Aflac is dependent on Japan supplemental insurance market with persistent FX translation headwinds. US supplemental segment growing modestly. Capital return aggressive. Limited geopolitical catalysts.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| SAN | Banco Santander SA | 43 | +16% | ↓2% | EARLY |
| MS | Morgan Stanley | 43 | +12% | ↓2% | EARLY |
| ICE | Intercontinental Exchange Inc. | 43 | +14% | ↓2% | EARLY |
| SCHW | The Charles Schwab Corporation | 43 | +4% | ↓2% | EARLY |
| PGR | The Progressive Corporation | 43 | +8% | ↓2% | EARLY |
| MET | MetLife, Inc. | 43 | +2% | ↓2% | NEUTRAL |
| MELI | MercadoLibre | 43 | -14% | ↓2% | AVOID |
Aflac Q1 2026 Japan sales +3% YoY in local currency; FX translation hurts
Estimates · Yahoo Finance · Not audited figures