ScoreWhy is Aviva Plc ?
1
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 6.93%
- Poor long term growth as Net Sales has grown by an annual rate of 11.65% and Operating profit at -258.94%
- The company has been able to generate a Return on Equity (avg) of 6.93% signifying low profitability per unit of shareholders funds
2
Poor long term growth as Net Sales has grown by an annual rate of 11.65% and Operating profit at -258.94%
3
Flat results in Jun 26
- NET PROFIT(Q) At GBP 370 MM has Fallen at -53.16%
- ROCE(HY) Lowest at 6.85%
- PRE-TAX PROFIT(Q) At GBP 759 MM has Fallen at -33.25%
4
With ROE of 10.32%, it has a very attractive valuation with a 1.99 Price to Book Value
- Over the past year, while the stock has generated a return of 6.79%, its profits have risen by 49% ; the PEG ratio of the company is 0.6
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Aviva Plc should be less than 10%
- Overall Portfolio exposure to Insurance should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Insurance)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Aviva Plc for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
Aviva Plc
4.04%
1.52
21.47%
FTSE 100
16.06%
1.40
11.82%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
11.65%
EBIT Growth (5y)
-258.94%
EBIT to Interest (avg)
0.18
Debt to EBITDA (avg)
7,214.00
Net Debt to Equity (avg)
0.91
Sales to Capital Employed (avg)
2.28
Tax Ratio
61.93%
Dividend Payout Ratio
146.31%
Pledged Shares
0
Institutional Holding
0.00%
ROCE (avg)
0
ROE (avg)
6.93%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
19
Industry P/E
Price to Book Value
1.99
EV to EBIT
NA
EV to EBITDA
EV to Capital Employed
0.56
EV to Sales
-0.21
PEG Ratio
0.63
Dividend Yield
5.48%
ROCE (Latest)
ROE (Latest)
10.32%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bullish
Moving Averages
Bearish (Daily)
KST
Bearish
Bullish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
No Trend
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend6What is working for the Company
DIVIDEND PER SHARE(HY)
Highest at GBP 0
NET SALES(Q)
At GBP 34,170 MM has Grown at 70.95%
DIVIDEND PAYOUT RATIO(Y)
Highest at 114.57%
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
-8What is not working for the Company
NET PROFIT(Q)
At GBP 370 MM has Fallen at -53.16%
ROCE(HY)
Lowest at 6.85%
PRE-TAX PROFIT(Q)
At GBP 759 MM has Fallen at -33.25%
DIVIDEND PER SHARE(HY)
Lowest at GBP 0
Here's what is working for Aviva Plc
Net Sales
At GBP 34,170 MM has Grown at 70.95%
Year on Year (YoY)MOJO Watch
Near term sales trend is very positive
Net Sales (GBP MM)
Dividend per share
Highest at GBP 0 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (GBP)
Dividend Payout Ratio
Highest at 114.57%
in the last five yearsMOJO Watch
Company is distributing higher proportion of profits generated as dividend
DPR (%)
Raw Material Cost
Fallen by 0% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Aviva Plc
Net Profit
At GBP 370 MM has Fallen at -53.16%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is very negative
Net Profit (GBP MM)
Pre-Tax Profit
At GBP 759 MM has Fallen at -33.25%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is very negative
Pre-Tax Profit (GBP MM)
Dividend per share
Lowest at GBP 0
in the last five yearsMOJO Watch
Company is distributing lower dividend than previous years
DPS (GBP)
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