Athene Holding Preferred Stock Performance
| ATH-PB Preferred Stock | USD 22.21 0.19 0.86% |
The firm shows a Beta (market volatility) of 0.13, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Athene Holding's returns are expected to increase less than the market. However, during the bear market, the loss of holding Athene Holding is expected to be smaller as well. At this point, Athene Holding has a negative expected return of -0.0064%. Please make sure to confirm Athene Holding's maximum drawdown, skewness, and the relationship between the total risk alpha and downside variance , to decide if Athene Holding performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Athene Holding has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong technical indicators, Athene Holding is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 342 M | |
| Total Cashflows From Investing Activities | -27.9 B | |
| Free Cash Flow | 203 M |
Athene |
Athene Holding Relative Risk vs. Return Landscape
If you would invest 2,218 in Athene Holding on August 27, 2024 and sell it today you would lose (16.00) from holding Athene Holding or give up 0.72% of portfolio value over 90 days. Athene Holding is producing return of less than zero assuming 0.9991% volatility of returns over the 90 days investment horizon. Simply put, 8% of all preferred stocks have less volatile historical return distribution than Athene Holding, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Athene Holding Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Athene Holding's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Athene Holding, and traders can use it to determine the average amount a Athene Holding's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0064
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ATH-PB |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Athene Holding is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Athene Holding by adding Athene Holding to a well-diversified portfolio.
Athene Holding Fundamentals Growth
Athene Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Athene Holding, and Athene Holding fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Athene Preferred Stock performance.
| Return On Equity | -0.51 | ||||
| Return On Asset | -0.0179 | ||||
| Profit Margin | (0.55) % | ||||
| Operating Margin | (0.90) % | ||||
| Current Valuation | (2.5 B) | ||||
| Revenue | 26.32 B | ||||
| EBITDA | 4.25 B | ||||
| Cash And Equivalents | 9.39 B | ||||
| Cash Per Share | 48.35 X | ||||
| Total Debt | 2.96 B | ||||
| Debt To Equity | 0.1 % | ||||
| Book Value Per Share | 4.50 X | ||||
| Cash Flow From Operations | 203 M | ||||
| Earnings Per Share | 7.96 X | ||||
| Total Asset | 235.15 B | ||||
About Athene Holding Performance
By analyzing Athene Holding's fundamental ratios, stakeholders can gain valuable insights into Athene Holding's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Athene Holding has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Athene Holding has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Athene Holding Ltd., a retirement services company, issues, reinsures, and acquires retirement savings products for individuals and institutions in the United States and Bermuda. The company was incorporated in 2008 and is headquartered in Pembroke, Bermuda. Athene Holding is traded on New York Stock Exchange in the United States.Things to note about Athene Holding performance evaluation
Checking the ongoing alerts about Athene Holding for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Athene Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Athene Holding generated a negative expected return over the last 90 days | |
| Athene Holding has high likelihood to experience some financial distress in the next 2 years |
- Analyzing Athene Holding's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Athene Holding's stock is overvalued or undervalued compared to its peers.
- Examining Athene Holding's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Athene Holding's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Athene Holding's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Athene Holding's preferred stock. These opinions can provide insight into Athene Holding's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Athene Preferred Stock analysis
When running Athene Holding's price analysis, check to measure Athene Holding's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Athene Holding is operating at the current time. Most of Athene Holding's value examination focuses on studying past and present price action to predict the probability of Athene Holding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Athene Holding's price. Additionally, you may evaluate how the addition of Athene Holding to your portfolios can decrease your overall portfolio volatility.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |