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AEG vs. FDS: A Head-to-Head Stock Comparison

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Here’s a clear look at AEG and FDS, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

AEG trades as New York Registered Shares, providing U.S. investors with access to a foreign company, while FDS is a standard domestic stock.

SymbolAEGFDS
Company NameAegon Ltd.FactSet Research Systems Inc.
CountryNetherlandsUnited States
GICS SectorFinancialsFinancials
GICS IndustryInsuranceCapital Markets
Market Capitalization12.71 billion USD14.43 billion USD
ExchangeNYSENYSE
Listing DateJune 28, 1985June 28, 1996
Security TypeNY Reg ShrsCommon Stock

Historical Performance

This chart compares the performance of AEG and FDS by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

AEG vs. FDS: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolAEGFDS
5-Day Price Return7.53%2.82%
13-Week Price Return10.76%-17.81%
26-Week Price Return6.00%-17.06%
52-Week Price Return23.58%-7.47%
Month-to-Date Return9.10%-5.28%
Year-to-Date Return19.86%-20.54%
10-Day Avg. Volume4.41M0.48M
3-Month Avg. Volume5.36M0.35M
3-Month Volatility26.03%21.40%
Beta1.230.84

Profitability

Return on Equity (TTM)

AEG

7.78%

Insurance Industry

Max
29.03%
Q3
18.11%
Median
13.90%
Q1
10.42%
Min
-0.64%

AEG’s Return on Equity of 7.78% is in the lower quartile for the Insurance industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

FDS

26.26%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

In the upper quartile for the Capital Markets industry, FDS’s Return on Equity of 26.26% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

AEG vs. FDS: A comparison of their Return on Equity (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Net Profit Margin (TTM)

AEG

5.17%

Insurance Industry

Max
26.78%
Q3
14.06%
Median
9.15%
Q1
5.48%
Min
-7.05%

Falling into the lower quartile for the Insurance industry, AEG’s Net Profit Margin of 5.17% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

FDS

23.30%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

FDS’s Net Profit Margin of 23.30% is aligned with the median group of its peers in the Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.

AEG vs. FDS: A comparison of their Net Profit Margin (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Operating Profit Margin (TTM)

AEG

0.57%

Insurance Industry

Max
35.49%
Q3
19.49%
Median
14.35%
Q1
8.53%
Min
-5.25%

In the Insurance industry, Operating Profit Margin is often not the primary measure of operational efficiency.

FDS

30.56%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

FDS’s Operating Profit Margin of 30.56% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.

AEG vs. FDS: A comparison of their Operating Profit Margin (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Profitability at a Glance

SymbolAEGFDS
Return on Equity (TTM)7.78%26.26%
Return on Assets (TTM)0.21%12.78%
Net Profit Margin (TTM)5.17%23.30%
Operating Profit Margin (TTM)0.57%30.56%
Gross Profit Margin (TTM)--53.33%

Financial Strength

Current Ratio (MRQ)

AEG

--

Insurance Industry

Max
2.97
Q3
1.33
Median
0.55
Q1
0.15
Min
0.00

For the Insurance industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

FDS

1.47

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

AEG vs. FDS: A comparison of their Current Ratio (MRQ) against their respective Insurance and Capital Markets industry benchmarks.

Debt-to-Equity Ratio (MRQ)

AEG

0.54

Insurance Industry

Max
1.25
Q3
0.65
Median
0.34
Q1
0.22
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Insurance industry.

FDS

0.66

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

AEG vs. FDS: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Insurance and Capital Markets industry benchmarks.

Interest Coverage Ratio (TTM)

AEG

-2.55

Insurance Industry

Max
43.68
Q3
20.84
Median
9.56
Q1
3.34
Min
-5.73

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Insurance industry.

FDS

13.69

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

AEG vs. FDS: A comparison of their Interest Coverage Ratio (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Financial Strength at a Glance

SymbolAEGFDS
Current Ratio (MRQ)--1.47
Quick Ratio (MRQ)--1.24
Debt-to-Equity Ratio (MRQ)0.540.66
Interest Coverage Ratio (TTM)-2.5513.69

Growth

Revenue Growth

AEG vs. FDS: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

AEG vs. FDS: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

AEG

5.19%

Insurance Industry

Max
8.23%
Q3
4.54%
Median
3.42%
Q1
1.97%
Min
0.00%

With a Dividend Yield of 5.19%, AEG offers a more attractive income stream than most of its peers in the Insurance industry, signaling a strong commitment to shareholder returns.

FDS

1.10%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

FDS’s Dividend Yield of 1.10% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

AEG vs. FDS: A comparison of their Dividend Yield (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Dividend Payout Ratio (TTM)

AEG

70.31%

Insurance Industry

Max
168.02%
Q3
85.57%
Median
50.71%
Q1
22.04%
Min
0.00%

AEG’s Dividend Payout Ratio of 70.31% is within the typical range for the Insurance industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

FDS

29.59%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

FDS’s Dividend Payout Ratio of 29.59% is in the lower quartile for the Capital Markets industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

AEG vs. FDS: A comparison of their Dividend Payout Ratio (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Dividend at a Glance

SymbolAEGFDS
Dividend Yield (TTM)5.19%1.10%
Dividend Payout Ratio (TTM)70.31%29.59%

Valuation

Price-to-Earnings Ratio (TTM)

AEG

14.59

Insurance Industry

Max
28.91
Q3
17.76
Median
13.63
Q1
10.02
Min
2.89

AEG’s P/E Ratio of 14.59 is within the middle range for the Insurance industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

FDS

26.79

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

FDS’s P/E Ratio of 26.79 is within the middle range for the Capital Markets industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

AEG vs. FDS: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Price-to-Sales Ratio (TTM)

AEG

0.75

Insurance Industry

Max
3.72
Q3
1.98
Median
1.23
Q1
0.81
Min
0.23

In the lower quartile for the Insurance industry, AEG’s P/S Ratio of 0.75 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

FDS

6.24

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

FDS’s P/S Ratio of 6.24 aligns with the market consensus for the Capital Markets industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

AEG vs. FDS: A comparison of their Price-to-Sales Ratio (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Price-to-Book Ratio (MRQ)

AEG

1.03

Insurance Industry

Max
4.37
Q3
2.48
Median
1.68
Q1
1.19
Min
0.19

AEG’s P/B Ratio of 1.03 is in the lower quartile for the Insurance industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.

FDS

8.04

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

FDS’s P/B Ratio of 8.04 is in the upper tier for the Capital Markets industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.

AEG vs. FDS: A comparison of their Price-to-Book Ratio (MRQ) against their respective Insurance and Capital Markets industry benchmarks.

Valuation at a Glance

SymbolAEGFDS
Price-to-Earnings Ratio (TTM)14.5926.79
Price-to-Sales Ratio (TTM)0.756.24
Price-to-Book Ratio (MRQ)1.038.04
Price-to-Free Cash Flow Ratio (TTM)14.1224.76