COMP <GO>
AFG vs BAC // 10Y YIELD & FRED MACRO BETA
American Financial Group Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: AFG 7
— BAC 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: AFG
LAST: $153.87 (+0.50%) • MKT CAP: $12.70B
macro-sensitivity
0.98
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
macro-sensitivity
0.90
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AFG VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AFG | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.70% | 2.50% | +3.20 | AFG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.3x | 30.2x | -13.90 | AFG | /valuation <GO> |
| Free Cash Flow Yield | 9.18% | 2.10% | +7.08 | AFG | /fcf-yield <GO> |
| Operating Margin | 13.10% | 32.90% | -19.80 | BAC | /operating-margins <GO> |
| Net Profit Margin | 10.30% | 27.00% | -16.70 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | -1.80% | 6.80% | -8.60 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.77% | 0.00% | +4.77 | AFG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.84 | 0.45 | +0.39 | AFG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 6.60% | +0.20 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.8 | 27.7 | +42.13 | AFG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.98 | 0.90 | +0.08 | AFG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.0x | 10.9x | +3.10 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.70B | $357.61B | -$344.91B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AFG REV | BAC REV | AFG GROSS % | BAC GROSS % | AFG FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.17B | $113.10B | 44.0% | 44.0% | $1.17B | $7.52B |
| FY 2024 | $8.32B | $105.86B | 44.0% | 44.0% | $777.4M | -$13.57B |
| FY 2023 | $7.83B | $102.77B | 44.0% | 44.0% | $1.62B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AFG // BETA 0.98
BAC // BETA 0.90