Prepared by Dr. Anna Kowalski, CFA, Director of US Markets | Reviewed by Marcus Thorne, Lead Editor | Report ID: IGEMINI-EC712C6A-20260531 | Data as of 2026-05-31
Executive Summary: Our multi-factor model assigns 401k vs annuity a Cautiously Constructive outlook for the next quarter. Key drivers include a P/E of 49.14x, 24.4% revenue expansion, and an RSI of 31 suggesting a neutral-bullish phase. We define critical support at $3420 and resistance at $4180.
Rating: Buy | Target Price: $4446 | Next Earnings: Jul 04
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Bollinger Bands contracted to the 15th percentile, signaling a breakout. A close above $4370 would be bullish.
Ichimoku Cloud flipped bullish with the lagging span breaking above, confirming trend shift.
Price action carved a Double Bottom, confirmed by a 1.52x volume spike on May 10, 2026. The resistance at $4180 was tested.
Relative to Finance peers, 401k vs annuity sits at the 81th percentile in valuation, offering a potential value opportunity.
With a market cap of $21.52B, 401k vs annuity operates in Finance. P/E of 49.14x is backed by 24.4% growth.
Free cash flow conversion remains robust at 89%, supporting the 4.55% dividend and buybacks.
Dark pool prints show a 16%% surge in block trades, indicating institutional accumulation before Jul 04 earnings.
Beta of 1.54 suggests 401k vs annuity is {beta_desc} volatile than the market, influencing hedging strategies.
Short float at 12.8% is below the sector average, reducing squeeze risk. Institutional ownership is 85%.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $3800 | $3610 |
| Market Cap | $21.52B | $21.52B |
| P/E Ratio | 49.14x | 41.8x |
| EPS (TTM) | $77.33 | $69.6 |
| Dividend Yield | 4.55% | 3.2% |
| Revenue Growth | 24.4% | 14.6% |
| Target Price | $4446 | - |
| Beta | 1.54 | 1.00 |