ALV.DE vs. CS.PA
Compare and contrast key facts about Allianz SE (ALV.DE) and AXA SA (CS.PA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALV.DE or CS.PA.
Key characteristics
| ALV.DE | CS.PA | |
|---|---|---|
| YTD Return | 11.80% | 18.41% |
| 1Y Return | 27.47% | 26.55% |
| 3Y Return (Ann) | 12.99% | 21.50% |
| 5Y Return (Ann) | 10.25% | 14.17% |
| 10Y Return (Ann) | 13.58% | 12.02% |
| Sharpe Ratio | 1.64 | 1.60 |
| Daily Std Dev | 15.83% | 16.08% |
| Max Drawdown | -89.53% | -82.46% |
| Current Drawdown | -2.63% | 0.00% |
Fundamentals
| ALV.DE | CS.PA | |
|---|---|---|
| Market Cap | €103.03B | €76.35B |
| EPS | €21.19 | €2.88 |
| PE Ratio | 12.42 | 11.77 |
| PEG Ratio | 1.87 | 1.19 |
| Revenue (TTM) | €107.63B | €87.01B |
| Gross Profit (TTM) | €9.03B | €19.49B |
| EBITDA (TTM) | €13.12B | €10.21B |
Correlation
The correlation between ALV.DE and CS.PA is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ALV.DE vs. CS.PA - Performance Comparison
In the year-to-date period, ALV.DE achieves a 11.80% return, which is significantly lower than CS.PA's 18.41% return. Over the past 10 years, ALV.DE has outperformed CS.PA with an annualized return of 13.58%, while CS.PA has yielded a comparatively lower 12.02% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ALV.DE vs. CS.PA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allianz SE (ALV.DE) and AXA SA (CS.PA). 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. CS.PA - Dividend Comparison
ALV.DE's dividend yield for the trailing twelve months is around 4.21%, less than CS.PA's 4.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALV.DE Allianz SE | 4.21% | 4.71% | 5.38% | 4.62% | 4.78% | 4.12% | 4.57% | 3.97% | 4.65% | 4.19% | 3.86% | 3.45% |
CS.PA AXA SA | 4.87% | 5.76% | 5.91% | 5.46% | 3.74% | 5.34% | 6.68% | 4.69% | 4.59% | 3.77% | 4.22% | 3.56% |
Drawdowns
ALV.DE vs. CS.PA - Drawdown Comparison
The maximum ALV.DE drawdown since its inception was -89.53%, which is greater than CS.PA's maximum drawdown of -82.46%. Use the drawdown chart below to compare losses from any high point for ALV.DE and CS.PA. For additional features, visit the drawdowns tool.
Volatility
ALV.DE vs. CS.PA - Volatility Comparison
Allianz SE (ALV.DE) and AXA SA (CS.PA) have volatilities of 5.25% and 5.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ALV.DE vs. CS.PA - 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