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FGF&G Annuities & Life, Inc.
$22.22$2.9B
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  2. Financial Ratios

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  4. Financial Ratios

F&G Annuities & Life, Inc. (FG) Financial Ratios

Latest Ratios: P/E Ratio 11.5x · EV/EBITDA 3.7x · ROE 5.9%. (2016–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

FG 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$2.9B$4.1B$5.4B$5.7B$2.3B——————
Enterprise Value$3.6B$4.8B$5.3B$5.9B$2.5B——————
P/E Ratio →11.5416.418.49—3.63——————
P/S Ratio0.500.711.001.341.03——————
P/B Ratio0.580.831.331.840.96——————
P/FCF0.620.870.910.980.73——————
P/OCF0.610.870.900.980.73——————

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

FG 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—0.840.991.381.10——————
EV / EBITDA3.674.883.9715.672.21——————
EV / EBIT11.229.905.8795.263.00——————
EV / FCF—1.030.891.020.79——————

FG 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 Margin30.8%30.8%30.1%16.8%49.7%42.9%100.0%36.7%100.0%100.0%100.0%
Operating Margin5.6%5.6%14.4%-0.8%35.4%45.8%93.1%23.2%8.2%12.7%-31.6%
Net Profit Margin4.6%4.6%11.8%-1.4%28.4%36.6%-12.4%22.7%-2.3%-56.4%-31.6%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE5.9%5.9%17.8%-2.1%18.4%29.0%-5.2%22.4%-1.1%-112.1%-6.7%
ROA0.3%0.3%0.8%-0.1%1.2%2.8%-0.5%1.2%-0.1%-7.3%-0.0%
ROIC5.0%5.0%16.0%-0.9%18.3%30.1%32.6%19.6%4.2%31.8%—
ROCE0.4%0.4%1.2%-0.1%1.5%3.5%3.5%1.2%0.2%1.6%-0.0%

FG Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.450.450.540.570.470.220.150.200.590.21—
Debt / EBITDA2.262.261.624.681.010.540.450.99———
Net Debt / Equity—0.15-0.020.070.07-0.12-0.07-0.15-0.03-0.40-0.20
Net Debt / EBITDA0.760.76-0.060.540.15-0.30-0.21-0.78———
Debt / FCF—0.16-0.010.030.05-0.29-8.17-0.67-0.03-0.80—
Interest Coverage2.972.976.890.6428.3454.52—14.16———

FG Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio——4.12——161.50—7.517.0528.2614.52
Quick Ratio——4.12——161.50—7.517.0528.2614.52
Cash Ratio——4.12——144.85—7.517.0528.2614.52
Asset Turnover—0.060.060.060.040.070.040.050.020.070.00
Inventory Turnover———————————
Days Sales Outstanding———————————

FG 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%3.4%2.2%1.8%———————
Payout Ratio51.7%51.7%18.9%————2.2%———

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield8.7%6.1%11.8%—27.6%——————
FCF Yield100.0%114.6%110.1%101.8%136.4%——————
Buyback Yield0.3%0.2%0.2%0.3%0.0%——————
Total Shareholder Yield5.1%3.6%2.5%2.1%0.0%——————
Shares Outstanding—$132M$131M$124M$115M$105M$150M$213M$216M$214M$19M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrained
Balance SheetAdequate
Cash FlowMixed
Top Statement Risk

Earnings volatility from hedging

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Underwriting Swing Masks Core Strain

F&G's combined ratio swung from 72.8% in Q1 2026 to 106.6% in Q2, indicating significant underwriting volatility, as reported in quarterly financials.

The Q2 2026 combined ratio of 106.6% reflects a loss ratio of 80.9% and an expense ratio of 25.8%, a sharp deterioration from the prior quarter's 72.8%. This swing suggests potential adverse reserve development or hedging costs, rather than a stable underwriting trend. Investors should monitor whether this is a one-off or a signal of persistent margin pressure.

ROE Decomposition Shows Fragility

ROE fell to -1.6% in Q2 2026 from 5.1% in Q1, driven by underwriting losses, while investment income remains a key offset, per F&G's reported figures.

The negative ROE in Q2 2026 is primarily attributable to the underwriting loss (combined ratio above 100%), which overwhelmed investment income. The average ROE over the last four quarters is approximately 1.7%, indicating that the company's earnings power is highly sensitive to underwriting performance. The reliance on investment spread income, supported by the Blackstone partnership, may provide some stability, but the recent volatility warrants close monitoring.

Expense Ratio Volatility Raises Questions

F&G's expense ratio spiked to 41.7% in Q1 2025 and 32.0% in Q1 2026, but averaged 19.4% over the last four quarters, per company filings.

The expense ratio exhibits significant quarter-to-quarter volatility, with Q1 quarters showing elevated levels, possibly due to seasonal or one-time costs. The average of 19.4% over the last four quarters suggests moderate operating leverage, but the spikes indicate that cost control is not consistent. This volatility may reflect the impact of new business strain or hedging costs, which investors should factor into their assessment of operational efficiency.

Thin Capital Buffer Under Pressure

F&G's equity-to-assets ratio stands at 4.6%, with reported D/E of 0.48, but subsidiary-level leverage may be understated, based on balance sheet data.

The reported debt-to-equity ratio of 0.48 appears exceptionally low for an insurer, suggesting that significant leverage may exist at the subsidiary level or through surplus notes not captured in this metric. The thin equity base relative to liabilities (4.6%) indicates limited capacity to absorb shocks, especially given the rapid AUM growth. Investors should monitor the RBC ratio and any potential capital injections from FNF to support new business.

Valuation Discount Reflects Risk Profile

F&G trades at a P/B of 0.74 versus peers like Globe Life at 2.45, implying a significant discount, as per current market data.

The P/B discount to peers suggests the market is pricing in higher risk or lower quality of earnings. While F&G's ROE has been volatile and recently negative, peers like Globe Life and RLI exhibit more stable and higher returns. The discount may also reflect the subsidiary structure and reliance on FNF, which could limit strategic flexibility. However, the forward P/E of 7.94 indicates expectations of earnings recovery, which may be optimistic given the recent miss.

Combined Ratio Misleads in Isolation

The combined ratio for F&G is often misapplied without adjusting for reserve development and hedging volatility, as seen in Q2 2026's 106.6%.

For a life insurer like F&G, the combined ratio is not the sole profitability metric; it must be adjusted for reserve releases and DAC unlocking. The Q2 2026 combined ratio of 106.6% may overstate underwriting losses if it includes non-recurring items. Analysts should use adjusted operating earnings and focus on the net investment spread to assess core profitability. The recent EPS miss of $0.30 versus consensus highlights the need for a more nuanced approach.

Download Financial Ratios Data

Includes 30+ ratios · 10 years · Updated daily

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FG — Frequently Asked Questions

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

What is F&G Annuities & Life, Inc.'s P/E ratio?

F&G Annuities & Life, Inc.'s current P/E ratio is 11.5x. The historical average is 9.5x. This places it at the 67th percentile of its historical range.

What is F&G Annuities & Life, Inc.'s EV/EBITDA?

F&G Annuities & Life, Inc.'s current EV/EBITDA is 3.7x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 6.7x.

What is F&G Annuities & Life, Inc.'s ROE?

F&G Annuities & Life, Inc.'s return on equity (ROE) is 5.9%. The historical average is -3.4%.

Is FG stock overvalued?

Based on historical data, F&G Annuities & Life, Inc. is trading at a P/E of 11.5x. This is at the 67th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is F&G Annuities & Life, Inc.'s dividend yield?

F&G Annuities & Life, Inc.'s current dividend yield is 4.79% with a payout ratio of 51.7%.

What are F&G Annuities & Life, Inc.'s profit margins?

F&G Annuities & Life, Inc. has 30.8% gross margin and 5.6% operating margin.

How much debt does F&G Annuities & Life, Inc. have?

F&G Annuities & Life, Inc.'s Debt/EBITDA ratio is 2.3x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.