ATHENE HOLDING LTD-CLASS A (ATH)

Common Stock

83.33  -0.58 (-0.69%)

After market: 79.72 -3.61 (-4.33%)

Fundamental Rating

2

Taking everything into account, ATH scores 2 out of 10 in our fundamental rating. ATH was compared to 141 industry peers in the Insurance industry. ATH has a bad profitability rating. Also its financial health evaluation is rather negative. ATH is not valued too expensively and it also shows a decent growth rate.



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1

1. Profitability

1.1 Basic Checks

ATH had positive earnings in the past year.
ATH had positive earnings in 4 of the past 5 years.
Of the past 5 years ATH 4 years had a positive operating cash flow.

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

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

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1

2. Health

2.1 Basic Checks

ATH has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.

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

2.3 Liquidity

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

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6

3. Growth

3.1 Past

ATH shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 156.13%, which is quite impressive.
The Earnings Per Share has been growing by 28.79% on average over the past years. This is a very strong growth
The Revenue has grown by 185.80% in the past year. This is a very strong growth!
The Revenue has been growing by 39.53% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)156.13%
EPS 3Y38.1%
EPS 5Y28.79%
EPS growth Q2Q78.43%
Revenue 1Y (TTM)185.8%
Revenue growth 3Y19.44%
Revenue growth 5Y39.53%
Revenue growth Q2Q174.43%

3.2 Future

The Earnings Per Share is expected to grow by 5.01% on average over the next years.
ATH is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.89% yearly.
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.

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4

4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 5.78, the valuation of ATH can be described as very cheap.
Compared to an average S&P500 Price/Earnings ratio of 28.06, ATH is valued rather cheaply.
A Price/Forward Earnings ratio of 8.86 indicates a reasonable valuation of ATH.
ATH's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 20.72.
Industry RankSector Rank
PE 5.78
Fwd PE 8.86

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA 2.07

4.3 Compensation for Growth

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

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0

5. Dividend

5.1 Amount

ATH does not give a dividend.
Industry RankSector Rank
Dividend Yield N/A

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ATHENE HOLDING LTD-CLASS A

NYSE:ATH (12/13/2021, 7:19:38 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)
Earnings (Next)
Inst Owners
Inst Owner Change
Ins Owners
Ins Owner Change
Market Cap16.01B
Analysts
Price Target
Dividend
Industry RankSector Rank
Dividend Yield N/A
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 RankSector Rank
PE 5.78
Fwd PE 8.86
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)0.05
PEG (5Y)0.2
Profitability
Industry RankSector Rank
ROA 1.72%
ROE 18.92%
ROCE
ROIC
ROICexc
ROICexgc
OM N/A
PM (TTM) 13.83%
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 Turnover0.12
Health
Industry RankSector Rank
Debt/Equity 0.12
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)
Growth
EPS 1Y (TTM)156.13%
EPS 3Y38.1%
EPS 5Y
EPS growth Q2Q
EPS Next Y127.39%
EPS Next 2Y
EPS Next 3Y
EPS Next 5Y
Revenue 1Y (TTM)185.8%
Revenue growth 3Y19.44%
Revenue growth 5Y
Revenue growth 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