AXA SA

ENXTPA:CS Lagerbericht

Marktkapitalisierung: €81.2b

AXA Zukünftiges Wachstum

Future Kriterienprüfungen 2/6

AXA wird ein jährliches Gewinn- und Umsatzwachstum von 6.7% bzw. 7.8% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 8.6% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 18.2% betragen.

Wichtige Informationen

6.7%

Wachstumsrate der Gewinne

8.59%

EPS-Wachstumsrate

Insurance Gewinnwachstum6.3%
Wachstumsrate der Einnahmen7.8%
Zukünftige Eigenkapitalrendite18.20%
Analystenabdeckung

Good

Zuletzt aktualisiert07 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Analyse-Update • May 08

CS: Technical And Fee-Based Shift Plus Buybacks Will Support Measured Re-Rating

AXA's fair value estimate edges higher to €46.12 from €46.07 as analysts refine assumptions around revenue growth, profit margins and future P/E, supported by a series of recent price target increases and bullish initiations on the stock. Analyst Commentary Recent Street research around AXA has been active, with several price target revisions and fresh initiations feeding into the updated fair value estimate.
Analyse-Update • Apr 22

CS: Technical And Fee-Based Earnings Mix Will Support Re-Rating As Discount Persists

Analysts have nudged their average price target for AXA slightly higher to about €46.07. This reflects modest tweaks to assumptions around discount rates, profit margins and future P/E multiples, alongside recent Street research that includes both upward and downward target revisions clustered around the €46 to €50 range.
Analyse-Update • Apr 07

CS: Technical And Fee-Based Earnings Shift Will Support Re-Rating As Discount Persists

AXA's analyst price targets have edged higher into a €46 to €50.70 range, as analysts point to improved profitability from technical insurance and fee-based earnings, along with what they view as an ongoing discount to European composite peers. Analyst Commentary Recent research points to a cluster of higher price targets for AXA, with analysts largely focused on the mix of technical insurance and fee-based earnings and how that feeds into profitability, earnings stability, and valuation relative to European peers.
Analyse-Update • Mar 24

CS: Technical And Fee-Based Shift Will Support Re-Rating As Discount Persists

Analysts have nudged AXA's average price target higher to around €48 to €51, citing improved profitability from its focus on technical insurance and fee-based earnings and pointing out that the current valuation still sits at a discount to European composite peers. Analyst Commentary Recent Street research has tilted positive on AXA, with several banks lifting their price targets into a relatively tight band between €46 and about €51.
Analyse-Update • Mar 10

CS: Technical And Fee-Based Shift Will Support Re-Rating Versus European Composite Peers

Our AXA fair value estimate has been adjusted from €45.27 to €46.05. This reflects higher analyst price targets in the €46 to €50.70 range and their focus on improved profitability, lower earnings volatility and a reduced P/E assumption.
Analyse-Update • Feb 23

CS: Technical And Fee-Based Shift Will Support Higher Future Earnings Multiple

Analysts have nudged their price target for AXA slightly higher to about €45.27 from roughly €45.11, citing continued focus on technical insurance and fee-based earnings that they say is supporting improved profitability and a higher assumed future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the shift towards technical insurance and fee-based earnings as a key support for more stable and higher quality profit streams, which they see as supportive of a stronger P/E multiple over time.
Analyse-Update • Feb 08

CS: Slightly Lower Discount Rate Will Support Forward Earnings Appeal

The analyst fair value estimate for AXA has been adjusted slightly higher to €45.11 from €45.06, as analysts refine their assumptions around discount rates, revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value Estimate adjusted slightly higher to €45.11 from €45.06.
Analyse-Update • Jan 24

CS: Stable Assumptions And Slightly Higher Required Return Will Support Forward Earnings Appeal

Analysts have slightly raised their fair value estimate for AXA to €45.06 from €44.98, citing adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E that together support a marginally higher price target. Valuation Changes Fair value estimate is now set at €45.06, up slightly from €44.98, reflecting a very small adjustment in the model.
Analyse-Update • Jan 10

CS: Stable Assumptions And Slightly Lower P/E Will Support Forward Earnings Appeal

Analysts have reduced their price target for AXA slightly to about €45, reflecting small adjustments to fair value estimates, discount rate assumptions and future P/E expectations, while keeping revenue growth and profit margin forecasts broadly unchanged. Valuation Changes Fair Value: Adjusted slightly from €45.07 to €44.98, indicating a very small reduction in the estimated fair value per share.
Analyse-Update • Dec 17

CS: Lower Discount Rate Will Support Stronger Forward Earnings Appeal

Analysts have nudged their price target on AXA slightly higher to approximately €45.07 from about €45.04, citing a marginally lower discount rate and modest improvements in projected profit margins that together support a slightly richer valuation multiple. Valuation Changes Fair Value has risen slightly from approximately €45.04 to about €45.07, reflecting a marginal uplift in the intrinsic valuation estimate.
Analyse-Update • Dec 03

CS: Modestly Higher Future Multiple Will Support Attractive Upside Potential

Analysts have modestly raised their price target on AXA to €45.04, citing a slightly higher assumed future price to earnings multiple, which more than offsets marginal adjustments to the discount rate and profit margin forecasts. Valuation Changes Fair Value Estimate unchanged at approximately €45.04 per share, indicating no revision to the intrinsic value assessment.
Analyse-Update • Nov 19

CS: Strong Profit Margins And Stable P/E Will Drive Future Gains

Analysts have slightly raised their price target for AXA, increasing it from €44.96 to €45.04. This change is based on modest adjustments to projected revenue growth, profit margins, and discount rates.
Analyse-Update • Nov 02

CS: Rising Profit Margins And Multiples Will Drive Global Expansion

Analysts have slightly raised their price target for AXA from €44.58 to €44.96, citing incremental improvements in profit margin and expected future earnings multiples as key factors supporting the revision. Valuation Changes Fair Value has increased slightly from €44.58 to €44.96.
Analyseartikel • Aug 05

These Analysts Think AXA SA's (EPA:CS) Sales Are Under Threat

ENXTPA:CS 1 Year Share Price vs Fair Value Explore AXA's Fair Values from the Community and select yours One thing we...
Analyseartikel • Jul 04

Here's Why AXA (EPA:CS) Has Caught The Eye Of Investors

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
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Neue Analyse • Nov 07

Calculated Market Expansion And Innovative Products Drive Revenue Growth And Profitability

AXA's disciplined pricing and focus on operational excellence aim to enhance profitability in international markets.

Gewinn- und Umsatzwachstumsprognosen

ENXTPA:CS - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (EUR Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/2028120,9989,4198,9006,5403
12/31/2027119,0438,9367,2286,4614
12/31/2026107,1638,4926,8596,4272
12/31/202594,6917,27422,24222,670N/A
9/30/202593,9517,20321,37321,822N/A
6/30/202593,2117,13220,50320,974N/A
3/31/202592,2337,13115,95316,426N/A
12/31/202491,2557,13011,40211,878N/A
9/30/202486,1837,431N/AN/AN/A
6/30/202488,5706,6405,9276,392N/A
3/31/202487,1446,6544,7505,192N/A
12/31/202385,7176,6673,5733,992N/A
9/30/202386,1925,9327,2507,673N/A
6/30/202385,2334,8599,1619,580N/A
3/31/202386,0134,8698,7349,143N/A
12/31/202286,7934,8798,3078,705N/A
9/30/202295,6915,9205,3835,737N/A
6/30/2022104,5886,9612,4592,769N/A
3/31/2022113,3807,0314,3184,648N/A
12/31/2021122,1717,1006,1766,526N/A
9/30/2021121,9056,32411,48411,872N/A
6/30/2021121,6395,54816,79217,217N/A
3/31/2021116,9934,26820,96921,376N/A
12/31/2020112,3472,98725,14525,534N/A
6/30/2020110,2322,76919,74220,137N/A
3/31/2020121,6713,19814,05414,482N/A
12/31/2019133,1093,6278,3658,827N/A
6/30/2019124,0371,822N/A5,029N/A
3/31/2019115,2312,064N/A6,332N/A
12/31/2018106,4252,306N/A7,634N/A
9/30/2018114,7093,694N/A9,704N/A
6/30/2018123,0105,509N/A11,773N/A
3/31/2018127,8015,745N/A14,149N/A
12/31/2017132,5925,980N/A16,525N/A
9/30/2017131,8615,831N/AN/AN/A
6/30/2017131,1295,682N/A15,904N/A
3/31/2017129,0805,842N/A14,722N/A
12/31/2016127,0316,001N/A13,539N/A
9/30/2016120,9085,912N/AN/AN/A
6/30/2016114,7845,823N/A16,396N/A
3/31/2016115,1215,536N/A17,311N/A
12/31/2015115,4585,248N/A18,226N/A
9/30/2015119,6565,001N/AN/AN/A
6/30/2015123,8534,753N/A17,201N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: CSDas prognostizierte Gewinnwachstum (6.7% pro Jahr) liegt über der Sparquote (2.5%).

Ertrag vs. Markt: CSDie Erträge des Unternehmens (6.7% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt French (12.3% pro Jahr).

Hohe Wachstumserträge: CSDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: CSDie Einnahmen des Unternehmens (7.8% pro Jahr) werden voraussichtlich schneller wachsen als der Markt French (5.6% pro Jahr).

Hohe Wachstumseinnahmen: CSDie Einnahmen des Unternehmens (7.8% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: CSDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (18.2%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/11 07:10
Aktienkurs zum Tagesende2026/05/11 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

AXA SA wird von 35 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Markus MayerBaader Helvea Equity Research
null nullBanco de Sabadell. S.A.
Valvanera Gómez PastorBanco Santander