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

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Here’s a clear look at AEG and MSCI, 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 MSCI is a standard domestic stock.

SymbolAEGMSCI
Company NameAegon Ltd.MSCI Inc.
CountryNetherlandsUnited States
GICS SectorFinancialsFinancials
GICS IndustryInsuranceCapital Markets
Market Capitalization12.49 billion USD43.70 billion USD
ExchangeNYSENYSE
Listing DateJune 28, 1985November 15, 2007
Security TypeNY Reg ShrsCommon Stock

Historical Performance

This chart compares the performance of AEG and MSCI 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. MSCI: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolAEGMSCI
5-Day Price Return-0.59%-0.46%
13-Week Price Return11.67%-3.94%
26-Week Price Return27.71%-0.44%
52-Week Price Return18.55%-3.99%
Month-to-Date Return-0.85%-0.46%
Year-to-Date Return18.43%-5.87%
10-Day Avg. Volume4.95M0.54M
3-Month Avg. Volume5.18M0.68M
3-Month Volatility23.40%29.22%
Beta1.271.32

Profitability

Return on Equity (TTM)

AEG

7.78%

Insurance Industry

Max
30.96%
Q3
18.76%
Median
14.22%
Q1
10.34%
Min
1.73%

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.

MSCI

108.67%

Capital Markets Industry

Max
38.97%
Q3
22.24%
Median
13.52%
Q1
8.61%
Min
-4.25%

MSCI’s Return on Equity of 108.67% is exceptionally high, placing it well beyond the typical range for the Capital Markets industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.

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

Net Profit Margin (TTM)

AEG

9.69%

Insurance Industry

Max
26.78%
Q3
14.69%
Median
9.87%
Q1
6.59%
Min
-3.51%

AEG’s Net Profit Margin of 9.69% is aligned with the median group of its peers in the Insurance industry. This indicates its ability to convert revenue into profit is typical for the sector.

MSCI

39.46%

Capital Markets Industry

Max
69.91%
Q3
37.24%
Median
24.30%
Q1
13.06%
Min
-15.18%

A Net Profit Margin of 39.46% places MSCI in the upper quartile for the Capital Markets industry, signifying strong profitability and more effective cost management than most of its peers.

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

Operating Profit Margin (TTM)

AEG

6.31%

Insurance Industry

Max
34.52%
Q3
20.17%
Median
14.46%
Q1
9.62%
Min
-2.51%

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

MSCI

53.86%

Capital Markets Industry

Max
84.86%
Q3
47.16%
Median
32.23%
Q1
18.65%
Min
-21.87%

An Operating Profit Margin of 53.86% places MSCI in the upper quartile for the Capital Markets industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

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

Profitability at a Glance

SymbolAEGMSCI
Return on Equity (TTM)7.78%108.67%
Return on Assets (TTM)0.21%21.86%
Net Profit Margin (TTM)9.69%39.46%
Operating Profit Margin (TTM)6.31%53.86%
Gross Profit Margin (TTM)--82.18%

Financial Strength

Current Ratio (MRQ)

AEG

--

Insurance Industry

Max
2.97
Q3
1.37
Median
0.54
Q1
0.15
Min
0.00

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

MSCI

0.86

Capital Markets Industry

Max
3.37
Q3
1.81
Median
1.01
Q1
0.56
Min
0.04

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

AEG vs. MSCI: 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
0.23
Min
0.00

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

MSCI

6.80

Capital Markets Industry

Max
6.52
Q3
2.79
Median
0.96
Q1
0.28
Min
0.00

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

AEG vs. MSCI: 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
21.45
Median
9.67
Q1
3.55
Min
-5.73

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

MSCI

9.26

Capital Markets Industry

Max
107.59
Q3
48.41
Median
10.85
Q1
4.56
Min
-36.26

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

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

Financial Strength at a Glance

SymbolAEGMSCI
Current Ratio (MRQ)--0.86
Quick Ratio (MRQ)--0.77
Debt-to-Equity Ratio (MRQ)0.546.80
Interest Coverage Ratio (TTM)-2.559.26

Growth

Revenue Growth

AEG vs. MSCI: 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. MSCI: 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

4.94%

Insurance Industry

Max
9.80%
Q3
5.18%
Median
3.58%
Q1
2.07%
Min
0.00%

AEG’s Dividend Yield of 4.94% is consistent with its peers in the Insurance industry, providing a dividend return that is standard for its sector.

MSCI

1.24%

Capital Markets Industry

Max
9.02%
Q3
4.54%
Median
2.55%
Q1
1.27%
Min
0.00%

MSCI’s Dividend Yield of 1.24% 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. MSCI: 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
169.40%
Q3
85.57%
Median
53.26%
Q1
23.68%
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.

MSCI

45.34%

Capital Markets Industry

Max
199.38%
Q3
99.28%
Median
60.67%
Q1
32.00%
Min
0.00%

MSCI’s Dividend Payout Ratio of 45.34% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

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

Dividend at a Glance

SymbolAEGMSCI
Dividend Yield (TTM)4.94%1.24%
Dividend Payout Ratio (TTM)70.31%45.34%

Valuation

Price-to-Earnings Ratio (TTM)

AEG

7.96

Insurance Industry

Max
30.75
Q3
18.11
Median
12.67
Q1
9.66
Min
2.87

In the lower quartile for the Insurance industry, AEG’s P/E Ratio of 7.96 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.

MSCI

36.61

Capital Markets Industry

Max
51.69
Q3
29.42
Median
17.58
Q1
12.55
Min
5.59

A P/E Ratio of 36.61 places MSCI in the upper quartile for the Capital Markets industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

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

Price-to-Sales Ratio (TTM)

AEG

0.77

Insurance Industry

Max
3.41
Q3
1.88
Median
1.22
Q1
0.80
Min
0.23

In the lower quartile for the Insurance industry, AEG’s P/S Ratio of 0.77 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.

MSCI

14.45

Capital Markets Industry

Max
14.65
Q3
7.29
Median
4.53
Q1
2.26
Min
0.04

MSCI’s P/S Ratio of 14.45 is in the upper echelon for the Capital Markets industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

AEG vs. MSCI: 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
4.57
Q3
2.56
Median
1.88
Q1
1.20
Min
0.17

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.

MSCI

42.21

Capital Markets Industry

Max
10.83
Q3
5.12
Median
2.66
Q1
1.19
Min
0.37

At 42.21, MSCI’s P/B Ratio is at an extreme premium to the Capital Markets industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

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

Valuation at a Glance

SymbolAEGMSCI
Price-to-Earnings Ratio (TTM)7.9636.61
Price-to-Sales Ratio (TTM)0.7714.45
Price-to-Book Ratio (MRQ)1.0342.21
Price-to-Free Cash Flow Ratio (TTM)14.8331.75