AEG:NYE-AEGON N.V.

EQUITY | Insurance - Diversified | New York Stock Exchange

Last Closing

USD 5.11

Change

-0.03 (-0.58)%

Market Cap

USD 10.70B

Volume

0.96M

Analyst Target

USD 6.31
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Aegon NV provides life insurance, pensions and asset management products and services in the USA, Europe, and Asia. It offers life and protection, and accidental death products. It also offers individual savings and retirement products.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-07-15 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
BRK-A Berkshire Hathaway Inc

+6,039.99 (+0.99%)

USD 875.60B
BRK-B Berkshire Hathaway Inc

+3.70 (+0.91%)

USD 875.60B
AIG American International Group I..

+0.73 (+0.98%)

USD 50.03B
SLF Sun Life Financial Inc.

+0.46 (+0.90%)

USD 31.28B
EQH Axa Equitable Holdings Inc

+0.45 (+1.23%)

USD 12.00B
ORI Old Republic International Cor..

+0.45 (+1.51%)

USD 8.08B
ATH-PA Athene Holding Ltd

-0.06 (-0.26%)

USD 7.36B
FIHL Fidelis Insurance Holdings Lim..

-0.03 (-0.16%)

USD 1.50B
WDH Waterdrop Inc ADR

-0.03 (-2.46%)

USD 0.47B
ATH-PB Athene Holding Ltd

+0.13 (+0.64%)

N/A

ETFs Containing AEG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.89% 23% F 41% F
Dividend Return 3.60% 100% F 83% B
Total Return 13.49% 31% F 47% F
Trailing 12 Months  
Capital Gain -14.83% 23% F 23% F
Dividend Return 5.49% 89% A- 81% B-
Total Return -9.34% 23% F 27% F
Trailing 5 Years  
Capital Gain -40.92% 20% F 19% F
Dividend Return 18.94% 88% B+ 66% D+
Total Return -21.99% 20% F 23% F
Average Annual (5 Year Horizon)  
Capital Gain -5.31% 16% F 26% F
Dividend Return 0.43% 32% F 35% F
Total Return 5.74% 100% F 86% B+
Risk Return Profile  
Volatility (Standard Deviation) 28.36% 21% F 48% F
Risk Adjusted Return 1.52% 26% F 34% F
Market Capitalization 10.70B 53% F 85% B

Key Financial Ratios

  Ratio vs. Industry/Classification (Insurance - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 15.40 94% 95%
Price/Book Ratio 0.38 88% 93%
Price / Cash Flow Ratio 0.00 47% 58%
Price/Free Cash Flow Ratio 0.00 47% 50%
Management Effectiveness  
Return on Equity 3.05% 35% 35%
Return on Invested Capital N/A N/A N/A
Return on Assets 0.16% 12% 14%
Debt to Equity Ratio 54.13% 35% 61%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector