ALV.DE vs. AXA.DE
Compare and contrast key facts about Allianz SE (ALV.DE) and AXA SA (AXA.DE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALV.DE or AXA.DE.
Correlation
The correlation between ALV.DE and AXA.DE is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ALV.DE vs. AXA.DE - Performance Comparison
Key characteristics
ALV.DE:
2.35
AXA.DE:
1.36
ALV.DE:
2.92
AXA.DE:
1.76
ALV.DE:
1.42
AXA.DE:
1.26
ALV.DE:
3.58
AXA.DE:
2.13
ALV.DE:
13.24
AXA.DE:
5.89
ALV.DE:
3.25%
AXA.DE:
4.84%
ALV.DE:
18.31%
AXA.DE:
21.06%
ALV.DE:
-89.53%
AXA.DE:
-82.28%
ALV.DE:
-1.56%
AXA.DE:
-1.22%
Fundamentals
ALV.DE:
€142.79B
AXA.DE:
€90.46B
ALV.DE:
€25.20
AXA.DE:
€3.25
ALV.DE:
14.68
AXA.DE:
12.79
ALV.DE:
1.37
AXA.DE:
1.21
ALV.DE:
1.35
AXA.DE:
0.98
ALV.DE:
2.37
AXA.DE:
1.84
ALV.DE:
€93.99B
AXA.DE:
€81.81B
ALV.DE:
€93.99B
AXA.DE:
€91.22B
ALV.DE:
€10.95B
AXA.DE:
€5.38B
Returns By Period
The year-to-date returns for both stocks are quite close, with ALV.DE having a 25.62% return and AXA.DE slightly lower at 24.97%. Over the past 10 years, ALV.DE has outperformed AXA.DE with an annualized return of 14.27%, while AXA.DE has yielded a comparatively lower 13.06% annualized return.
ALV.DE
25.62%
17.63%
28.31%
43.65%
23.31%
14.27%
AXA.DE
24.97%
21.63%
24.28%
31.13%
30.52%
13.06%
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Risk-Adjusted Performance
ALV.DE vs. AXA.DE — Risk-Adjusted Performance Rank
ALV.DE
AXA.DE
ALV.DE vs. AXA.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allianz SE (ALV.DE) and AXA SA (AXA.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ALV.DE vs. AXA.DE - Dividend Comparison
ALV.DE's dividend yield for the trailing twelve months is around 3.71%, less than AXA.DE's 5.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALV.DE Allianz SE | 3.71% | 4.66% | 4.71% | 5.38% | 4.62% | 4.78% | 4.12% | 4.57% | 3.97% | 4.65% | 4.19% | 3.86% |
AXA.DE AXA SA | 5.29% | 5.78% | 5.76% | 5.87% | 5.44% | 10.95% | 5.31% | 6.66% | 4.67% | 4.58% | 3.74% | 4.21% |
Drawdowns
ALV.DE vs. AXA.DE - Drawdown Comparison
The maximum ALV.DE drawdown since its inception was -89.53%, which is greater than AXA.DE's maximum drawdown of -82.28%. Use the drawdown chart below to compare losses from any high point for ALV.DE and AXA.DE. For additional features, visit the drawdowns tool.
Volatility
ALV.DE vs. AXA.DE - Volatility Comparison
The current volatility for Allianz SE (ALV.DE) is 13.37%, while AXA SA (AXA.DE) has a volatility of 14.08%. This indicates that ALV.DE experiences smaller price fluctuations and is considered to be less risky than AXA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ALV.DE vs. AXA.DE - Financials Comparison
This section allows you to compare key financial metrics between Allianz SE and AXA SA. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ALV.DE vs. AXA.DE - Profitability Comparison
ALV.DE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Allianz SE reported a gross profit of 35.93B and revenue of 35.93B. Therefore, the gross margin over that period was 100.0%.
AXA.DE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, AXA SA reported a gross profit of 36.52B and revenue of 36.52B. Therefore, the gross margin over that period was 100.0%.
ALV.DE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Allianz SE reported an operating income of 3.52B and revenue of 35.93B, resulting in an operating margin of 9.8%.
AXA.DE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, AXA SA reported an operating income of -5.74B and revenue of 36.52B, resulting in an operating margin of -15.7%.
ALV.DE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Allianz SE reported a net income of 2.47B and revenue of 35.93B, resulting in a net margin of 6.9%.
AXA.DE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, AXA SA reported a net income of 3.87B and revenue of 36.52B, resulting in a net margin of 10.6%.