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AFL Aflac Incorporated - Fundamental Analysis

NEUTRAL
AFL Stock | Fundamental Analysis & Investment Insights
NYSE Financial Services Insurance - Life
Current Price
$114.34
Analyst Target
$111.0
-2.9% Downside
52W High
$115.84
52W Low
$96.95

AI Analysis

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Confidence Score
65%
Analysis Accuracy
Aflac Incorporated trades near its 52-week high at $114.34 with a P/E of 15.01, slightly below the sector average of 22.13, reflecting relative valuation discipline. The company exhibits strong profitability, including a 43.27% operating margin and 23.55% net margin, both above peer averages, while maintaining a conservative 0.50 debt/equity ratio. However, recent insider selling worth $4.32M and a lack of earnings growth data—coupled with four consecutive earnings misses—raise execution concerns. Analysts concur with a 'hold' rating and a modest $111 target, implying limited near-term upside despite solid dividend coverage and historical price strength.

Key Strengths

Operating margin of 43.27% significantly exceeds sector average of 26.51%
Profit margin of 23.55% is above peer average of 27.23%, indicating pricing power and cost control
Conservative capital structure with debt/equity of 0.50 vs sector average of 0.76
Attractive dividend yield of 2.13% with a sustainable 29.43% payout ratio
Strong 5-year total return of +197.5%, outperforming most peers

Key Risks

Insider selling of $4.32M in last 6 months signals lack of confidence from executives
Four consecutive quarters of earnings misses with 0% average surprise, indicating weak execution
Revenue growth of 60.70% YoY is strong but lacks earnings growth confirmation due to missing data
Valuation appears full with stock trading at 98.7% of 52-week high and above analyst target
Liquidity metrics are tight: current ratio of 1.09 and quick ratio of 0.99 limit operational flexibility
AI Fair Value Estimate
Based on comprehensive analysis
$111.0
-2.9% below current price

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