American International Group (AIG)
NYSEFinancialsInsurance - DiversifiedSnapshot 2026-10-30
NYSEFinancialsInsurance - DiversifiedSnapshot 2026-10-30
Research Workspace
Put AIG 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 — Sustain revenue growth near 12% annually: Comparison needs review.
View ThesisRevenue is contracting — down about 4% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAIG’s case rests on earnings growth, but revenue growth slowed in the latest reported quarter. Second-quarter fiscal 2026 revenue grew 9% year over year, down from 24% in Q1. The latest quarter beat non-GAAP earnings consensus by 5.8%. AIG trades at 1.1× P/B versus the 1.3× peer median. The price reflects less growth than our forecast. Reported profits are not well backed by cash, and management is unsteady. Our model puts the next-quarter miss probability near 16%. The revenue-growth pillar’s comparison needs review, so the pressure is unverified. Peer multiples imply a price about 15% above where it trades; the thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-30. AIG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 22 analysts currently covering AIG (as of Oct 2026).
Based on 7 Wall Street analysts offering 12-month price targets for AIG in the last 4 months.
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Compare AIG 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 |
|---|---|---|---|---|---|
| AIG 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 13 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 AIG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Investment interest supports growth strategy in healthcare.
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.
Current $81.90
The last 12 months of price, then the range of analyst 12-month targets from today’s $81.90.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average 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.
Suspension and probe could impact capital management and growth.

Leadership investigation may impact management stability and execution.

Leadership instability may affect strategic execution.

Notes offering supports disciplined capital management.

New CEO appointment aligns with leadership transition.

Leadership transition may disrupt strategic initiatives.

Leadership change may disrupt strategic direction and execution.