Challenger Limited

Challenger Limited

CFIGY
Challenger LimitedUS flagOther OTC
43.70
USD
-9.91
- -
29.88BMarket Cap
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
2026 Y
Revenue per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
25.75
Basic EPS, GAAP
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
7.36
Free Cash Flow per Basic Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
-0.01
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
3.06
Book Value per Share
4.22
4.6
4.8
5.14
5.79
5.94
4.9
5.69
5.87
6.08
5.68
5.64
5.94
Tangible Book Value per Share
3.15
3.6
3.75
4.09
4.8
4.98
4
4.81
5
5.23
4.82
4.79
5.28
Basic Weighted Avg Shares
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
69
Sales/Revenue/Turnover
1,823
1,743
1,896
2,797
2,720
2,808
1,412
3,013
1,031
1,620
1,984
2,302
1,769
Operating Margin (%)
-10.02
-21.66
-19.64
18.54
5.57
-8.96
-11.54
4.28
-49.69
-54.01
-71.14
-53.58
- -
Depreciation Expense
18
19
16
14
16
15
15
15
14
14
14
18
8
Net Income, GAAP
341
299
328
398
322
308
-416
592
254
288
130
192
506
Effective Tax Rate (%)
12.72
19.32
19.87
23.31
22.61
29.03
- -
28.69
29
27.57
29.13
30.15
30.42
Profit Margin (%)
18.68
17.16
17.28
14.21
11.86
10.96
-29.47
19.66
24.6
17.74
6.55
8.36
28.58
Working Capital
3,877
7,100
4,946
5,448
6,995
8,308
5,018
8,539
18,686
19,850
21,311
20,694
- -
LT Debt
4,258
3,230
1,415
2,770
2,657
2,417
2,248
1,985
1,646
1,399
1,532
1,332
1,588
Total Equity
2,276
2,639
2,684
2,901
3,483
3,623
3,250
3,826
3,988
4,164
3,885
3,864
4,064
Return on Invested Capital (%)
-2.02
-3.96
-3.67
4.45
1.19
-1.71
- -
0.86
-3.61
-6.35
-9.49
-7.44
- -
Return on Capital (%)
6.87
6.12
6.28
5.85
5.39
5.53
- -
7.75
2.84
6.88
6.38
6.62
4.1
Return on Common Equity (%)
16.61
12.73
12.55
14.28
10.12
8.69
-12.15
16.74
6.49
7.06
3.23
4.97
12.75

Capital Structure

FRC

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

FRC

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
4.62%
1.32%
5.18%
Free Cash Flow
- -
17.63%
150%
Net Income, GAAP
-36.74%
22.46%
162.92%
Sales/Revenue/Turnover
11.83%
1.34%
-23.13%
Total Cash Common Dividend
11.06%
32.1%
9.98%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
1,984
2025
- -
- -
- -
- -
2,302
2026
- -
- -
- -
- -
1,769

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
7.36

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
3.06

Company Description

CEO
Nicolas Hamilton
Full Time Employees
546
Sector
Financial Services
Industry
Insurance - Life
Address
Level 2 Sydney NSW Australia 2000
IPO Date
May 2, 2011
Business
Challenger Limited (ASX:CGF; OTC:CFIGY) operates as an ASX-listed investment management company focused on retirement financial security; it manages $126 billion in assets through its core Life and Funds Management segments, offering annuities, fixed income strategies, equity mutual funds, and alternative assets. Challenger Life serves as Australia's largest provider of annuities, delivering regular retirement income streams; Challenger Investment Management specializes in global fixed income opportunities; and Fidante partners with best-in-class managers for equity, fixed income, and alternatives access. Founded in 1985 and headquartered at 255 Pitt Street in Sydney, New South Wales, the company primarily targets Australian retirees and institutional clients, with operations extending to Asia and the United Kingdom. Recent developments include TAL's acquisition of an additional 4.8% stake in 2025, increasing its holding to 19.9% for strategic alignment in life insurance and asset management; record sales in retail lifetime and Japanese annuities alongside a 9% rise in normalized FY25 net profit to $456 million; new retirement income partnerships such as with NGS Super and Local Government Super; and the launch of innovative ASX notes backed by public and private credit plus a digital income platform.