ABX (Abacus Global Management) ROE %: 6.95% (As of Mar. 2026) — 77% Below Median

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ABX Abacus Global Management Inc ABX
63 GF Score
Price $10.31
GF Value $13.55
Valuation Modestly Undervalued
! 7 Warning Signs
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What is Abacus Global Management ROE %?

Abacus Global Management ABX -1.53% 63 ROE % is 6.95% as of Mar. 2026, which is 77% below its 10-year median of 29.76. GuruFocus rates ABX with a GF Score™ of 63/100 and a GF Value™ of $13.55 (Modestly Undervalued). The stock has 7 warning signs investors should review. Among 500 Insurance companies, Abacus Global Management ranks worse than 60.6% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Abacus Global Management's annualized net income for the quarter that ended in Mar. 2026 was $29.1 Mil. Abacus Global Management's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was $418.1 Mil. Therefore, Abacus Global Management's annualized ROE % for the quarter that ended in Mar. 2026 was 6.95%.

The historical rank and industry rank for Abacus Global Management's ROE % or its related term are showing as below:

ABX' s ROE % Range Over the Past 10 Years
Min: -8.15   Med: 29.76   Max: 211.4
Current: 9.24

During the past 6 years, Abacus Global Management's highest ROE % was 211.40%. The lowest was -8.15%. And the median was 29.76%.

ABX's ROE % is ranked worse than
60.6% of 500 companies
in the Insurance industry
Industry Median: 11.745 vs ABX: 9.24

Abacus Global Management  (NYSE:ABX) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=29.064/418.072
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(29.064 / 237.56)*(237.56 / 866.0175)*(866.0175 / 418.072)
=Net Margin %*Asset Turnover*Equity Multiplier
=12.23 %*0.2743*2.0715
=ROA %*Equity Multiplier
=3.35 %*2.0715
=6.95 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=29.064/418.072
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (29.064 / 44.228) * (44.228 / 73.316) * (73.316 / 237.56) * (237.56 / 866.0175) * (866.0175 / 418.072)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.6571 * 0.6033 * 30.86 % * 0.2743 * 2.0715
=6.95 %

Note: The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Abacus Global Management ROE % Related Terms


Abacus Global Management ROE % Historical Data

* Premium members only.

The historical data trend for Abacus Global Management's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Abacus Global Management ROE % Chart

Abacus Global Management Annual Data
Trend Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial 49.55 211.40 9.96 -8.15 8.67

Abacus Global Management Quarterly Data
Dec20 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 4.34 16.60 6.65 6.78 6.95

ABX vs KCLI, SNFCA, CIA: ROE % Comparison

For the Insurance - Life subindustry, Abacus Global Management's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Abacus Global Management ROE % vs Insurance Industry

For the Insurance industry and Financial Services sector, Abacus Global Management's ROE % distribution charts can be found below:

* The bar in red indicates where Abacus Global Management's ROE % falls into.


ABX
63GF Score
Abacus Global Management Inc ABX
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Abacus Global Management ROE % Calculation

Abacus Global Management's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=36.525/( (424.153+418.541)/ 2 )
=36.525/421.347
=8.67 %

Abacus Global Management's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=29.064/( (418.541+417.603)/ 2 )
=29.064/418.072
=6.95 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 6.95% mean?
Abacus Global Management (ABX) has a ROE % of 6.95% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Abacus Global Management and its competitors. This is 77% below median its historical median of 29.76. According to the industry distribution chart, Abacus Global Management ranks #303 out of 500 companies in the Insurance industry, placing it in the top 60.6%.
Is Abacus Global Management's ROE % too high?
Abacus Global Management's current ROE % of 6.95% is 77% below median its 10-year median of 29.76. The Insurance industry median ROE % is 11.75. Abacus Global Management's value of 6.95% is 40.8% below this industry median. Based on the distribution chart, Abacus Global Management ranks #303 out of 500 companies in the Insurance industry, which is below the industry midpoint. Overall, Abacus Global Management has a GF Score™ of 63/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Abacus Global Management's ROE % compare to KCLI and SNFCA?
According to the Insurance industry distribution chart, Abacus Global Management ranks #303 out of 500 companies for ROE %. This places Abacus Global Management in the lower half of its industry. The industry median ROE % is 11.75. Abacus Global Management's value of 6.95% is 40.8% below this benchmark. While the company's 10-year median is 29.76 vs. the industry median of 11.75, Abacus Global Management has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Insurance company?
The median ROE % among Insurance companies is 11.75, based on 500 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Abacus Global Management's current ROE % of 6.95% is 40.8% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Abacus Global Management and its competitors. For the Insurance industry, the median ROE % is 11.75 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Abacus Global Management's current ROE % is 6.95%, which is 77% below median its own 10-year median of 29.76. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Abacus Global Management stock overvalued right now?
Based on GuruFocus' analysis, Abacus Global Management (ABX) is currently considered Modestly Undervalued. The stock's GF Value™ is $13.55, compared to a current price of $10.31 — trading 23.9% below its estimated fair value. The current ROE % is 6.95%, which is 77% below median its 10-year median of 29.76 and 40.8% below the Insurance industry median of 11.75. Abacus Global Management's overall GF Score™ is 63/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Abacus Global Management (ABX), the current ROE % is 6.95% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Abacus Global Management (ABX) Overvalued in 2026?

Based on GuruFocus' analysis, Abacus Global Management stock appears to be undervalued. The current stock price of $10.31 is trading 23.9% below its estimated GF Value™ of $13.55. GuruFocus considers Abacus Global Management to be Modestly Undervalued.

Key valuation signals for ABX:

  • ROE %: 6.95% (77% below median its 10-year median of 29.76)
  • GF Value™: $13.55 vs. price of $10.31 (23.9% below fair value)
  • GF Score™: 63/100 with 7 warning signs
  • Industry Position: 40.8% below the Insurance median (#303 of 500)

No single metric tells the full story. See the ABX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Abacus Global Management Business Description

Address 2101 Park Center Drive, Suite 200, Orlando, FL, USA, 32835
Abacus Global Management Inc is a financial services company specializing in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services. The company operates through four distinct yet complementary divisions: Abacus Life Solutions, Abacus Asset Group, Abacus Intel, and Abacus Wealth Advisors. It operates through three reportable segments, Asset management, Life solutions, and Technology services. It derives the majority revenue from Life solutions segment that generates revenues by buying, selling, and trading policies, and maintaining policies until receipt of death benefits. It also generates revenue by originating life insurance policy settlements between investors or buyers, and the sellers, who is often the original policy owner.
63GF Score

Get the complete analysis for ABX

ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$10.31
Price
$13.55
GF Value