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Aflac Incorporated AFL

Financial Services · Insurance - Life · United States · S&P 500

56
Profitability
61
Growth
39
Valuation
74
Financial strength
—
Momentum
48

Based on the available data, Aflac Incorporated gets an algorithmic score of 56/100. It trades at 113.66 $, with a sideways/transition technical trend (RSI 37.0) and 16.9% annual volatility.

Updated: 2026-09-30

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Strengths

  • High net margin (26.9%): pricing power / competitive advantage.
  • Low beta (0.33): defensive profile.

Weaknesses

  • Shrinking revenue (-3.2% per year).

Fundamentals

P/E12.26
Forward P/E15.05
PEG1.18
P/B1.88
EV/EBITDA10.59
P/S3.15
ROE %16.91
ROA %3.13
Gross margin %50.89
Operating margin %25.72
Net margin %26.91
Revenue growth % (y/y)-1.00
Earnings growth % (y/y)46.80
Revenue CAGR %-3.23
Earnings CAGR %-6.20
Debt/Equity %53.37
Current ratio0.89
FCF yield %4.48
Dividend yield %2.15
Payout %25.67

Returns

1 month-2.5 %
3 months-2.6 %
6 months+6.2 %
YTD+4.7 %
1 year+4.2 %
3 years+58.7 %
5 years+147.8 %

Risk

1-year volatility16.9 %
Beta0.33
5-year max drawdown-19.9 %
Sharpe 1A0.09

Macroeconomic context

Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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