A Business at a Glance
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AXA operates in the Insurance - Diversified industry, Financial Services sector. Full business description from SEC filing not yet available.
| Metric | TTM | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Revenue | 94.3B | 94.3B | 89.1B | 87.8B | 117.9B | 111.1B |
| Net Income | 8.5B | 8.5B | 7.8B | 5.5B | 8.9B | 3.8B |
| EPS | $3.78 | $3.78 | $3.40 | $2.23 | $3.50 | $1.44 |
| Free Cash Flow | 0 | - | 7.0B | 9.2B | 7.7B | 29.3B |
| ROIC | 25.6% | 28.3% | 28.4% | 20.9% | 20.0% | 8.2% |
| Gross Margin | - | - | - | - | - | - |
| Debt/Equity | 0.00 | - | - | - | - | - |
| Dividends/Share | $2.13 | $2.14 | $1.85 | $1.62 | $1.70 | $0.83 |
| Operating Income | 11.2B | 11.2B | 9.6B | 7.8B | 10.9B | 5.6B |
| Operating Margin | 11.9% | 11.9% | 10.7% | 8.9% | 9.2% | 5.0% |
| ROE | 15.8% | 15.8% | 14.8% | 9.7% | 12.3% | 4.8% |
| Shares Outstanding | 2,215M | 2,215M | 2,270M | 2,352M | 2,422M | 2,418M |
| Metric | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | TTM |
|---|---|---|---|---|---|---|---|
| Income Statement | |||||||
| Revenue | 115.9B | 111.1B | 117.9B | 87.8B | 89.1B | 94.3B | 94.3B |
| Gross Margin | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| R&D | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| SG&A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| EBIT | 6.3B | 5.6B | 10.9B | 7.8B | 9.6B | 11.2B | 11.2B |
| Op. Margin | 5.4% | 5.0% | 9.2% | 8.9% | 10.7% | 11.9% | 11.9% |
| Net Income | 4.3B | 3.8B | 8.9B | 5.5B | 7.8B | 8.5B | 8.5B |
| Net Margin | 3.7% | 3.4% | 7.5% | 6.2% | 8.8% | 9.0% | 9.0% |
| Non-Recurring | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Returns on Capital | |||||||
| ROIC | 8.9% | 8.2% | 20.0% | 20.9% | 28.4% | 28.3% | 25.6% |
| ROE | 5.5% | 4.8% | 12.3% | 9.7% | 14.8% | 15.8% | 15.8% |
| ROA | 0.5% | 0.4% | 1.0% | 0.7% | 1.1% | 1.2% | 1.2% |
| Cash Flow | |||||||
| Op. Cash Flow | 9.9B | 29.3B | 7.7B | 9.2B | 7.0B | 0 | 0 |
| Free Cash Flow | 9.9B | 29.3B | 7.7B | 9.2B | 7.0B | N/A | 0 |
| Owner Earnings | 8.3B | 28.0B | 6.7B | 8.3B | 6.4B | 0 | 0 |
| CapEx | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Maint. CapEx | 1.5B | 1.4B | 1.0B | 848M | 610M | 0 | 0 |
| Growth CapEx | N/A | N/A | N/A | N/A | N/A | N/A | 0 |
| D&A | 1.5B | 1.4B | 1.0B | 848M | 610M | 0 | 0 |
| CapEx/OCF | N/A | N/A | N/A | N/A | N/A | N/A | 0.0% |
| Capital Allocation | |||||||
| Dividends Paid | 3.7B | 2.0B | 4.1B | 3.7B | 4.1B | 4.7B | 4.7B |
| Dividend Yield | 5.9% | 3.9% | 6.4% | 6.0% | 5.9% | 6.0% | 5.2% |
| Share Buybacks | 0 | 0 | 0 | 548M | 920M | 124M | 124M |
| Buyback Yield | 0.0% | 0.0% | 0.0% | 0.8% | 1.2% | 0.2% | 0.1% |
| Stock-Based Comp | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Debt Repayment | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Balance Sheet | |||||||
| Net Debt | N/A | N/A | N/A | N/A | N/A | N/A | -20.5B |
| Cash & Equiv. | 25.4B | 32.4B | 29.6B | 27.6B | 27.6B | 20.5B | 20.5B |
| Long-Term Debt | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Debt/Equity | N/A | N/A | N/A | N/A | N/A | N/A | 0.00 |
| Interest Coverage | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Equity | 78.2B | 82.2B | 61.2B | 51.7B | 53.8B | 54.0B | 54.0B |
| Total Assets | 873.9B | 924.0B | 862.9B | 672.1B | 699.6B | 706.3B | 706.3B |
| Total Liabilities | 795.7B | 841.7B | 801.7B | 620.5B | 645.8B | 652.4B | 652.4B |
| Intangibles | N/A | N/A | 5.6B | N/A | 5.0B | 4.8B | 4.8B |
| Retained Earnings | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Working Capital | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Current Assets | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Current Liabilities | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Per Share Data | |||||||
| EPS | 1.69 | 1.44 | 3.50 | 2.23 | 3.40 | 3.78 | 3.78 |
| Owner EPS | 3.45 | 11.57 | 2.76 | 3.54 | 2.81 | 0.00 | 0.00 |
| Book Value | 32.36 | 34.00 | 25.28 | 21.98 | 23.71 | 24.36 | 24.36 |
| Cash Flow/Share | 4.09 | 12.12 | 3.18 | 3.90 | 3.08 | N/A | 3.85 |
| Dividends/Share | 1.51 | 0.83 | 1.70 | 1.62 | 1.85 | 2.14 | 2.13 |
| Shares Out. | 2.4B | 2.4B | 2.4B | 2.4B | 2.3B | 2.2B | 2.2B |
| Valuation | |||||||
| P/E Ratio | 16.8 | 17.0 | 8.2 | 12.5 | 9.6 | 9.4 | 10.9 |
| P/FCF | 7.0 | 2.0 | 9.0 | 7.2 | 10.6 | N/A | N/A |
| EV/EBIT | N/A | N/A | N/A | N/A | N/A | N/A | 6.3 |
| Price/Book | 0.9 | 0.7 | 1.1 | 1.3 | 1.4 | 1.5 | 1.7 |
| Price/Sales | 0.6 | 0.5 | 0.6 | 0.7 | 0.8 | 0.8 | 1.0 |
| FCF Yield | 14.4% | 49.6% | 11.1% | 14.0% | 9.4% | N/A | N/A |
| Market Cap | 68.8B | 59.1B | 69.6B | 65.7B | 74.0B | 78.5B | 91.1B |
| Avg. Price | 25.46 | 21.13 | 26.75 | 26.21 | 30.45 | 35.62 | 41.11 |
| Year-End Price | 28.46 | 24.46 | 28.74 | 27.93 | 32.60 | 35.46 | 41.11 |
AXA passes 5 of 9 quality checks, suggesting mixed fundamentals.
AXA trades at 10.9x trailing earnings, compared to its 15-year median P/E of 11.1x, suggesting it is currently Fair relative to its historical range. The company's 5-year average ROIC is 21.1%. Total shareholder yield (dividends + buybacks) is 5.3%. At current prices, the estimated annualized return to fair value is -20.9%.
AXA (CS-PA) has a current P/E ratio of 10.9, compared to its historical median P/E of 11.1. The stock is currently considered Fair based on its historical valuation range.
AXA (CS-PA) has a 5-year average return on invested capital (ROIC) of 21.1%. This indicates strong capital allocation and a potential competitive advantage.
AXA (CS-PA) has a market capitalization of $91.1B. It is classified as a large-cap stock.
Yes, AXA (CS-PA) pays a dividend with a trailing twelve-month yield of 5.19%. The company also returns capital through share buybacks, with a buyback yield of 0.14%.
Based on historical P/E analysis, AXA (CS-PA) appears fair. The current P/E of 10.9 is 2% below its historical median of 11.1. The estimated fair value CAGR (P/E method) is 16.2%.
AXA (CS-PA) operates in the Insurance - Diversified industry, within the Financial Services sector.
AXA (CS-PA) reported annual revenue of $94.3 billion in its most recent fiscal year, based on SEC EDGAR filings.
AXA (CS-PA) has a net profit margin of 9.0%. This is a modest margin.
AXA (CS-PA) reported earnings per share (EPS) of $3.78 in its most recent fiscal year.
AXA (CS-PA) has a return on equity (ROE) of 15.8%. This indicates the company generates strong returns for shareholders.
The Ledger Terminal provides 6 years of financial data for AXA (CS-PA), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
AXA (CS-PA) has a book value per share of $24.36, based on its most recent annual SEC filing.