GRWTF Stock Financial Analysis - Great-West Lifeco Inc.

Overview

Great-West Lifeco Inc., headquartered in Winnipeg, Canada, operates as a leading international financial services holding company primarily engaged in the life insurance industry. It provides a spectrum of financial products and services including life and health insurance, retirement and investment plans, asset management, and reinsurance operations. With a strong presence in Canada, the United States, and Europe, Great-West Lifeco serves clients through several key subsidiaries including Canada Life, Empower Retirement, and Putnam Investments. These subsidiaries enable the company to deliver comprehensive financial solutions tailored to the diverse needs of its broad client base. The corporation actively engages in initiatives aimed at digital transformation and sustainability to maintain its competitive position in the global market.

Quality, Value, Momentum Scores

This card shows the Quality, Value, and Momentum scores for the company

Quality

The QualityScore is a proprietary scoring model that identifies high quality companies, based on cash generating efficiencies.

Value

Proprietary scoring model that ranks companies based on their relative valuation. Scores range from 0 to 100, with 100 being the most undervalued.

Momentum

Proprietary scoring model that ranks companies on their six-month momentum.

Fund Sentiment

The Fund Sentiment (fka Ownership) score is a proprietary quantitative model that ranks companies based on levels of ownership accumulation.

QVM

The QVM Score is a proprietary scoring model that combines Quality, Value, and Momentum into a single metric that ranks companies from 0 to 100.

Income Statement: Revenue, Operating Income, Net Income

The revenue for Great-West Lifeco Inc. - Preferred Stock as of June 30, 2025 is 35,082.00 MM.
The operating income for Great-West Lifeco Inc. - Preferred Stock as of June 30, 2025 is 8,956.00 MM.
The net income for Great-West Lifeco Inc. - Preferred Stock as of June 30, 2025 is 3,859.00 MM.

Period End (TTM)	Revenue (MM)	Operating Income (MM)	Net Income (MM)
2025-06-30	35,082.00	8,956.00	3,859.00
2025-03-31	34,875.00	9,081.00	3,970.00
2024-12-31	34,740.00	9,315.00	4,070.00
2024-09-30	33,309.00	8,297.00	3,694.00
2024-06-30	33,026.00	8,421.00	3,740.00
2024-03-31	32,172.00	7,784.00	3,233.00
2023-12-31	31,243.00	7,153.00	2,868.00
2023-09-30	28,468.00	4,077.00	2,580.00
2023-06-30	28,960.00	5,085.00	2,662.00
2023-03-31	29,474.00	6,133.00	2,987.00
2022-12-31	30,393.00	7,590.00	3,726.00
2022-09-30	40,870.00	7,281.00	4,041.00
2022-06-30	50,596.00	6,251.00	3,927.00
2022-03-31	61,203.00	5,611.00	3,888.00
2021-12-31	64,447.00	4,285.00	3,262.00
2021-09-30	63,263.00	4,420.00	3,407.00
2021-06-30	59,576.00	4,157.00	3,361.00
2021-03-31	61,305.00	4,054.00	3,441.00
2020-12-31	60,673.00	3,564.00	3,076.00
2020-09-30	54,387.00	3,274.00	2,677.00
2020-06-30
2020-03-31

Income Statement: EPS

Period End (TTM)	Earnings Per Share Basic	Earnings Per Share Diluted
2025-06-30
2025-03-31
2024-12-31	4.23	4.21
2024-09-30	3.82	3.82
2024-06-30	3.87	3.89
2024-03-31	3.33	3.24
2023-12-31	2.94	2.93
2023-09-30	2.63	2.62
2023-06-30	2.72	2.72
2023-03-31	3.07	3.06
2022-12-31	3.86	3.86
2022-09-30	4.20	4.19
2022-06-30	4.08	4.07
2022-03-31	4.04	4.03
2021-12-31	3.37	3.36
2021-09-30	3.53	3.52
2021-06-30	3.48	3.48
2021-03-31	3.57	3.56
2020-12-31	3.17	3.17
2020-09-30	2.74	2.74
2020-06-30	2.64	2.64
2020-03-31	2.20	2.20

Cash Flow: Operations, Investing, Financing

The cash from operating activities for Great-West Lifeco Inc. - Preferred Stock as of June 30, 2025 is 4,281.00 MM.
The cash from investing activities for Great-West Lifeco Inc. - Preferred Stock as of June 30, 2025 is -103.00 MM.
The cash from financing activities for Great-West Lifeco Inc. - Preferred Stock as of June 30, 2025 is -2,708.00 MM.

Period End (TTM)	Cash From Operating Activities (MM)	Cash From Investing Activities (MM)	Cash From Financing Activities (MM)
2025-06-30	4,281.00	-103.00	-2,708.00
2025-03-31	4,331.00	-196.00	-2,435.00
2024-12-31	4,751.00	-408.00	-2,285.00
2024-09-30	4,842.00	-1,058.00	-2,368.00
2024-06-30	3,806.00	-1,020.00	-2,467.00
2024-03-31	5,106.00	-923.00	-3,334.00
2023-12-31	4,828.00	-786.00	-3,550.00
2023-09-30	1,078.00	134.00	-2,917.00
2023-06-30	2,718.00	-343.00	-2,885.00
2023-03-31	2,307.00	-3,652.00	-1,924.00
2022-12-31	3,772.00	-2,218.00	-620.00
2022-09-30	7,260.00	-4,684.00	-1,080.00
2022-06-30	11,382.00	-10,197.00	19.00
2022-03-31	10,020.00	-6,324.00	89.00
2021-12-31	10,373.00	-11,212.00	-992.00
2021-09-30	10,440.00	-8,547.00	-186.00
2021-06-30	9,077.00	-9,359.00	1,431.00
2021-03-31	9,473.00	-11,022.00	1,948.00
2020-12-31	9,610.00	-8,202.00	2,010.00
2020-09-30	9,005.00	-8,442.00	848.00
2020-06-30
2020-03-31

Valuation Metrics : PE, PriceToBook, PriceToTBV

P/Book: The current closing price divided by the book value per share.

P/TBV: The current price divided by the tangible book value per share.

Period End (TTM)	p/e	P/Book	P/TBV
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31

Valuation Metrics : EBitToEv, EBit3YrAvgToEv

Period End (TTM)	EBIT/EV	EBIT (3y)/EV
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31

Management Effectiveness

The roa for Great-West Lifeco Inc. - Preferred Stock as of June 30, 2025 is 0.01.
The roe for Great-West Lifeco Inc. - Preferred Stock as of June 30, 2025 is 0.13.
The roic for Great-West Lifeco Inc. - Preferred Stock as of June 30, 2025 is 0.09.
The croic for Great-West Lifeco Inc. - Preferred Stock as of June 30, 2025 is 0.05.
The ocroic for Great-West Lifeco Inc. - Preferred Stock as of June 30, 2025 is 0.10.

Period End (TTM)	ROA	ROE	ROIC	CROIC	OCROIC
2025-06-30	0.01	0.13	0.09	0.05	0.10
2025-03-31	0.01	0.13	0.09	0.06	0.10
2024-12-31	0.01	0.12	0.09	0.04	0.12
2024-09-30	0.01	0.13	0.09	0.01	0.10
2024-06-30		0.11
2024-03-31		0.09
2023-12-31			0.07	-0.06
2023-09-30			0.08	-0.02
2023-06-30		0.07
2023-03-31		0.09
2022-12-31
2022-09-30		0.00
2022-06-30		0.00	0.00
2022-03-31		0.00
2021-12-31		0.00	0.00
2021-09-30	0.00	0.00
2021-06-30	0.01		0.09	0.02	0.23
2021-03-31	0.01	0.13	0.09	-0.00	0.24
2020-12-31	0.01	0.12	0.08	0.09	0.25
2020-09-30	0.01	0.11	0.07	0.04	0.25
2020-06-30	0.01	0.10	0.07	0.06	0.17
2020-03-31	0.00	0.08	0.06	0.03	0.21

Gross Margins

The gross margin for Great-West Lifeco Inc. - Preferred Stock as of June 30, 2025 is 0.48.
The net margin for Great-West Lifeco Inc. - Preferred Stock as of June 30, 2025 is 0.11.
The operating margin for Great-West Lifeco Inc. - Preferred Stock as of June 30, 2025 is 0.26.

Gross Margin: The Gross Margin is the ratio of revenue left after substracting the Cost of Goods Sold. It is calculated as 1.0 - (Revenue - COGS ) / Revenue.

Net Margin: The Net Margin (aka Profit Margin) is the ratio of revenue left after substracting the Net Income. It is calculated as Net Income / Revenue.

Operating Margin: The Operaing Margin is the ratio of revenue left after substracting the Operating Income. It is calculated as Operating Income / Revenue.

Period End (TTM)	Gross Margin	Net Margin	Operating Margin
2025-06-30	0.48	0.11	0.26
2025-03-31	0.49	0.12	0.27
2024-12-31	0.47	0.11	0.25
2024-09-30	0.47	0.11	0.25
2024-06-30
2024-03-31
2023-12-31
2023-09-30		0.05	0.08
2023-06-30		0.05	0.08
2023-03-31		0.06	0.08
2022-12-31
2022-09-30
2022-06-30		0.00	0.00
2022-03-31
2021-12-31
2021-09-30
2021-06-30	0.18	0.06	0.07
2021-03-31	0.17	0.06	0.07
2020-12-31	0.16	0.05	0.06
2020-09-30	0.17	0.05	0.06
2020-06-30	0.17	0.05	0.06
2020-03-31	0.23	0.06	0.07

GRWTF Stock Financial Analysis - Great-West Lifeco Inc. - Preferred Stock (OTCPK) Stock