Company Analysis Lincoln National
1. Summary
Advantages
- Dividends (5.89%) are higher than the sector average (2.71%).
- The stock's return over the last year (49.59%) is higher than the sector average (28.8%).
- Current debt level 1.74% is below 100% and has decreased over 5 years from 33.49%.
Disadvantages
- Price (34.75 $) is higher than fair price (32.79 $)
- The company's current efficiency (ROE=-10.91%) is lower than the sector average (ROE=10.75%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Lincoln National | Financials | Index | |
|---|---|---|---|
| 7 days | -5.7% | 6.4% | 1.7% |
| 90 days | 17.6% | 5.6% | 6.1% |
| 1 year | 49.6% | 28.8% | 31.4% |
LNC vs Sector: Lincoln National has outperformed the "Financials" sector by 20.79% over the past year.
LNC vs Market: Lincoln National has outperformed the market by 18.19% over the past year.
Stable price: LNC 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: LNC with weekly volatility of 0.9537% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (34.75 $) is higher than the fair price (32.79 $).
Price is higher than fair: The current price (34.75 $) is 5.6% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (1.02) is lower than that of the sector as a whole (61.97).
P/E vs Market: The company's P/E (1.02) is lower than that of the market as a whole (47.35).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.6698) is lower than that of the sector as a whole (1.3).
P/BV vs Market: The company's P/BV (0.6698) is lower than that of the market as a whole (22.57).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.3293) is lower than that of the sector as a whole (3.29).
P/S vs Market: The company's P/S indicator (0.3293) is lower than that of the market as a whole (15.08).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (187.95) is higher than that of the sector as a whole (-85.16).
EV/Ebitda vs Market: The company's EV/Ebitda (187.95) is higher than that of the market as a whole (22.75).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -36.98% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-36.98%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-61.45%).
5.4. ROE
ROE vs Sector: The company's ROE (-10.91%) is lower than that of the sector as a whole (10.75%).
ROE vs Market: The company's ROE (-10.91%) is lower than that of the market as a whole (16.86%).
5.5. ROA
ROA vs Sector: The company's ROA (-0.2195%) is lower than that of the sector as a whole (3.87%).
ROA vs Market: The company's ROA (-0.2195%) is lower than that of the market as a whole (6.56%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 5.89% is higher than the average for the sector '2.71%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 5.89% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 5.89% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (5.63%) are at an uncomfortable level.
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