Aegon Ltd. AGN.AS
Composite 58/100; the shares have moved about 18% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Quality ranks 39/100 — a slight mark against it.
Income ranks 91/100 — a strong point in its favour. Growth ranks 84/100 — a strong point in its favour. Momentum ranks 81/100 — a strong point in its favour.
Quality ranks 39/100 — a slight mark against it. Balance-sheet strength ranks 41/100 — a slight mark against it.
What the company does Aegon Ltd. (AGN.AS) is a Dutch diversified insurer offering retirement plans, mutual funds, unit-linked products, annuities, life, and health insurance under the Transamerica and World Financial Group brands across the Americas, Netherlands, UK, and internationally.
Key financials Aegon’s profitability metrics show mixed quality: ROE 10.4%, ROA 0.1%, gross margin 44.0%, operating margin 0.3%, net margin 8.0%. Revenue and EPS growth are negative at -13.7% and -46.7% respectively. Leverage is moderate with Debt/Equity at 0.57 and interest coverage of 2.64; liquidity is strong with a current ratio of 8.00.
Stock health Sideravia scores Aegon as Weak quality (34.6), low growth (17.5), and high income (93.3). Momentum is strong with 12-month gains of 41.07% and RSI(14) at 65.00. Dividend yield is 5.0% with a payout ratio of 63.3%.
Price vs fair value The stock trades at a **discount of 22.10%** to our fair-value estimate of 9.77 and a **PREMIUM of 1.62%** to the 12-month analyst target of 7.87. - Trading at a steep discount to fair value (Sideravia Valuation 71.1/100) - Recent media spotlight on dividend bargains under $10 (24/7 Wall St.) - Analyst count of 13.0 supports near-term target at a slight premium - High income score (93.3) and dividend yield of 5.0% cited as attractors
Looking forward Forward P/E of 10.60 and PEG of 0.39 suggest valuation support, but weak growth (17.5) and ROA (0.1%) temper optimism. Momentum remains positive, but quality and profitability constraints warrant caution.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-04, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.