Axa - ADR
AXAHY - Insider Information
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+ FollowMarket Cap$102.42B
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Earnings Call Q4 2023
February 22, 2024 - AI Summary
AXA presented its new strategy plan for 2024 through 2026, called "Unlock the Future," which focuses on driving higher organic growth, scaling technical capabilities, and enhancing operational excellence.
The company aims to increase underlying earnings per share by 6% to 8% annually and achieve a return on equity of 14% to 16%. It plans to remit €21 billion in cash over the next three years, representing a 50% increase compared to the previous plan.
AXA expects to grow its top line at a rate of around 5% per year, with commercial lines growing slightly above GDP and retail lines focusing on profitability. It also anticipates improving its combined ratio by 2 points in P&C and reducing the combined ratio by 3 points in Life and Health.
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$116.64
134.8% upside
Current Fair Value
134.8% upsideUndervalued by 134.8% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $102.42 Billion |
|---|---|
| Enterprise Value | $148.77 Billion |
| Annual dividend | $2.71 |
| Dividend yield | 5.19% |
| Earnings per Share | $4.37 |
| Beta | 0.6 |
| Outstanding Shares | 2,033,000,000 |
Return
| Return on Equity | 43.77% |
|---|---|
| Return on Assets | 2.75% |
| Return on Invested Capital | 0.07% |
Valuation & Multiples
| P/E Ratio | 9.08 |
|---|---|
| PEG | 107.33 |
| Price to Sales | 0.46 |
| Price to Book Ratio | 2.37 |
| Enterprise Value to Revenue | 0.67 |
| Enterprise Value to EBIT | 324.33 |
| Enterprise Value to Net Income | 8 |
| Total Debt to Enterprise | 0.44 |
| Debt to Equity | 1.59 |
Revenue Sources
No data
Last Earnings Call
Report Date
July 31, 2026
EPS Estimate
$2.48
Consensus analyst estimateRevenue Estimate
$43.55 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 25, 2027
EPS Estimate
$2.35
Consensus analyst estimateRevenue Estimate
$44.59 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.00000% |
|---|---|
| Total Calls | - |
| Total Puts | - |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.00%▼ 0.05% |
|---|---|
| Total Invested | $1.71M▼ 96.93% |
| Investors Holding | 4▼ 17.00% |
About Axa
103,423 employees
CEO: Thomas Buberl
AXA S.A. is a global financial services group offering insurance, wealth management, and banking solutions. Its operations span across various geographical segments including France, Europe, and Asia, as well as specialized divisions lik...