US01881G1067

**AB** gets a fundamental rating of **5** out of 10. The analysis compared the fundamentals against 220 industry peers in the **Capital Markets** industry. Both the profitability and the financial health of **AB** get a neutral evaluation. Nothing too spectacular is happening here. **AB** has a correct valuation and a medium growth rate.

In the past year **AB** was profitable.

In the past year **AB** had a positive cash flow from operations.

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 13.25% | ||

ROE | 13.25% | ||

ROIC | N/A |

ROA(3y)16.56%

ROA(5y)16.49%

ROE(3y)16.58%

ROE(5y)16.51%

ROIC(3y)N/A

ROIC(5y)N/A

In the last couple of years the **Profit Margin** of **AB** has remained more or less at the same level.

In the last couple of years the **Operating Margin** of **AB** has remained more or less at the same level.

Industry Rank | Sector Rank | ||
---|---|---|---|

OM | 100% | ||

PM (TTM) | 88.48% | ||

GM | N/A |

OM growth 3Y0%

OM growth 5Y0%

PM growth 3Y-0.92%

PM growth 5Y-0.33%

GM growth 3YN/A

GM growth 5YN/A

The number of shares outstanding for **AB** has been increased compared to 1 year ago.

There is no outstanding debt for **AB**. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 0 | ||

Debt/FCF | 0 | ||

Altman-Z | N/A |

ROIC/WACCN/A

WACCN/A

Industry Rank | Sector Rank | ||
---|---|---|---|

Current Ratio | N/A | ||

Quick Ratio | N/A |

Measured over the past years, **AB** shows a small growth in **Revenue**. The Revenue has been growing by **2.07%** on average per year.

EPS 1Y (TTM)9.58%

EPS 3Y-2.59%

EPS 5Y0.07%

EPS Q2Q%16.39%

Revenue 1Y (TTM)29.15%

Revenue growth 3Y-0.94%

Revenue growth 5Y2.07%

Sales Q2Q%0.39%

Based on estimates for the next years, **AB** will show a small growth in **Revenue**. The Revenue will grow by **3.25%** on average per year.

EPS Next Y15.77%

EPS Next 2Y15.91%

EPS Next 3Y13.87%

EPS Next 5Y8.52%

Revenue Next Year3.35%

Revenue Next 2Y5.22%

Revenue Next 3Y5.76%

Revenue Next 5Y3.25%

When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.

The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.

Based on the **Price/Earnings** ratio of **12.63**, the valuation of **AB** can be described as correct.

When comparing the **Price/Earnings** ratio of **AB** to the average of the S&P500 Index (**31.73**), we can say **AB** is valued rather cheaply.

Based on the **Price/Forward Earnings** ratio of **9.99**, the valuation of **AB** can be described as reasonable.

67.13% of the companies in the same industry are more expensive than **AB**, based on the **Price/Forward Earnings** ratio.

Compared to an average S&P500 **Price/Forward Earnings** ratio of **22.71**, **AB** is valued rather cheaply.

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 12.63 | ||

Fwd PE | 9.99 |

Compared to the rest of the industry, the **Price/Free Cash Flow** ratio of **AB** indicates a somewhat cheap valuation: **AB** is cheaper than 64.35% of the companies listed in the same industry.

Industry Rank | Sector Rank | ||
---|---|---|---|

P/FCF | 13.63 | ||

EV/EBITDA | N/A |

The low **PEG Ratio(NY)**, which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.

PEG (NY)0.8

PEG (5Y)169.44

EPS Next 2Y15.91%

EPS Next 3Y13.87%

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 8.13% |

The dividend of **AB** decreases each year by **-2.24%**.

Dividend Growth(5Y)-2.24%

Div Incr Years0

Div Non Decr Years0

DP111.45%

EPS Next 2Y15.91%

EPS Next 3Y13.87%

**ALLIANCEBERNSTEIN HOLDING LP**

NYSE:AB (10/14/2024, 8:11:20 PM)

After market: 35.79 -0.32 (-0.89%)**36.11**

**+0.74 (+2.09%) **

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupFinancial Services

GICS IndustryCapital Markets

Earnings (Last)

Earnings (Next)

Inst Owners

Inst Owner Change

Ins Owners

Ins Owner Change

Market Cap4.14B

Analysts

Price Target

Dividend

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 8.13% |

Dividend Growth(5Y)

DP

Div Incr Years

Div Non Decr Years

Ex-Date

Surprises & Revisions

EPS beat(2)

Avg EPS beat(2)

Min EPS beat(2)

Max EPS beat(2)

EPS beat(4)

Avg EPS beat(4)

Min EPS beat(4)

Max EPS beat(4)

EPS beat(8)

Avg EPS beat(8)

EPS beat(12)

Avg EPS beat(12)

EPS beat(16)

Avg EPS beat(16)

Revenue beat(2)

Avg Revenue beat(2)

Min Revenue beat(2)

Max Revenue beat(2)

Revenue beat(4)

Avg Revenue beat(4)

Min Revenue beat(4)

Max Revenue beat(4)

Revenue beat(8)

Avg Revenue beat(8)

Revenue beat(12)

Avg Revenue beat(12)

Revenue beat(16)

Avg Revenue beat(16)

PT rev (1m)

PT rev (3m)

EPS NQ rev (1m)

EPS NQ rev (3m)

EPS NY rev (1m)

EPS NY rev (3m)

Revenue NQ rev (1m)

Revenue NQ rev (3m)

Revenue NY rev (1m)

Revenue NY rev (3m)

Valuation

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 12.63 | ||

Fwd PE | 9.99 | ||

P/S | |||

P/FCF | |||

P/OCF | |||

P/B | |||

P/tB | |||

EV/EBITDA |

EPS(TTM)

EY

EPS(NY)

Fwd EY

FCF(TTM)

FCFY

OCF(TTM)

OCFY

SpS

BVpS

TBVpS

PEG (NY)0.8

PEG (5Y)169.44

Profitability

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 13.25% | ||

ROE | 13.25% | ||

ROCE | |||

ROIC | |||

ROICexc | |||

ROICexgc | |||

OM | 100% | ||

PM (TTM) | 88.48% | ||

GM | N/A | ||

FCFM |

ROA(3y)

ROA(5y)

ROE(3y)

ROE(5y)

ROIC(3y)

ROIC(5y)

ROICexc(3y)

ROICexc(5y)

ROICexgc(3y)

ROICexgc(5y)

ROCE(3y)

ROCE(5y)

ROICexcg growth 3Y

ROICexcg growth 5Y

ROICexc growth 3Y

ROICexc growth 5Y

OM growth 3Y

OM growth 5Y

PM growth 3Y

PM growth 5Y

GM growth 3Y

GM growth 5Y

F-Score

Asset Turnover0.15

Health

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 0 | ||

Debt/FCF | |||

Debt/EBITDA | |||

Cap/Depr | |||

Cap/Sales | |||

Interest Coverage | |||

Cash Conversion | |||

Profit Quality | |||

Current Ratio | N/A | ||

Quick Ratio | N/A | ||

Altman-Z |

F-Score

WACC

ROIC/WACC

Cap/Depr(3y)

Cap/Depr(5y)

Cap/Sales(3y)

Cap/Sales(5y)

Profit Quality(3y)

Profit Quality(5y)

High Growth Momentum

Growth

EPS 1Y (TTM)9.58%

EPS 3Y-2.59%

EPS 5Y

EPS Q2Q%

EPS Next Y15.77%

EPS Next 2Y

EPS Next 3Y

EPS Next 5Y

Revenue 1Y (TTM)29.15%

Revenue growth 3Y-0.94%

Revenue growth 5Y

Sales Q2Q%

Revenue Next Year

Revenue Next 2Y

Revenue Next 3Y

Revenue Next 5Y

EBIT growth 1Y

EBIT growth 3Y

EBIT growth 5Y

EBIT Next Year

EBIT Next 3Y

EBIT Next 5Y

FCF growth 1Y

FCF growth 3Y

FCF growth 5Y

OCF growth 1Y

OCF growth 3Y

OCF growth 5Y