Analyzing SiriusPoint (NYSE:SPNT) & AXA (OTCMKTS:AXAHY)

SiriusPoint (NYSE:SPNT) and AXA (OTCMKTS:AXAHY) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, valuation, earnings, dividends and risk.

Valuation & Earnings

This table compares SiriusPoint and AXA”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
SiriusPoint	$2.60 billion	0.92	$199.90 million	$1.59	12.89
AXA	$78.03 billion	1.27	$8.53 billion	N/A	N/A

AXA has higher revenue and earnings than SiriusPoint.

Profitability

This table compares SiriusPoint and AXA’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
SiriusPoint	6.97%	11.31%	1.71%
AXA	N/A	N/A	N/A

Volatility and Risk

SiriusPoint has a beta of 0.68, indicating that its stock price is 32% less volatile than the S&P 500. Comparatively, AXA has a beta of 0.66, indicating that its stock price is 34% less volatile than the S&P 500.

Analyst Ratings

This is a summary of current ratings and target prices for SiriusPoint and AXA, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SiriusPoint	0	3	2	2	2.86
AXA	0	0	2	1	3.33

SiriusPoint currently has a consensus price target of $25.00, indicating a potential upside of 21.98%. Given SiriusPoint’s higher possible upside, research analysts plainly believe SiriusPoint is more favorable than AXA.

Insider and Institutional Ownership

52.8% of SiriusPoint shares are owned by institutional investors. Comparatively, 0.1% of AXA shares are owned by institutional investors. 10.3% of SiriusPoint shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

SiriusPoint beats AXA on 8 of the 12 factors compared between the two stocks.

About SiriusPoint

SiriusPoint Ltd. provides multi-line insurance and reinsurance products and services worldwide. The company operates through two segments, Reinsurance, and Insurance & Services. The Reinsurance segment provides aviation and space, accident and health, casualty, credit, marine and energy, property to insurance and reinsurance companies, government entities, and other risk bearing vehicles. This segment offers medical insurance products, trip cancellation programs, medical management services, and 24/7 emergency medical and travel assistance services. The Insurance & Services segment provides accident and health, marine and energy, property and casualty, mortgage, environmental, workers' compensation, commercial auto lines, professional liability, and other lines of business. The company was formerly known as Third Point Reinsurance Ltd. and changed its name to SiriusPoint Ltd. in February 2021. SiriusPoint Ltd. was incorporated in 2011 and is headquartered in Pembroke, Bermuda.

About AXA

AXA SA, through its subsidiaries, provides insurance, asset management, and banking services worldwide. The company operates through six segments: France; Europe; AXA XL; Asia, Africa & EME-LATAM; AXA Investment Managers; and Transversal & Other segments It offers life and savings insurance products, such as savings and retirement, other health, and personal protection products. The company also provides property and casualty insurance products, including car, home, and personal or professional liability to individual and business clients; international insurance for large corporate clients in Europe; and marine and aviation insurance services, as well as property and casualty reinsurance products. In addition, it offers asset management services in the areas of various asset classes, including equities, bonds, hedge funds, private equity, and real estate for the group’s insurance companies and their clients, and retail and institutional clients. Further, the company provides motor, household, property and general liability, health, term life, whole life, universal life, endowment, deferred and immediate annuities, and other investment-based products for personal/individual and commercial/ group customers. AXA SA was founded in 1852 and is headquartered in Paris, France.