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Company Analysis AllianceBernstein Holding L.P.
1. Summary
Advantages
- Price (40.52 $) is less than fair price (41.59 $)
- Dividends (8.29%) are higher than the sector average (2.69%).
- The stock's return over the last year (2.25%) is higher than the sector average (0.95%).
Disadvantages
- The company's current efficiency (ROE=12.1%) is lower than the sector average (ROE=87.8%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| AllianceBernstein Holding L.P. | Financials | Index | |
|---|---|---|---|
| 7 days | 2.8% | -9.7% | -2% |
| 90 days | -1.4% | -2.7% | 2% |
| 1 year | 2.2% | 0.9% | 11.9% |
AB vs Sector: AllianceBernstein Holding L.P. has outperformed the "Financials" sector by 1.3% over the past year.
AB vs Market: AllianceBernstein Holding L.P. has significantly underperformed the market by -9.61% over the past year.
Stable price: AB is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: AB with weekly volatility of 0.0432% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Below fair price: The current price (40.52 $) is lower than the fair price (41.59 $).
Price not significantly lower than the fair price: The current price (40.52 $) is slightly lower than the fair price by 2.6%.
5.2. P/E
P/E vs Sector: The company's P/E (9.82) is lower than that of the sector as a whole (97.11).
P/E vs Market: The company's P/E (9.82) is lower than that of the market as a whole (72.6).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (2.05) is lower than that of the sector as a whole (8.59).
P/BV vs Market: The company's P/BV (2.05) is lower than that of the market as a whole (20.49).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (9) is lower than that of the sector as a whole (19.3).
P/S vs Market: The company's P/S indicator (9) is lower than that of the market as a whole (30.53).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (2.96) is lower than that of the sector as a whole (15.91).
EV/Ebitda vs Market: The company's EV/Ebitda (2.96) is lower than that of the market as a whole (36.3).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Rising and has grown by 1.95% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (1.95%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-70.21%).
6.4. ROE
ROE vs Sector: The company's ROE (12.1%) is lower than that of the sector as a whole (87.8%).
ROE vs Market: The company's ROE (12.1%) is lower than that of the market as a whole (50.26%).
6.6. ROA
ROA vs Sector: The company's ROA (20.59%) is lower than that of the sector as a whole (24.13%).
ROA vs Market: The company's ROA (20.59%) is higher than that of the market as a whole (11.27%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (193.18%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (45.27%).
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8. Dividends
8.1. Dividend yield vs Market
High yield: The dividend yield of the company 8.29% is higher than the average for the sector '2.69%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 8.29% has been steadily paid over the past 7 years, DSI=0.86.
Weak dividend growth: The company's dividend yield 8.29% has been growing weakly or stagnant over the past 5 years. Growth over only 1 year.
8.3. Payout percentage
Dividend Coverage: Current payments from income (80.6%) are at a comfortable level.
Based on sources: porti.ru
