Full history for every metric is available with a Kvantra account
Key financial summary
Financials in EUR| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | €bn | 102 | 111 | 86 | 100 | 108 | 109 | 117 | 79 |
| Operating profit | €bn | 10.0 | 10.4 | ||||||
| Net profit | €bn | 3.2 | 7.3 | 5.1 | 7.2 | 7.9 | 9.8 | 10.0 | 8.6 |
| EPS reported | € | 4.53 | 4.92 | ||||||
| Operating cashflow per share | € | 10.28 | 6.85 | ||||||
| Capex per share | € | 0.20 | 0.20 | ||||||
| FCF per share | € | 10.07 | 6.64 | ||||||
| Free cash flow | €bn | 21.1 | 13.5 | ||||||
| Net debt | €bn | 39.7 | 46.4 | ||||||
| Book value equity | €bn | 42.6 | 40.9 | ||||||
| Book value per share | € | 20.36 | 20.09 | ||||||
| Number of shares | m | 2,090.38 | 2,037 | ||||||
| DPS (TTM paid) | € | 2.32 | 2.32 |
Financial summary
Financials in EUR| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 9.04 | - | ||||||
| P/B LTM | x | 2.01 | 2.09 | ||||||
| P/S LTM | x | 0.78 | 0.73 | ||||||
| P/FCF LTM | x | 4.07 | 6.32 | ||||||
| EV/EBITDA LTM | x | 12.67 | 12.63 | ||||||
| EV/Sales LTM | x | 1.15 | 1.13 | ||||||
| Earnings Yield LTM | % | 11.06% | 11.90% | ||||||
| FCF Yield | % | 24.59% | 15.82% | ||||||
| Quality | |||||||||
| ROE | % | 23.02% | 24.07% | ||||||
| ROIC | % | 4.91% | 1.23% | ||||||
| Operating margin | % | 9.15% | 8.93% | ||||||
| Gross margin | % | 28.72% | 32.15% | ||||||
| FCF/Sales | % | 19.28% | 11.56% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +29.43% | +40.57% | ||||||
| Sales Growth YoY | % | +1.26% | +10.86% | ||||||
| Net Income Growth YoY | % | +24.23% | +29.01% | ||||||
| FCF Growth | % | +89.84% | -32.89% | ||||||
| Operating Profit Growth | % | +0.21% | +7.72% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | 5.52% | 5.55% | ||||||
| Dividend Growth | % | +7.91% | +7.91% | ||||||
| Payout Ratio | % | 49.93% | 48.26% | ||||||
| FCF/Debt | x | 0.34 | 0.21 | ||||||
| Net Debt/EBITDA | x | 4.01 | 4.45 | ||||||
| EBIT/Net interest | x | 15.95 | 13.65 | ||||||
| Net debt/market cap | % | 46.35% | 54.32% | ||||||
| Net debt/Equity | x | 0.93 | 1.13 | ||||||
| Gross debt/equity | x | 1.45 | 1.59 | ||||||
ETFs that hold AXA
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| Amundi CAC 40 UCITS ETF Acc | CACC.PA | 9 | 4.33% |
| iShares MSCI Europe SRI UCITS ETF | IUSK.DE | 10 | 2.23% |
| iShares Euro Dividend UCITS ETF EUR Dist | IQQA.DE | 9 | 3.70% |
| Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (C) | MIVB.DE | 9 | 2.41% |
| UBS ETF SICAV - UBS ETF - MSCI EMU Socially Responsible UCITS ETF A Distribution | UIMR.DE | 4 | 4.50% |
| Amundi Japan Topix UCITS ETF - DAILY HEDGED EUR (C) | TTPX.DE | 9 | 2.30% |
| Xtrackers Euro Stoxx Quality Dividend UCITS ETF 1D | DXSA.DE | 3 | 4.13% |
| Amundi CAC 40 ESG UCITS ETF Acc | C40.PA | 9 | 4.60% |
| iShares STOXX Europe 600 Insurance UCITS ETF (DE) | EXH5.DE | 3 | 9.59% |
| Amundi MSCI World Financials UCITS ETF USD Acc | FINW.L | 4 | 4.86% |
Funds with AXA among their ten largest holdings, largest fund first.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
Company overview
AXA S.A. operates as a global financial services group, delivering a comprehensive suite of insurance, asset management, and banking services across the globe through its various subsidiaries. The company is structured into key operational segments, including France, Europe, Asia, AXA XL, International, and Transversal & Central Holdings. Its core offerings include life and savings policies, specializing in financial security products like retirement plans, health coverage, and personal protection solutions. Additionally, AXA provides extensive property and casualty (P&C) coverage, ranging from automobile and home insurance to personal and professional liability for both individual and commercial clients. This also extends to international insurance for major European corporations, alongside marine, aviation, and general reinsurance services. Beyond insurance, AXA's asset management division oversees a diverse portfolio of asset classes, such as equities, bonds, hedge funds, private equity, and real estate. These investment services are provided to AXA's internal insurance entities, their clients, and external retail and institutional investors. Founded in 1852, the company is headquartered in Paris, France.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| Amundi CAC 40 UCITS ETF Acc | CACC.PA | 9 | 4.33% |
| iShares MSCI Europe SRI UCITS ETF | IUSK.DE | 10 | 2.23% |
| iShares Euro Dividend UCITS ETF EUR Dist | IQQA.DE | 9 | 3.70% |
| Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (C) | MIVB.DE | 9 | 2.41% |
| UBS ETF SICAV - UBS ETF - MSCI EMU Socially Responsible UCITS ETF A Distribution | UIMR.DE | 4 | 4.50% |
| Amundi Japan Topix UCITS ETF - DAILY HEDGED EUR (C) | TTPX.DE | 9 | 2.30% |
| Xtrackers Euro Stoxx Quality Dividend UCITS ETF 1D | DXSA.DE | 3 | 4.13% |
| Amundi CAC 40 ESG UCITS ETF Acc | C40.PA | 9 | 4.60% |
| iShares STOXX Europe 600 Insurance UCITS ETF (DE) | EXH5.DE | 3 | 9.59% |
| Amundi MSCI World Financials UCITS ETF USD Acc | FINW.L | 4 | 4.86% |
Funds with AXA among their ten largest holdings, largest fund first.
Based on consensus from external analysts. Not Kvantra's opinion.
AXA S.A. operates as a global financial services group, delivering a comprehensive suite of insurance, asset management, and banking services across the globe through its various subsidiaries. The company is structured into key operational segments, including France, Europe, Asia, AXA XL, International, and Transversal & Central Holdings. Its core offerings include life and savings policies, specializing in financial security products like retirement plans, health coverage, and personal protection solutions. Additionally, AXA provides extensive property and casualty (P&C) coverage, ranging from automobile and home insurance to personal and professional liability for both individual and commercial clients. This also extends to international insurance for major European corporations, alongside marine, aviation, and general reinsurance services. Beyond insurance, AXA's asset management division oversees a diverse portfolio of asset classes, such as equities, bonds, hedge funds, private equity, and real estate. These investment services are provided to AXA's internal insurance entities, their clients, and external retail and institutional investors. Founded in 1852, the company is headquartered in Paris, France.
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