(CS) AXA - Overview
Exchange: PA •
Country: France •
Currency: EUR •
Type: Common Stock •
ISIN: FR0000120628
Stock: Insurance, Investments, Banking, Protection
Total Rating 23
Risk 54
Buy Signal -0.29
| Risk 5d forecast | |
|---|---|
| Volatility | 16.8% |
| Relative Tail Risk | 4.28% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.02 |
| Alpha | -3.43 |
| Character TTM | |
|---|---|
| Beta | 0.047 |
| Beta Downside | -0.262 |
| Drawdowns 3y | |
|---|---|
| Max DD | 13.69% |
| CAGR/Max DD | 1.23 |
Description: CS AXA March 05, 2026
AXA SA is a French multinational insurance and asset management firm. The company operates globally, providing a diverse range of insurance products including life, savings, property, and casualty.
AXAs business model is diversified across six segments, including France, Europe, AXA XL (commercial lines), Asia, Africa & EME-LATAM, and AXA Investment Managers. This structure allows for broad geographic reach and specialized services in areas like reinsurance and asset management. The insurance sector is characterized by long-term liabilities and significant regulatory oversight.
The company also offers banking services and a variety of specialized solutions such as parametric insurance and integrated health ecosystems. Asset management services cover various asset classes and multi-manager solutions, a common practice in the investment industry to diversify risk and expertise. Investors should consider further research on ValueRay for a deeper understanding of AXAs financial performance and market position.
Headlines to watch out for
- Global interest rate hikes boost investment income
- Catastrophe claims increase property and casualty payouts
- Regulatory changes impact insurance product offerings
- Emerging market growth drives new policy sales
- Asset management fees fluctuate with market performance
Altman Z''
Beneish M
| DSRI: none (Receivables none/9.90b, Revenue 176.09b/187.11b) |
| GMI: 1.01 (GM 101.1% / 102.4%) |
| AQI: none (AQ_t none / AQ_t-1 none) |
| SGI: 0.94 (Revenue 176.09b / 187.11b) |
| TATA: none (NI 15.65b - CFO 28.20b) / TA none) |
| Beneish M-Score: cannot calculate (missing components) |
What is the price of CS shares?
As of March 17, 2026, the stock is trading at EUR 38.40 with a total of 4,253,897 shares traded.
Over the past week, the price has changed by +2.45%, over one month by -0.93%, over three months by -5.30% and over the past year by +3.04%.
Over the past week, the price has changed by +2.45%, over one month by -0.93%, over three months by -5.30% and over the past year by +3.04%.
Is CS a buy, sell or hold?
AXA has no consensus analysts rating.
What are the forecasts/targets for the CS price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 46.1 | 19.9% |
| Analysts Target Price | - | - |
CS Fundamental Data Overview March 15, 2026
Market Cap USD = 91.70b (80.07b EUR * 1.1452 EUR.USD)
P/E Trailing = 8.1663
P/E Forward = 9.2166
P/S = 0.9526
P/B = 1.7528
P/EG = 1.2122
Revenue TTM = 176.09b EUR
EBIT TTM = 10.59b EUR
EBITDA TTM = 15.78b EUR
Long Term Debt = 29.54b EUR (from longTermDebt, two quarters ago)
Short Term Debt = unknown (none)
Debt = 65.32b EUR (from shortLongTermDebtTotal, two quarters ago)
Net Debt = 65.32b EUR (using Total Debt 65.32b, CCE unavailable)
Enterprise Value = 145.39b EUR (80.07b + Debt 65.32b - (null CCE))
Interest Coverage Ratio = 11.68 (Ebit TTM 10.59b / Interest Expense TTM 906.0m)
EV/FCF = 5.33x (Enterprise Value 145.39b / FCF TTM 27.26b)
FCF Yield = 18.75% (FCF TTM 27.26b / Enterprise Value 145.39b)
FCF Margin = 15.48% (FCF TTM 27.26b / Revenue TTM 176.09b)
Net Margin = 8.89% (Net Income TTM 15.65b / Revenue TTM 176.09b)
Gross Margin = unknown ((Revenue TTM 176.09b - Cost of Revenue TTM -1.90b) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 145.39b / Total Assets none)
Interest Expense / Debt = 0.46% (Interest Expense 299.0m / Debt 65.32b)
Taxrate = 25.0% (EU avg default 25%)
NOPAT = 7.94b (EBIT 10.59b * (1 - 25.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = 1.44 (Debt 65.32b / totalStockholderEquity, two quarters ago 45.49b)
Debt / EBITDA = 4.14 (Net Debt 65.32b / EBITDA 15.78b)
Debt / FCF = 2.40 (Net Debt 65.32b / FCF TTM 27.26b)
Total Stockholder Equity = 45.27b (last 4 quarters mean from totalStockholderEquity)
RoA = unknown (Net Income 15.65b / Total Assets none)
RoE = 34.56% (Net Income TTM 15.65b / Total Stockholder Equity 45.27b)
RoCE = 14.15% (EBIT 10.59b / Capital Employed (Equity 45.27b + L.T.Debt 29.54b))
RoIC = 6.76% (NOPAT 7.94b / Invested Capital 117.44b)
WACC = 3.51% (E(80.07b)/V(145.39b) * Re(6.09%) + D(65.32b)/V(145.39b) * Rd(0.46%) * (1-Tc(0.25)))
Discount Rate = 6.09% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Shares Correlation 3-Years: -100.0 | Cagr: -4.59%
[DCF] Terminal Value 87.94% ; FCFF base≈20.15b ; Y1≈23.56b ; Y5≈35.43b
[DCF] Fair Price = 465.0 (EV 1037.49b - Net Debt 65.32b = Equity 972.17b / Shares 2.09b; r=5.90% [WACC]; 5y FCF grow 17.97% → 2.90% )
EPS Correlation: -4.58 | EPS CAGR: -58.16% | SUE: 0.0 | # QB: 0
Revenue Correlation: 5.03 | Revenue CAGR: 36.44% | SUE: 0.22 | # QB: 0
EPS current Year (2026-12-31): EPS=4.13 | Chg7d=-0.019 | Chg30d=-0.023 | Revisions Net=+4 | Growth EPS=+6.9% | Growth Revenue=+0.0%
EPS next Year (2027-12-31): EPS=4.45 | Chg7d=+0.008 | Chg30d=+0.009 | Revisions Net=+3 | Growth EPS=+7.7% | Growth Revenue=+4.5%
[Analyst] Revisions Ratio: +0.50 (6 Up / 2 Down within 30d for Current Year)
[Growth] Implied Growth Rate = -4.3% (Discount Rate 7.9% - Earnings Yield 12.2%)
[Growth] Growth Spread = +8.8% (Analyst 4.5% - Implied -4.3%)
P/E Trailing = 8.1663
P/E Forward = 9.2166
P/S = 0.9526
P/B = 1.7528
P/EG = 1.2122
Revenue TTM = 176.09b EUR
EBIT TTM = 10.59b EUR
EBITDA TTM = 15.78b EUR
Long Term Debt = 29.54b EUR (from longTermDebt, two quarters ago)
Short Term Debt = unknown (none)
Debt = 65.32b EUR (from shortLongTermDebtTotal, two quarters ago)
Net Debt = 65.32b EUR (using Total Debt 65.32b, CCE unavailable)
Enterprise Value = 145.39b EUR (80.07b + Debt 65.32b - (null CCE))
Interest Coverage Ratio = 11.68 (Ebit TTM 10.59b / Interest Expense TTM 906.0m)
EV/FCF = 5.33x (Enterprise Value 145.39b / FCF TTM 27.26b)
FCF Yield = 18.75% (FCF TTM 27.26b / Enterprise Value 145.39b)
FCF Margin = 15.48% (FCF TTM 27.26b / Revenue TTM 176.09b)
Net Margin = 8.89% (Net Income TTM 15.65b / Revenue TTM 176.09b)
Gross Margin = unknown ((Revenue TTM 176.09b - Cost of Revenue TTM -1.90b) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 145.39b / Total Assets none)
Interest Expense / Debt = 0.46% (Interest Expense 299.0m / Debt 65.32b)
Taxrate = 25.0% (EU avg default 25%)
NOPAT = 7.94b (EBIT 10.59b * (1 - 25.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = 1.44 (Debt 65.32b / totalStockholderEquity, two quarters ago 45.49b)
Debt / EBITDA = 4.14 (Net Debt 65.32b / EBITDA 15.78b)
Debt / FCF = 2.40 (Net Debt 65.32b / FCF TTM 27.26b)
Total Stockholder Equity = 45.27b (last 4 quarters mean from totalStockholderEquity)
RoA = unknown (Net Income 15.65b / Total Assets none)
RoE = 34.56% (Net Income TTM 15.65b / Total Stockholder Equity 45.27b)
RoCE = 14.15% (EBIT 10.59b / Capital Employed (Equity 45.27b + L.T.Debt 29.54b))
RoIC = 6.76% (NOPAT 7.94b / Invested Capital 117.44b)
WACC = 3.51% (E(80.07b)/V(145.39b) * Re(6.09%) + D(65.32b)/V(145.39b) * Rd(0.46%) * (1-Tc(0.25)))
Discount Rate = 6.09% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Shares Correlation 3-Years: -100.0 | Cagr: -4.59%
[DCF] Terminal Value 87.94% ; FCFF base≈20.15b ; Y1≈23.56b ; Y5≈35.43b
[DCF] Fair Price = 465.0 (EV 1037.49b - Net Debt 65.32b = Equity 972.17b / Shares 2.09b; r=5.90% [WACC]; 5y FCF grow 17.97% → 2.90% )
EPS Correlation: -4.58 | EPS CAGR: -58.16% | SUE: 0.0 | # QB: 0
Revenue Correlation: 5.03 | Revenue CAGR: 36.44% | SUE: 0.22 | # QB: 0
EPS current Year (2026-12-31): EPS=4.13 | Chg7d=-0.019 | Chg30d=-0.023 | Revisions Net=+4 | Growth EPS=+6.9% | Growth Revenue=+0.0%
EPS next Year (2027-12-31): EPS=4.45 | Chg7d=+0.008 | Chg30d=+0.009 | Revisions Net=+3 | Growth EPS=+7.7% | Growth Revenue=+4.5%
[Analyst] Revisions Ratio: +0.50 (6 Up / 2 Down within 30d for Current Year)
[Growth] Implied Growth Rate = -4.3% (Discount Rate 7.9% - Earnings Yield 12.2%)
[Growth] Growth Spread = +8.8% (Analyst 4.5% - Implied -4.3%)