ATHENE HOLDING LTD-CLASS A (ATH) Stock Fundamental Analysis

NYSE:ATH

83.33
-0.58 (-0.69%)
At close: Dec 13, 2021
79.72
-3.61 (-4.33%)
After Hours: 12/13/2021, 8:19:38 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

2

Taking everything into account, ATH scores 2 out of 10 in our fundamental rating. ATH was compared to 150 industry peers in the Insurance industry. ATH may be in some trouble as it scores bad on both profitability and health. ATH has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

0

1. Profitability

1.1 Basic Checks

  • In the past year ATH was profitable.
ATH Yearly Net Income VS EBIT VS OCF VS FCFATH Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 1B 2B 3B 4B

1.2 Ratios

Industry RankSector Rank
ROA 1.72%
ROE 18.92%
ROIC N/A
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ATH Yearly ROA, ROE, ROICATH Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 5 10 15

1.3 Margins

  • The Operating Margin and Gross Margin are not available for ATH so they could not be analyzed.
Industry RankSector Rank
OM N/A
PM (TTM) 13.83%
GM N/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
ATH Yearly Profit, Operating, Gross MarginsATH Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 5 10 15

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

1

2. Health

2.1 Basic Checks

  • There is no outstanding debt for ATH. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
ATH Yearly Shares OutstandingATH Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 50M 100M 150M
ATH Yearly Total Debt VS Total AssetsATH Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 50B 100B 150B 200B

2.2 Solvency

  • ATH has a Debt/Equity ratio of 0.12. This is a healthy value indicating a solid balance between debt and equity.
Industry RankSector Rank
Debt/Equity 0.12
Debt/FCF N/A
Altman-Z N/A
ROIC/WACCN/A
WACCN/A
ATH Yearly LT Debt VS Equity VS FCFATH Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 5B 10B 15B

2.3 Liquidity

Industry RankSector Rank
Current Ratio N/A
Quick Ratio N/A

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

6

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 156.13% over the past year.
  • ATH shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 28.79% yearly.
  • Looking at the last year, ATH shows a very strong growth in Revenue. The Revenue has grown by 185.80%.
  • ATH shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 39.53% yearly.
EPS 1Y (TTM)156.13%
EPS 3Y38.1%
EPS 5Y28.79%
EPS Q2Q%78.43%
Revenue 1Y (TTM)185.8%
Revenue growth 3Y19.44%
Revenue growth 5Y39.53%
Sales Q2Q%174.43%

3.2 Future

  • ATH is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 5.01% yearly.
  • The Revenue is expected to grow by 7.89% on average over the next years.
EPS Next Y127.39%
EPS Next 2Y22.49%
EPS Next 3Y18.34%
EPS Next 5Y5.01%
Revenue Next Year33.16%
Revenue Next 2Y14.05%
Revenue Next 3Y11.88%
Revenue Next 5Y7.89%

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
ATH Yearly Revenue VS EstimatesATH Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B
ATH Yearly EPS VS EstimatesATH Yearly EPS VS EstimatesYearly EPS VS Estimates 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15

More info and screens

Find the best growth stocksShow best growing peers

4

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 5.78 indicates a rather cheap valuation of ATH.
  • When comparing the Price/Earnings ratio of ATH to the average of the S&P500 Index (27.10), we can say ATH is valued rather cheaply.
  • A Price/Forward Earnings ratio of 8.86 indicates a reasonable valuation of ATH.
  • The average S&P500 Price/Forward Earnings ratio is at 28.06. ATH is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 5.78
Fwd PE 8.86
ATH Price Earnings VS Forward Price EarningsATH Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA 2.07
ATH Per share dataATH EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 50 100

4.3 Compensation for Growth

  • ATH's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • A more expensive valuation may be justified as ATH's earnings are expected to grow with 18.34% in the coming years.
PEG (NY)0.05
PEG (5Y)0.2
EPS Next 2Y22.49%
EPS Next 3Y18.34%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. Dividend

5.1 Amount

  • No dividends for ATH!.
Industry RankSector Rank
Dividend Yield N/A

More info and screens

Find the best dividend stocksShow peers with best dividend

ATHENE HOLDING LTD-CLASS A

NYSE:ATH (12/13/2021, 8:19:38 PM)

After market: 79.72 -3.61 (-4.33%)

83.33

-0.58 (-0.69%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupInsurance
GICS IndustryInsurance
Earnings (Last)11-03
Earnings (Next)N/A
Inst Owners2.22%
Inst Owner Change0%
Ins Owners0.22%
Ins Owner Change0%
Market Cap16.01B
Revenue(TTM)27.90B
Net Income(TTM)3.86B
Analysts67.5
Price Target85.57 (2.69%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield N/A
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP3.47%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 5.78
Fwd PE 8.86
P/S 0.57
P/FCF N/A
P/OCF N/A
P/B 0.79
P/tB N/A
EV/EBITDA 2.07
EPS(TTM)14.42
EY17.3%
EPS(NY)9.41
Fwd EY11.29%
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS145.22
BVpS106.14
TBVpSN/A
PEG (NY)0.05
PEG (5Y)0.2
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA 1.72%
ROE 18.92%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) 13.83%
GM N/A
FCFM N/A
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3Y0%
ROICexgc growth 5Y0%
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score5
Asset Turnover0.12
Health
Industry RankSector Rank
Debt/Equity 0.12
Debt/FCF N/A
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio N/A
Quick Ratio N/A
Altman-Z N/A
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)156.13%
EPS 3Y38.1%
EPS 5Y28.79%
EPS Q2Q%78.43%
EPS Next Y127.39%
EPS Next 2Y22.49%
EPS Next 3Y18.34%
EPS Next 5Y5.01%
Revenue 1Y (TTM)185.8%
Revenue growth 3Y19.44%
Revenue growth 5Y39.53%
Sales Q2Q%174.43%
Revenue Next Year33.16%
Revenue Next 2Y14.05%
Revenue Next 3Y11.88%
Revenue Next 5Y7.89%
EBIT growth 1YN/A
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1YN/A
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1YN/A
OCF growth 3YN/A
OCF growth 5YN/A

ATHENE HOLDING LTD-CLASS A / ATH FAQ

What is the ChartMill fundamental rating of ATHENE HOLDING LTD-CLASS A (ATH) stock?

ChartMill assigns a fundamental rating of 5 / 10 to ATH.


What is the valuation status for ATH stock?

ChartMill assigns a valuation rating of 9 / 10 to ATHENE HOLDING LTD-CLASS A (ATH). This can be considered as Undervalued.


How profitable is ATHENE HOLDING LTD-CLASS A (ATH) stock?

ATHENE HOLDING LTD-CLASS A (ATH) has a profitability rating of 5 / 10.


What is the valuation of ATHENE HOLDING LTD-CLASS A based on its PE and PB ratios?

The Price/Earnings (PE) ratio for ATHENE HOLDING LTD-CLASS A (ATH) is 5.78 and the Price/Book (PB) ratio is 0.79.


Can you provide the dividend sustainability for ATH stock?

The dividend rating of ATHENE HOLDING LTD-CLASS A (ATH) is 0 / 10 and the dividend payout ratio is 3.47%.