Security National Financial Corp Dossier
Financial Snapshot
Revenue, profitability, returns, debt, and capital allocation
Revenue $336M+0.4% YoYTTM through 30 Jun 2026
Net Income $33.4M+14.5% YoYTTM through 30 Jun 2026
Free Cash Flow $79.3MTTM through 30 Jun 2026
Margins
| Current | |
|---|---|
| Operating Margin | 12.0% |
| Net Margin | 9.9% |
Returns
5.2%ROE
1.9%ROA
8.8%ROIC
Balance Sheet Health
Debt / Equity0.23x
Net Debt-$8.2Mnet cash position
Cash & Equivalents$163.4M
Quality Metrics
Piotroski F-Score4 / 9
FCF Margin23.6%
Earnings-Beat Rate100.0%
Multi-Year Trend
RevenueFY2025: $344.6M
Diluted EPS$1.31TTMFY2025: $1.26
Dividend
No dividend
Capital Allocation
Capex Intensity0.4%
Segment Performance
| Segment | Revenue | YoY | Outlook |
|---|---|---|---|
| Life Insurance | $208.3M | +4.8% | View detailsFocusing on niche insurance products such as funeral plan policies and traditional whole life products. |
| Cemetery and Mortuary | $28.7M | -1.1% | View detailsContinuing emphasis on cemetery and mortuary business expansion. |
| Mortgage | $108.2M | -0.2% | View detailsCapitalizing on the housing market by originating mortgage loans while managing interest rate risks. |
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