| P/E (FY) | — | Sales (TTM) | $259.7M |
| Earnings (TTM) | $18.5M | ROE | 6.55% |
| Net Margin | 5.71% | ROIC | — |
| Debt / Equity | — | TD / EBITDA | — |
| EPS Growth 3Y | — | Sales Growth 3Y | 3.21% |
| Market Cap | $256.8M | Trading Days | 5292 |
| 52W High | 6.50 |
| 52W Low | 3.76 |
| % Off High | −21.85% |
| YTD | 5.18% | 1Y | 24.82% |
| 3Y | 98.44% | 5Y | −7.80% |
| 10Y | −41.88% | Since incept. (ann.) | −0.97% |
| Ann. Volatility (1Y) | 52.09% | Ann. Volatility (3Y) | 58.07% |
| Sharpe (1Y) | 0.69 | Sharpe (3Y) | 0.68 |
| Max Drawdown (1Y) | −27.05% | Max Drawdown (3Y) | −47.54% |
| Beta (3Y, vs SPY) | 0.34 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| UTGN | UTG INC | $182.1M | 10.7 |
| AAME | ATLANTIC AMERICAN CORP | $32.6M | — |
| BHF | Brighthouse Financial, Inc. | $3.66B | 11.2 |
| GNW | GENWORTH FINANCIAL INC | $3.85B | 18.6 |
| FG | F&G Annuities & Life, Inc. | $4.03B | 16.2 |
| LNC | LINCOLN NATIONAL CORP | $8.19B | 7.3 |
| JXN | Jackson Financial Inc. | $8.57B | — |
| VOYA | Voya Financial, Inc. | $9.07B | 15.9 |
| PRI | Primerica, Inc. | $10.03B | 14.0 |
| GL | GLOBE LIFE INC. | $13.91B | 12.7 |
| CRBG | Corebridge Financial, Inc. | $14.76B | — |
| RGA | REINSURANCE GROUP OF AMERICA INC | $15.90B |
| 13.7 |