1Settimana·

ETF-DIY Share #12: Allianz | Valuation & analysis in a 17-point check

As part of my ETF DIY project, I analyzed $ALV (+0,83%) analyzed them using my self-developed valuation system:


Moat: 5/5

  • Market position: +
  • Uniqueness / Differentiability: +
  • Switching costs: +
  • Technological advantage: +
  • Brand loyalty: +


Growth: 4/5

  • Turnover & profit: -
  • Scalability: +
  • Industry trends: +
  • Ability to innovate: +
  • Geographic expansion / penetration: +


Risk: 5/5

  • Regulatory & geopolitical: +
  • Market risks: +
  • Competitive situation: +
  • Balance sheet quality: +
  • Sales diversification: +


Dividend: 1/1

  • Stable dividend + Growth


Faith: 0/1

  • Do not see the incredible growth opportunity through business model expansion, innovations or similar.


Total: 15/17

  • Allianz is saved with factor 6.


If you are not yet familiar with my system and the ETF-DIY project - just take a look at my profile.


The complete analysis and my thoughts on it can also be found on YouTube:

https://www.youtube.com/watch?v=rrmlkgHOkCw

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