Axa - ADR
AXAHY
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+ FollowMarket Cap$103.95B
Close$
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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$125.41
148.1% upside
Current Fair Value
148.1% upsideUndervalued by 148.1% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $103.95 Billion |
|---|---|
| Enterprise Value | $150.30 Billion |
| Dividend Yield | $2.71 (5.32%) |
| 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 | 8.86 |
|---|---|
| PEG | 104.76 |
| Price to Sales | 0.46 |
| Price to Book Ratio | 2.41 |
| Enterprise Value to Revenue | 0.68 |
| Enterprise Value to EBIT | 327.68 |
| Enterprise Value to Net Income | 8 |
| Total Debt to Enterprise | 0.43 |
| Debt to Equity | 1.59 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
July 31, 2026
EPS Estimate
$2.48
Average shareholder expectationRevenue Estimate
$43.55 B
Average shareholder expectationNext Earnings Call
Expected Date
February 25, 2027
EPS Estimate
$2.29
Average shareholder expectationRevenue Estimate
$45.51 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.00000% |
|---|---|
| Total Calls | - |
| Total Puts | - |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.06%▲ 0.03% |
|---|---|
| Total Invested | $55.15M▲ 63.21% |
| Investors Holding | 21▼ 3.00% |
ESG Score
No data
About Axa
CEO: Thomas Buberl