WallStSmart

F&G Annuities & Life Inc. (FG)vsUnum Group (UNM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Unum Group generates 120% more annual revenue ($13.35B vs $6.07B). FG leads profitability with a 6.9% profit margin vs 5.3%. FG trades at a lower P/E of 7.9x. UNM earns a higher WallStSmart Score of 55/100 (C).

FG

Hold

47

out of 100

Grade: D+

Growth: 5.3Profit: 4.0Value: 6.7Quality: 4.8
Piotroski: 2/9

UNM

Buy

55

out of 100

Grade: C

Growth: 3.3Profit: 4.5Value: 5.7Quality: 6.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FG3 strengths · Avg: 9.3/10
P/E RatioValuation
7.9x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.49B8/10

Generating 1.5B in free cash flow

UNM1 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Areas to Watch

FG4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.2%4/10

4.2% revenue growth

Profit MarginProfitability
6.9%3/10

6.9% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-64.2%2/10

Earnings declined 64.2%

UNM4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : FG

The strongest argument for FG centers on P/E Ratio, Price/Book, Free Cash Flow.

Bull Case : UNM

The strongest argument for UNM centers on Price/Book. PEG of 1.03 suggests the stock is reasonably priced for its growth.

Bear Case : FG

The primary concerns for FG are Revenue Growth, Profit Margin, Piotroski F-Score.

Bear Case : UNM

The primary concerns for UNM are Revenue Growth, Return on Equity, Profit Margin.

Key Dynamics to Monitor

FG carries more volatility with a beta of 1.24 — expect wider price swings.

FG is growing revenue faster at 4.2% — sustainability is the question.

FG generates stronger free cash flow (1.5B), providing more financial flexibility.

Monitor INSURANCE - LIFE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

UNM scores higher overall (55/100 vs 47/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

F&G Annuities & Life Inc.

FINANCIAL SERVICES · INSURANCE - LIFE · USA

FGL Holdings sells individual life and annuity insurance products in the United States. The company is headquartered in Des Moines, Iowa.

Unum Group

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Unum Group is a Chattanooga, Tennessee-based Fortune 500 insurance company formerly known as UnumProvident.

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