AXA（CS）株式概要
AXA SAはその子会社を通じて、世界各地で保険、資産運用、銀行サービスを提供している。 詳細
CS Community Fair Values
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Analyst Price Targets
AXA SA 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €40.47 |
| 52週高値 | €43.61 |
| 52週安値 | €36.55 |
| ベータ | 0.60 |
| 1ヶ月の変化 | -1.36% |
| 3ヶ月変化 | 1.18% |
| 1年変化 | -2.01% |
| 3年間の変化 | 48.51% |
| 5年間の変化 | 79.23% |
| IPOからの変化 | 2,040.96% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.株主還元
| CS | FR Insurance | FR 市場 | |
|---|---|---|---|
| 7D | 1.0% | 0.8% | 3.4% |
| 1Y | -2.0% | -1.2% | 1.9% |
業界別リターン: CS過去 1 年間で-1.2 % のリターンをもたらしたFrench Insurance業界と一致しました。
リターン対市場: CSは、過去 1 年間で1.9 % のリターンを上げたFrench市場を下回りました。
価格変動
| CS volatility | |
|---|---|
| CS Average Weekly Movement | 3.3% |
| Insurance Industry Average Movement | 5.0% |
| Market Average Movement | 5.5% |
| 10% most volatile stocks in FR Market | 10.7% |
| 10% least volatile stocks in FR Market | 3.0% |
安定した株価: CS 、 French市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CSの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1852 | 107,756 | Thomas Buberl | www.axa.com |
AXA SA はその子会社を通じて、世界各地で保険、資産運用、銀行サービスを提供している。同社は6つのセグメントを通じて事業を展開している：フランス、欧州、AXA XL、アジア・アフリカ・EME-LATAM、AXA インベストメント・マネージャーズ、トランスバーサル＆その他。生命保険、貯蓄保険、損害保険商品を提供している。また、個人および専門家向けのプロテクションおよびリタイヤメント商品、再保険、損害保険、プライマリーおよびエクセス損害保険、エクセスおよびサープラスライン保険、環境賠償責任保険、専門職業賠償責任保険、建設保険、海上保険、エネルギー保険、航空・衛星保険、美術品・標本保険、畜産・養殖保険、傷害・健康保険、危機管理保険も提供している。さらに、損害保険、財産リスク保険、財産異常保険、特殊保険、その他の再保険、比例再保険、非比例再保険、ファカルティ再保険、リスク管理ソリューションとコンサルティングサービス、医療資産と保険サービスを組み合わせた統合エコシステム（診療所でのオンサイトサービス、遠隔テレコンサルテーションとデジタルサービス、在宅サービスを含む）、旅行保険とアシスタンスサービス、アクサ・マルチリンク・プラットフォーム、モビリティ・バーチャル・ペイメントカード、パラメトリック保険、パラメトリック航空機遅延商品とeSimカードを提供している。さらに、様々な資産クラスの資産運用サービスやマルチ・マネージャー・ソリューションも提供している。さらに、自動車保険、家計保険、損害保険、賠償責任保険、医療保険、定期保険、終身保険、終身保険、終身年金、養老保険、繰延年金、終身年金、その他投資ベースの商品を個人・法人・団体顧客向けに提供している。アクサは1852 年に設立され、フランスのパリに本社を置いている。
AXA SA 基礎のまとめ
| CS 基礎統計学 | |
|---|---|
| 時価総額 | €83.18b |
| 収益（TTM） | €7.27b |
| 売上高(TTM) | €94.69b |
11.4x
PER（株価収益率0.9x
P/SレシオCS は割高か？
公正価値と評価分析を参照収益と収入
| CS 損益計算書（TTM） | |
|---|---|
| 収益 | €94.69b |
| 売上原価 | €80.96b |
| 売上総利益 | €13.73b |
| その他の費用 | €6.46b |
| 収益 | €7.27b |
直近の収益報告
Dec 31, 2025
次回決算日
Jul 31, 2026
| 一株当たり利益（EPS） | 3.54 |
| グロス・マージン | 14.50% |
| 純利益率 | 7.68% |
| 有利子負債／自己資本比率 | 113.5% |
CS の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
5.7%
現在の配当利回り68%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 07:50 |
| 終値 | 2026/05/25 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
AXA SA 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35
| アナリスト | 機関 |
|---|---|
| Markus Mayer | Baader Helvea Equity Research |
| null null | Banco de Sabadell. S.A. |
| Valvanera Gómez Pastor | Banco Santander |