This report should not be construed as providing investment advice. It is for educational purposes only.  Before making any investment decision, you should always do your own research or consult a investment professional.
While I try to be accurate, I assume no responsibility for any figure in this spreadsheet. 9/30/11
See my website on stocks or see my blog at the following sites.  www.spbrunner.com/stocks.html www.spbrunner.blogspot.com/
Great-West Lifeco Inc GWO www.greatwestlifeco.com Fiscal Yr: Dec 31
Year 12/31/00 12/31/01 12/31/02 12/31/03 12/31/04 12/31/05 12/31/06 12/31/07 12/31/08 12/31/09 12/31/10 12/31/11 12/30/12 12/30/13 #Y
Accting Rules C GAAP IFRS
Revenue* $15,266 $16,048 $16,632 $13,429 $21,871 $23,871 $25,482 $25,923 $33,932 $30,541 $29,998 $29,084 $28,170 96.50% <-Total Growth 10 Revenue
Increase 14.54% 5.12% 3.64% -19.26% 62.86% 9.14% 6.75% 1.73% 30.90% -9.99% -1.78% -3.05% -3.14% 6.99% <-IRR #YR-> 10 Revenue
Rev per Share $20.50 $21.72 $22.70 $15.04 $24.56 $26.80 $28.59 $29.00 $35.95 $32.32 $31.63 $30.63 $29.67 4.68% <-IRR #YR-> 5 Revenue
Increase 15.15% 5.96% 4.51% -33.76% 63.33% 9.13% 6.69% 1.43% 23.94% -10.10% -2.13% -3.16% -3.14% 4.43% <-IRR #YR-> 10 Rev per share
P/S (Price/Sales) 0.91 0.79 0.85 1.50 1.08 1.15 1.18 1.23 0.58 0.83 0.83 0.67 0.76 3.37% <-IRR #YR-> 5 Rev per share
*Income in M CDN $  P/S 10 yr  0.96 5 yr  0.83
-$15,266 $0 $0 $0 $0 $0 $0 $0 $0 $0 $29,998
-$23,871 $0 $0 $0 $0 $29,998
-$20.50 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $31.63
-$26.80 $0.00 $0.00 $0.00 $0.00 $31.63
EPS* $0.84 $0.68 $0.47 $0.56 $1.78 $1.94 $2.09 $2.29 $1.55 $1.72 $1.75 $1.95 $2.14 $2.20 108.60% <-Total Growth 10 Earnings
Increase 17.06% -18.46% -30.77% 19.05% 216.09% 9.06% 7.74% 9.48% -32.09% 10.69% 1.57% 11.68% 9.74% 2.80% 7.63% <-IRR #YR-> 10 Earnings
Earnings Yield 4.5% 4.0% 2.5% 2.5% 6.7% 6.3% 6.2% 6.4% 7.5% 6.4% 6.6% 9.6% 9.5% 9.8% -2.08% <-IRR #YR-> 5 Earnings
* ESP per share (Cdn GAAP) E/P 10 Yrs 6.36% 5Yrs 6.43%
-$0.84 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1.75
-$1.94 $0.00 $0.00 $0.00 $0.00 $1.75
pre-split 04 $0.65 $0.78 $0.95 $1.13
Div* $0.33 $0.39 $0.47 $0.56 $0.69 $0.81 $0.93 $1.06 $1.20 $1.23 $1.23 $1.23 $1.23 278.46% 215.38% <-Total Growth 10 Dividends
Increase 22.64% 20.00% 21.15% 19.05% 21.78% 18.25% 14.51% 14.29% 13.21% 2.50% 0.00% 0.00% 0.00% 16.38% 14.40% <-Median-> 10 Dividends
Yield H/L Pr. 2.42% 2.23% 2.87% 2.92% 2.80% 2.82% 3.01% 3.03% 4.38% 5.82% 4.65% 5.23% 2.96% 3.02% <-Median-> 10 Dividends
Yield on High  Pr. 1.76% 2.00% 2.83% 2.68% 2.57% 2.65% 2.70% 2.84% 3.40% 4.57% 4.22% 4.43% 2.76% 2.83% <-Median-> 10 Dividends
Yield on Low Pr. 3.88% 2.52% 2.91% 3.20% 3.08% 3.02% 3.40% 3.26% 6.16% 8.01% 5.18% 6.39% 3.23% 3.33% <-Median-> 10 Dividends
Yield on Cl Pr. 1.75% 2.28% 2.46% 2.49% 2.58% 2.64% 2.74% 2.98% 5.80% 4.58% 4.66% 6.03% 5.48% 2.69% 2.86% <-Median-> 10 Dividends
Payout Ratio 38.8% 57.1% 100.0% 100.0% 38.5% 41.8% 44.4% 46.3% 77.3% 71.6% 70.4% 63.1% 57.5% 63.79% 66.76% <-Median-> 10 DPR EPS
Payout Ratio CF 302.6% 14.7% 24.8% 23.9% 20.3% 18.3% 21.7% 25.4% 29.3% 29.4% 20.1% 22.4% #VALUE! 22.81% 23.19% <-Median-> 10 DPR CF
Payout Ratio CF NC 302.6% 14.7% 24.8% 23.9% 20.3% 18.3% 21.7% 25.4% 29.3% 29.4% 20.1% 22.4% 22.81% 23.19% <-Median-> 10 DPR CF NC
Median Values 6.36% 5 7.37% 10 Yield  4.65% 4.66% Payout 70.45% 25.39% 14.24% 12.17% <-IRR #YR-> 10 Dividends
* Dividends per share  3.0% Years 3.0% Years Curr diff 17.92% Last Div Inc ---> $0.31 $0.31 8.71% 5.81% <-IRR #YR-> 5 Dividends
-$0.39 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1.23 $1.23
-$0.93 $0.00 $0.00 $0.00 $0.00 $1.23 $1.23
H/LYield held 5 yrs 10.32% 8.37% 6.41% 5.13% 5.68% 6.03% 5.30% 6.44% 6.23% 5.03% 4.29% 3.99% 3.52% 3.52% 5.86% <-Median-> 10 Dividends
H/LYield held 10 yrs 24.49% 25.71% 19.91% 14.38% 10.94% 10.21% 9.15% 7.03% 7.47% 7.47% 14.38% <-Median-> 7 Dividends
H/LYield held 15 yrs 43.97% 39.05% 26.41% 16.69% 16.69% 41.51% <-Median-> 2 Dividends
Graham No. $9.61 $8.96 $7.88 $10.29 $19.11 $20.63 $22.98 $23.76 $20.99 $21.70 $21.85 $25.42 $26.63 127.41% <-Total Growth 10 Graham Price
Prem /Disc.Med H/L 39.90% 95.10% 109.05% 87.31% 28.00% 38.99% 34.10% 46.98% 30.50% -2.65% 21.07% -7.50% 36.54% <-Median-> 10 Graham Price
Prem /Disc. High 92.57% 117.52% 111.72% 103.69% 39.57% 48.08% 49.63% 57.21% 68.14% 23.96% 33.52% 9.26% 53.42% <-Median 10 Graham Price
Prem /Disc. Low -12.77% 72.68% 106.39% 70.93% 16.44% 29.90% 18.56% 36.76% -7.14% -29.26% 8.62% -24.26% 24.23% <-Median 10 Graham Price
Prem /Disc. Cl 93.41% 90.86% 144.21% 119.93% 38.78% 48.80% 47.06% 49.68% -1.37% 23.87% 20.84% -19.74% -15.76% 47.93% <-Median 10 Graham Price
pre-split 04
Price Cl $18.58 $17.11 $19.24 $22.62 $26.52 $30.70 $33.80 $35.57 $20.70 $26.88 $26.40 $20.40 $22.43 $22.43 42.09% 19.23% <-Total Growth 10 Stock Price
Increase 68.45% -7.91% 12.45% 17.57% 17.24% 15.76% 10.10% 5.24% -41.80% 29.86% -1.79% -22.73% 9.95% 0.00% 3.58% 1.77% <-IRR #YR-> 10 Stock Price
P/E 22.20 25.07 40.72 40.21 14.92 15.83 16.18 15.55 13.33 15.64 15.12 10.46 10.48 10.20 -2.97% -9.61% <-IRR #YR-> 5 Stock Price
Trailing P/E 25.99 20.44 28.19 47.87 47.15 17.27 17.43 17.03 9.05 17.31 15.36 11.68 11.50 10.48 7.29% 6.62% <-IRR #YR-> 10 Price & Div
Median 10, 5 Yrs D.  per yr 4.85% 4.33% % Tot Ret 73.20% -81.95% Price Inc -1.79% P/E:  15.60 15.12 0.92% -5.28% <-IRR #YR-> 5 Price & Div
-$17.11 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $20.40
-$33.80 $0.00 $0.00 $0.00 $0.00 $20.40
-$17.11 $0.47 $0.56 $0.69 $0.81 $0.93 $1.06 $1.20 $1.23 $1.23 $21.63
-$33.80 $1.06 $1.20 $1.23 $1.23 $21.63
Price H/L Median $13.44 $17.49 $16.47 $19.27 $24.46 $28.68 $30.82 $34.93 $27.39 $21.13 $26.45 $23.51 96.80% 34.42% <-Total Growth 10 Stock Price
Increase 11.54% 30.13% -5.83% 16.97% 26.97% 17.23% 7.48% 13.34% -21.59% -22.87% 25.21% -11.12% 7.00% 3.00% <-IRR #YR-> 10 Stock Price
P/E 16.06 25.63 34.86 34.25 13.76 14.79 14.75 15.27 17.64 12.29 15.15 12.06 -1.60% -5.27% <-IRR #YR-> 5 Stock Price
Trailing P/E 18.80 20.90 24.13 40.77 43.48 16.13 15.89 16.72 11.98 13.60 15.39 13.47 11.37% 7.49% <-IRR #YR-> 10 Price & Div
Median 10, 5 Yrs D.  per yr 4.49% 4.30% % Tot Ret 59.91% -441.44% Price Inc -11.12% P/E:  14.97 15.15 2.45% -0.97% <-IRR #YR-> 5 Price & Div
-$17.49 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $23.51
-$30.82 $0.00 $0.00 $0.00 $0.00 $23.51
-$17.49 $0.47 $0.56 $0.69 $0.81 $0.93 $1.06 $1.20 $1.23 $1.23 $24.74
-$30.82 $1.06 $1.20 $1.23 $1.23 $24.74
Hi Mths Dec Mar Jun Jun Dec Aug 05 Nov 06 Feb 07 Sep 08 Aug Apr Feb
pre-split 04
Price Hi $18.50 $19.50 $16.68 $20.95 $26.67 $30.55 $34.39 $37.36 $35.29 $26.90 $29.17 $27.77 57.68% 42.41% <-Total Growth 10 Stock Price
Increase 23.33% 5.41% -14.46% 25.60% 27.30% 14.55% 12.57% 8.64% -5.54% -23.77% 8.44% -4.80% 4.66% 3.60% <-IRR #YR-> 10 Stock Price
P/E 22.10 28.57 35.30 37.24 15.00 15.76 16.46 16.34 22.72 15.65 16.71 14.24 -0.92% -4.19% <-IRR #YR-> 5 Stock Price
Trailing P/E 25.87 23.30 24.44 44.34 47.41 17.18 17.74 17.88 15.43 17.32 16.97 15.90
Median 10, 5 Yrs Price Inc -4.80% P/E:  16.40 16.34
-$19.50 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $27.77
-$34.39 $0.00 $0.00 $0.00 $0.00 $27.77
Low Mths Mar Sep Oct Mar Jan Jun Jun Jan 07 Dec 08 Mar |Jul Dec
Price Low $8.38 $15.48 $16.26 $17.58 $22.25 $26.80 $27.25 $32.50 $19.49 $15.35 $23.73 $19.25 183.17% 24.35% <-Total Growth 10 Stock Price
Increase -7.91% 84.73% 5.04% 8.12% 26.56% 20.45% 1.68% 19.27% -40.03% -21.24% 54.59% -18.88% 10.97% 2.20% <-IRR #YR-> 10 Stock Price
P/E 10.01 22.68 34.41 31.25 12.51 13.82 13.04 14.21 12.55 8.93 13.59 9.87 -2.40% -6.71% <-IRR #YR-> 5 Stock Price
Trailing P/E 11.72 18.49 23.82 37.21 39.56 15.07 14.05 15.56 8.52 9.88 13.80 11.03
Median 10, 5 Yrs Price Inc -18.88% P/E:  13.32 12.55
-$15.48 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $19.25
Market Cap $13,839 $12,643 $14,098 $20,202 $23,619 $27,344 $30,121 $31,791 $19,538 $25,403 $25,039 $19,372 $21,299
# of Sh in M 744.81 738.92 732.75 893.12 890.60 890.69 891.15 893.76 943.88 945.04 948.46 949.58 949.58 27% <-Total Growth 10 Shares
Increase -0.53% -0.79% -0.83% 21.89% -0.28% 0.01% 0.05% 0.29% 5.61% 0.12% 0.36% 0.12% 0.09% <-Median-> 10 Shares
CF fr Op $M $80.0 $1,960 $1,394 $2,098 $3,002 $3,951 $3,812 $3,731 $3,863 $3,958 $5,797 $5,205 <-12 mths 7146% <-Total Growth 10 Cash Flow
OPS $0.11 $2.65 $1.90 $2.35 $3.37 $4.44 $4.28 $4.17 $4.09 $4.19 $6.11 $5.48 <-12 mths 5590% <-Total Growth 10 Cash Flow
Increase 2370% -28.28% 23.48% 43.49% 31.60% -3.57% -2.41% -1.96% 2.33% 45.94% -10.32% <-12 mths 9.72% <-IRR #YR-> 9 Cash Flow
Less Non-Cash CF $0.0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0.0 <-12 mths 6.62% <-IRR #YR-> 5 Cash Flow
OPS non-cash (N/A) $0.11 $2.65 $1.90 $2.35 $3.37 $4.44 $4.28 $4.17 $4.09 $4.19 $6.11 $5.48 <-12 mths 9.72% <-IRR #YR-> 9 non cash n/a
P/CF on Cl 172.98 6.45 10.11 9.63 7.87 6.92 7.90 8.52 5.06 6.42 4.32 3.72 6.62% <-IRR #YR-> 5 non cash n/a
*Operational Cash Flow per share P/CF 10 yr 7.39 5 yr  6.42
-$2.65 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $6.11
-$4.44 $0.00 $0.00 $0.00 $0.00 $6.11
OPM 0.52% 12.21% 8.38% 15.62% 13.73% 16.55% 14.96% 14.39% 11.38% 12.96% 19.32% should be zero, it is a check on calculations
Diff from Ave -96.3% -13.1% -40.4% 11.1% -2.4% 17.7% 6.4% 2.4% -19.0% -7.8% 37.5% 0.00 <-Median-> 10 OPM
*Operational Profit Margin (CF/Revenue) Ratio OPM 10 Yrs 14.06% 5 Yrs 14.39%
Q3 2011 This is a financial, so ratios are lower
Assets $55,754 $59,159 $60,071 $97,451 $95,891 $120,161 $120,528 $118,388 $130,074 $128,369 $131,514 $237,072 A/L ratio of 1.5 and up, best Assets
Liab. $51,574 $54,762 $55,363 $88,861 $86,466 $109,885 $108,658 $107,480 $116,846 $115,366 $118,094 $219,079 1.11 <-Median-> 10 Liabilities
Asset/Liab Ratio 1.08 1.08 1.09 1.10 1.11 1.09 1.11 1.10 1.11 1.11 1.11 1.08 1.11 <-Median-> 5 Ratio
Non-Cont. Int. $2,118
Shareholders' Equity $4,180 $4,397 $4,708 $8,590 $9,425 $10,276 $11,870 $10,908 $13,228 $13,003 $13,420 $15,875
Preferred Stock $530 $530 $430 $1,125 $1,296 $1,586 $1,855 $1,099 $1,329 $1,497 $1,897 $1,893
Book Value $3,650 $3,867 $4,278 $7,465 $8,129 $8,690 $10,015 $9,809 $11,899 $11,506 $11,523 $13,982 216% <-Total Growth 10 Book Value
BV per share $4.90 $5.23 $5.84 $8.36 $9.13 $9.76 $11.24 $10.97 $12.61 $12.18 $12.15 $14.72 $14.72 148% <-Total Growth 10 Book Value
Change 12.59% 6.79% 11.56% 43.16% 9.20% 6.89% 15.19% -2.34% 14.87% -3.42% -0.21% 21.20% 0.4686 Current/Historical Book Value
P/BV (CL) 3.79 3.27 3.30 2.71 2.91 3.15 3.01 3.24 1.64 2.21 2.17 1.39 9.50% <-IRR #YR-> 10 Book Value
Change 49.61% -13.77% 0.80% -17.88% 7.36% 8.30% -4.42% 7.76% -49.34% 34.46% -1.58% -36.24% 4.48% <-IRR #YR-> 5 Book Value
Leverage (A/BV) 15.28 15.30 14.04 13.05 11.80 13.83 12.03 12.07 10.93 11.16 11.41 16.96 12.05 <-Median-> 10 A/BV
Debt/Equity Ratio 14.13 14.16 12.94 11.90 10.64 12.64 10.85 10.96 9.82 10.03 10.25 15.67 10.90 <-Median-> 10 Debt/Eq Ratio
Sharerholders Equity (Assets less liabilities) P/BV 10 yr Med 2.96 5 yr Med 2.21
-$4.90 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $12.15
-$9.76 $0.00 $0.00 $0.00 $0.00 $12.15
ROE 0.0% 0.0% 0.0% 0.0% 7.1% 10.7% 14.2% <-12 mths 0.00% <-Median-> 5 Compreh. Inc
Comprehensive Inc $0 $0 $0 $0 $822 $1,230 $1,991 <-12 mths Compreh. Inc
ROE 18.5% 14.1% 23.3% 18.2% 19.9% 20.4% 19.2% 21.5% 12.2% 14.1% 14.4% 13.6% <-12 mths Net Income/Shareholders' equity
5Yr Median 15.6% 17.5% 18.2% 18.5% 19.9% 19.9% 19.9% 19.9% 19.2% 14.4% 14.1% <-12 mths
Net Income $674 $546 $995 $1,356 $1,616 $1,775 $1,927 $2,111 $1,453 $1,627 $1,657 $1,905 <-12 mths 145.85% <-Total Growth 10 Net Income
Oper C. F. $80 $1,960 $1,394 $2,098 $3,002 $3,951 $3,812 $3,731 $3,863 $3,958 $5,797 C F Statement  Oper C. F.
Invest. C. F -$79 -$1,342 -$724 -$1,939 -$1,892 -$2,511 -$3,405 -$5,201 -$3,292 -$1,831 -$1,070 C F Statement  Invest. C. F
Total Accruals $673 -$72 $325 $1,197 $506 $335 $1,520 $3,581 $882 -$500 -$3,070 Accruals
Total Assets $55,754 $59,159 $60,071 $97,451 $95,891 $120,161 $120,528 $118,388 $130,074 $128,369 $131,514 Balance Sheet Assets
Accruals Ratio 1.21% -0.12% 0.54% 1.23% 0.53% 0.28% 1.26% 3.02% 0.68% -0.39% -2.33% Ratio
up/down/neutral
Chge in Close 68.45% -7.91% 12.45% 17.57% 17.24% 15.76% 10.10% 5.24% -41.80% 29.86% -1.79%
Any Predictions?
Fin. C. F -$7 -$521 $595 $1,390 -$1,052 -$665 -$565 $2,422 -$1,554 -$1,258 -$6,099 C F Statement  Fin. C. F
Total Accruals $680 $449 -$270 -$193 $1,558 $1,000 $2,085 $1,159 $2,436 $758 $3,029 Accruals
Accruals Ratio 1.22% 0.76% -0.45% -0.20% 1.62% 0.83% 1.73% 0.98% 1.87% 0.59% 2.30% Ratio
Jan 21, 2012.  Last estimates I got was for 2010 and 2011 for EPS at $1.90 and $2.23.
Nov 11, 2010.  Last time I looked, I got earnings for 2009 and 2010 of $1.85 and $2.50
2007 AR.   I can see why people like this stock.  It is basically a stable earner.
For cash flow, I do not think that there is a non-cash flow or working capital as current assets and liabilities liquidity ratio does not really apply.
How they make their money.
Great-West Lifeco is a financial services holding company with interests in the life insurance, health insurance, retirement savings, investment management and reinsurance businesses. The Corporation has
operations in Canada, the United States, Europe and Asia through The Great-West Life Assurance Company, London Life Insurance Company, The Canada Life Assurance Company, Great-West Life 
& Annuity Insurance Company and Putnam Investments, LLC. Lifeco and are members of the Power Financial Corporation group of companies.
Power Financial Corp owes 68.6% of this company.
For most ratios, lower is better when looking for a good stock price.  However, there are exceptions such as for yield and asset/liability ratios and here you want a higher ratios to indicate a good stock price.  
Also, for the Operational Profit Margin, a higher percentage is better.  With the OPM, you should only compare companies in similar industries.
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Institutions 61.03
5.39 8.12%
66.42