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FGNF&G Annuities & Life, Inc.
$24.64$4.4B
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  4. Financial Ratios

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

Latest Ratios: P/E Ratio 13.1x · EV/EBITDA 5.2x · ROE 5.9%. (2021–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

FGN Valuation Multiples

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

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Market Cap$4.4B$3.4B$3.4B$3.2B——
Enterprise Value$5.2B$4.1B$3.3B$3.4B——
P/E Ratio →13.1113.545.52———
P/S Ratio0.770.590.600.71——
P/B Ratio0.660.680.841.03——
P/FCF——0.570.52——
P/OCF——0.570.52——

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

FGN EV Ratios

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

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
EV / Revenue—0.720.580.75——
EV / EBITDA5.214.162.210.79——
EV / EBIT15.958.443.67———
EV / FCF——0.560.55——

FGN 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 2021
Gross Margin30.8%30.8%100.0%100.0%100.0%100.0%
Operating Margin5.6%5.6%16.4%94.9%93.4%96.8%
Net Profit Margin4.6%4.6%10.8%-1.3%26.6%31.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
ROE5.9%5.9%17.3%-2.1%18.4%27.6%
ROA0.3%0.3%0.8%-0.1%1.3%2.7%
ROIC5.0%5.0%19.4%109.9%51.3%73.1%
ROCE0.4%0.4%1.8%27.2%18.7%33.5%

FGN Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Debt / Equity0.450.450.530.570.470.22
Debt / EBITDA2.262.261.430.410.510.26
Net Debt / Equity—0.15-0.020.070.07-0.12
Net Debt / EBITDA0.760.76-0.060.050.08-0.14
Debt / FCF——-0.020.030.05-0.27
Interest Coverage2.972.976.8944.3876.76132.45

FGN Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Current Ratio——9716.200.090.080.06
Quick Ratio——9716.200.090.080.06
Cash Ratio——9716.200.080.070.06
Asset Turnover—0.060.070.070.050.09
Inventory Turnover——————
Days Sales Outstanding——————

FGN 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 2021
Dividend Yield——3.5%3.2%——
Payout Ratio——19.5%———

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Earnings Yield7.6%7.4%18.1%———
FCF Yield——174.1%192.1%——
Buyback Yield0.0%0.0%0.3%0.6%——
Total Shareholder Yield0.0%0.0%3.9%3.7%——
Shares Outstanding—$132M$131M$124M$115M$105M

Key Metrics

Growth RegimeExpanding
ProfitabilityModerate
Balance SheetAdequate
Cash FlowRobust
Top Statement Risk

Alternative asset credit exposure

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Discounted Valuation Reflects Structural Complexity

As reported in recent financial data, F&G trades at a P/B of 0.66, which suggests that the market may be applying a conglomerate discount due to the firm's dependency on FNF and the inherent complexity of its Blackstone-managed alternative asset portfolio compared to traditional life insurance peers.

The current P/B multiple appears to undervalue the firm's unique distribution advantage through FNF, yet it may also reflect investor caution regarding the liquidity of the underlying credit assets. Investors should monitor whether this valuation gap narrows as the company demonstrates consistent earnings power through varying interest rate cycles.

Underwriting Volatility Masks Core Profitability

Based on quarterly filings, the combined ratio has exhibited significant volatility, swinging from 22.6% in 2024Q3 to 90.9% in 2025Q4, which indicates that period-specific accounting adjustments may be obscuring the underlying stability of the firm's core annuity spread business and long-term underwriting performance.

The wide variance in the combined ratio suggests that traditional underwriting metrics may be less predictive for F&G than for standard P&C insurers. Analysts should focus on the net investment spread as a more reliable indicator of profitability, as the combined ratio is heavily influenced by the lumpy nature of institutional PRT transactions.

ROE Sensitivity to Investment Yields

According to recent financial statements, F&G's ROE has fluctuated between -10.9% and 8.3% over the last ten quarters, highlighting a reliance on investment income from Blackstone-managed assets to offset the inherent volatility of annuity product accounting and the costs associated with rapid business scaling.

The ROE trajectory suggests that the firm's profitability is highly sensitive to the performance of its alternative credit portfolio. Investors should investigate whether the current ROE levels are sustainable or if they remain overly dependent on favorable credit spreads that could compress in a more challenging macroeconomic environment.

Misapplication of Standard Underwriting Ratios

As indicated by the provided data, the combined ratio is the most commonly misapplied metric for F&G, as it fails to account for the unique spread-based economics of annuity products and the significant impact of mark-to-market accounting on embedded derivatives within the firm's liability structure.

Relying on the combined ratio as a primary KPI for F&G obscures the true economic health of the business, as it treats annuity interest crediting as an underwriting expense rather than a cost of funds. A more appropriate focus would be the net interest margin, which better captures the spread between investment yields and policyholder obligations.

Download Financial Ratios Data

Includes 30+ ratios · 5 years · Updated daily

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FGN — Frequently Asked Questions

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

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

F&G Annuities & Life, Inc.'s current P/E ratio is 13.1x. The historical average is 9.5x. This places it at the 50th 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 5.2x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 2.4x.

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 13.4%.

Is FGN stock overvalued?

Based on historical data, F&G Annuities & Life, Inc. is trading at a P/E of 13.1x. This is at the 50th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

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.