|GNW Overview
GNW

GENWORTH FINANCIAL INC

Financials • CIK: 0001276520

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Market Cap
$3.70B
P/E (TTM)
16.5x
Rev Growth (TTM)
-1.7%
Net Margin (TTM)
3.0%
FCF Yield (TTM)
2.6%
FCF Margin (TTM)
1.3%

LATEST EARNINGS

Q3 FY2025
4 months ago
View source
Revenue
$1.94B
+7.7%
Net Income
$116.00M
+127.5%
EPS
$0.28
+133.3%
Net
6.0% +3.2%
  • Announced a new $350 million share repurchase program and executed $76 million in repurchases during the quarter.
  • Acquired Seniorly to accelerate CareScout expansion into senior living communities.
  • Launched Care Assurance, CareScout's inaugural standalone LTC product.
  • Enact reported adjusted operating income of $134M and distributed $110M in capital returns to Genworth.

Cash Flow Health

Free Cash Flow6/8 positive
TTM$95M
Q3 '25
$87M+1350%
Q2 '25
$6M-82%
FCF Margin
TTM1.3%
Q3 '254.5%+1246%
Sector: 22.2%Below Avg
OCF Margin1.3%
OCF/NI0.43x
CapEx Coverage
FCF Yield2.6%
FCF Growth (2Y)-55%
Cash Conversion Cycle
0 days
DSO: 0+DIO: DPO:

Capital Allocation & Returns

Shareholder Friendly
Total Shareholder YieldTTM
TTM5.5%
Div Yield0.0%
+
Buyback (TTM)5.5%

Strong capital returns to shareholders

Dividend & Payout Metrics
Dividend Yield (TTM)0.0%
Free Cash Flow (TTM)$95.0M
Stock Repurchases (TTM)$205.0M
Capital Return / FCF215.8%
Est. Dividends Paid (TTM)$0
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
P25MedianP75
(med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
Asset Turnover
0.08x
8Q: 0.08x
Leverage (1+D/E)
1.00x
D/E: 0.00x
Asset & CapEx Efficiency
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Revenue
$7.3B
$1.9B7.7%
$1.8B0.6%
$1.8B0.2%
$1.8B5.2%
$1.9B6.3%
$1.8B5.1%
$1.9B2.5%
$1.9B
Operating Income
$172.0M
$38.0M44.1%
$68.0M33.3%
$51.0M240.0%
$15.0M68.8%
$48.0M61.6%
$125.0M47.1%
$85.0M137.0%
$-230.0M
Net Income
$220.0M
$116.0M127.5%
$51.0M5.6%
$54.0M5500.0%
$-1.0M101.2%
$85.0M11.8%
$76.0M45.3%
$139.0M165.6%
$-212.0M
Operating Cash Flow
$95.0M
$87.0M1350.0%
$6.0M82.4%
$34.0M206.3%
$-32.0M119.9%
$161.0M2200.0%
$7.0M106.5%
$-107.0M729.4%
$17.0M
Free Cash Flow
$95.0M
$87.0M1350.0%
$6.0M82.4%
$34.0M206.3%
$-32.0M119.9%
$161.0M2200.0%
$7.0M106.5%
$-107.0M729.4%
$17.0M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
16.5x
Volatile
8Q: 34.9x+247%
Valuation Lenses
Earnings
16.5x
vs sector
Cash Flow
18.5x
EV/FCF vs
Growth-Adj
0.1xPEG
Undervalued for growth
Quality-Adj
P/E per %ROIC
ROIC: –
Shareholder Returns
Dividend
Buyback
5.5%
Total Yield
5.5%
Market Cap$3.70B
EV$1.76B
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
26/100
Below Average

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Bottom 25%
2.5%
8Q:
Return on Invested Capital (ROIC)
8Q:
vs Sector:0.1%

Earnings Quality

Cash Conversion

0.43x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin

Capital Efficiency

Invested Capital Turnover

Working Capital

Cash Conversion Cycle0 days

Growth Quality & Momentum

Low Quality
Growth Quality Score
38/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
-1.7%
OpInc Growth YoY
-20.8%
EPS Growth YoY
130.4%
FCF 3Y CAGR
-54.9%

Growth Quality Analysis

Working Capital Drag: FCF growth lagging revenue by 53.2%
Sustainability Index: 1.0/10 - Growth sustainability concerns

Margin Quality & Sustainability

Low Quality
Profitability Cascade
Gross
Operating
Net
3.0%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
-1.7 pts
FCF: 1.3% | Net: 3.0%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $2.04B
Interest Coverage
+Net cash position: $2.04B
Leverage Metrics
Debt-to-Equity
0.00x
Balance sheet risk & solvency analysis