Axa SA ADR (AXAHY)
Company Info
| ISIN | US0545361075 |
|---|---|
| Sector | Financial Services |
| Industry | Insurance - Diversified |
Highlights
| Market Cap | $89.03B |
|---|---|
| EPS (TTM) | $3.17 |
| PE Ratio | 12.47 |
| PEG Ratio | 1.20 |
| Year Range | $26.71 - $40.07 |
| Target Price | $48.59 |
| Short % | 0.05% |
| Short Ratio | 1.57 |
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.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Axa SA ADR, 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 ADR had a return of 29.57% year-to-date (YTD) and 36.00% in the last 12 months. Over the past 10 years, Axa SA ADR had an annualized return of 10.39%, while the S&P 500 had an annualized return of 10.92%, indicating that Axa SA ADR did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 29.57% | 17.95% |
| 1 month | 10.53% | 3.13% |
| 6 months | 13.08% | 9.95% |
| 1 year | 36.00% | 24.88% |
| 5 years (annualized) | 16.14% | 13.37% |
| 10 years (annualized) | 10.39% | 10.92% |
Monthly Returns
The table below presents the monthly returns of AXAHY, 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 | 2.33% | 6.29% | 5.77% | -2.68% | 4.79% | -9.11% | 7.13% | 8.45% | 29.57% | ||||
| 2023 | 12.16% | 0.90% | -3.08% | 6.71% | -8.12% | 4.63% | 4.16% | -2.37% | -1.20% | -0.40% | 5.49% | 4.61% | 24.26% |
| 2022 | 6.31% | -14.94% | 8.36% | -10.46% | 3.30% | -9.89% | 1.32% | 2.38% | -7.87% | 13.31% | 14.55% | -1.41% | -0.12% |
| 2021 | -7.77% | 13.72% | 7.72% | 4.40% | 4.62% | -8.49% | 2.04% | 8.12% | -0.43% | 4.08% | -5.39% | 8.14% | 32.10% |
| 2020 | -5.74% | -12.97% | -25.12% | 1.73% | 3.92% | 14.28% | -0.61% | 2.31% | -9.17% | -13.11% | 45.22% | 2.44% | -11.39% |
| 2019 | 8.46% | 9.01% | -0.51% | 5.09% | -1.53% | 6.64% | -4.32% | -8.62% | 10.86% | 4.00% | 2.75% | 3.80% | 39.54% |
| 2018 | 10.91% | -4.73% | -15.20% | 7.68% | -7.19% | -3.05% | 3.74% | -0.20% | 6.08% | -6.67% | -2.46% | -12.16% | -23.76% |
| 2017 | -2.26% | -4.47% | 9.26% | 3.51% | 5.65% | 2.64% | 6.93% | -1.87% | 4.15% | 0.27% | 0.07% | -1.84% | 23.26% |
| 2016 | -9.94% | -11.02% | 6.90% | 8.21% | 3.53% | -19.52% | 0.89% | 3.50% | 0.71% | 6.76% | 3.98% | 7.28% | -3.26% |
| 2015 | 2.80% | 7.86% | -0.55% | -0.24% | 5.01% | -0.32% | 4.20% | -4.52% | -3.14% | 9.74% | 1.12% | 1.17% | 24.57% |
| 2014 | -5.67% | -1.37% | 0.19% | 0.93% | -1.27% | -3.23% | -4.13% | 8.18% | -1.01% | -5.73% | 4.01% | -5.18% | -14.19% |
| 2013 | 1.26% | -6.34% | -0.17% | 8.12% | 12.94% | -1.65% | 12.09% | -1.72% | 6.55% | 8.22% | 5.08% | 6.13% | 61.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of AXAHY is 91, placing it in the top 9% 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 ADR (AXAHY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Axa SA ADR granted a 5.27% dividend yield in the last twelve months. The annual payout for that period amounted to $2.10 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.10 | $1.80 | $1.67 | $1.70 | $0.83 | $1.51 | $1.55 | $1.27 | $1.20 | $1.05 | $1.12 | $0.94 |
Dividend yield | 5.27% | 5.50% | 6.00% | 5.70% | 3.45% | 5.36% | 7.26% | 4.27% | 4.74% | 3.83% | 4.91% | 3.36% |
Monthly Dividends
The table displays the monthly dividend distributions for Axa SA ADR. 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 | $2.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.10 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $1.80 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.80 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $1.67 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.67 |
| 2021 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $1.51 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.51 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $1.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.55 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.05 |
| 2014 | $0.00 | $0.00 | $0.00 | $1.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 |
| 2013 | $0.94 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 |
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 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 Axa SA ADR was 83.26%, occurring on Mar 9, 2009. Recovery took 2055 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.26% | Oct 8, 2007 | 357 | Mar 9, 2009 | 2055 | May 5, 2017 | 2412 |
| -75.74% | Jun 20, 2000 | 566 | Sep 23, 2002 | 865 | Mar 1, 2006 | 1431 |
| -56.26% | Jan 23, 2018 | 542 | Mar 18, 2020 | 286 | May 6, 2021 | 828 |
| -44.5% | Jul 20, 1998 | 55 | Oct 5, 1998 | 59 | Dec 29, 1998 | 114 |
| -32.38% | Feb 10, 2022 | 106 | Jul 14, 2022 | 134 | Jan 25, 2023 | 240 |
Volatility
Volatility Chart
The current Axa SA ADR volatility is 3.65%, 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 ADR compared to its peers in the Insurance - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for AXAHY in comparison to other companies of the Insurance - Diversified industry. Currently, AXAHY 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 AXAHY in comparison to other companies of the Insurance - Diversified industry. Currently, AXAHY 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 ADR.
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 | — |