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Great-West Lifeco Inc. (GWO) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Great-West Lifeco Inc.

GWOMarket cap $56BPrice $62.7

Country🇨🇦Canada

SectorFinancials

IndustryInsurance

Provides life insurance, retirement savings, and investment management to over 31 million customers across North America and Europe. Controls nearly $2 trillion in assets under administration, making it one of the largest insurers most people have never heard of.

In Bastion Portfolios?

52W Return+55%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+5%5

Revenue Forecast

Rev CAGR (1y)+12%7

Rev CAGR (3y)+8%6

Rev CAGR (5y)+6%6

Earnings Forecast

EPS Growth Y+1+29%8

EPS Growth Y+2+9%6

EPS Growth Y+3+7%6

Quality

Margins

EBIT Margin25%8

Net Income Margin13%6

Free Cash Flow Margin12%6

Debt

Net Debt/EBITDA-0.110

Efficiency

ROE16%7

ROA1%2

Earnings Stability88

GEAR+VERY STRONG94

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)136

P/BV2.85

EV Multiples

EV/EBITDA Fwd66

EV/EBIT Fwd146

Yield

Free Cash Flow Yield0.0%6

Dividend Yield3.0%7

Momentum

Short term

1 month return-4%6

3 month return-3%5

YTD return+35%9

Mid term

Price vs 52wHigh93%9

1 year return+61%9

Long term

3 year return+164%9

5 year return+193%9

Risk Shield

Price Risk

Beta0.29

Volatility17%10

Free Cash Flow

Free Cash Flow Margin12%6

Free Cash Flow Yield0.0%6

Quality

ROCE1%2

Earnings Stability88

Net Debt/EBITDA-0.110

02Growth

Is it actually growing, and how fast?

GWOGreat-West Lifeco

Revenue FY25$25.8B

GROWTH RATING↗

AVERAGE59 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+12%7

Revenue, next 3Y, CAGR+8%6

Revenue, next 5Y, CAGR+6%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+29%8

EPS growth, FY27E+9%6

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 5%/yr over the last 3 years and is set to grow 8%/yr from here.

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 8%/yr).

WATCH

A mid-pack grower, ahead of 59% of companies worldwide.

Revenue is set to grow 8%/yr over the next 3 years, a little ahead of the market.6/10

Over five years revenue is set to grow 6%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Reaccelerating Grower

A middle-of-the-pack grower that's speeding up.

03Price Momentum

Is the market behind it right now?

GWOGreat-West Lifeco

Total return Current271%

Price return Current139%

MOMENTUM RATING↗

STRONG84 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return-3%5

YTD return+35%9

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+61%9

3-year return+164%9

5-year return+193%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +164% over three years and +193% over five, ahead of 80% of the market.

It's up 61% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+35%).

WATCH

Returns sit at the market level over the past month (-4%) and over three months (-3%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns and the stock sits near its highs. A reliable trend, if not the single hottest name in the market.

04Value

Are you paying a fair price for it?

Stop guessing on Great-West Lifeco Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

GWOGreat-West Lifeco

Revenue FY25$25.8B

GROWTH RATING↗

AVERAGE59 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+12%7

Revenue, next 3Y, CAGR+8%6

Revenue, next 5Y, CAGR+6%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+29%8

EPS growth, FY27E+9%6

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 5%/yr over the last 3 years and is set to grow 8%/yr from here.

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 8%/yr).

WATCH

A mid-pack grower, ahead of 59% of companies worldwide.

Revenue is set to grow 8%/yr over the next 3 years, a little ahead of the market.6/10

Over five years revenue is set to grow 6%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Reaccelerating Grower

A middle-of-the-pack grower that's speeding up.

03Price Momentum

Is the market behind it right now?

GWOGreat-West Lifeco

Total return Current271%

Price return Current139%

MOMENTUM RATING↗

STRONG84 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return-3%5

YTD return+35%9

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+61%9

3-year return+164%9

5-year return+193%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +164% over three years and +193% over five, ahead of 80% of the market.

It's up 61% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+35%).

WATCH

Returns sit at the market level over the past month (-4%) and over three months (-3%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns and the stock sits near its highs. A reliable trend, if not the single hottest name in the market.

04Value

Are you paying a fair price for it?

Stop guessing on Great-West Lifeco Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community