American Financial Group (AFG)
NYSEFinancialsInsurance - Property & CasualtySnapshot 2026-10-30
$153.87+0.50%
Close 2026-10-30 · 1-day change
NYSEFinancialsInsurance - Property & CasualtySnapshot 2026-10-30
Research Workspace
Put AFG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Financials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS at or above $11.0 in FY 2026: Comparison needs review.
View ThesisRevenue is contracting — down about 0% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAFG’s robust, cash-backed earnings support a durable franchise, with recent revenue growth steady rather than accelerating. Q2 FY2026 revenue grew 5% year over year, and non-GAAP EPS beat consensus by 17%. AFG trades at 3× P/B (price-to-book) versus a 1× peer median, near its 3× historical multiple. The market is pricing in more growth than our forecast. The risk is its premium over peers, alongside an FY 2026 EPS pillar flagged for review. Our model puts the next-quarter miss probability near 19%. Peer multiples imply a price about 15% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. AFG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 7 analysts currently covering AFG (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare AFG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AFG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Multi-line Insurance — fair value, gap to price, and forward P/E.
Compare the value case
Put AFG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Dividend increase and buybacks support capital management objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve $11 EPS for 2026
Exceeds earnings expectations, supporting EPS growth target.
