AXA's origins date back to Ancienne Mutuelle, which was one of the few insurers that remained after the creation of the French security system. With the threat of nationalization, a merger took place between three insurance groups: The Drouot Group, AXA (still known as Mutuelles Unies in 1982), and Presence Group. Ten years later, AXA acquired North American life insurer Equitable Holdings. This was a time of expansion as AXA also bought UAP, a French insurer. Yet, as markets crashed at the turn of the millennium, AXA decided to refocus its business and exited its stake in US investment bank Donaldson, Lufkin & Jenrette. A few years later the firm expanded again with the acquisition of Swiss insurer Winterthur. About five years ago, AXA started to reshape its portfolio to technical risks.

Financial Strength

4/10

Name	Current	Vs Industry
Cash-To-Debt	0.31
Equity-to-Asset	0.07
Debt-to-Equity	1.5
Debt-to-EBITDA	7.07
Interest Coverage	16.9
Piotroski F-Score	7/9	0 1 2 3 4 5 6 7 8 9
Beneish M-Score	-2.22	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

2/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	-3.8
	3-Year EBITDA Growth Rate	19.2
	3-Year EPS without NRI Growth Rate	24.6
	3-Year FCF Growth Rate	-36.6
	3-Year Book Growth Rate	-9.5
	Future 3-5Y EPS without NRI Growth Rate Estimate	6.76

Momentum Rank

9/10

	Name	Current	Vs Industry		Vs History

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	3-Year Dividend Growth Rate	32.5
	3-Year Average Share Buyback Ratio	2.3
	Shareholder Yield %	10.5

Profitability Rank

5/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	8.22
	FCF Margin %	9.08
	ROE %	15.49
	ROA %	1.15
	ROIC %	1.33
	3-Year ROIIC %	-2.86
	Years of Profitability over Past 10-Year	10

GF Value Rank

1/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	10.48
	Forward PE Ratio	3.82
	PE Ratio without NRI	9.99
	Shiller PE Ratio	14.67
	Price-to-Owner-Earnings	6.46
	PEG Ratio	0.48
	PS Ratio	0.84
	PB Ratio	1.56
	Price-to-Tangible-Book	3.01
	Price-to-Free-Cash-Flow	9.18
	Price-to-Operating-Cash-Flow	8.68
	EV-to-EBIT	12.09
	EV-to-EBITDA	12.09
	EV-to-Revenue	1.36
	EV-to-Forward-Revenue	7.1
	EV-to-FCF	15.02
	Price-to-Projected-FCF	0.52
	Price-to-Median-PS-Value	1.81
	Price-to-Peter-Lynch-Fair-Value	0.49
	Price-to-Graham-Number	1.16
	Earnings Yield (Greenblatt) %	8.27
	FCF Yield %	11.28
	Forward Rate of Return (Yacktman) %	32.76

Financials (Next Earnings Date:2025-02-21 Est.)

Annual Quarterly TTM

XBUL:AXA's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

AXA SA Operating Data

Annual Quarterly

XBUL:AXA's Complete Operating Data

No operating data available for AXA SA.

Guru Trades

See Details

Insider Trades

See Details

Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

AXA SA Executives

Details

GF Value: лв18.53

XBUL:AXA

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 1 Severe warning sign with AXA. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil лв)	177,474.472
	EPS (TTM) (лв)	6.381
	Beta	0
	Volatility %	0
	14-Day RSI	0
	14-Day ATR (лв)	0.0016
	20-Day SMA (лв)	29.27
	12-1 Month Momentum %	0
	52-Week Range (лв)	29.27 - 30.28
	Shares Outstanding (Mil)	2,182.99

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	7
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

AXA SA Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

AXA SA Stock Events

Financials Calendars

	Event	Date	Price(лв)
No Event Data

AXA SA Frequently Asked Questions

What is AXA SA(XBUL:AXA)'s stock price today?

The current price of XBUL:AXA is лв29.27. The 52 week high of XBUL:AXA is лв30.28 and 52 week low is лв29.27.

When is next earnings date of AXA SA(XBUL:AXA)?

The next earnings date of AXA SA(XBUL:AXA) is 2025-02-21 Est..

Does AXA SA(XBUL:AXA) pay dividends? If so, how much?

AXA SA(XBUL:AXA) does not pay dividend.

Press Release

	Subject	Date
No Press Release

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