Aegon's shift to capital returns from its exit of the Dutch market has led to a high dividend yield, currently at about 6.3%. Despite a strong balance sheet and excess cash, Aegon's valuation at 1.2x book value is higher than justified by its profitability. Aegon's profitability is lower than peers, with a 9.2% ROE in 2024, compared to U.S. life insurance peers' ROE of around 20%.
KLAC, LDOS, RJF, FTNT and PPC are some of the stocks with high ROE to profit from as a sudden change in the U.S. trade policies hit markets.
KT Corporation is trading at a -36% discount to book now, which is justified by its lackluster high-single digit Return On Equity. I see KT Corporation's ROE expanding by +2 percentage points in the next 3 years, thanks to lower expenses, higher shareholder distributions, and non-core asset monetization. My rating for the stock is a Buy; I am expecting it to be valued above net asset value in due course when its ROE becomes higher.
ROST, LDOS, RJF, FTNT and PPC are some of the stocks with high ROE to profit from as fears of inflation and reciprocal tariffs take the backseat.
ROST, LDOS, RJF, FTNT and AIZ are some of the stocks with high ROE to profit from as solid Tech earnings buoy markets.
DIS, LDOS, RJF, COR and DAL are some of the stocks with high ROE to profit on signs of decelerating inflationary pressures.
On Wednesday, Wells Fargo & Company WFC reported a net income of $5.08 billion, up 47% year over year in the fourth quarter of 2024. The bank reported GAAP EPS of $1.43, beating the consensus of $1.34.
DIS, LDOS, RJF, FTNT and HIG are some of the stocks with high ROE to profit from as investors await a "Santa Claus" rally to end the year on a high.
DIS, LDOS, RF, FTNT and JAZZ are some of the stocks with high ROE to profit from as intense volatility spooks markets.
Actively managed ROE offers exposure to around 100 top-quality U.S.-listed stocks, which are weighted equally. The factor mix I found under the hood is nothing short of robust, with quality exposure being fairly large. Strong value characteristics are also to mention. Alas, ROE is well behind IVV when it comes to the growth factor, which is in part responsible for its underperformance.
DIS, LDOS and RF are some of the stocks with high ROE to profit from as investors snap up likely beneficiaries of the Trump trade.
Manulife Financial Q3'24 results highlight solid growth, especially in Asia and wealth management, with core earnings rising 4% year-over-year and improved return on equity. The Asia segment delivered a strong 17% earnings increase, driven by higher sales, particularly in Hong Kong, and record levels of new business value and sales. Manulife's Wealth and Asset Management business saw a 37% year-over-year earnings growth, fueled by strong net inflows and higher assets under management.