UTG Inc UTGN
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- $30.52
- Day Range
- $30.05–30.05
- 52-Week Range
- $26.00–38.63
- Bid/Ask
- $30.05 / $32.00
- Market Cap
- $95.10 Mil
- Volume/Avg
- 306 / 306
Key Statistics
- Price/Earnings (Normalized)
- 48.47
- Price/Sales
- 3.74
- Dividend Yield (Trailing)
- —
- Dividend Yield (Forward)
- —
- Total Yield
- 0.93%
Company Profile
UTG Inc is a life insurance holding company. Along with its subsidiaries, its primary business is individual life insurance which includes the servicing of existing insurance business in force and the acquisition of other companies in the insurance business, and administration processing of life insurance business for other entities. Its product offering is the Tradition policy which is a fixed premium whole life insurance policy. Premiums are level and payable for life. Issue ages are 0-75. The second is the annuity product, which is a five-year, single premium product. The company’s investment portfolio consists of fixed maturities, equity securities, trading securities, mortgage loans, notes receivable and real estate to provide funding for future policy contractual obligations.
- Sector
- Financial Services
- Industry
- Insurance - Life
- Stock Style Box
- Small Core
- Total Number of Employees
- 40
- Website
- https://www.utgins.com
Comparables
Valuation
|
Metric
|
UTGN
|
EQH
|
085620
|
|---|---|---|---|
Price/Earnings (Normalized) | 48.47 | 8.26 | 2.48 |
Price/Book Value | 0.59 | 11.69 | 0.24 |
Price/Sales | 3.74 | 1.27 | 0.16 |
Price/Cash Flow | — | 3.75 | 1.06 |
Price/Earnings
UTGN
EQH
085620
Financial Strength
|
Metric
|
UTGN
|
EQH
|
085620
|
|---|---|---|---|
Quick Ratio | — | — | — |
Current Ratio | — | — | — |
Interest Coverage | 68.84 | 4.24 | 8.87 |
Quick Ratio
No chart available
Profitability
|
Metric
|
UTGN
|
EQH
|
085620
|
|---|---|---|---|
Return on Assets (Normalized) | 0.63% | 0.64% | 0.23% |
Return on Equity (Normalized) | 1.74% | 163.23% | 2.55% |
Return on Invested Capital (Normalized) | 1.67% | 18.00% | 2.46% |
Return on Assets
UTGN
EQH
085620
Insurance - Life Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
PIAIF
| Ping An Insurance (Group) Co. of China Ltd Class H | Jvdylgqw | Qtp | $93.0 Bil | |
PNGAY
| Ping An Insurance (Group) Co. of China Ltd ADR | — | Rsfn | $93.0 Bil | |
CILJF
| China Life Insurance Co Ltd Class H | — | Ycnt | $92.8 Bil | |
AAGIY
| AIA Group Ltd ADR | — | Bxw | $72.3 Bil | |
AAIGF
| AIA Group Ltd | — | Fmkwc | $72.3 Bil | |
MET
| MetLife Inc | Xqjplvwq | Slj | $52.6 Bil | |
AFL
| Aflac Inc | Xptrqpz | Zgrvcy | $48.5 Bil | |
MFC
| Manulife Financial Corp | Hbnfvchxh | Scg | $41.4 Bil | |
PRU
| Prudential Financial Inc | Ksssljw | Jpkv | $40.5 Bil | |
PUK
| Prudential PLC ADR | Lvbntjm | Yrly | $25.2 Bil |