Axa Competitors
| EQH Stock | USD 44.39 0.81 1.86% |
Axa Equitable vs Reinsurance Group Correlation
Modest diversification
The correlation between Axa Equitable Holdings and RGA is 0.27 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Axa Equitable Holdings and RGA in the same portfolio, assuming nothing else is changed.
Moving together with Axa Stock
Moving against Axa Stock
The Axa Equitable's current Return On Equity is estimated to increase to 19.58, while Return On Tangible Assets are forecasted to increase to (0). As of now, Axa Equitable's Intangible Assets are decreasing as compared to previous years. The Axa Equitable's current Intangibles To Total Assets is estimated to increase to 0.02, while Total Assets are projected to decrease to under 284.7 B.Axa Equitable Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Axa Equitable and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Axa and its corresponding peer 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; in other words, the historical price movement of Axa Equitable Holdings does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
|
Risk-Adjusted Indicators
There is a big difference between Axa Stock performing well and Axa Equitable Company 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 Axa Equitable's 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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BNT | 1.42 | (0.03) | 0.00 | 0.04 | 2.36 | 2.37 | 9.72 | |||
| ERIE | 1.26 | 0.01 | (0.02) | 0.16 | 2.13 | 2.81 | 9.44 | |||
| PFG | 1.08 | 0.07 | 0.06 | 0.13 | 1.18 | 2.34 | 5.63 | |||
| EG | 1.00 | 0.02 | (0.01) | 0.12 | 1.32 | 2.03 | 5.45 | |||
| FNF | 1.16 | 0.00 | (0.01) | 0.06 | 1.46 | 2.58 | 7.56 | |||
| AEG | 1.25 | (0.06) | (0.03) | (0.01) | 2.14 | 2.74 | 11.41 | |||
| UNM | 0.85 | (0.13) | 0.00 | (0.31) | 0.00 | 1.63 | 6.86 | |||
| MET | 1.16 | (0.06) | (0.03) | 0.01 | 1.43 | 2.56 | 7.06 | |||
| EWBC | 1.16 | 0.11 | 0.09 | 0.15 | 1.13 | 3.12 | 8.17 | |||
| RGA | 1.09 | 0.20 | 0.15 | 0.28 | 0.95 | 2.36 | 12.08 |
Cross Equities Net Income Analysis
Compare Axa Equitable Holdings and related stocks such as Brookfield Wealth, Erie Indemnity, and Principal Financial Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BNT | (507 K) | (507 K) | (507 K) | (507 K) | (507 K) | (507 K) | (507 K) | (507 K) | (507 K) | 6 M | 1000 K | (112 M) | 499 M | 796 M | 1.2 B | 1.4 B | 1.5 B |
| ERIE | 60.4 M | 169 M | 160 M | 162.6 M | 168 M | 174.7 M | 210.4 M | 197 M | 288.2 M | 316.8 M | 293.3 M | 297.9 M | 298.6 M | 446.1 M | 600.3 M | 690.4 M | 724.9 M |
| PFG | 620.2 M | 638.3 M | 806.6 M | 912.7 M | 1.1 B | 1.2 B | 1.3 B | 2.3 B | 1.5 B | 1.4 B | 1.4 B | 1.6 B | 4.8 B | 623.2 M | 1.6 B | 1.2 B | 1.3 B |
| EG | 700 K | (80.5 M) | 829 M | 1.3 B | 1.2 B | 977.9 M | 996.3 M | 482.8 M | 89 M | 1 B | 514.2 M | 1.4 B | 597 M | 2.5 B | 1.4 B | 1.6 B | 1.7 B |
| FNF | 128.1 M | 369 M | 607 M | 394 M | 583 M | 527 M | 650 M | 771 M | 628 M | 1.1 B | 1.4 B | 2.8 B | 1.3 B | 517 M | 1.3 B | 1.5 B | 765.8 M |
| AEG | 139.5 M | 869 M | 1.6 B | 846 M | 1.2 B | (432 M) | 586 M | 2.4 B | 710 M | 1.2 B | 45 M | 2 B | (570 M) | (179 M) | 688 M | 791.2 M | 1 B |
| UNM | 886.1 M | 284.2 M | 894.4 M | 847 M | 402.1 M | 867.1 M | 931.4 M | 994.2 M | 523.4 M | 1.1 B | 793 M | 981 M | 1.4 B | 1.3 B | 1.8 B | 738.5 M | 594.6 M |
| MET | 699 M | 6.4 B | 1.3 B | 3.4 B | 6.3 B | 5.4 B | 850 M | 4 B | 5.1 B | 5.9 B | 5.4 B | 6.9 B | 5.3 B | 1.6 B | 4.4 B | 3.4 B | 3.5 B |
| EWBC | 18 M | 245.2 M | 281.6 M | 293.3 M | 345.9 M | 384.7 M | 431.7 M | 505.6 M | 703.7 M | 674 M | 567.8 M | 873 M | 1.1 B | 1.2 B | 1.2 B | 1.3 B | 1.4 B |
| RGA | 34.1 M | 599.6 M | 631.9 K | 418.9 K | 684 K | 502.2 K | 701.4 K | 1.8 M | 716 K | 870 M | 415 M | 617 M | 517 M | 902 M | 717 M | 1.2 M | 1.1 M |
Axa Equitable Holdings and related stocks such as Brookfield Wealth, Erie Indemnity, and Principal Financial Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Axa Equitable Holdings financial statement analysis. It represents the amount of money remaining after all of Axa Equitable Holdings operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Axa Equitable Competitive Analysis
The better you understand Axa Equitable competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Axa Equitable's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Axa Equitable's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Axa Equitable Competition Performance Charts
Five steps to successful analysis of Axa Equitable Competition
Axa Equitable's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Axa Equitable Holdings in relation to its competition. Axa Equitable's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Axa Equitable in the market, 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 Axa Equitable's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Axa Equitable Holdings, 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.
Complement your Axa Equitable position
In addition to having Axa Equitable in your portfolios, you can quickly add positions 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.Did You Try This Idea?
Run Stores Thematic Idea Now
Stores
Companies providing different types of retail and wholesale services. The Stores theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Stores Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Axa Equitable Correlation with its peers. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Is there potential for Diversified Financial Services market expansion? Will Axa introduce new products? Factors like these will boost the valuation of Axa Equitable. Projected growth potential of Axa fundamentally drives upward valuation adjustments. Understanding fair value requires weighing current performance against future potential. All the valuation information about Axa Equitable listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.75) | Earnings Share (4.72) | Revenue Per Share | Quarterly Revenue Growth (0.14) | Return On Assets |
Axa Equitable Holdings's market price often diverges from its book value, the accounting figure shown on Axa's balance sheet. Smart investors calculate Axa Equitable's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Since Axa Equitable's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
It's important to distinguish between Axa Equitable's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Axa Equitable should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Axa Equitable's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.