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By Ellen Johnson

November 6, 2019

Today I will analyze 8 Insurance isntruments to have in your portfolio in December 2019. I will break down the following equities: Manulife Financial Corporation, Assured Guaranty Ltd, Athene Holding Ltd, FedNat Holding Company, First American Corporation New, Enstar Group Limited, AEGON NV, and China Life Insurance Company Li
The Top 8 Insurance stocks to own in December 2019

This list of potential positions covers USA Equities from Insurance industry as classified by Fama & French. Fama and French focuses on testing asset pricing under different economic assumptions in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using Portfolio Positions Ratings and Equity Ratings tools to further calibrate your research.


Manulife Financial Corporation (MFC)

About 57.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.29. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. The entity has Price/Earnings To Growth (PEG) ratio of 1.37. The entity last dividend was issued on 2019-08-19. The firm had 2:1 split on 2006-06-05. This firm currently falls under 'Large-Cap' category with total capitalization of 38.17 B. Manulife Financial secures last-minute Real Value of $21.92 per share. The latest price of the firm is $19.72. At this time the firm appears to be undervalued. This module forecasts value of Manulife Financial from analyzing the firm fundamentals such as Shares Outstanding of 1.96 B, Return On Equity of 0.13  and Profit Margin of 0.09  as well as examining its technical indicators and Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together. Manulife Financial competes with CNO Financial, AFLAC Incorporated, FEDERAL LIFE, FGL Holdings, Globe Life, EMERGENT CAPITAL, Brighthouse Financial, American Equity, and Citizens. Manulife Financial Corporation, together with its subsidiaries, provides financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions in Asia, Canada, and the United States. Manulife Financial Corporation was founded in 1887 and is headquartered in Toronto, Canada. Manulife Financial operates under Insurance - Life classification in USA and is traded on BATS Exchange. It employs 34000 people.

Assured Guaranty Ltd (AGO)

The company reported last year revenue of 977 M. Total Income to common stockholders was 444 M with profit before taxes, overhead, and interest of 985 M. The entity currently falls under 'Mid-Cap' category with total capitalization of 4.48 B.
Total Debt
Assured Guaranty competes with Assurant, Employers Holdings, First American, FNF Group, MBIA, MGIC Investment, ICC Holdings, and Investors Title. Assured Guaranty Ltd., through its subsidiaries, provides credit protection products to public finance, infrastructure, and structured finance markets in the United States and internationally. The company was founded in 2003 and is headquartered in Hamilton, Bermuda. Assured Guaranty operates under Insurance - Specialty classification in USA and is traded on BATS Exchange. It employs 312 people.

Athene Holding Ltd (ATH)

About 20.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 0.6. Some equities with similar Price to Book (P/B) outperform the market in the long run. The entity has Price/Earnings To Growth (PEG) ratio of 0.53. The entity recorded earning per share (EPS) of 8.31. The firm had not issued any dividends in recent years. The entity had 10:1 split on September 12, 2008. The company currently falls under 'Mid-Cap' category with total capitalization of 8.12 B. Athene Holding shows prevailing Real Value of $47.28 per share. The current price of the firm is $43.65. At this time the firm appears to be undervalued. This module approximates value of Athene Holding from analyzing the firm fundamentals such as Profit Margin of 11.56  and Return On Equity of 14.30  as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend. Athene Holding shows prevailing Real Value of $47.28 per share. The current price of the firm is $43.65. At this time the firm appears to be undervalued. This module approximates value of Athene Holding from analyzing the firm fundamentals such as Profit Margin of 11.56  and Return On Equity of 14.30  as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

FedNat Holding Company (FNHC)

About 21.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 0.74. Some equities with similar Price to Book (P/B) outperform the market in the long run. The entity has Price/Earnings To Growth (PEG) ratio of 0.47. The entity last dividend was issued on 2019-08-15. The firm had 3:2 split on 2004-09-08. This firm currently falls under 'Small-Cap' category with current market capitalization of 176.4 M.
Long Term Debt
FedNat Holding shows prevailing Real Value of $15.95 per share. The current price of the firm is $14.23. At this time the firm appears to be undervalued. This module computes value of FedNat Holding from reviewing the firm fundamentals such as Shares Outstanding of 13.22 M, Current Valuation of 144.32 M and Profit Margin of 0.0005  as well as analyzing its technical indicators and Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

First American Corporation New (FAF)

The company has Net Profit Margin of 9.76 % which may imply that it executes well on its competitive polices and has a good control over its expenditures and variable costs. This is very large. In the same way, it shows Net Operating Margin of 15.76 % which entails that for every 100 dollars of revenue it generated 0.16 of operating income. This firm currently falls under 'Mid-Cap' category with total capitalization of 7.11 B. First American New shows prevailing Real Value of $67.16 per share. The current price of the firm is $62.34. At this time the firm appears to be undervalued. This module computes value of First American New from reviewing the firm fundamentals such as Shares Outstanding of 112.34 M, Profit Margin of 9.76  and Current Valuation of 6.57 B as well as analyzing its technical indicators and Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge. First American competes with Assured Guaranty, Assurant, Employers Holdings, FNF Group, MBIA, MGIC Investment, ICC Holdings, and Investors Title. First American Financial Corporation, through its subsidiaries, provides financial services. First American Financial Corporation was founded in 1889 and is headquartered in Santa Ana, California. First American operates under Insurance - Specialty classification in USA and is traded on BATS Exchange. It employs 18251 people.

Enstar Group Limited (ESGR)

The company has return on total asset (ROA) of 1.59 % which means that it generated profit of $1.59 on every $100 spent on asset. This is way below average. Similarly, it shows return on stockholders equity (ROE) of 9.23 % meaning that it created $9.23 on every $100 dollars invested by stockholders. The entity currently falls under 'Mid-Cap' category with current market capitalization of 4.33 B.
Total Debt
Enstar Group competes with Principal Financial, AEGON NV, Hartford Financial, American International, Athene Holding, Goosehead Insurance, Old Republic, AXA Equitable. Enstar Group Limited acquires and manages insurance and reinsurance companies, and portfolios of insurance and reinsurance business in run-off. Enstar Group Limited was founded in 2001 and is based in Hamilton, Bermuda. Enstar Group operates under Insurance - Diversified classification in USA and is traded on BATS Exchange. It employs 1366 people.

AEGON NV (AEG)

The company has Return on Asset of 0.12 % which means that on every $100 spent on asset it made $0.12 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 2.19 % implying that it generated $2.19 on every 100 dollars invested. The entity currently falls under 'Mid-Cap' category with total capitalization of 9.01 B. AEGON NV shows prevailing Real Value of $4.74 per share. The current price of the firm is $4.61. At this time the firm appears to be fairly valued. This module approximates value of AEGON NV from evaluating the firm fundamentals such as Shares Outstanding of 2.02 B, Return On Equity of 2.19  and Profit Margin of 1.28  as well as inspecting its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some future date assets prices and their ongoing real values will blend. AEGON NV shows prevailing Real Value of $4.74 per share. The current price of the firm is $4.61. At this time the firm appears to be fairly valued. This module approximates value of AEGON NV from evaluating the firm fundamentals such as Profit Margin of 1.28 , Return On Equity of 2.19  and Shares Outstanding of 2.02 B as well as inspecting its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some future date assets prices and their ongoing real values will blend.

China Life Insurance Company Li (LFC)

The company has Return on Asset of 1.2 % which means that on every $100 spent on asset it made $1.2 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 13.68 % implying that it generated $13.68 on every 100 dollars invested. The entity currently falls under 'Mega-Cap' category with total capitalization of 120.44 B.
Total Debt
China Life competes with CNO Financial, AFLAC Incorporated, FEDERAL LIFE, FGL Holdings, Globe Life, EMERGENT CAPITAL, Brighthouse Financial, American Equity, and Citizens. China Life Insurance Company Limited, together with its subsidiaries, operates as a life insurance company in the Peoples Republic of China. China Life Insurance Company Limited is a subsidiary of China Life Insurance Company Limited. China Life operates under Insurance - Life classification in USA and is traded on BATS Exchange. It employs 102817 people.

Current 8 Insurance Recommendations

Competition Technical Indicators

Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
 1.43  0.05  0.05  0.10  1.93  0.05 (1.37)  3.04 (3.37)  7.55 
 0.80 (0.01) (0.02)  0.05  1.56 (0.0223) (0.71)  1.33 (1.86)  7.09 
 0.25  0.12  0.00  2.48  0.00  0.06  0.00  0.00  0.00  6.67 
 1.22  0.29  0.16  0.35  1.23  0.15 (1.45)  3.32 (2.84)  11.79 
 1.04  0.10  0.06  0.15  1.48  0.08 (1.02)  2.12 (2.48)  5.76 
 5.89  0.48  0.03 (0.29)  8.09  0.0365 (7.87)  12.61 (14.29)  46.74 
 1.68  0.09  0.06  0.12  2.16  0.07 (1.63)  3.70 (3.58)  9.40 
 1.67  0.20  0.10  0.17  2.21  0.12 (1.67)  3.33 (3.68)  8.90 
 1.48 (0.10)  0.00 (0.01)  0.00 (0.0444)  0.00  2.89 (2.98)  9.41 
 1.20 (0.09) (0.04) (0.01)  1.79 (0.0475) (1.07)  2.55 (2.80)  6.40 

About Contributor

Ellen Johnson
   Ellen Johnson is a Member of Macroaxs Editorial Board. Ellen covers public companies in North America focusing primarily on valuation and volatility. Six years of experience in predictive investment analytics and risk management. View Profile
This story should be regarded as informational only and should not be considered as solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Ellen Johnson do not own shares of Macroaxis. Please refer to our Terms of Use for any information regarding our disclosure principles.

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