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Company Analysis Lincoln National
1. Summary
Advantages
- Price (34.83 $) is less than fair price (49.82 $)
- Dividends (5.42%) are higher than the sector average (2.94%).
- Current debt level 1.63% is below 100% and has decreased over 5 years from 1.9%.
- The company's current efficiency (ROE=43.2%) is higher than the sector average (ROE=16.52%)
Disadvantages
- The stock's return over the last year (6.29%) is lower than the sector average (19.75%).
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Lincoln National | Financials | Index | |
|---|---|---|---|
| 7 days | 2.1% | -23% | -0.6% |
| 90 days | 6.6% | -4.6% | 10.8% |
| 1 year | 6.3% | 19.8% | 19% |
LNC vs Sector: Lincoln National has significantly underperformed the "Financials" sector by -13.47% over the past year.
LNC vs Market: Lincoln National has significantly underperformed the market by -12.69% 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 0.1209% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (34.83 $) is lower than the fair price (49.82 $).
Price significantly below the fair price: The current price (34.83 $) is 43% lower than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (1.67) is lower than that of the sector as a whole (63.37).
P/E vs Market: The company's P/E (1.67) is lower than that of the market as a whole (61.82).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.6623) is lower than that of the sector as a whole (2.7).
P/BV vs Market: The company's P/BV (0.6623) is lower than that of the market as a whole (20.58).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.3044) is lower than that of the sector as a whole (3.88).
P/S vs Market: The company's P/S indicator (0.3044) is lower than that of the market as a whole (15.96).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (1.46) is higher than that of the sector as a whole (-114.97).
EV/Ebitda vs Market: The company's EV/Ebitda (1.46) is lower than that of the market as a whole (19.26).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 111.26% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (111.26%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-52.19%).
5.4. ROE
ROE vs Sector: The company's ROE (43.2%) is higher than that of the sector as a whole (16.52%).
ROE vs Market: The company's ROE (43.2%) is higher than that of the market as a whole (42.62%).
5.5. ROA
ROA vs Sector: The company's ROA (0.8582%) is lower than that of the sector as a whole (3.56%).
ROA vs Market: The company's ROA (0.8582%) is lower than that of the market as a whole (23.26%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.2%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.1%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 5.42% is higher than the average for the sector '2.94%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 5.42% has been steadily paid over the past 7 years, DSI=1.
Weak dividend growth: The company's dividend yield 5.42% 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 (12.15%) are at an uncomfortable level.
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