COMP <GO>
PRI vs FG // 10Y YIELD & FRED MACRO BETA
Primerica Inc. (NYSE) VS. F&G Annuities & Life Inc. (NYSE) • 15-METRIC TALLY: PRI 6
— FG 1
■ METRIC PARITY
LAST: $283.55 (+1.61%) • MKT CAP: $8.73B
macro-sensitivity
0.97
LAST: $21.05 (+2.18%) • MKT CAP: $2.76B
macro-sensitivity
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PRI VS. FG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PRI | FG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.20% | 5.20% | 0.00 | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.7x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 8.63% | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | 13.90% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 4.30% | +6.60 | PRI | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | -0.20% | +6.80 | PRI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.11% | 0.00% | +3.11 | PRI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | PRI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.4 | 50.6 | +2.80 | PRI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.97 | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.7x | 10.3x | +12.40 | FG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.73B | $2.76B | $5.97B | PRI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PRI REV | FG REV | PRI GROSS % | FG GROSS % | PRI FCF | FG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.29B | $5.73B | — | — | $753.1M | $4.68B |
| FY 2024 | $3.09B | $5.74B | — | — | $723.1M | $6.00B |
| FY 2023 | $2.75B | $4.50B | — | — | $568.8M | $5.83B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PRI // BETA 0.97
FG // BETA —