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AEGAegon Ltd.
$8.75$13.2B
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  4. Financial Ratios

Aegon Ltd. (AEG) Financial Ratios

Latest Ratios: P/E Ratio 12.8x · EV/EBITDA 3.4x · ROE 11.5%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

AEG 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$13.2B$12.0B$11.8B$10.9B$10.2B$10.2B$8.1B$9.3B$12.1B$16.5B$14.5B
Enterprise Value$16.0B$14.5B$13.4B$11.7B$13.5B$15.5B$10.8B$9.1B$17.0B$20.3B$17.2B
P/E Ratio →12.8112.8519.63——10.29—7.5517.225.8325.14
P/S Ratio0.430.450.610.84—0.220.200.150.830.310.29
P/B Ratio1.581.581.271.160.720.390.330.380.540.680.59
P/FCF13.6514.1316.6513.633.70——1.3030.7736.404.50
P/OCF13.0413.5115.5412.613.58——1.2823.4529.764.38

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

AEG 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—0.540.680.90—0.330.270.151.170.380.35
EV / EBITDA3.373.4721.350.9513.420.350.284.177.506.1116.00
EV / EBIT3.2410.8920.07—16.1511.00—5.2216.346.8218.01
EV / FCF—16.9718.8014.694.89——1.2743.2644.705.35

AEG 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 Margin21.1%21.1%100.0%18.2%-66.0%100.0%100.0%100.0%100.0%93.8%93.2%
Operating Margin16.1%16.1%3.4%95.3%-3.9%94.0%92.9%2.2%8.6%6.0%1.6%
Net Profit Margin3.6%3.6%3.5%-1.4%2.6%4.3%0.1%2.0%4.9%4.4%1.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE11.5%11.5%7.3%-1.5%-2.8%7.8%0.2%5.3%3.0%9.6%2.3%
ROA0.3%0.3%0.2%-0.1%-0.1%0.4%0.0%0.3%0.2%0.6%0.1%
ROIC31.1%31.1%4.7%66.9%2.5%110.9%109.9%3.8%3.4%8.5%2.1%
ROCE1.3%1.3%0.2%3.6%0.2%9.6%8.6%0.3%0.3%0.8%0.2%

AEG Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.740.740.540.520.470.460.450.490.610.600.57
Debt / EBITDA1.341.347.980.406.650.270.295.526.014.3913.07
Net Debt / Equity—0.320.160.090.230.200.11-0.010.220.150.11
Net Debt / EBITDA0.580.582.440.073.260.120.07-0.112.171.142.53
Debt / FCF—2.842.151.061.19——-0.0312.498.310.85
Interest Coverage4.104.10111.00-34.00119.145.73-1.373.392.066.832.76

AEG Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio——4.140.8333.7036.9741.0133.2334.2023.5124.52
Quick Ratio——4.140.8383.2643.0741.0140.9841.8127.6628.26
Cash Ratio——7.950.4429.6135.1538.6031.2232.1621.7722.92
Asset Turnover—0.080.060.04-0.050.100.090.140.040.130.12
Inventory Turnover———————————
Days Sales Outstanding———————————

AEG 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 Yield4.8%4.8%4.4%4.5%1.6%1.2%0.8%3.3%2.7%1.8%2.1%
Payout Ratio58.6%58.6%75.7%——6.1%140.0%24.9%46.2%12.5%52.2%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield7.8%7.8%5.1%——9.7%—13.2%5.8%17.1%4.0%
FCF Yield7.3%7.1%6.0%7.3%27.0%——76.8%3.3%2.7%22.2%
Buyback Yield4.5%4.4%7.8%9.8%5.9%2.3%0.7%3.4%2.0%1.6%4.3%
Total Shareholder Yield9.3%9.1%12.2%14.4%7.5%3.5%1.5%6.7%4.8%3.4%6.4%
Shares Outstanding—$1.6B$2.0B$1.9B$2.0B$2.1B$2.1B$2.1B$2.6B$2.6B$2.6B

Key Metrics

Growth RegimeMixed
ProfitabilityModerate
Balance SheetAdequate
Cash FlowMixed
Top Statement Risk

CRE exposure in general account

P/B Discount Reflects Complexity

Aegon's P/B of 1.61 trades at a significant discount to peers like MetLife (2.24) and Principal Financial (2.13), suggesting the market is applying a substantial complexity discount to its hybrid holding company structure and geographic diversification.

The valuation discount appears to reflect investor uncertainty over the quality of earnings from the aSR stake and the capital-light model, rather than a simple valuation gap. Given the company's recent ROE of 7.5% versus peer averages above 11%, the P/B multiple implies the market does not expect a sustained return to peer-level profitability. Investors should monitor whether the discount narrows as the simplified business model demonstrates more consistent earnings generation.

Profitability Emerges in Core Book

The 2026Q2 combined ratio of 91.2% signals a return to underwriting profitability, a stark improvement from prior periods where data was unavailable, suggesting the core insurance operations are generating positive technical earnings.

This result, driven by a loss ratio of 65.5% and an expense ratio of 25.8%, indicates disciplined underwriting and cost control within the active insurance segments. However, the sustainability of this profitability is questionable given the historical volatility in reported expense ratios, which have swung wildly from negative to over 100% in prior quarters. The improvement warrants monitoring to confirm it represents a structural shift rather than a one-time favorable development.

ROE Recovery Driven by Underwriting

Aegon's ROE recovered to 7.5% in 2026Q2, a significant improvement from negative returns in 2024, suggesting the shift toward underwriting profitability is beginning to contribute meaningfully to shareholder returns.

The decomposition of this ROE is critical; the underwriting margin of 8.8% in the latest quarter indicates a positive contribution from core operations, which contrasts with prior periods where returns were likely driven by volatile investment income or reserve adjustments. However, the ROE remains well below peer averages (MetLife 12.8%, Prudential 11.2%), implying the company has not yet fully captured the earnings potential of its simplified structure. The gap suggests either ongoing inefficiencies or a conservative capital position that may limit near-term return expansion.

Leverage Constrained by Capital Model

Aegon's D/E ratio of 0.43 is lower than most peers (MetLife 0.70, Prudential 0.65), indicating a conservative leverage profile that may reflect the capital-light model's reduced need for balance sheet intensity.

This lower leverage appears to be a deliberate strategic choice following the divestment of capital-intensive Dutch operations, positioning the company with greater financial flexibility. However, it also suggests the company is not fully utilizing its capital base to generate returns, which may be a factor in its below-peer ROE. The premium-to-surplus ratio is not provided, but the low D/E implies underwriting leverage is likely contained, aligning with a strategy focused on fee-based income over risk accumulation.

P/E Multiple Misleads on Earnings Quality

The P/E ratio of 13.11 is the most commonly misapplied metric for Aegon, as it obscures the significant volatility in reported earnings driven by reserve adjustments and non-recurring items, making it an unreliable indicator of sustainable profitability.

The historical data shows earnings swinging from positive to deeply negative quarters, meaning the P/E multiple is highly sensitive to the specific period chosen and does not reflect the underlying earnings power of the business. A more appropriate metric is the P/B ratio, which anchors valuation to the invested asset base backing reserves, or an adjusted operating ROE that strips out volatile reserve releases. Relying on P/E could lead investors to misjudge the company's valuation relative to its actual, more stable, fee-based earnings stream.

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Includes 30+ ratios · 30 years · Updated daily

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AEG — Frequently Asked Questions

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

What is Aegon Ltd.'s P/E ratio?

Aegon Ltd.'s current P/E ratio is 12.8x. The historical average is 18.5x. This places it at the 44th percentile of its historical range.

What is Aegon Ltd.'s EV/EBITDA?

Aegon Ltd.'s current EV/EBITDA is 3.4x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 8.6x.

What is Aegon Ltd.'s ROE?

Aegon Ltd.'s return on equity (ROE) is 11.5%. The historical average is 7.7%.

Is AEG stock overvalued?

Based on historical data, Aegon Ltd. is trading at a P/E of 12.8x. This is at the 44th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Aegon Ltd.'s dividend yield?

Aegon Ltd.'s current dividend yield is 4.77% with a payout ratio of 58.6%.

What are Aegon Ltd.'s profit margins?

Aegon Ltd. has 21.1% gross margin and 16.1% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Aegon Ltd. have?

Aegon Ltd.'s Debt/EBITDA ratio is 1.3x, indicating moderate leverage. A ratio below 2x is generally considered financially healthy.