
Annual report 2024
added 03-31-2025
American Equity Investment Life Holding Company Balance Sheet 2011-2025 | AEL
Annual Balance Sheet American Equity Investment Life Holding Company
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Net Debt |
-8.37 B | - | - | - | - | -1.64 B | 393 M | -697 M | -55.7 M | 249 M | -33.6 M | -102 M | -713 M | 161 M |
Long Term Debt |
2.96 B | - | - | - | - | 652 M | 738 M | 737 M | 736 M | 646 M | 668 M | 796 M | 556 M | 269 M |
Total Non Current Liabilities |
- | - | - | - | - | 652 M | 738 M | 737 M | 736 M | 635 M | 668 M | 796 M | 556 M | 566 M |
Total Liabilities |
111 B | 76.9 B | 70.8 B | 72 B | 64.8 B | 65.1 B | 59.2 B | 59.2 B | 53.8 B | 47.1 B | 41.8 B | 38.2 B | 33.4 B | 29.5 B |
Retained Earnings |
1.36 B | 4.85 B | 4.69 B | 2.77 B | 2.37 B | 1.77 B | 1.55 B | 1.24 B | 1.09 B | 1.03 B | 829 M | 718 M | 478 M | 429 M |
Total Assets |
121 B | 79.9 B | 73.2 B | 78.3 B | 71.4 B | 69.7 B | 61.6 B | 62 B | 56.1 B | 49 B | 44 B | 39.6 B | 35.1 B | 30.9 B |
Cash and Cash Equivalents |
11.3 B | 9.77 B | 1.92 B | 4.51 B | 9.1 B | 2.29 B | 344 M | 1.43 B | 791 M | 398 M | 702 M | 898 M | 1.27 B | 405 M |
Book Value |
10 B | 3.05 B | 2.37 B | 6.32 B | 6.57 B | 4.57 B | 2.4 B | 2.85 B | 2.29 B | 1.94 B | 2.14 B | 1.38 B | 1.72 B | 1.41 B |
Total Shareholders Equity |
10 B | 3.02 B | 2.35 B | 7.74 B | 6.35 B | 4.57 B | 2.4 B | 2.85 B | 2.29 B | 1.94 B | 2.14 B | 1.38 B | 1.72 B | 1.41 B |
All numbers in USD currency
Quarterly Balance Sheet American Equity Investment Life Holding Company
| 2023-Q3 | 2023-Q1 | 2022-Q4 | 2022-Q3 | 2022-Q2 | 2022-Q1 | 2021-Q4 | 2021-Q3 | 2021-Q2 | 2021-Q1 | 2020-Q4 | 2020-Q3 | 2020-Q2 | 2020-Q1 | 2019-Q4 | 2019-Q3 | 2019-Q2 | 2019-Q1 | 2018-Q4 | 2018-Q3 | 2018-Q2 | 2018-Q1 | 2017-Q4 | 2017-Q3 | 2017-Q2 | 2017-Q1 | 2016-Q4 | 2016-Q3 | 2016-Q2 | 2016-Q1 | 2015-Q4 | 2015-Q3 | 2015-Q2 | 2015-Q1 | 2014-Q4 | 2014-Q3 | 2014-Q2 | 2014-Q1 | 2013-Q4 | 2013-Q3 | 2013-Q2 | 2013-Q1 | 2012-Q4 | 2012-Q3 | 2012-Q2 | 2012-Q1 | 2011-Q4 | 2011-Q3 | 2011-Q2 | 2011-Q1 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Total Liabilities |
74.6 B | 71.9 B | 70.8 B | 67 B | 67.8 B | 69.7 B | 72 B | 71.9 B | 67.6 B | 66.7 B | 65.3 B | 65.3 B | 65.3 B | 65.3 B | 65.1 B | 65.1 B | 65.1 B | 65.1 B | 59.2 B | 59.2 B | 59.2 B | 59.2 B | 59.2 B | 59.2 B | 59.2 B | 59.2 B | 53.8 B | 53.8 B | 53.8 B | 53.8 B | 47.1 B | 47.1 B | 47.1 B | 47.1 B | 41.8 B | 41.8 B | 41.8 B | 41.8 B | 38.2 B | 38.2 B | 38.2 B | 38.2 B | 33.4 B | 33.4 B | 33.4 B | 33.4 B | 29.5 B | 29.5 B | 29.5 B | 29.5 B |
Retained Earnings |
5.33 B | 4.52 B | 4.69 B | 3.97 B | 3.67 B | 3.32 B | 2.77 B | 2.72 B | 2.57 B | 2.64 B | 2.37 B | 2.37 B | 2.37 B | 2.37 B | 1.77 B | 1.77 B | 1.77 B | 1.77 B | 1.55 B | 1.55 B | 1.55 B | 1.55 B | 1.24 B | 1.24 B | 1.24 B | 1.24 B | 1.09 B | 1.09 B | 1.09 B | 1.09 B | 1.03 B | 1.03 B | 1.03 B | 1.03 B | 829 M | 829 M | 829 M | 829 M | 718 M | 718 M | 718 M | 718 M | 478 M | 478 M | 478 M | 478 M | 429 M | 429 M | 429 M | 429 M |
Total Assets |
76.7 B | 74.5 B | 73.2 B | 70.2 B | 71.7 B | 74.9 B | 78.3 B | 78.3 B | 73.9 B | 72.7 B | 71.7 B | 71.7 B | 71.7 B | 71.7 B | 69.7 B | 69.7 B | 69.7 B | 69.7 B | 61.6 B | 61.6 B | 61.6 B | 61.6 B | 62 B | 62 B | 62 B | 62 B | 56.1 B | 56.1 B | 56.1 B | 56.1 B | 49 B | 49 B | 49 B | 49 B | 44 B | 44 B | 44 B | 44 B | 39.6 B | 39.6 B | 39.6 B | 39.6 B | 35.1 B | 35.1 B | 35.1 B | 35.1 B | 30.9 B | 30.9 B | 30.9 B | 30.9 B |
Cash and Cash Equivalents |
10.2 B | 2.78 B | 1.92 B | 1.81 B | 1.29 B | 1.93 B | 4.51 B | 12.7 B | 11.5 B | 11.1 B | 9.1 B | 9.1 B | 9.1 B | 9.1 B | 2.29 B | 2.29 B | 2.29 B | 2.29 B | 344 M | 344 M | 344 M | 344 M | 1.43 B | 1.43 B | 1.43 B | 1.43 B | 791 M | 791 M | 791 M | 791 M | 398 M | 398 M | 398 M | 398 M | 702 M | 702 M | 702 M | 702 M | 898 M | 898 M | 898 M | 898 M | 1.27 B | 1.27 B | 1.27 B | 1.27 B | 405 M | 405 M | 405 M | 405 M |
Book Value |
2.08 B | 2.63 B | 2.37 B | 3.21 B | 3.88 B | 5.17 B | 6.32 B | 6.38 B | 6.3 B | 5.93 B | 6.35 B | 6.35 B | 6.35 B | 6.35 B | 4.57 B | 4.57 B | 4.57 B | 4.57 B | 2.4 B | 2.4 B | 2.4 B | 2.4 B | 2.85 B | 2.85 B | 2.85 B | 2.85 B | 2.29 B | 2.29 B | 2.29 B | 2.29 B | 1.94 B | 1.94 B | 1.94 B | 1.94 B | 2.14 B | 2.14 B | 2.14 B | 2.14 B | 1.38 B | 1.38 B | 1.38 B | 1.38 B | 1.72 B | 1.72 B | 1.72 B | 1.72 B | 1.41 B | 1.41 B | 1.41 B | 1.41 B |
Total Shareholders Equity |
2.05 B | 2.61 B | 2.35 B | 2.16 B | 3.88 B | 5.72 B | 6.32 B | 6.38 B | 6.3 B | 5.93 B | 6.35 B | 6.35 B | 6.35 B | 6.35 B | 4.43 B | 4.57 B | 4.57 B | 4.57 B | 2.4 B | 2.4 B | 2.4 B | 2.4 B | 2.85 B | 2.85 B | 2.85 B | 2.85 B | 2.29 B | 2.29 B | 2.29 B | 2.29 B | 1.94 B | 1.94 B | 1.94 B | 1.94 B | 2.14 B | 2.14 B | 2.14 B | 2.14 B | 1.38 B | 1.38 B | 1.38 B | 1.38 B | 1.72 B | 1.72 B | 1.72 B | 1.72 B | 1.41 B | 1.36 B | 1.41 B | 1.41 B |
All numbers in USD currency
Balance Sheet is a fundamental financial report of American Equity Investment Life Holding Company, providing a complete picture of the company’s financial position at a specific point in time. Unlike the income statement, which records the results of operations over a certain period, the balance sheet shows what assets the company owns, what liabilities it has to creditors, and what equity is available to the owners.
For an investor, the balance sheet is important because it allows assessing the company’s financial stability, understanding how much debt it carries, and how dependent it is on borrowed financing. It helps calculate key liquidity and leverage ratios. When analyzing, attention should be paid to the debt-to-equity ratio (Debt/Equity), the amount of cash on the balance sheet, and the ratio of current liabilities to liquid assets.
Features of balance sheet analysis- Vertical and horizontal analysis
Vertical analysis shows the structure of the balance sheet as a percentage of total assets or liabilities, while horizontal analysis shows the dynamics of changes over multiple periods. - Asset quality
It is important to evaluate not only the amount of assets but also their liquidity and realizability. - Accounting for off-balance sheet liabilities
Some liabilities may not be directly reflected in the balance sheet, which requires additional attention.
Balance sheet of other industry stocks – Insurance life
| Issuer | Price | % 24h | Market Cap | Country | |
|---|---|---|---|---|---|
|
FBL Financial Group, Inc.
FFG
|
- | 0.03 % | $ 1.49 B | ||
|
GWG Holdings, Inc.
GWGH
|
- | -7.07 % | $ 95.7 M | ||
|
Brighthouse Financial
BHF
|
$ 65.38 | -0.04 % | $ 4 B | ||
|
Citizens
CIA
|
$ 5.23 | 1.36 % | $ 260 M | ||
|
Globe Life
GL
|
$ 139.82 | 0.28 % | $ 12.5 B | ||
|
Independence Holding Company
IHC
|
- | 0.12 % | $ 831 M | ||
|
China Life Insurance Company Limited
LFC
|
- | -0.77 % | $ 101 B | ||
|
CNO Financial Group
CNO
|
$ 42.69 | 3.53 % | $ 4.53 B | ||
|
Genworth Financial
GNW
|
$ 8.88 | 0.17 % | $ 3.85 B | ||
|
Manulife Financial Corporation
MFC
|
$ 35.62 | 0.38 % | $ 35.3 B | ||
|
Aflac Incorporated
AFL
|
$ 110.93 | 0.8 % | $ 62.4 B | ||
|
Atlantic American Corporation
AAME
|
$ 2.4 | -3.23 % | $ 49 M | ||
|
Lincoln National Corporation
LNC
|
$ 45.35 | 0.62 % | $ 7.74 B | ||
|
MetLife
MET
|
$ 82.55 | 0.49 % | $ 66.3 B | ||
|
Prudential plc
PUK
|
$ 29.84 | 2.7 % | $ 63.9 B | ||
|
National Western Life Group
NWLI
|
- | - | $ 1.82 B | ||
|
Primerica
PRI
|
$ 257.6 | -0.13 % | $ 8.79 B | ||
|
Prudential Financial
PRU
|
$ 117.06 | 0.07 % | $ 41.8 B | ||
|
Unum Group
UNM
|
$ 76.4 | -1.0 % | $ 14.3 B | ||
|
Vericity
VERY
|
- | - | $ 170 M |