Chubb Stock Buy Hold or Sell Recommendation

CB Stock  USD 293.96  6.32  2.20%   
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Chubb is 'Buy'. Macroaxis provides Chubb buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Chubb positions.
  
Check out Chubb Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For information on how to trade Chubb Stock refer to our How to Trade Chubb Stock guide.
In addition, we conduct extensive research on individual companies such as Chubb and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Chubb. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.

Execute Chubb Buy or Sell Advice

The Chubb recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Chubb. Macroaxis does not own or have any residual interests in Chubb or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Chubb's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell ChubbBuy Chubb
Buy

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Investor Sentiment

ImpartialDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Chubb has a Risk Adjusted Performance of 0.0188, Jensen Alpha of 0.0521, Total Risk Alpha of 0.2324, Sortino Ratio of 0.1213 and Treynor Ratio of 0.0498
Macroaxis provides advice on Chubb to complement and cross-verify current analyst consensus on Chubb. Our investment recommendation engine determines the company's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Chubb is not overpriced, please confirm all Chubb fundamentals, including its gross profit, cash per share, and the relationship between the price to sales and net income . Given that Chubb has a price to earning of 15.30 X, we suggest you to validate Chubb market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Chubb Trading Alerts and Improvement Suggestions

Chubb reports 15.18 B of total liabilities with total debt to equity ratio (D/E) of 0.43, which is normal for its line of buisiness. Chubb has a current ratio of 0.36, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for Chubb to invest in growth at high rates of return.
Over 85.0% of Chubb shares are held by institutions such as insurance companies
Latest headline from simplywall.st: Chubb Appoints New Leaders and Launches North America Small Lower Midmarket Division

Chubb Returns Distribution Density

The distribution of Chubb's historical returns is an attempt to chart the uncertainty of Chubb's future price movements. The chart of the probability distribution of Chubb daily returns describes the distribution of returns around its average expected value. We use Chubb price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Chubb returns is essential to provide solid investment advice for Chubb.
Mean Return
0.02
Value At Risk
-1.91
Potential Upside
2.22
Standard Deviation
1.30
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Chubb historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Chubb Stock Institutional Investors

Shares
Nuveen Asset Management, Llc2024-12-31
1.7 M
Note, although Chubb's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Chubb Cash Flow Accounts

202020212022202320242025 (projected)
Change In Cash190M(25M)316M494M(72M)(68.4M)
Free Cash Flow10.7B12.6B11.2B12.6B16.2B17.0B
Other Non Cash Items(260M)(219M)1.6B2.2B341M498.7M
Net Income3.5B8.5B5.3B9.0B9.6B10.1B
End Period Cash Flow1.8B1.8B2.1B2.6B2.5B2.7B
Dividends Paid1.4B1.4B1.4B1.4B1.4B1.5B
Depreciation290M287M285M310M323M226.6M
Investments(5.4B)(5.0B)(3.6B)(5.9B)(13.9B)(13.2B)
Change Receivables(270M)(114M)(984M)(2.5B)(2.2B)(2.1B)
Net Borrowings2.3B(313M)1.6B(998M)(898.2M)(853.3M)
Change To Netincome433M165M(3.7B)1.1B972.9M1.0B

Chubb Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Chubb or Insurance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Chubb's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Chubb stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
0.05
β
Beta against Dow Jones0.27
σ
Overall volatility
1.34
Ir
Information ratio 0.12

Chubb Volatility Alert

Chubb has relatively low volatility with skewness of 0.18 and kurtosis of 0.38. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Chubb's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Chubb's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Chubb Fundamentals Vs Peers

Comparing Chubb's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Chubb's direct or indirect competition across all of the common fundamentals between Chubb and the related equities. This way, we can detect undervalued stocks with similar characteristics as Chubb or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Chubb's fundamental indicators could also be used in its relative valuation, which is a method of valuing Chubb by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Chubb to competition
FundamentalsChubbPeer Average
Return On Equity0.15-0.31
Return On Asset0.0301-0.14
Profit Margin0.17 %(1.27) %
Operating Margin0.21 %(5.51) %
Current Valuation130.86 B16.62 B
Shares Outstanding400.7 M571.82 M
Shares Owned By Insiders7.37 %10.09 %
Shares Owned By Institutions84.64 %39.21 %
Number Of Shares Shorted2.65 M4.71 M
Price To Earning15.30 X28.72 X
Price To Book1.78 X9.51 X
Price To Sales2.07 X11.42 X
Revenue56.01 B9.43 B
Gross Profit16.04 B27.38 B
EBITDA11.81 B3.9 B
Net Income9.64 B570.98 M
Cash And Equivalents6.66 B2.7 B
Cash Per Share16.05 X5.01 X
Total Debt15.18 B5.32 B
Debt To Equity0.43 %48.70 %
Current Ratio0.37 X2.16 X
Book Value Per Share159.77 X1.93 K
Cash Flow From Operations16.18 B971.22 M
Short Ratio1.79 X4.00 X
Earnings Per Share22.69 X3.12 X
Price To Earnings To Growth2.46 X4.89 X
Target Price300.92
Number Of Employees43 K18.84 K
Beta0.67-0.15
Market Capitalization115.62 B19.03 B
Total Asset246.55 B29.47 B
Retained Earnings61.56 B9.33 B
Annual Yield0.01 %
Note: Disposition of 871 shares by John Lupica of Chubb at 114.78 subject to Rule 16b-3 [view details]

Chubb Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Chubb . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Chubb Buy or Sell Advice

When is the right time to buy or sell Chubb? Buying financial instruments such as Chubb Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Chubb in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Heavy Metals Thematic Idea Now

Heavy Metals
Heavy Metals Theme
Companies involved in mining, production, and distribution of various industrial metals and minerals. The Heavy Metals theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Heavy Metals Theme or any other thematic opportunities.
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Check out Chubb Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For information on how to trade Chubb Stock refer to our How to Trade Chubb Stock guide.
You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Is Property & Casualty Insurance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Chubb. If investors know Chubb will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Chubb listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.21)
Dividend Share
3.59
Earnings Share
22.69
Revenue Per Share
138.257
Quarterly Revenue Growth
0.091
The market value of Chubb is measured differently than its book value, which is the value of Chubb that is recorded on the company's balance sheet. Investors also form their own opinion of Chubb's value that differs from its market value or its book value, called intrinsic value, which is Chubb's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Chubb's market value can be influenced by many factors that don't directly affect Chubb's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Chubb's value and its price as these two are different measures arrived at by different means. Investors typically determine if Chubb is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Chubb's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.