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ATHSAthene Holding Ltd. 7.250% Fixe
$24.63$5.0B
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Athene Holding Ltd. 7.250% Fixe (ATHS) Financial Ratios

Latest Ratios: P/E Ratio 1.7x · EV/EBITDA N/A · ROE 14.7%. (2014–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

ATHS Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$5.0B$4.8B$4.8B————————
Enterprise Value$-9974406000$-10197666000$4.0B————————
P/E Ratio →1.741.771.39————————
P/S Ratio0.200.190.23————————
P/B Ratio0.230.230.29————————
P/FCF82.2978.63—————————
P/OCF82.2978.63—————————

P/E links to full P/E history page with 30-year chart

ATHS EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—-0.400.19————————
EV / EBITDA———————————
EV / EBIT———————————
EV / FCF—-167.17—————————

ATHS Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin———100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%
Operating Margin———99.7%99.3%16.1%12.3%14.1%18.0%17.6%18.8%
Net Profit Margin10.6%10.6%16.7%16.9%-38.2%14.4%10.4%13.4%16.1%16.6%19.6%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE14.7%14.7%19.8%29.4%-19.0%19.6%9.6%20.0%12.0%18.0%13.1%
ROA9.8%9.8%3.1%1.7%-1.2%1.7%0.9%1.6%0.9%1.6%1.0%
ROIC———90.5%28.3%14.6%7.7%14.2%9.5%14.3%9.1%
ROCE———10.1%3.2%2.0%1.1%1.7%1.0%1.6%0.9%

ATHS Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity———0.350.620.150.110.110.12——
Debt / EBITDA———0.270.860.701.080.640.84——
Net Debt / Equity—-0.73-0.05-0.27-0.15-0.33-0.31-0.21-0.23-0.53-0.36
Net Debt / EBITDA———-0.21-0.21-1.57-3.14-1.21-1.64-3.19-3.18
Debt / FCF—-245.80—-1.15-0.26-0.65-1.38-1.04-0.67-1.54-2.05
Interest Coverage———60.0233.3371.95————39.48

Net cash position: cash ($15.0B) exceeds total debt ($0)

ATHS Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio———129.88101.76——178.69———
Quick Ratio———129.88101.76——178.69———
Cash Ratio———129.88101.76——8.93———
Asset Turnover—0.840.840.090.030.110.070.110.050.090.05
Inventory Turnover———————————
Days Sales Outstanding———————————

ATHS Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield3.4%——————————
Payout Ratio——6.5%23.0%—3.7%—————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield57.4%56.5%72.0%————————
FCF Yield1.2%1.3%—————————
Buyback Yield0.0%——————————
Total Shareholder Yield3.4%——————————
Shares Outstanding—$192M$192M$204M$204M$185M$189M$187M$197M$196M$192M

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetMixed
Cash FlowMixed
Top Statement Risk

Asset-liability mismatch volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Deep Discount Reflects Structural Complexity

Based on reported figures, the company trades at a P/B of 0.23, which suggests a significant market discount compared to peers like Globe Life, likely reflecting investor uncertainty regarding the integration with Apollo and the opacity of its complex, spread-based insurance business model.

The extremely low P/E and P/B multiples indicate that the market may be applying a 'complexity discount' to the entity, potentially failing to account for the underlying value of the private credit origination platform. Investors should monitor whether this valuation gap narrows as the integration with Apollo matures or if it persists due to ongoing concerns regarding the sustainability of spread-related earnings.

Volatile Returns Mask Underlying Efficiency

As reported in financial statements, ROIC has fluctuated wildly from a peak of 32.3% in 2023Q4 to a negative 15.3% in 2024Q4, suggesting that capital efficiency is highly sensitive to market-driven valuation adjustments rather than consistent operational performance across the investment portfolio.

The erratic nature of these returns makes it difficult to assess the company's true compounding capability, as the figures are heavily influenced by non-operating mark-to-market movements. A more stable assessment of capital efficiency would require stripping out these accounting fluctuations to focus on the core net investment spread generated by the private credit sleeve.

Liquidity Swings Demand Cautious Oversight

According to recent SEC filings, the company's liquidity position has experienced extreme variance, with the current ratio dropping from 133.42 in 2024Q1 to levels that warrant further investigation, highlighting the inherent volatility of institutional insurance inflows and the potential for significant short-term cash management challenges.

The dramatic shifts in liquidity metrics suggest that the company's ability to meet obligations is tied to the lumpy nature of institutional PRT deployments and market-driven asset valuations. While the current ratio appears high in certain periods, the lack of consistency suggests that the company's liquidity profile is more vulnerable to market stress than a traditional, retail-focused insurer.

Misapplication of GAAP Net Income

As noted in financial disclosures, the most commonly misapplied metric for this business is GAAP Net Income, which obscures the underlying economics of the insurance operations by including volatile mark-to-market adjustments on derivatives that do not reflect the long-term cash-generating potential of the spread-based model.

Analysts should prioritize Spread Related Earnings (SRE) over GAAP figures to better understand the true earning power of the business. Relying on standard net income metrics may lead to an incorrect assessment of profitability, as these figures are frequently distorted by non-operating market movements that are not indicative of the company's core operational health.

Download Financial Ratios Data

Includes 30+ ratios · 12 years · Updated daily

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ATHS — Frequently Asked Questions

Quick answers to the most common questions about buying ATHS stock.

What is Athene Holding Ltd. 7.250% Fixe's P/E ratio?

Athene Holding Ltd. 7.250% Fixe's current P/E ratio is 1.7x. The historical average is 1.6x. This places it at the 50th percentile of its historical range.

What is Athene Holding Ltd. 7.250% Fixe's ROE?

Athene Holding Ltd. 7.250% Fixe's return on equity (ROE) is 14.7%. The historical average is 13.2%.

Is ATHS stock overvalued?

Based on historical data, Athene Holding Ltd. 7.250% Fixe is trading at a P/E of 1.7x. This is at the 50th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Athene Holding Ltd. 7.250% Fixe's dividend yield?

Athene Holding Ltd. 7.250% Fixe's current dividend yield is 3.41%.