Compare American to MetLife, National, Midwest, Prudential, Primerica, CNO

Comparing American to MetLife, National, Midwest, Prudential, Primerica, CNO can provide valuable insights into potential diversification opportunities when combining these positions into a portfolio. By using this module, you can analyze the advantages of specified entities, assessing both technical and fundamental indicators across various peers. Please use the input box below to enter the symbols for specific investments you'd like to analyze. Check out your portfolio center.

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Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between positions in your portfolio represents the degree of relationship between the price movements of corresponding instruments. A correlation of about +1.0 implies that the prices move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated.

	AEL	MET-PA	NWLI	MDWT	PUK	PRI	CNO
AEL		-0.04	0.71	0.44	-0.53	0.88	0.9	AEL
MET-PA	-0.04		-0.33	0.4	-0.35	-0.15	-0.1	MET-PA
NWLI	0.71	-0.33		0.02	-0.45	0.73	0.71	NWLI
MDWT	0.44	0.4	0.02		-0.03	0.43	0.35	MDWT
PUK	-0.53	-0.35	-0.45	-0.03		-0.38	-0.43	PUK
PRI	0.88	-0.15	0.73	0.43	-0.38		0.93	PRI
CNO	0.9	-0.1	0.71	0.35	-0.43	0.93		CNO
	AEL	MET-PA	NWLI	MDWT	PUK	PRI	CNO

Click cells to compare fundamentals

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High positive correlations

CNO	+ 0.93	PRI
CNO	+ 0.9	AEL
PRI	+ 0.88	AEL
PRI	+ 0.73	NWLI
NWLI	+ 0.71	AEL
CNO	+ 0.71	NWLI

High negative correlations

PUK	- 0.53	AEL
PUK	- 0.45	NWLI
CNO	- 0.43	PUK
PRI	- 0.38	PUK
PUK	- 0.35	MET-PA
NWLI	- 0.33	MET-PA

Risk-Adjusted Indicators

There is a big difference between a company's stock performing well and the company itself doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
AEL	1.40	0.56	0.32	(3.63)	0.65	(1.62)	2.87	(2.11)	17.90
MET-PA	0.41	0.02	(0.15)	0.52	0.51	(0.45)	0.95	(0.81)	2.81
NWLI	0.14	0.02	(0.52)	(0.23)	0.10	(0.15)	0.39	(0.26)	1.17
MDWT	2.66	1.06	1.17	0.56	0.00	(3.48)	1.26	(0.98)	87.92
PUK	1.64	(0.21)	0.00	(0.09)	0.00	0.00	2.76	(3.79)	13.38
PRI	0.88	0.12	0.12	0.23	0.70	(1.00)	2.39	(1.29)	6.27
CNO	1.30	0.06	0.12	0.15	1.16	(1.61)	2.75	(2.33)	13.72

Cross Equities Net Income Analysis

Compare American Equity Inve, MetLife Preferred Stock, and National Western Life Net Income Over Time

Select Fundamental

	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024
PUK	618.6 M	2.3 B	3.6 B	2.2 B	3.4 B	3.8 B	2.4 B	3.2 B	3.8 B	2 B	2.1 B	2.2 B	(1 B)	1.7 B	1.7 B
PRI	593.6 M	178.3 M	173.8 M	162.7 M	181.4 M	189.9 M	219.4 M	350.3 M	324.1 M	366.4 M	386.2 M	373.4 M	373 M	576.6 M	347.4 M
CNO	(1.2 B)	382.5 M	221 M	478 M	51.4 M	270.7 M	358.2 M	175.6 M	(315 M)	409.4 M	301.8 M	441 M	396.8 M	276.5 M	290.3 M

American Equity Inve, MetLife Preferred Stock, and National Western Life Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in entities financial statement analysis. It represents the amount of money remaining after all of organizations operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.

Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	AEL	MET-PA	NWLI	MDWT	PUK	PRI	CNO
	0.19 53.75 American	0.20 24.62 MetLife	0.06 499.98 National	0.00 26.51 Midwest	1.43 16.33 Prudential	0.22 304.27 Primerica	0.65 39.90 CNO
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Modest	Very Weak	Very Weak	Very Weak	Solid	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Dangerous	Low	Dangerous	Dangerous	Very Small	Very Low	Very Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Over Valued	Over Valued	Under Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Strong Buy	Buy	Hold
Trade Advice (90 Days Macroaxis Advice)	Not Rated	Buy	Not Rated	Not Rated	Strong Buy	Strong Buy	Strong Buy
Current Ratio	0.49 X	1.02 X	12.13 X	4.66 X	1.00 X	3.99 X	2.55 X
Net Asset	67.29 B	666.61 B	10.94 B	1.92 B	174.07 B	15.03 B	31.26 B
Profit Margin	0.07 %	0.04 %	0.21 %	(0.10) %	0.08 %	0.15 %	0.06 %
EBITDA	190.86 M	4.04 B	145.37 M	15.08 M	3.06 B	2.6 B	356.8 M
Operating Margin	(0.31) %	0.06 %	0.47 %	0.45 %	0.27 %	0.35 %	0.07 %
Current Valuation	(4.4 B)	95.59 B	358.48 M	(51.48 M)	20.53 B	11.67 B	7.29 B
Price To Book	1.45 X	N/A	0.73 X	27.29 X	1.34 X	5.22 X	1.54 X
Retained Earnings	4.85 B	N/A	2.72 B	(63.02 M)	11.93 B	2.28 B	1.9 B
Five Year Return	1.00 %	4.17 %	0.15 %	N/A	2.29 %	1.13 %	2.27 %
Current Asset	N/A	N/A	N/A	N/A	30.02 B	N/A	N/A
Beta	0.79	1.08	0.75	0.1	1.22	1.08	1.03
Number Of Employees	995	9	276	91	15.03 K	2.85 K	3.5 K
Shares Outstanding	79.57 M	986.84 M	3.44 M	3.74 M	1.33 B	33.37 M	103.21 M
Cash Flow From Operations	3.94 B	12.6 B	255.7 M	73.16 M	832 M	692.52 M	582.9 M
Annual Yield	0.01 %	0.05 %	0.0007 %	N/A	0.03 %	0.01 %	0.02 %
Total Debt	864.55 M	17.8 B	8.5 B	25 M	4.87 B	2.04 B	4.24 B
Return On Equity	0.0782	0.0538	0.0649	0.0305	0.0548	0.32	0.12
Z Score	N/A	1.2	N/A	2.42	N/A	N/A	N/A
Return On Asset	0.0027	0.0034	0.0104	0.0048	0.0123	0.0423	0.0107
Number Of Shares Shorted	1.65 M	86.86 K	66.72 K	15.23 K	226.19 K	214.17 K	1.93 M
Book Value Per Share	38.11 X	34.71 X	686.73 X	0.99 X	5.90 X	58.10 X	25.86 X
Current Liabilities	N/A	N/A	N/A	N/A	28.66 B	N/A	N/A
Total Asset	67.29 B	666.61 B	10.94 B	1.92 B	174.07 B	15.03 B	31.26 B
Debt To Equity	0.27 %	163.90 %	N/A	0.03 %	0.36 %	1.21 %	1.76 %
Short Ratio	2.48 X	2.39 X	3.38 X	1.89 X	0.17 X	1.61 X	3.03 X
Target Price	55.0	N/A	N/A	27.0	28.79	311.5	38.6
Last Dividend Paid	N/A	1.98	0.36	N/A	0.21	3.3	0.62
Shares Owned By Institutions	94.95 %	14.70 %	87.90 %	41.56 %	2.16 %	94.02 %	96.73 %
Market Capitalization	4.49 B	45.69 B	1.82 B	101.07 M	21.71 B	10.15 B	4.14 B
Price To Earning	2.63 X	4.76 X	8.08 X	66.51 X	14.05 X	15.58 X	6.89 X
Price To Earnings To Growth	1.14 X	N/A	N/A	N/A	0.37 X	1.05 X	1.58 X
Price To Sales	1.55 X	0.59 X	2.54 X	1.07 X	1.98 X	3.24 X	0.92 X
Net Income	210.53 M	2.54 B	94.43 M	7.14 M	2.27 B	576.6 M	276.5 M
Earnings Per Share	2.06 X	7.81 X	44.05 X	(2.52) X	0.64 X	19.93 X	2.50 X
Shares Owned By Insiders	1.17 %	N/A	1.35 %	25.17 %	N/A	0.61 %	2.02 %
Revenue	1.69 B	69.9 B	698.23 M	30.05 M	11.97 B	2.82 B	4.15 B
Working Capital	N/A	N/A	N/A	N/A	1.37 B	N/A	N/A
Cash And Equivalents	1.92 B	24.46 B	1.44 B	128.96 M	4.76 B	489.24 M	644.9 M
Cash Per Share	21.48 X	25.74 X	396.09 X	34.51 X	4.69 X	11.01 X	6.70 X
Gross Profit	(509.47 M)	15.56 B	261.85 M	33.77 M	3.74 B	1.66 B	1.92 B
Day Typical Price	53.86	24.66	499.85	26.52	16.33	305.35	40.09
Accumulation Distribution	0.0068	0.0061	8.0E-4	8.0E-4	0.0104	0.0131	4800.25
Market Facilitation Index	0.37	0.15	0.42	0.02	0.17	4.03	0.0
Daily Balance Of Power	(0.27)	0.3333	0.6667	N/A	1.352941	(0.16)	(0.37)
Period Momentum Indicator	(0.10)	0.05	0.28	N/A	0.23	(0.66)	(0.26)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.01	1.0	0.99
Day Median Price	53.92	24.68	499.78	26.52	16.34	305.9	40.19
Price Action Indicator	(0.21)	(0.03)	0.34	(0.01)	0.11	(1.96)	(0.42)
Coefficient Of Variation	504.48	1392.97	883.21	788.54	(2,715)	483.05	686.33
Mean Deviation	1.4	0.4114	0.136	2.66	1.64	0.8836	1.3
Jensen Alpha	0.5552	0.023	0.0185	1.06	(0.21)	0.1186	0.0572
Total Risk Alpha	0.1218	(0.05)	(0.02)	(0.26)	(0.42)	0.0576	(0.02)
Sortino Ratio	0.317	(0.15)	(0.52)	1.17	N/A	0.124	0.1156
Downside Variance	1.78	0.3436	0.0399	1.09	N/A	0.9767	1.91
Standard Deviation	2.77	0.5504	0.198	10.58	2.21	1.2	1.96
Kurtosis	22.56	1.31	2.23	64.87	1.87	3.55	11.98
Potential Upside	2.87	0.9544	0.3891	1.26	2.76	2.39	2.75
Treynor Ratio	(3.63)	0.5214	(0.23)	0.5648	(0.09)	0.2299	0.1457
Maximum Drawdown	17.9	2.81	1.17	87.92	13.38	6.27	13.72
Variance	7.65	0.303	0.0392	112.01	4.9	1.43	3.83
Market Risk Adjusted Performance	(3.62)	0.5314	(0.22)	0.5748	(0.08)	0.2399	0.1557
Risk Adjusted Performance	0.1591	0.0511	0.0581	0.1065	(0.02)	0.1622	0.1177
Skewness	4.2	(0.40)	(0.22)	8.02	0.2217	1.13	2.31
Semi Deviation	0.6523	0.5098	0.1039	0.0	N/A	0.6989	1.16
Information Ratio	0.1529	(0.16)	(0.52)	0.115	(0.09)	0.1023	0.0817
Value At Risk	(2.11)	(0.81)	(0.26)	(0.98)	(3.79)	(1.29)	(2.33)
Expected Short fall	(1.62)	(0.45)	(0.15)	(3.48)	N/A	(1.00)	(1.61)
Downside Deviation	1.33	0.5862	0.1998	1.04	N/A	0.9883	1.38
Semi Variance	0.4256	0.2599	0.0108	(0.71)	N/A	0.4885	1.36

Market Neutrality

One of the main advantages of trading using market-neutral strategies is that every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses.

Please note, the success of pairs trading depends heavily on the modeling and forecasting of the spread time series. However, in general, pair trading minimizes risk from directional movements in the market unless the strategy's equities are perfectly correlated. For example, if an entire industry or sector drops because of unexpected headlines, the first equity's short position will appreciate offsetting losses from the drop in the long position's value.

Five steps to successful analysis of competition

Competitive analysis is the process of researching and evaluating the competitive landscape of a business entity. It provides an understanding of the company's strengths, weaknesses, opportunities, and threats (SWOT) in relation to its competition. The competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors across the sector or industry, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact the competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Explore Investing Ideas

You can quickly originate your optimal portfoio using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Price To Sales Ratio	Ptb Ratio
Days Sales Outstanding	Book Value Per Share
Free Cash Flow Yield	Invested Capital
Operating Cash Flow Per Share	Average Payables
Stock Based Compensation To Revenue	Capex To Depreciation
Pb Ratio	Ev To Sales
Free Cash Flow Per Share	Roic
Inventory Turnover	Net Income Per Share
Days Of Inventory On Hand	Payables Turnover
Sales General And Administrative To Revenue	Average Inventory
Research And Ddevelopement To Revenue	Capex To Revenue
Cash Per Share	Pocfratio
Interest Coverage	Payout Ratio
Capex To Operating Cash Flow	Pfcf Ratio
Days Payables Outstanding	Net Current Asset Value
Income Quality	Roe
Tangible Asset Value	Ev To Operating Cash Flow
Pe Ratio	Return On Tangible Assets
Ev To Free Cash Flow	Intangibles To Total Assets
Net Debt To E B I T D A	Current Ratio
Tangible Book Value Per Share	Receivables Turnover
Graham Number	Shareholders Equity Per Share
Debt To Equity	Capex Per Share
Graham Net Net	Average Receivables
Revenue Per Share	Interest Debt Per Share
Debt To Assets	Enterprise Value Over E B I T D A
Dividend Yield	Earnings Yield
Short Term Coverage Ratios	Price Earnings Ratio
Price Book Value Ratio	Price Earnings To Growth Ratio
Days Of Payables Outstanding	Dividend Payout Ratio
Price To Operating Cash Flows Ratio	Price To Free Cash Flows Ratio
Pretax Profit Margin	Ebt Per Ebit
Operating Profit Margin	Effective Tax Rate
Company Equity Multiplier	Long Term Debt To Capitalization
Total Debt To Capitalization	Return On Capital Employed
Debt Equity Ratio	Ebit Per Revenue
Quick Ratio	Dividend Paid And Capex Coverage Ratio
Net Income Per E B T	Cash Ratio
Operating Cash Flow Sales Ratio	Days Of Inventory Outstanding
Days Of Sales Outstanding	Free Cash Flow Operating Cash Flow Ratio
Cash Flow Coverage Ratios	Price To Book Ratio
Fixed Asset Turnover	Capital Expenditure Coverage Ratio
Price Cash Flow Ratio	Enterprise Value Multiple
Debt Ratio	Cash Flow To Debt Ratio
Price Sales Ratio	Return On Assets
Asset Turnover	Net Profit Margin
Gross Profit Margin	Price Fair Value
Return On Equity	Operating Cycle
Cash Conversion Cycle