LNC:NYE-Lincoln National Corporation

EQUITY | Insurance - Life | New York Stock Exchange

Last Closing

USD 57.3

Change

+1.49 (+2.67)%

Market Cap

USD 14.57B

Volume

2.71M

Analyst Target

USD 72.57
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Lincoln National Corp is a holding company. The Company through its subsidiaries operates multiple insurance and retirement businesses.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-16 )

Largest Industry Peers for Insurance - Life

Symbol Name Price(Change) Market Cap
MET MetLife Inc

-0.70 (-1.00%)

USD 53.21B
MET-PA MetLife Inc Preferred Stock Se..

-0.52 (-2.14%)

USD 46.19B
AFL Aflac Incorporated

-0.01 (-0.01%)

USD 46.19B
MFC Manulife Financial Corp

-0.21 (-0.91%)

USD 44.17B
MET-PE MetLife Inc Preferred Stock Se..

-0.51 (-2.16%)

USD 43.27B
PRU Prudential Financial Inc

-1.33 (-1.21%)

USD 39.42B
PUK Prudential Public Limited Comp..

+0.15 (+0.86%)

USD 25.10B
GL Globe Life Inc

-3.28 (-5.55%)

USD 10.94B
UNM Unum Group

-0.35 (-0.70%)

USD 10.29B
PRI Primerica Inc

-9.05 (-4.07%)

USD 7.71B

ETFs Containing LNC

WCEO Hypatia Women Ceo ETF 1.51 % 0.00 %

-0.33 (-1.17%)

USD 3.52M
FLI:CA CI U.S. & Canada Lifeco C.. 0.00 % 0.92 %

-0.08 (-1.17%)

CAD 0.07B
PSCF Invesco S&P SmallCap Fina.. 0.00 % 0.29 %

-0.31 (-1.17%)

USD 0.02B
AGED:LSE iShares Ageing Population.. 0.00 % 0.00 %

-0.03 (-1.17%)

USD 0.50B
AGES:LSE iShares IV Public Limited.. 0.00 % 0.00 %

-0.25 (-1.17%)

USD 0.50B
RWJ Invesco S&P SmallCap 600 .. 0.00 % 0.39 %

-0.35 (-1.17%)

USD 1.55B
VIOV Vanguard S&P Small-Cap 60.. 0.00 % 0.20 %

-0.71 (-1.17%)

USD 1.34B
ZEUS:CA 0.00 % 0.73 %

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Market Performance

  Market Performance vs. Industry/Classification (Insurance - Life) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.67% 83% B 83% B
Dividend Return 0.72% 100% F 60% D-
Total Return 12.40% 87% B+ 85% B
Trailing 12 Months  
Capital Gain -30.55% 18% F 14% F
Dividend Return 1.65% 44% F 31% F
Total Return -28.91% 23% F 13% F
Trailing 5 Years  
Capital Gain 10.75% 67% D+ 62% D
Dividend Return 9.91% 37% F 34% F
Total Return 20.66% 43% F 51% F
Average Annual (5 Year Horizon)  
Capital Gain 10.93% 73% C 81% B-
Dividend Return 12.77% 73% C 81% B-
Total Return 1.84% 32% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 32.52% 18% F 15% F
Risk Adjusted Return 39.27% 41% F 48% F
Market Capitalization 14.57B 65% D 88% B+

Key Financial Ratios

  Ratio vs. Industry/Classification (Insurance - Life) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 11.90 67% 68%
Price/Book Ratio 0.81 70% 79%
Price / Cash Flow Ratio 2.61 20% 46%
Price/Free Cash Flow Ratio 10.25 14% 52%
Management Effectiveness  
Return on Equity 12.95% 59% 67%
Return on Invested Capital N/A N/A N/A
Return on Assets 0.71% 45% 29%
Debt to Equity Ratio 35.50% 50% 74%

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:
Positive cash flow

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

Positive free cash flow

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

Superior Dividend Growth

This stock has shown top quartile dividend 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.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.