American Equity Investment Stock EBITDA
| AEL Stock | USD 55.14 0.11 0.20% |
American Equity Investment fundamentals help investors to digest information that contributes to American Equity's financial success or failures. It also enables traders to predict the movement of American Stock. The fundamental analysis module provides a way to measure American Equity's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to American Equity stock.
| Last Reported | Projected for Next Year | ||
| EBITDA | 190.9 M | 181.3 M |
American | EBITDA |
American Equity Investment Company EBITDA Analysis
American Equity's EBITDA stands for earnings before interest, taxes, depreciation, and amortization. It is a measure of a company operating cash flow based on data from the company income statement and is a very good way to compare companies within industries or across different sectors. However, unlike Operating Cash Flow, EBITDA does not include the effects of changes in working capital.
Current American Equity EBITDA | 190.86 M |
Most of American Equity's fundamental indicators, such as EBITDA, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, American Equity Investment is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
American EBITDA Driver Correlations
Understanding the fundamental principles of building solid financial models for American Equity is extremely important. It helps to project a fair market value of American Stock properly, considering its historical fundamentals such as EBITDA. Since American Equity's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of American Equity's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of American Equity's interrelated accounts and indicators.
Click cells to compare fundamentals
American EBITDA Historical Pattern
Today, most investors in American Equity Stock are looking for potential investment opportunities by analyzing not only static indicators but also various American Equity's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's ebitda growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of American Equity ebitda as a starting point in their analysis.
American Equity EBITDA |
| Timeline |
In a nutshell, EBITDA is calculated by adding back each of the excluded items to the post-tax profit, and can be used to compare companies with very different capital structures.
| Competition |
American Ebitda
Ebitda |
|
According to the company disclosure, American Equity Investment reported earnings before interest,tax, depreciation and amortization of 190.86 M. This is 99.7% lower than that of the Insurance sector and significantly higher than that of the Financials industry. The ebitda for all United States stocks is 95.1% higher than that of the company.
American EBITDA Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses American Equity's direct or indirect competition against its EBITDA to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of American Equity could also be used in its relative valuation, which is a method of valuing American Equity by comparing valuation metrics of similar companies.American Equity is currently under evaluation in ebitda category among related companies.
American Equity Institutional Holders
Institutional Holdings refers to the ownership stake in American Equity that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of American Equity's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing American Equity's value.| Shares | Balyasny Asset Management Llc | 2023-12-31 | 1.2 M | Charles Schwab Investment Management Inc | 2023-12-31 | 973.3 K | First Trust Capital Management L.p. | 2023-12-31 | 972.4 K | Norges Bank | 2023-12-31 | 906.1 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 888.1 K | American Century Companies Inc | 2023-12-31 | 872.7 K | Jpmorgan Chase & Co | 2023-12-31 | 857.4 K | Alliancebernstein L.p. | 2023-12-31 | 840.8 K | Bank Of New York Mellon Corp | 2023-12-31 | 720 K | Brookfield Corp | 2023-12-31 | 15.9 M | Blackrock Inc | 2023-12-31 | 10.9 M |
American Fundamentals
| Return On Equity | 0.0782 | ||||
| Return On Asset | 0.0027 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | (0.31) % | ||||
| Current Valuation | (4.51 B) | ||||
| Shares Outstanding | 79.4 M | ||||
| Shares Owned By Insiders | 0.96 % | ||||
| Shares Owned By Institutions | 95.47 % | ||||
| Number Of Shares Shorted | 2.18 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 | ||||
| Short Ratio | 4.19 X | ||||
| Earnings Per Share | 2.06 X | ||||
| Price To Earnings To Growth | 1.14 X | ||||
| Target Price | 55.0 | ||||
| Number Of Employees | 995 | ||||
| Beta | 0.79 | ||||
| Market Capitalization | 4.38 B | ||||
| Total Asset | 67.29 B | ||||
| Retained Earnings | 4.85 B | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 1.00 % | ||||
| Net Asset | 67.29 B |
About American Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze American Equity Investment's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of American Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of American Equity Investment based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with American Equity
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if American Equity position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in American Equity will appreciate offsetting losses from the drop in the long position's value.Moving together with American Stock
| 0.64 | MET-PA | MetLife Preferred Stock | PairCorr |
Moving against American Stock
| 0.82 | FLFG | Federal Life Group | PairCorr |
| 0.75 | CIA | Citizens | PairCorr |
The ability to find closely correlated positions to American Equity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace American Equity when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back American Equity - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling American Equity Investment to buy it.
The correlation of American Equity is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as American Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if American Equity Inve moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for American Equity can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out American Equity Piotroski F Score and American Equity Altman Z Score analysis. 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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
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.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format |
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.