COMP <GO>
FG vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
F&G Annuities & Life Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: FG 3
— BAC 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: FG
LAST: $21.05 (+2.18%) • MKT CAP: $2.76B
roic
5.20%
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FG VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FG | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.20% | 2.50% | +2.70 | FG | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 30.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 2.10% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 32.90% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 4.30% | 27.00% | -22.70 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | -0.20% | 6.80% | -7.00 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 7/9 | -3.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.5 | 38.3 | +13.18 | FG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.3x | 10.9x | -0.60 | FG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.76B | $357.61B | -$354.85B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FG REV | BAC REV | FG GROSS % | BAC GROSS % | FG FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.73B | $113.10B | — | — | $4.68B | $7.52B |
| FY 2024 | $5.74B | $105.86B | — | — | $6.00B | -$13.57B |
| FY 2023 | $4.50B | $102.77B | — | — | $5.83B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FG // BETA —
BAC // BETA 0.90