Aegon Ltd. (A1EG34) - Net Assets
Based on the latest financial reports, Aegon Ltd. (A1EG34) has net assets worth R$9.26 Billion BRL as of June 2025. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (R$310.63 Billion) and total liabilities (R$301.38 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | R$9.26 Billion |
| % of Total Assets | 2.98% |
| Annual Growth Rate | -12.21% |
| 5-Year Change | N/A |
| 10-Year Change | N/A |
| Growth Volatility | 7.45 |
Aegon Ltd. - Net Assets Trend (2021–2024)
This chart illustrates how Aegon Ltd.'s net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.
Annual Net Assets for Aegon Ltd. (2021–2024)
The table below shows the annual net assets of Aegon Ltd. from 2021 to 2024.
| Year | Net Assets | Change |
|---|---|---|
| 2024-12-31 | R$9.19 Billion | -2.53% |
| 2023-12-31 | R$9.43 Billion | -12.40% |
| 2022-12-31 | R$10.76 Billion | -20.76% |
| 2021-12-31 | R$13.58 Billion | -- |
Equity Component Analysis
This analysis shows how different components contribute to Aegon Ltd.'s total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have decreased by 63.5% over the analyzed period, potentially due to dividend distributions or operating losses.
Current Equity Component Breakdown (December 2024)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | R$4.44 Billion | 48.36% |
| Common Stock | R$241.00 Million | 2.62% |
| Other Components | R$4.50 Billion | 49.01% |
| Total Equity | R$9.19 Billion | 100.00% |
Aegon Ltd. Competitors by Market Cap
The table below lists competitors of Aegon Ltd. ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Guotai Junan Securities Co. Ltd
PINK:GUOSF
|
$11.73 Billion |
|
Bosch Limited
NSE:BOSCHLTD
|
$11.73 Billion |
|
IAMGold Corporation
NYSE:IAG
|
$11.73 Billion |
|
Nitori Holdings Co. Ltd
PINK:NCLTF
|
$11.75 Billion |
|
Sociedad Química y Minera de Chile S.A.
SN:SQM-B
|
$11.72 Billion |
|
The Ensign Group Inc
NASDAQ:ENSG
|
$11.71 Billion |
|
Sharetronic Data Technology Co Ltd
SHE:300857
|
$11.71 Billion |
|
Petronas Chemicals Group Bhd
KLSE:5183
|
$11.69 Billion |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Aegon Ltd.'s equity between the two most recent reporting periods.
Equity Growth Insights
- From 2023 to 2024, total equity changed from 9,425,000,000 to 9,187,000,000, a change of -238,000,000 (-2.5%).
- Net income of 688,000,000 contributed positively to equity growth.
- Dividend payments of 521,000,000 reduced retained earnings.
- Share repurchases of 925,000,000 reduced equity.
- Other factors increased equity by 520,000,000.
Equity Change Factors (2023 to 2024)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | R$688.00 Million | +7.49% |
| Dividends Paid | R$521.00 Million | -5.67% |
| Share Repurchases | R$925.00 Million | -10.07% |
| Other Changes | R$520.00 Million | +5.66% |
| Total Change | R$- | -2.53% |
Book Value vs Market Value Analysis
This analysis compares Aegon Ltd.'s book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Valuation Insights
- Current price-to-book ratio: 6.89x
- The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
- The price-to-book ratio has increased from 6.08x to 6.89x over the analyzed period, suggesting growing market confidence.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2021-12-31 | R$6.53 | R$39.72 | x |
| 2022-12-31 | R$5.44 | R$39.72 | x |
| 2023-12-31 | R$5.38 | R$39.72 | x |
| 2024-12-31 | R$5.77 | R$39.72 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Aegon Ltd. utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): 7.49%
- The company has moderate efficiency in generating returns from equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 5.16%
- • Asset Turnover: 0.04x
- • Equity Multiplier: 35.64x
- Recent ROE (7.49%) is above the historical average (2.73%), indicating improving capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2021 | 14.80% | 4.65% | 0.09x | 34.34x | R$641.90 Million |
| 2022 | -9.47% | -7.02% | 0.04x | 35.36x | R$-2.09 Billion |
| 2023 | -1.90% | -1.36% | 0.04x | 32.00x | R$-1.12 Billion |
| 2024 | 7.49% | 5.16% | 0.04x | 35.64x | R$-230.70 Million |
Industry Comparison
This section compares Aegon Ltd.'s net assets metrics with peer companies in the Insurance - Diversified industry.
Industry Context
- Industry: Insurance - Diversified
- Average net assets among peers: $8,188,209,667
- Average return on equity (ROE) among peers: 24.08%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Aegon Ltd. (A1EG34) | R$9.26 Billion | 14.80% | 32.55x | $11.72 Billion |
| Caixa Seguridade Participações S.A (CXSE3) | $3.77 Billion | 28.90% | 0.04x | $11.43 Billion |
| The Hartford Financial Services Group, Inc. (H1IG34) | $18.98 Billion | 20.21% | 3.53x | $39.50 Billion |
| Porto Seguro S.A (PSSA3) | $1.82 Billion | 23.14% | 2.63x | $6.58 Billion |
About Aegon Ltd.
Aegon Ltd. provides insurance, pensions, retirement, and asset management services in the Americas, the Netherlands, the United Kingdom, and internationally. It offers life, accident, property and casualty, and health insurance; annuities, retirement plans, mutual funds, and stable value solutions; commercial and residential mortgage loans; digital saving services; retail and institutional invest… Read more