American Equity Investment Stock Performance
| AEL Stock | USD 55.99 0.26 0.46% |
American Equity has a performance score of 6 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.27, which signifies not very significant fluctuations relative to the market. As returns on the market increase, American Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding American Equity is expected to be smaller as well. American Equity Inve right now shows a risk of 0.3%. Please confirm American Equity Inve treynor ratio, expected short fall, and the relationship between the jensen alpha and potential upside , to decide if American Equity Inve will be following its price patterns.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in American Equity Investment are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent technical and fundamental indicators, American Equity is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors. ...more
Actual Historical Performance (%)
One Day Return (0.39) | Five Day Return 1.52 | Year To Date Return 1.5 | Ten Year Return 136.21 | All Time Return 519.12 |
Forward Dividend Yield 0.0068 | Payout Ratio 0.0505 | Last Split Factor 3:1 | Forward Dividend Rate 0.38 | Dividend Date 2024-04-29 |
1 | American Equity Investment Life Issues Quarterly Earnings Results | 02/15/2024 |
2 | American Equity exotic insider transaction detected | 02/22/2024 |
3 | Disposition of 10771 shares by Anant Bhalla of American Equity at 55.58 subject to Rule 16b-3 | 02/23/2024 |
4 | Acquisition by Anant Bhalla of 99028 shares of American Equity subject to Rule 16b-3 | 02/29/2024 |
5 | American Equity Agrees To Sell 20 percent Stake To Brookfield, Snubbing Athenes Takeover Bid - AOL | 03/04/2024 |
6 | American Equity Investment Life Holding Short Interest Update - MarketBeat | 03/06/2024 |
7 | American Equity Investment Life Holding Given Consensus Recommendation of Hold by Brokerages - Defense World | 03/12/2024 |
8 | American Century Companies Inc. Purchases 230,465 Shares of American Equity Investment Life Holding - MarketBeat | 03/18/2024 |
9 | Disposition of 52467 shares by Anant Bhalla of American Equity at 55.76 subject to Rule 16b-3 | 03/22/2024 |
10 | American Equity Investment Life Holding Sees Significant Growth in Short Interest - Defense World | 04/04/2024 |
11 | Adams Street Partners Raises 1 Billion for First Middle Market CLO | 04/09/2024 |
12 | American Equity Investment Life Holding Increases Dividend to 0.38 Per Share - MarketBeat | 04/10/2024 |
13 | 31,200 Shares in American Equity Investment Life Holding Acquired by Louisiana State Employees ... - MarketBeat | 04/19/2024 |
| Begin Period Cash Flow | 1.9 B |
American |
American Equity Relative Risk vs. Return Landscape
If you would invest 5,510 in American Equity Investment on January 26, 2024 and sell it today you would earn a total of 89.00 from holding American Equity Investment or generate 1.62% return on investment over 90 days. American Equity Investment is generating 0.0263% of daily returns assuming volatility of 0.3016% on return distribution over 90 days investment horizon. In other words, 2% of stocks are less volatile than American, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
American Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for American Equity's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as American Equity Investment, and traders can use it to determine the average amount a American Equity'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 = 0.0872
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AEL |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average American Equity is performing at about 6% of its full potential. 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 American Equity by adding it to a well-diversified portfolio.
American Equity Fundamentals Growth
American Stock prices reflect investors' perceptions of the future prospects and financial health of American Equity, and American Equity 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 American Stock performance.
| Return On Equity | 0.0782 | |||
| Return On Asset | 0.0027 | |||
| Profit Margin | 0.07 % | |||
| Operating Margin | (0.31) % | |||
| Current Valuation | (4.42 B) | |||
| Shares Outstanding | 79.4 M | |||
| Price To Earning | 2.63 X | |||
| Price To Book | 1.45 X | |||
| Price To Sales | 1.55 X | |||
| Revenue | 1.69 B | |||
| Gross Profit | (509.47 M) | |||
| EBITDA | 190.86 M | |||
| Net Income | 210.53 M | |||
| Cash And Equivalents | 1.92 B | |||
| Cash Per Share | 21.48 X | |||
| Total Debt | 864.55 M | |||
| Debt To Equity | 0.27 % | |||
| Current Ratio | 0.49 X | |||
| Book Value Per Share | 38.11 X | |||
| Cash Flow From Operations | 3.94 B | |||
| Earnings Per Share | 2.06 X | |||
| Market Capitalization | 4.47 B | |||
| Total Asset | 67.29 B | |||
| Retained Earnings | 4.85 B | |||
About American Equity Performance
To evaluate American Equity Inve Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when American Equity generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare American Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand American Equity Inve market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents American's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -54 K | -51.3 K | |
| Return On Tangible Assets | 0 | 0 | |
| Return On Capital Employed | (0.000017) | (0.000016) | |
| Return On Assets | 0 | 0 | |
| Return On Equity | 0.07 | 0.08 |
Things to note about American Equity Inve performance evaluation
Checking the ongoing alerts about American Equity for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for American Equity Inve help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company has 864.55 M in debt with debt to equity (D/E) ratio of 0.27, which may show that the company is not taking advantage of profits from borrowing. American Equity Inve has a current ratio of 0.48, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist American Equity until it has trouble settling it off, either with new capital or with free cash flow. So, American Equity's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like American Equity Inve sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for American to invest in growth at high rates of return. When we think about American Equity's use of debt, we should always consider it together with cash and equity. | |
| American Equity Inve has a strong financial position based on the latest SEC filings | |
| Over 95.0% of American Equity shares are held by institutions such as insurance companies | |
| Latest headline from news.google.com: 31,200 Shares in American Equity Investment Life Holding Acquired by Louisiana State Employees ... - MarketBeat |
- Analyzing American Equity'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 American Equity's stock is overvalued or undervalued compared to its peers.
- Examining American Equity'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 American Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Equity's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of American Equity's stock. These opinions can provide insight into American Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in American Equity Investment. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the American Equity Inve information on this page should be used as a complementary analysis to other American Equity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
Complementary Tools for American Stock analysis
When running American Equity's price analysis, check to measure American Equity'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 American Equity is operating at the current time. Most of American Equity's value examination focuses on studying past and present price action to predict the probability of American Equity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American Equity's price. Additionally, you may evaluate how the addition of American Equity to your portfolios can decrease your overall portfolio volatility.
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Is American Equity's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of American Equity. If investors know American will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about American Equity 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 0.188 | Earnings Share 2.06 | Revenue Per Share 35.569 | Quarterly Revenue Growth 0.614 | Return On Assets 0.0027 |
The market value of American Equity Inve is measured differently than its book value, which is the value of American that is recorded on the company's balance sheet. Investors also form their own opinion of American Equity's value that differs from its market value or its book value, called intrinsic value, which is American Equity's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because American Equity's market value can be influenced by many factors that don't directly affect American Equity's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between American Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if American Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, American Equity'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.