AXA (OTCMKTS: AXAHY) is one of 38 public companies in the “Life insurance” industry, but how does it contrast to its competitors? We will compare AXA to related companies based on the strength of its valuation, risk, analyst recommendations, dividends, institutional ownership, profitability and earnings.

Insider & Institutional Ownership

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0.2% of AXA shares are owned by institutional investors. Comparatively, 49.3% of shares of all “Life insurance” companies are owned by institutional investors. 18.8% of shares of all “Life insurance” companies are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Dividends

AXA pays an annual dividend of $1.03 per share and has a dividend yield of 3.6%. AXA pays out 35.3% of its earnings in the form of a dividend. As a group, “Life insurance” companies pay a dividend yield of 2.1% and pay out 28.7% of their earnings in the form of a dividend.

Risk and Volatility

AXA has a beta of 1.22, suggesting that its stock price is 22% more volatile than the S&P 500. Comparatively, AXA’s competitors have a beta of 1.06, suggesting that their average stock price is 6% more volatile than the S&P 500.

Profitability

This table compares AXA and its competitors’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
AXA N/A N/A N/A
AXA Competitors 4.44% 4.85% 0.81%

Valuation & Earnings

This table compares AXA and its competitors gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Net Income Price/Earnings Ratio
AXA $111.32 billion $7.01 billion 9.80
AXA Competitors $22.05 billion $1.25 billion 16.09

AXA has higher revenue and earnings than its competitors. AXA is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Analyst Recommendations

This is a breakdown of current ratings and target prices for AXA and its competitors, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AXA 0 2 0 0 2.00
AXA Competitors 317 1126 1515 83 2.45

As a group, “Life insurance” companies have a potential upside of 8.70%. Given AXA’s competitors stronger consensus rating and higher probable upside, analysts clearly believe AXA has less favorable growth aspects than its competitors.

Summary

AXA competitors beat AXA on 10 of the 14 factors compared.

AXA Company Profile

AXA SA, through its subsidiaries, provides insurance and asset management services worldwide. It operates through six segments: France, Europe, Asia, the United States, International, and Transversal and Central Holdings. The company offers a range of insurance products, including life and savings, property and casualty, and health. Its products include motor, household, property and general liability insurance, banking, savings vehicles, and other investment-based products for personal/individual and commercial/group customers, as well as health, protection, and retirement products for individual or professional customers. The company also provides savings, protection, and health products, including whole life insurance, medical cover, and term life insurance; and other protection and health products, such as disability, cancer, and critical illness. In addition, it offers life and savings, and health products including term life, universal life, endowment, unit-linked, group term insurance, and hospital cash products and investment products, as well as individual and group retirement products, and employee benefits. Further, the company is involved in diversified investment management products, such as managed accounts, hedge funds, mutual funds, and other investment products to individual investors, private clients, and various institutional clients; management of retail mutual funds for individual investors; management of investments on behalf of institutional clients; and fundamental research, quantitative services, and brokerage-related services in equities and listed options for institutional investors. The company was founded in 1852 and is headquartered in Paris, France.

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