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F&G Annuities & Life, Inc.

$27.70 ▼ -1.41 (-4.84%) at close

7 Visible periods

34 Metrics

Peer-ranked Benchmarks

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Health

Fair

Neutral

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Analytical Summary

F&G Annuities & Life, Inc. shows mixed fundamentals. Consider comparing against peers in the Financials sector before making investment decisions.

Market Cap $3.6B

Dividend Yield 3.29%

Revenue Growth -0.2% ↘

Op. Margin None

ROIC None

FCF / Share None

Trailing P/E 14.7x

Price / Book 0.8x

FCF Yield —

Debt / Equity 0.47

info Valuation on last close. End-of-day price, Aug 7, 2026.

7-Year Financial Trajectory

Annual

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$5.73B

— -0.2% —

Net Income Profit after all expenses

$265.00M

↓ -58.5% —

Operating Margin Operating profit as % of sales

25.6%

↓ -6.0% —

Long-Term Debt Long-term obligations

$2.24B

↑ +3.0% —

Health Breakdown

Profitability ↓

Returns ↓

Financial Health ↑

Dividend History

Dividend / share · sourced from SEC filings

$0.91 Latest / share

+7.1% YoY

+65.7% 4-yr CAGR

FY 2019

FY 2020

FY 2021

$0.20

FY 2022

$0.81

FY 2023

$0.85

FY 2024

$0.91

FY 2025

Financial view

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📈 Is growth accelerating? 6 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Revenue Growth YoY (%)	-0.2% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-104%)	27.6% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+361%)	92.3% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+1438%)	-40.9% Weak Weak Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-782%)	—	—	—
EPS Growth YoY (%)	-62.0% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	N/M	N/M	-49.3% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	—	—	—
Net Income Growth YoY (%)	-58.5% Weak Weak Year-over-year change in net income	N/M	N/M	-44.4% Weak Weak Year-over-year change in net income	—	—	—
FCF Growth YoY (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Revenue CAGR 3Y (%)	34.8% Excellent Excellent Compound annual revenue growth over 3 years	13.2% Good Good Compound annual revenue growth over 3 years	—	—	—	—	—
EPS CAGR 3Y (%)	-23.2% Weak Weak Compound annual EPS growth over 3 years	-15.5% Weak Weak Compound annual EPS growth over 3 years	—	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Operating Margin (%) (%)	—	—	—	25.6% Excellent Excellent Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	27.2% Excellent Excellent Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+9%)	—	—
Effective Tax Rate (%) (%)	—	—	—	19.6% Good Good Actual taxes paid relative to pre-tax income Optimal: 15-25%	20.4% Good Good Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—
Profit Margin (%) (%)	4.6% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-79%)	11.1% Fair ↓ Fair Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-49%)	-1.3% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-106%)	20.6% Excellent Excellent Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-7%)	21.8% Excellent Excellent Net income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	—	—
FCF Margin (%) (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
FCF / Net Income (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Return on Invested Capital (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Return on Capital (%) (%)	0.3% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.8% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	-0.1% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.9% Weak Weak Operating profit relative to total assets Optimal: > 10%	1.8% Weak Weak Operating profit relative to total assets Optimal: > 10%	—	—
Return on Common Equity (%) (%)	5.5% Caution ↓ Caution Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-54%)	16.2% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+35%)	-1.9% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-116%)	26.5% Excellent Excellent Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+121%)	19.3% Good Good Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+61%)	—	—

⚖️ Is the balance sheet risky? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Debt to Equity (x)	0.47x Good ↓ Good Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-61%)	0.55x Good ↑ Good Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-54%)	0.57x Good ↑ Good Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-53%)	0.61x Fair Fair Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-49%)	0.22x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-82%)	—	—
Interest Coverage (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Net Debt (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Debt / EBITDA (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

📊 What does each share earn? 8 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Revenue per Share (USD)	$43.75	$45.95	$36.29	$20.35	$37.73	—	—
Basic EPS, GAAP (USD)	$1.89	$4.98	$-0.47	$4.18	$8.24	—	—
Free Cash Flow per Share (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Dividend per Share (USD)	$0.91	$0.85	$0.81	$0.20	—	—	—
Book Value per Share (USD)	$35.43	$31.16	$24.56	$14.37	$42.71	—	—
Tangible Book Value per Share (USD)	$15.29	$9.54	$9.13	$-28.42	$4.71	—	—
Basic Weighted Avg Shares (shares)	131.00M	125.00M	124.00M	115.00M	105.00M	—	—
Dividend Payout Ratio (%)	48.1% Good ↑ Good Improving Dividends paid as a percentage of earnings Optimal: 30-60%	17.1% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	-172.3% Excellent Excellent Dividends paid as a percentage of earnings Optimal: 30-60%	4.8% Excellent Excellent Dividends paid as a percentage of earnings Optimal: 30-60%	—	—	—

🏦 How resilient is the balance sheet? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Working Capital (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
LT Debt (USD)	$2.24B	$2.17B	$1.75B	$1.11B	$977.00M	—	—
Total Equity (USD)	$4.80B	$3.95B	$3.10B	$1.82B	$4.49B	$4.07B	$2.58B

📋 What is driving earnings? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Sales/Revenue/Turnover (USD)	$5.73B	$5.74B	$4.50B	$2.34B	$3.96B	—	—
Depreciation Expense (USD)	$665.00M	$569.00M	$412.00M	$329.00M	$484.00M	—	—
Net Income, GAAP (USD)	$265.00M	$639.00M	$-58.00M	$481.00M	$865.00M	—	—
Operating Cash Flow (USD)	$4.68B	$6.00B	$5.83B	$3.17B	$1.87B	—	—

🏛️ Sector-Specific 1 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Premiums Earned (USD)	$2.79B	$2.86B	$2.41B	$1.64B	$1.40B	—	—

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bar_chart Data from SEC EDGAR XBRL filings

Synced 1 week ago 7 years · 20 quarters

F&G Annuities & Life, Inc.

Analytical Summary

7-Year Financial Trajectory

Health Breakdown

Dividend History

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