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AEGAegon Ltd.
$8.79$13.3B
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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$13.3B$12.0B$11.8B$10.9B$10.2B$10.2B$8.1B$9.3B$12.1B$16.5B$14.5B
Enterprise Value$16.1B$14.5B$13.4B$11.7B$13.5B$15.5B$10.8B$9.1B$17.0B$20.3B$17.2B
P/E Ratio →12.8312.8519.63——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/FCF13.6714.1316.6513.633.70——1.3030.7736.404.50
P/OCF13.0613.5115.5412.613.58——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 / EBIT3.2510.8920.07—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
ProfitabilityStrained
Balance SheetVulnerable
Cash FlowDeteriorating
Top Statement Risk

Capital adequacy and leverage

Complexity Discount Masks Platform Value

Based on reported figures, Aegon trades at a P/B of 1.51, which appears to reflect a persistent complexity discount when compared to peers like Prudential Financial, suggesting that the market remains skeptical of the firm's transition toward a capital-light, fee-based retirement services platform model.

The current P/B multiple warrants further investigation as it may undervalue the recurring fee income generated by the UK and US retirement platforms. Investors should monitor whether the market continues to price Aegon as a legacy insurer, which would obscure the potential for multiple expansion as the company successfully executes its strategic pivot.

Underwriting Profitability Remains Highly Volatile

As reported in financial statements, Aegon's expense ratio reached 98.1% in 2025Q4, illustrating the significant operational challenges inherent in maintaining a global insurance platform while simultaneously navigating the structural divestment of its Dutch insurance operations and the associated shift in its core underwriting risk profile.

The lack of consistent combined ratio data suggests that the company's underwriting profitability is currently obscured by the ongoing simplification program. Analysts should interpret these high expense ratios as a potential indicator of the costs associated with managing long-dated policyholder liabilities during a period of significant organizational restructuring.

ROE Pressured by Structural Realignment

According to recent quarterly data, Aegon's ROE has fluctuated significantly, reaching 4.6% in 2025Q4, which appears to be heavily influenced by non-operating items and the divestment of legacy assets rather than a sustained improvement in core underwriting or investment income on float.

The decoupling of ROE from operational performance suggests that the company's profitability is currently strained by the costs of its strategic pivot. Investors should be cautious, as the reliance on non-operating gains to support returns may not be sustainable in the absence of consistent underwriting profitability.

Capital Adequacy Under Strategic Pressure

Based on the company's reported figures, the balance sheet shows a high degree of leverage, with total liabilities significantly outpacing equity, a trend that appears to be exacerbated by aggressive capital returns that may be outpacing the internal generation of capital within the new organizational structure.

The current leverage profile warrants close monitoring, as the company's capital-light transition relies heavily on maintaining a strong solvency buffer. Any further erosion of shareholder equity could limit the firm's flexibility to manage its US retirement business effectively during periods of market volatility.

Misapplication of Traditional Insurance Metrics

The most commonly misapplied metric for Aegon is the traditional combined ratio, which fails to account for the company's shift toward fee-based revenue, thereby obscuring the true profitability of its platform-based business model and leading to an incomplete assessment of its underlying financial health.

Analysts should instead focus on fee-based margin expansion and the growth of the Contractual Service Margin (CSM) as more accurate indicators of future earnings potential. Relying on legacy insurance ratios may lead to a systematic underestimation of the firm's value as a technology-enabled service provider.

Download Financial Ratios Data

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 4.76% 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.