Valuation AXA SA Berne S.E.

Stocks

End-of-day quote Berne S.E. Other stock markets 17/04/2026			5-day change	1st Jan Change
37.96 ^CHF	-.--%		+36.06%	+36.06%

08-10	Utilities weigh on the MIB, Europe mixed	AN
08-10	Generali outpaces Europe's big insurers: record first half, shares up 25%	AN

Data adjusted to current consolidation scope

Fiscal Period: December	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	62,576	62,187	64,437	72,930	83,440	90,694	-	-
Change	-	-0.62%	3.62%	13.18%	14.41%	8.69%	-	-
Enterprise Value (EV) ¹	59,292	94,301	96,039	113,315	118,464	106,294	106,294	106,294
Change	-	59.04%	1.84%	17.99%	4.54%	-10.27%	0%	0%
P/E	8.82x	9.21x	9.42x	9.81x	9.04x	10.9x	9.96x	9.26x
PBR	0.96x	1.49x	1.3x	1.4x	1.71x	1.88x	1.78x	1.73x
PEG	-	-1.95x	0.9x	0.8x	0.3x	-1.22x	1.09x	1.22x
Capitalization / Revenue	0.63x	0.61x	0.77x	0.84x	0.92x	0.75x	0.72x	0.69x
EV / Revenue	0.59x	0.92x	1.15x	1.3x	1.3x	0.88x	0.84x	0.81x
EV / EBITDA	-	-	-	-	-	-	-	-
EV / EBIT	6.23x	10.1x	10.4x	10.9x	11.4x	9.18x	8.56x	8.1x
EV / FCF	9.6x	12.5x	16x	9.45x	5.4x	15.6x	14.8x	11.9x
FCF Yield	10.4%	7.98%	6.26%	10.6%	18.5%	6.41%	6.75%	8.37%
Dividend per Share ²	1.54	1.7	1.98	2.15	2.32	2.501	2.699	2.896
Rate of return	5.88%	6.52%	6.71%	6.26%	5.66%	5.58%	6.02%	6.46%
EPS ²	2.97	2.83	3.13	3.5	4.53	4.124	4.501	4.841
Distribution rate	51.9%	60.1%	63.3%	61.4%	51.2%	60.6%	60%	59.8%
Net sales ¹	99,931	102,345	83,627	87,303	91,139	120,445	126,432	131,552
EBITDA	-	-	-	-	-	-	-	-
EBIT ¹	9,514	9,329	9,218	10,412	10,368	11,576	12,419	13,127
Net income ¹	7,294	6,675	7,189	7,886	9,797	8,401	9,000	9,475
Net Debt ¹	-3,284	32,114	31,602	40,385	35,024	15,600	15,600	15,600
Reference price ²	26.18	26.06	29.49	34.32	40.96	44.83	44.83	44.83
Nbr of stocks (in thousands)	2,389,774	2,386,757	2,185,051	2,124,998	2,037,115	2,023,058	-	-
Announcement Date	2/24/22 A	2/23/23 A	2/22/24 A	2/27/25 A	2/26/26 A	-	-	-

¹EUR in Million²EUR

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
PING AN INSURANCE (GROUP) COMPANY OF CHINA, LTD.	6.51x	4.88x	-	5.41%	138B
AXA	10.89x	0.88x	-	5.57%	105B
AIA GROUP LIMITED	12.85x	-	-	2.84%	98B
GENERALI	14.08x	1.05x	1.06x	4.1%	77.46B
MANULIFE FINANCIAL CORPORATION	14.77x	-	-	3.15%	73.27B
METLIFE, INC.	12.08x	-	-	2.42%	61.66B
AFLAC INCORPORATED	16.66x	3.21x	-	2.01%	61.13B
GREAT-WEST LIFECO INC.	17.42x	-	-	2.94%	58.76B
SUN LIFE FINANCIAL INC.	17.47x	-	-	3.3%	46.06B
Average	13.64x	2.51x	1.06x	3.53%	79.93B
Weighted average by Cap.	12.60x	2.74x	1.06x	3.83%