AXA (XPAR:CS) 5-Year RORE % : 46.74% (As of Jun. 2024)

View and export this data going back to 1989. Start your Free Trial

What is AXA 5-Year RORE %?

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. AXA's 5-Year RORE % for the quarter that ended in Jun. 2024 was 46.74%.

The industry rank for AXA's 5-Year RORE % or its related term are showing as below:

XPAR:CS's 5-Year RORE % is ranked better than
79.86% of 437 companies
in the Insurance industry
Industry Median: 15.09 vs XPAR:CS: 46.74

AXA 5-Year RORE % Historical Data

The historical data trend for AXA's 5-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

AXA 5-Year RORE % Chart

AXA Annual Data

Trend

Dec14

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

5-Year RORE %

Get a 7-Day Free Trial

-19.42

-38.32

15.58

57.51

38.21

AXA Semi-Annual Data
	Dec14	Jun15	Dec15	Jun16	Dec16	Jun17	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23	Jun24
5-Year RORE %	Get a 7-Day Free Trial															21.52	57.51	65.16	38.21	46.74

Competitive Comparison of AXA's 5-Year RORE %

For the Insurance - Diversified subindustry, AXA's 5-Year RORE %, along with its competitors' market caps and 5-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

AXA's 5-Year RORE % Distribution in the Insurance Industry

For the Insurance industry and Financial Services sector, AXA's 5-Year RORE % distribution charts can be found below:

* The bar in red indicates where AXA's 5-Year RORE % falls into.

AXA 5-Year RORE % Calculation

AXA's 5-Year RORE % for the quarter that ended in Jun. 2024 is calculated as:

5-Year RORE %	=	( Most Recent EPS (Diluted)	-	First Period EPS (Diluted) )	/	( Cumulative EPS (Diluted) for 5-year	-	Cumulative Dividends per Share for 5-year )
	=	( 3.23	-	1.15 )	/	( 11.83	-	7.38 )
	=	2.08	/	4.45
	=	46.74 %

In the calculation of 5-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Jun. 2024 and 5-year before.

AXA (XPAR:CS) 5-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 5-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.

AXA 5-Year RORE % Related Terms

Thank you for viewing the detailed overview of AXA's 5-Year RORE % provided by GuruFocus.com. Please click on the following links to see related term pages.

AXA Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Insurance » AXA SA (XPAR:CS) » Definitions » 5-Year RORE %

Comparable Companies

Traded in Other Exchanges

AXAHY:USA AXAHF:USA 1CS:Italy CSp:UK 0HAR:UK AXA:Germany AXAA:Germany AXA:Germany AXA:Germany AXAA:Germany AXA:Germany CS:Austria

Address

25, Avenue Matignon, Paris, FRA, 75008

Website

https://www.axa.com

AXA's origins date back to Ancienne Mutuelle, which was one of the few insurers that remained after the creation of the French security system. With the threat of nationalization, a merger took place between three insurance groups: The Drouot Group, AXA (still known as Mutuelles Unies in 1982), and Presence Group. Ten years later, AXA acquired North American life insurer Equitable Holdings. This was a time of expansion as AXA also bought UAP, a French insurer. Yet, as markets crashed at the turn of the millennium, AXA decided to refocus its business and exited its stake in US investment bank Donaldson, Lufkin & Jenrette. A few years later the firm expanded again with the acquisition of Swiss insurer Winterthur. About five years ago, AXA started to reshape its portfolio to technical risks.