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Stock Comparison · Industry comparison · Insurance - Diversified

Allianz vs AXA: Which Stock Looks Stronger in 2026?

AXA holds the cleaner structural position, with the lead spread across growth and profitability. Allianz SE does not offset that deficit through any equally strong structural edge elsewhere. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

This is not just a one-metric split: both growth and profitability materially support the lead. AXA SA leads by 19 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Insurance - Diversified

This comparison is based on industry proximity, not on functional trajectory similarity. ALV.DE and CS.PA share the same industry classification.

For a similarity-based comparison, see how Allianz SE and AXA each position within their functional peer groups in AssetNext.

Peer-Relative Score
ALV.DE
Allianz SE
46
Peer-Score
Signal qualityMedium
vs
CS.PA
AXA SA
65
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

More than one operating dimension supports the result here.

Dimension spread: ALV.DE vs CS.PA Profitability 36 63 Stability 42 45 Valuation 76 81 Growth 22 66 ALV.DE CS.PA
Gap Ranking
#1 Growth +44
#2 Profitability +27
#3 Valuation +5
#4 Stability +3
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ALV.DE and CS.PA Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ALV.DECS.PA Relative valuation Structural strength

AXA SA looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Growth
On growth, AXA SA ranks near the top of the group; Allianz SE sits in the weaker half.
Profitability
On profitability, AXA SA is positioned higher in the group, while Allianz SE is closer to the middle.
Growth — Dominant Gap
ALV.DE
22
CS.PA
66
Gap+44in favour of CS.PA

One company is still expanding while the other is contracting, which creates a very wide growth split.

What else supports the lead

Profitability adds another layer of support rather than leaving the result tied to growth alone.

What this means for the comparison

The lead is built on both growth and profitability, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the ALV.DE vs CS.PA comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar growth-and-profitability comparisons

Explore how ALV.DE and CS.PA each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.