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FGF&G Annuities & Life, Inc.
$28.81$3.9B
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  4. Financial Ratios

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

Latest Ratios: P/E Ratio 15.3x · EV/EBITDA 4.7x · 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$3.9B$4.1B$5.4B$5.7B$2.3B——————
Enterprise Value$4.7B$4.8B$5.3B$5.9B$2.5B——————
P/E Ratio →15.3216.418.49—3.63——————
P/S Ratio0.680.711.001.341.03——————
P/B Ratio0.770.831.331.840.96——————
P/FCF0.840.870.910.980.73——————
P/OCF0.830.870.900.980.73——————

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 / EBITDA4.714.883.9715.672.21——————
EV / EBIT14.429.905.8795.263.00——————
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 Yield3.6%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 Yield6.5%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 Yield3.9%3.6%2.5%2.1%0.0%——————
Shares Outstanding—$132M$131M$124M$115M$105M$150M$213M$216M$214M$19M

Key Metrics

Growth RegimeExpanding
ProfitabilityStrained
Balance SheetAdequate
Cash FlowMixed
Top Statement Risk

Underwriting margin volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Discounted Valuation Reflects Earnings Uncertainty

Based on current market data, F&G trades at a P/B ratio of 0.73, which appears to reflect investor skepticism regarding the sustainability of underwriting margins and the potential for future capital requirements given the company's aggressive expansion into institutional funding and annuity markets.

The current P/B multiple suggests that the market is pricing in a significant risk premium compared to higher-multiple peers, likely due to the volatility in quarterly ROE figures. Investors should monitor whether this discount persists as the company attempts to demonstrate consistent spread-capture capabilities through its Blackstone-managed investment portfolio.

Combined Ratio Volatility Impairs Predictability

As reported in quarterly financial filings, the combined ratio has fluctuated wildly from a low of 72.0% in 2024Q4 to a high of 124.2% in 2023Q4, indicating that underwriting profitability remains highly sensitive to market-driven derivative hedging outcomes and potential reserve adjustments.

The extreme variance in the combined ratio suggests that the company's core underwriting performance is not yet stabilized, making it difficult to project long-term profitability. This instability warrants further investigation into the effectiveness of the hedging program and the impact of institutional product pricing on overall margin durability.

ROE Compression From Underwriting Instability

According to historical performance data, F&G's ROE has struggled to maintain positive momentum, oscillating between a peak of 7.6% in 2024Q4 and a significant negative 10.9% in 2023Q4, which highlights the heavy reliance on investment yield to offset underwriting volatility.

The inconsistent ROE trajectory suggests that the company's profitability is currently strained by the high cost of new business and the volatility of its derivative-heavy hedging strategy. Investors should interpret these figures as a sign that the firm's spread-capture model is highly dependent on favorable market conditions to achieve meaningful returns on equity.

Misapplication of GAAP Net Income

As noted in recent financial analysis, the most commonly misapplied metric for F&G is GAAP net income, which obscures the underlying operational health by including volatile, non-cash mark-to-market adjustments on derivative instruments used to hedge the company's fixed indexed annuity portfolio.

Relying on GAAP net income leads to a distorted view of the company's true earnings power, as these accounting swings do not reflect the cash-generating capacity of the insurance operations. Analysts should instead focus on adjusted operating earnings and statutory capital metrics to better assess the firm's actual financial stability.

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 15.3x. 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 4.7x. 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 15.3x. 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 3.60% 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.