SE‑Cluster

Search

Search markets, companies, evidence, and pages

TickerGNW
SectorInsurance - Life
Mkt cap$3.5B
EV / EBITDA5.5×
PostureHigh Velocity
Composite62/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1276520

Genworth Financial, Inc.

GNWHIGH VELOCITYFILING INTENSITY

Genworth Financial, Inc. reads as an High Velocity (composite 62/100); Consistent Strategic Buyer deploying $0 across 1 disclosed transactions, running flat vs the prior cycle · primary market Insurance.

Lens

Disclosed M&A capital (2023–2025)

N/A

flat

vs N/A in 2020–2022

Disclosed transactions

1

new

1/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

62

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$6.8B
EBITDA$522M
Enterprise value$2.9B
EV / Revenue0.4×
EV / EBITDA5.5×
P/EN/A
Cash$2.1B
Total debt$1.5B
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

13/100

Companies actively deploying disclosed capital into M&A

  • $84M disclosed buyer spend

Buyer Cadence

0/100

Buyer-side companies with recent filing activity

  • 365 8-Ks

Target Probability

6/100

Issuers showing target-side patterns from filings

  • 1 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 1 activism filings

Pressure Watch

12/100

Issuers facing activism, governance, or control pressure

  • 1 activism filings
  • Latest activism 14y ago; heavily discounted

Distress Watch

5/100

Issuers showing financial-distress filing patterns

  • 1 activism filings

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
62/100

Issuers with the highest filing-activity intensity

  • 365 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $2.9B
  • 10-Q 66d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

No disclosed M&A capital in the 10-year window.

This issuer has not disclosed material acquisition spend or count in the last ten fiscal years.

§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Geographic Expansion
    50%
  • Horizontal Consolidation
    50%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • geographic_expansion
  • horizontal_consolidation
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

We reinsure a portion of our annuities, life insurance, long-term care insurance and mortgage insurance with unaffiliated reinsurers, and beginning in 2023, also established an affiliated reinsurer, Enact Re Ltd. (“Enact Re”).

10-KFY2023

Genworth Financial and China Oceanwide worked with the DDOI and other regulators to obtain approval of the Merger without the GLAIC unstacking throughout the second half of 2018.

10-KFY2018

We participate in reinsurance activities in order to minimize exposure to significant risks, limit losses and provide additional capacity for future growth.

10-KFY2024

Genworth Financial and China Oceanwide continue to work towards satisfying the closing conditions of the Merger as soon as possible.

10-KFY2018

We reinsure a portion of our annuities and our life, long-term care and mortgage insurance with unaffiliated reinsurers.

10-KFY2024
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Insurance

Market spend (2023–2025)
$50.4B
Market spend (2020–2022)
$62.2B
Recent vs prior
−19%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

5.5×EV / EBITDA

GNW trades at a -6.1-turn discount to the Insurance peer median of 11.6×.

EV / Revenue
0.4×
Net debt / EBITDA
-1.2×
Peer median EV / EBITDA
11.6×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
14.9×3.6×2.8×$27.5B$10.2B
12.1×4.1×3.1×$6.4B$9.4B
11.2×2.3×-0.1×$61.1B$1.3B
8.2×0.6×-3.8×$76.9B$738M
Genworth Financial, Inc.GNW
5.5×0.4×-1.2×$6.8BN/A

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Insurance. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)262026-02-27
  • 10-Q (quarterly)662026-05-06
  • 8-K (event)3652026-05-05
  • Proxy / DEF 14A532026-04-22
  • Activism (13D / DFAN / PREC)12012-06-28

Signals on file

  • elevated

    Activism on file

    2012-06-28

    1 activist filing on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

Genworth Financial, Inc.: Issuer Brief | SE-Cluster