Thread regarding USAA layoffs

Holy moly! Over 10 BILLION in comprehensive losses in 2022!

Holy bejezzus
if true. https://www.reddit.com/r/USAA/comments/166ptur/2022_financial_statements_where_are_the_details/

If this is true and what accountant said what is valid, Usaa is sitting on a lot of unrealized losses. With rates going up still, the low rate long term gov bond Usaa purchased are worth a lot less now this year compared to last year.

Per the comment in that post:
Accountant here. Comprehensive income is different than net income. Net income is actual realized profits or losses for the year. Comprehensive income includes unrealized gains and losses, specifically from investments, foreign currency exchange fluctuations, and pension plans. In USAA’s case, this article discusses higher interest rates and that securities are under par value. What that basically means is that their investments (likely bond-heavy since bonds are heavily influenced by interest rates) have decreased in value due to rising interest rates.

That drop in value represents an unrealized loss, because they haven’t sold the bonds yet or the bonds haven’t reached maturity. In either case, if they were to sell off their securities right now, that other comprehensive loss would become a realized loss, meaning it would show up in their net income instead.

That’s the reason why companies report other comprehensive income. It’s basically a “if we were to sell off our investments at the time of this report, this is how much we’d make/lose.” That way, investors can have a better idea of the company’s future expected cash flows.

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| 1281 views | | 4 replies (last September 1, 2023) | Reply
Post ID: @OP+1ooodEz4

4 replies (most recent on top)

On the actual books, if you look at their FRY Y-14A they are down 650+million from January until June and lost over $1 billion in equity. The company as a whole is down from over $40billion in equity in 2019 to $26bln today. Thats a loss in equity of over 35% in 4 years and that is only what is being reported.

With the insurance claims the last few years and their sketchy investments, its definatley not out of the realm of possiblity for them to lose $10billion this year or more. We will see what actually gets reported on their EOY statement but its not going to be pretty no matter how they fudge the numbers.

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Post ID: @cew+1ooodEz4

@Nothingburger

That’s only true if interest rates go down before a significant amount of the loss is realized and/or the bonds mature at terrible interest rate.

It matters because thanks to that investment, a company worth $40 billion is now worth $30-something until/unless interest rates drop because our money is stuck in low interest bonds and inaccessible for use in the business.

And if you think the bad investments stopped there, then read about the accounting difference for available for sale vs held to maturity bonds.

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Post ID: @pnb+1ooodEz4

The unrealized loss in Other Comprehensive Income is probably less alarming than you think.

If there's anything that should be concerning, it's how the difference between [premiums] and [net losses, benefits, and settlement expenses] has collapsed. 2020: $6.6B, 2021: $3.5B, 2022: $0.7B. Insurance operations used to be profitable. Now it's not. And it hasn't been easy to make it up on the investment side lately either. That's a problem.

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Post ID: @qbt+1ooodEz4

Eh, many long-term investments have lower valuations from time to time. This is akin to considering the loss company might take if they had to sell all their fixtures, furniture, ans equipment on the spot to pay bills.

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Post ID: @jss+1ooodEz4

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