AXA SA

ENXTPA:CS 주식 리포트

시가총액: €82.4b

AXA 경영진

경영진 기준 점검 3/4

AXA CEO는 Thomas Buberl, Sep2016 에 임명되었습니다 의 임기는 9.67 년입니다. 총 연간 보상은 €6.14M, 26.9% 급여 및 73.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 €50.75M 가치에 해당하는 회사 주식의 0.062% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6 년과 5.9 년입니다.

핵심 정보

Thomas Buberl

최고경영자

€6.1m

총 보수

CEO 급여 비율26.85%
CEO 재임 기간9.7yrs
CEO 지분 보유율0.06%
경영진 평균 재임 기간6yrs
이사회 평균 재임 기간5.9yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 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.

CEO 보수 분석

Thomas Buberl의 보수는 AXA의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025€6m€2m

€7b

Sep 30 2025n/an/a

€7b

Jun 30 2025n/an/a

€7b

Mar 31 2025n/an/a

€7b

Dec 31 2024€6m€2m

€7b

Sep 30 2024n/an/a

€7b

Jun 30 2024n/an/a

€7b

Mar 31 2024n/an/a

€7b

Dec 31 2023€6m€2m

€7b

Sep 30 2023n/an/a

€6b

Jun 30 2023n/an/a

€5b

Mar 31 2023n/an/a

€5b

Dec 31 2022€5m€2m

€5b

Sep 30 2022n/an/a

€6b

Jun 30 2022n/an/a

€7b

Mar 31 2022n/an/a

€7b

Dec 31 2021€5m€1m

€7b

Sep 30 2021n/an/a

€6b

Jun 30 2021n/an/a

€6b

Mar 31 2021n/an/a

€4b

Dec 31 2020€4m€1m

€3b

Jun 30 2020n/an/a

€3b

Mar 31 2020n/an/a

€3b

Dec 31 2019€5m€3m

€4b

보상 대 시장: Thomas의 총 보수(USD7.14M)는 French 시장에서 비슷한 규모 기업의 평균(USD5.49M)보다 높습니다.

보상과 수익: Thomas의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Thomas Buberl (52 yo)

9.7yrs
재임 기간
€6,144,119
보수

Dr. Thomas Buberl, Ph D., is Independent Director of International Business Machines Corporation from April 28, 2020. Dr. Buberl is CEO & Director of AXA SA from September 01, 2016.Dr. Buberl is CEO & Dir...


리더십 팀

이름직위재임 기간보수지분
Thomas Buberl
CEO & Director9.7yrs€6.14m0.062%
€ 50.8m
Helen Browne
Group General Counsel & Employee Shareholders Representative Director9.9yrs€106.42k0.0089%
€ 7.3m
Alban de Mailly Nesle
Group Chief Financial Officer4.8yrs데이터 없음데이터 없음
Gregoire Montchalin
Chief Accounting & Reporting Officerno data데이터 없음데이터 없음
Matthieu Caillat
Group Chief Technology & AI Officer1.3yrs데이터 없음데이터 없음
Anu Venkataraman
Group Chief Strategy Officer & Head of Investor Relations3.7yrs데이터 없음데이터 없음
Ulrike Decoene
Group Chief Communication7.2yrs데이터 없음데이터 없음
Karima Silvent
Deputy General Secretary8.5yrs데이터 없음데이터 없음
Hassan El-Shabrawishi
Chief Executive Officer of International Marketsno data데이터 없음데이터 없음
Guillaume Borie
Global Head of Finance1.3yrs데이터 없음데이터 없음
Patrick Cohen
Chief Executive Officer of European Markets & Health9.4yrs데이터 없음데이터 없음
Claudio Gienal
Chief Transformation Officer for European Markets & Health2.8yrs데이터 없음데이터 없음
6.0yrs
평균 재임 기간
51.5yo
평균 나이

경험이 풍부한 관리: CS의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6 년).


이사회 구성원

이름직위재임 기간보수지분
Thomas Buberl
CEO & Director9.7yrs€6.14m0.062%
€ 50.8m
Helen Browne
Group General Counsel & Employee Shareholders Representative Director5.9yrs€106.42k0.0089%
€ 7.3m
Claude Bébéar
Honorary Chairman16.1yrs데이터 없음데이터 없음
Angelien G. Kemna
Independent Director10.1yrs€172.04k0.00035%
€ 288.5k
Gerald Harlin
Director4.1yrs€171.05k0.024%
€ 19.5m
Ramon Fernandez
Independent Director5.1yrs€233.81k0.00037%
€ 305.0k
Guillaume M. J. Faury
Independent Director5.1yrs€173.92k0.00024%
€ 197.9k
Antoine Gosset-Grainville
Independent Chairman of the Board5.9yrs데이터 없음0.00021%
€ 173.1k
Martine Bievre
Employees Representative Director7.9yrs€106.42k0.000020%
€ 16.5k
Bettina Cramm
Employees Representative Director7.9yrs€140.17k0.00014%
€ 115.4k
Ewout Steenbergen
Independent Director1.3yrs€184.14k데이터 없음
Marie-France Tschudin
Independent Director5.9yrs€140.17k0.00019%
€ 156.6k
5.9yrs
평균 재임 기간
60.5yo
평균 나이

경험이 풍부한 이사회: CS의 이사회경험이 있음으로 간주됩니다(평균 재임 5.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 06:57
종가2026/05/21 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

AXA SA는 35명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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