AXA SA (Germany) Performance
| AXA Stock | EUR 38.70 0.08 0.21% |
On a scale of 0 to 100, AXA SA holds a performance score of 15. The firm owns a Beta (Systematic Risk) of 0.13, which signifies not very significant fluctuations relative to the market. As returns on the market increase, AXA SA's returns are expected to increase less than the market. However, during the bear market, the loss of holding AXA SA is expected to be smaller as well. Please check AXA SA's mean deviation, standard deviation, treynor ratio, as well as the relationship between the downside deviation and total risk alpha , to make a quick decision on whether AXA SA's current price history will revert.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in AXA SA are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. Despite somewhat fragile basic indicators, AXA SA sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
AXA |
AXA SA Relative Risk vs. Return Landscape
If you would invest 3,409 in AXA SA on December 13, 2024 and sell it today you would earn a total of 469.00 from holding AXA SA or generate 13.76% return on investment over 90 days. AXA SA is generating 0.225% of daily returns assuming 1.1285% volatility of returns over the 90 days investment horizon. Simply put, 10% of all stocks have less volatile historical return distribution than AXA SA, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
AXA SA Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for AXA SA's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as AXA SA, and traders can use it to determine the average amount a AXA SA's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1993
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | AXA | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average AXA SA is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of AXA SA by adding it to a well-diversified portfolio.
AXA SA Fundamentals Growth
AXA Stock prices reflect investors' perceptions of the future prospects and financial health of AXA SA, and AXA SA fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on AXA Stock performance.
| Current Valuation | 98.22 B | |||
| Price To Book | 1.22 X | |||
| Price To Sales | 0.66 X | |||
| Total Debt | 61.6 B | |||
| Total Asset | 775.49 B | |||
About AXA SA Performance
By analyzing AXA SA's fundamental ratios, stakeholders can gain valuable insights into AXA SA's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if AXA SA has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if AXA SA has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about AXA SA performance evaluation
Checking the ongoing alerts about AXA SA for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for AXA SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating AXA SA's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate AXA SA's stock performance include:- Analyzing AXA SA's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether AXA SA's stock is overvalued or undervalued compared to its peers.
- Examining AXA SA's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating AXA SA's management team can have a significant impact on its success or failure. Reviewing the track record and experience of AXA SA's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of AXA SA's stock. These opinions can provide insight into AXA SA's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for AXA Stock analysis
When running AXA SA's price analysis, check to measure AXA SA's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy AXA SA is operating at the current time. Most of AXA SA's value examination focuses on studying past and present price action to predict the probability of AXA SA's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move AXA SA's price. Additionally, you may evaluate how the addition of AXA SA to your portfolios can decrease your overall portfolio volatility.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |