005.0010.0015.0020.0025.0030.006.6410.30
AXA.DE
^GSPC

The current AXA SA Sharpe ratio is 1.72. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of AXA SA with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.72
2.01
AXA.DE (AXA SA)
Benchmark (^GSPC)

Dividends

Dividend History

AXA SA provided a 5.25% dividend yield over the last twelve months, with an annual payout of €1.98 per share. The company has been increasing its dividends for 3 consecutive years.


4.00%6.00%8.00%10.00%€0.00€0.50€1.00€1.50€2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend€1.98€1.98€1.70€1.54€1.43€2.16€1.34€1.26€1.16€1.10€0.95€0.81

Dividend yield

5.25%5.78%5.76%5.87%5.44%10.95%5.31%6.66%4.67%4.58%3.74%4.21%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025€0.00€0.00€0.00
2024€0.00€0.00€0.00€1.98€0.00€0.00€0.00€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€0.81€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.81

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%5.3%
AXA SA has a dividend yield of 5.25%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%61.3%
AXA SA has a payout ratio of 61.30%, which is quite average when compared to the overall market. This suggests that AXA SA 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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February00
AXA.DE (AXA SA)
Benchmark (^GSPC)

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, 20001538Mar 9, 20091575May 20, 20153113
-50.95%Jan 3, 202055Mar 19, 2020244Mar 8, 2021299
-33.05%Dec 8, 2015146Jul 7, 2016109Dec 8, 2016255
-28.97%Jan 22, 2018236Dec 27, 2018218Nov 7, 2019454
-24.68%Feb 10, 2022102Jul 5, 202298Nov 18, 2022200

Volatility

Volatility Chart

The current AXA SA volatility is 4.28%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
4.28%
4.06%
AXA.DE (AXA SA)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of AXA SA over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

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
20.040.060.080.011.6
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 11.6. This PE ratio falls in the average range for the industry.
PEG Ratio
-5.00.05.010.01.3
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 1.3. 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 AXA SA.


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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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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