FG vs NHI

Comparison between F&G Annuities & Life Inc (FG, Company) and National Health Investors Inc (NHI, Company).

FG is from the Financial Services sector, while NHI is from the Real Estate sector.

FG vs NHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FG(COMPANY)	NHI(COMPANY)
Market Cap	$3.75B	$3.74B
Max Drawdown	57.57%	70.08%
Sharpe Ratio	-0.22	0.38
5Y Beta	1.07	0.20
Industry	Insurance - Life	Reit - Healthcare Facilities
P/E Ratio	7.03	24.60
Forward P/E	4.86	18.15
PEG Ratio	N/A	4.76
Dividend Yield	3.48%	4.72%
5Y Dividends CAGR	N/A	0.67%
5Y EPS CAGR	N/A	-2.30%
Debt to Equity	48.24%	0.00%
Free Cash Flow Yield	N/A	-1.35%
P/S Ratio	0.61	9.28
P/B Ratio	0.78	2.45

Market Cap

Winner

$3.75B

NHI

$3.74B

Max Drawdown

Winner

57.57%

NHI

70.08%

Sharpe Ratio

-0.22

Winner

NHI

0.38

5Y Beta

1.07

Winner

NHI

0.20

Industry

Insurance - Life

NHI

Reit - Healthcare Facilities

P/E Ratio

Winner

7.03

NHI

24.60

Forward P/E

Winner

4.86

NHI

18.15

PEG Ratio

N/A

NHI

4.76

Dividend Yield

3.48%

Winner

NHI

4.72%

5Y Dividends CAGR

N/A

NHI

0.67%

5Y EPS CAGR

N/A

NHI

-2.30%

Debt to Equity

48.24%

Winner

NHI

0.00%

Free Cash Flow Yield

N/A

NHI

-1.35%

P/S Ratio

Winner

0.61

NHI

9.28

P/B Ratio

Winner

0.78

NHI

2.45

FG vs NHI - Historical Returns

Returns include dividend reinvestment.

Period	FG	NHI
1 month	+2.43%	-0.13%
3 months	+20.43%	-14.15%
6 months	-9.53%	-0.81%
1 year	-9.58%	+11.09%
5 years(CAGR)	N/A	+8.84%
10 years(CAGR)	N/A	+7.16%
Max(CAGR)	+18.55%	+14.13%

Winner

+2.43%

NHI

-0.13%

Winner

+20.43%

NHI

-14.15%

-9.53%

Winner

NHI

-0.81%

-9.58%

Winner

NHI

+11.09%

5Y(CAGR)

N/A

NHI

+8.84%

10Y(CAGR)

N/A

NHI

+7.16%

Max(CAGR)

Winner

+18.55%

NHI

+14.13%

FG vs NHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FG	NHI
2026	-6.51%	+0.57%
2025	-23.00%	+17.22%
2024	-6.54%	+31.04%
2023	+136.31%	+13.13%
2022	+19.46%	-4.58%
2021	N/A	-8.31%
2020	N/A	-6.67%
2019	N/A	+15.91%
2018	N/A	+5.27%
2017	N/A	+6.23%
2016	N/A	+27.51%
2015	N/A	-9.87%
2014	N/A	+33.29%
2013	N/A	+1.68%
2012	N/A	+33.11%
2011	N/A	+1.40%
2010	N/A	+31.78%
2009	N/A	+49.71%
2008	N/A	+5.27%
2007	N/A	-7.26%
2006	N/A	+37.94%
2005	N/A	-2.24%
2004	N/A	+24.39%
2003	N/A	+88.76%
2002	N/A	+20.90%
2001	N/A	+104.05%
2000	N/A	-43.74%
1999	N/A	+1.13%

FG vs NHI Drawdown Comparison

The maximum drawdown for FG was -56.22%, occurring on Mar 12, 2026. This drawdown has not yet recovered.

The maximum drawdown for NHI was -64.96%, occurring on Aug 17, 2000. Recovery took 419 trading sessions.

The current FG drawdown is -40.58%. The current NHI drawdown is -15.09%.

Rank	FG	NHI
#1	-56.22% Dec 2, 2024 - Mar 12, 2026	-64.96% Dec 23, 1999 - Aug 22, 2001
#2	-41.28% Nov 23, 2022 - Jul 18, 2023	-63.04% Feb 21, 2020 - Jul 2, 2024
#3	-25.72% Jan 29, 2024 - Nov 6, 2024	-45.52% Sep 30, 2008 - Aug 4, 2009
#4	-14.60% Aug 14, 2023 - Oct 17, 2023	-27.42% Jan 29, 2015 - Jun 10, 2016
#5	-11.98% Dec 13, 2023 - Jan 25, 2024	-27.34% Mar 31, 2004 - Dec 1, 2004
#6	-7.84% Oct 18, 2023 - Nov 2, 2023	-25.37% May 21, 2013 - Nov 4, 2014
#7	-5.62% Nov 27, 2023 - Dec 6, 2023	-21.61% Apr 28, 2011 - Jan 25, 2012
#8	-4.64% Nov 6, 2024 - Nov 22, 2024	-20.96% Jun 1, 2007 - Mar 20, 2008
#9	-3.85% Nov 9, 2023 - Nov 14, 2023	-20.88% Sep 18, 2024 - Jan 15, 2026
#10	-3.66% Aug 8, 2023 - Aug 11, 2023	-20.79% Aug 24, 2001 - Dec 7, 2001
#11	-2.62% Nov 3, 2023 - Nov 8, 2023	-20.65% Dec 18, 2017 - Aug 7, 2018
#12	-2.43% Dec 7, 2023 - Dec 11, 2023	-19.95% Aug 2, 2005 - Sep 27, 2006
#13	-1.80% Nov 15, 2023 - Nov 20, 2023	-18.79% Feb 17, 2026 - May 5, 2026
#14	-1.52% Jan 25, 2024 - Jan 29, 2024	-17.77% Jun 27, 2002 - Oct 29, 2002
#15	-1.50% Jul 28, 2023 - Aug 3, 2023	-16.93% Sep 6, 2016 - Jun 28, 2017

Correlation

Correlation between FG and NHI is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37

-101

Dividend Comparison (1999 - 2026)

FG vs NHI dividend yield comparison.

Year	FG	NHI
2026	0.90%	1.20%
2025	2.95%	4.77%
2024	2.05%	5.19%
2023	1.76%	6.45%
2022	0.00%	6.89%
2021	0.00%	6.62%
2020	0.00%	6.38%
2019	0.00%	5.15%
2018	0.00%	5.30%
2017	0.00%	5.04%
2016	0.00%	4.85%
2015	0.00%	5.59%
2014	0.00%	4.40%
2013	0.00%	5.56%
2012	0.00%	4.67%
2011	0.00%	6.17%
2010	0.00%	5.24%
2009	0.00%	6.22%
2008	0.00%	8.82%
2007	0.00%	10.22%
2006	0.00%	7.18%
2005	0.00%	6.93%
2004	0.00%	6.34%
2003	0.00%	16.88%
2002	0.00%	9.04%
2001	0.00%	6.63%
2000	0.00%	17.36%
1999	0.00%	4.97%