BHF vs FG
BHF: A major U.S. annuity and life insurance provider offering fixed, variable, and index-linked annuities plus life insurance to millions of contract holders, currently struggling with derivative losses and revenue headwinds. FG: A specialized insurance and annuities company that designs and distributes fixed income and life insurance products for retirement planning, backed by a substantial investment portfolio.
Side-by-side fundamentals
| Metric | BHF | FG | Edge |
|---|---|---|---|
| Price as of 2026-07-30 close | $63.45 | $29.63 | |
| Market cap as of 2026-07-31 | $3.6B | $3.9B | |
| P/E as of 2026-07-31 | n/a | 7.23 | |
| PEG as of 2026-07-31 | n/a | 0.26 | |
| Net margin as of 2026-07-31 | -1.1% | +8.9% | FG higher |
| Operating margin as of 2026-07-31 | -0.1% | +13.9% | FG higher |
| ROE as of 2026-07-31 | -1.1% | +11.4% | FG higher |
| ROA as of 2026-07-31 | -0.0% | +0.5% | FG higher |
| Debt / equity as of 2026-07-31 | 0.57 | 0.48 | FG lower |
| Revenue growth (YoY) as of 2026-07-31 | -16.1% | +9.2% | FG higher |
| Revenue CAGR (3y) SEC XBRL | -0.5% | +34.6% | FG higher |
| Dividend yield as of 2026-07-31 | +2.8% | +3.3% | FG higher |
| Dividend streak (yrs) SEC XBRL | n/a | 4 | |
| Beta as of 2026-07-31 | 1.09 | 1.30 | |
| 1-year return as of 2026-07-30 close | +34.6% | -8.1% | BHF higher |
Fundamentals: market data, as of 2026-07-31. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-30.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.