BNT Fundamental Analysis - BROOKFIELD WEALTH SOLUTIONS

Fundamental Rating

Overall BNT gets a fundamental rating of 3 out of 10. We evaluated BNT against 81 industry peers in the Insurance industry. BNT has a medium profitability rating, but doesn't score so well on its financial health evaluation. BNT is valied quite expensively at the moment, while it does show a decent growth rate.

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1. Profitability

1.1 Basic Checks

BNT had positive earnings in the past year.

BNT had a positive operating cash flow in the past year.

Of the past 5 years BNT 4 years were profitable.

BNT had a positive operating cash flow in each of the past 5 years.

1.2 Ratios

BNT's Return On Assets of 0.34% is on the low side compared to the rest of the industry. BNT is outperformed by 67.90% of its industry peers.

With a Return On Equity value of 3.89%, BNT is not doing good in the industry: 96.30% of the companies in the same industry are doing better.

With a decent Return On Invested Capital value of 1.79%, BNT is doing good in the industry, outperforming 71.60% of the companies in the same industry.

		Industry Rank	Sector Rank
ROA	0.34%
ROE	3.89%
ROIC	1.79%

ROA(3y)N/A

ROA(5y)N/A

ROE(3y)N/A

ROE(5y)N/A

ROIC(3y)N/A

ROIC(5y)N/A

1.3 Margins

BNT has a worse Profit Margin (3.34%) than 96.30% of its industry peers.

In the last couple of years the Profit Margin of BNT has grown nicely.

BNT has a Operating Margin of 24.62%. This is amongst the best in the industry. BNT outperforms 92.59% of its industry peers.

In the last couple of years the Operating Margin of BNT has grown nicely.

		Industry Rank	Sector Rank
OM	24.62%
PM (TTM)	3.34%
GM	N/A

OM growth 3YN/A

OM growth 5Y70.25%

PM growth 3YN/A

PM growth 5Y40.48%

GM growth 3YN/A

GM growth 5YN/A

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so BNT is destroying value.

There is no outstanding debt for BNT. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.

2.2 Solvency

BNT has a debt to FCF ratio of 0.94. This is a very positive value and a sign of high solvency as it would only need 0.94 years to pay back of all of its debts.

With an excellent Debt to FCF ratio value of 0.94, BNT belongs to the best of the industry, outperforming 81.48% of the companies in the same industry.

BNT has a Debt/Equity ratio of 0.37. This is a healthy value indicating a solid balance between debt and equity.

BNT's Debt to Equity ratio of 0.37 is on the low side compared to the rest of the industry. BNT is outperformed by 60.49% of its industry peers.

Even though the debt/equity ratio score it not favorable for BNT, it has very limited outstanding debt, so we won't put too much weight on the DE evaluation.

		Industry Rank	Sector Rank
Debt/Equity	0.37
Debt/FCF	0.94
Altman-Z	N/A

ROIC/WACC0.2

WACC9.07%

2.3 Liquidity

		Industry Rank	Sector Rank
Current Ratio	N/A
Quick Ratio	N/A

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

BNT shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -73.92%.

Measured over the past years, BNT shows a very strong growth in Earnings Per Share. The EPS has been growing by 76.76% on average per year.

BNT shows a strong growth in Revenue. In the last year, the Revenue has grown by 74.55%.

BNT shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 105.74% yearly.

EPS 1Y (TTM)-73.92%

EPS 3YN/A

EPS 5Y76.76%

EPS Q2Q%-160.71%

Revenue 1Y (TTM)74.55%

Revenue growth 3Y24.63%

Revenue growth 5Y105.74%

Sales Q2Q%1.24%

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.

No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.

EPS Next YN/A

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue Next YearN/A

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.

No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.

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4. Valuation

4.1 Price/Earnings Ratio

BNT is valuated correctly with a Price/Earnings ratio of 15.48.

92.59% of the companies in the same industry are cheaper than BNT, based on the Price/Earnings ratio.

BNT's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.41.

		Industry Rank	Sector Rank
PE	15.48
Fwd PE	N/A

4.2 Price Multiples

Based on the Price/Free Cash Flow ratio, BNT is valued a bit cheaper than 74.07% of the companies in the same industry.

		Industry Rank	Sector Rank
P/FCF	0.57
EV/EBITDA	-0.27

4.3 Compensation for Growth

PEG (NY)N/A

PEG (5Y)0.2

EPS Next 2YN/A

EPS Next 3YN/A

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5. Dividend

5.1 Amount

BNT has a yearly dividend return of 0.54%, which is pretty low.

Compared to an average industry Dividend Yield of 5.18, BNT's dividend is way lower than its industry peers. On top of this 95.06% of the companies listed in the same industry pay a better dividend than BNT!

With a Dividend Yield of 0.54, BNT pays less dividend than the S&P500 average, which is at 2.35.

		Industry Rank	Sector Rank
Dividend Yield	0.54%

5.2 History

BNT has been paying a dividend for over 5 years, so it has already some track record.

Dividend Growth(5Y)N/A

Div Incr Years0

Div Non Decr Years0

5.3 Sustainability

DP0%

EPS Next 2YN/A

EPS Next 3YN/A

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BROOKFIELD WEALTH SOLUTIONS

TSX:BNT (7/11/2025, 7:00:00 PM)

86.22

-0.87 (-1%)

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupInsurance

GICS IndustryInsurance

Earnings (Last)02-13 2025-02-13/bmo

Earnings (Next)N/A N/A

Inst Owners12.11%

Inst Owner ChangeN/A

Ins Owners3.98%

Ins Owner ChangeN/A

Market Cap3.75B

AnalystsN/A

Price TargetN/A

Short Float %N/A

Short RatioN/A

Dividend

		Industry Rank	Sector Rank
Dividend Yield	0.54%

Yearly DividendN/A

Dividend Growth(5Y)N/A

DP0%

Div Incr Years0

Div Non Decr Years0

Ex-Date06-13 2025-06-13 (0.09)

Surprises & Revisions

EPS beat(2)N/A

Avg EPS beat(2)N/A

Min EPS beat(2)N/A

Max EPS beat(2)N/A

EPS beat(4)N/A

Avg EPS beat(4)N/A

Min EPS beat(4)N/A

Max EPS beat(4)N/A

EPS beat(8)N/A

Avg EPS beat(8)N/A

EPS beat(12)N/A

Avg EPS beat(12)N/A

EPS beat(16)N/A

Avg EPS beat(16)N/A

Revenue beat(2)N/A

Avg Revenue beat(2)N/A

Min Revenue beat(2)N/A

Max Revenue beat(2)N/A

Revenue beat(4)N/A

Avg Revenue beat(4)N/A

Min Revenue beat(4)N/A

Max Revenue beat(4)N/A

Revenue beat(8)N/A

Avg Revenue beat(8)N/A

Revenue beat(12)N/A

Avg Revenue beat(12)N/A

Revenue beat(16)N/A

Avg Revenue beat(16)N/A

PT rev (1m)N/A

PT rev (3m)N/A

EPS NQ rev (1m)N/A

EPS NQ rev (3m)N/A

EPS NY rev (1m)N/A

EPS NY rev (3m)N/A

Revenue NQ rev (1m)N/A

Revenue NQ rev (3m)N/A

Revenue NY rev (1m)N/A

Revenue NY rev (3m)N/A

Valuation

		Industry Rank	Sector Rank
PE	15.48
Fwd PE	N/A
P/S	0.19
P/FCF	0.57
P/OCF	0.56
P/B	0.22
P/tB	0.28
EV/EBITDA	-0.27

EPS(TTM)5.57

EY6.46%

EPS(NY)N/A

Fwd EYN/A

FCF(TTM)152.32

FCFY176.67%

OCF(TTM)153.3

OCFY177.8%

SpS448.49

BVpS385.58

TBVpS307.2

PEG (NY)N/A

PEG (5Y)0.2

Profitability

		Industry Rank	Sector Rank
ROA	0.34%
ROE	3.89%
ROCE	2.49%
ROIC	1.79%
ROICexc	1.9%
ROICexgc	2.28%
OM	24.62%
PM (TTM)	3.34%
GM	N/A
FCFM	33.96%

ROA(3y)N/A

ROA(5y)N/A

ROE(3y)N/A

ROE(5y)N/A

ROIC(3y)N/A

ROIC(5y)N/A

ROICexc(3y)N/A

ROICexc(5y)N/A

ROICexgc(3y)N/A

ROICexgc(5y)N/A

ROCE(3y)N/A

ROCE(5y)N/A

ROICexcg growth 3YN/A

ROICexcg growth 5YN/A

ROICexc growth 3YN/A

ROICexc growth 5YN/A

OM growth 3YN/A

OM growth 5Y70.25%

PM growth 3YN/A

PM growth 5Y40.48%

GM growth 3YN/A

GM growth 5YN/A

F-Score5

Asset Turnover0.1

Health

		Industry Rank	Sector Rank
Debt/Equity	0.37
Debt/FCF	0.94
Debt/EBITDA	1.21
Cap/Depr	13.25%
Cap/Sales	0.22%
Interest Coverage	11.42
Cash Conversion	130.14%
Profit Quality	1015.76%
Current Ratio	N/A
Quick Ratio	N/A
Altman-Z	N/A

F-Score5

WACC9.07%

ROIC/WACC0.2

Cap/Depr(3y)158.01%

Cap/Depr(5y)N/A

Cap/Sales(3y)0.92%

Cap/Sales(5y)0.58%

Profit Quality(3y)209.1%

Profit Quality(5y)N/A

High Growth Momentum

Growth

EPS 1Y (TTM)-73.92%

EPS 3YN/A

EPS 5Y76.76%

EPS Q2Q%-160.71%

EPS Next YN/A

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue 1Y (TTM)74.55%

Revenue growth 3Y24.63%

Revenue growth 5Y105.74%

Sales Q2Q%1.24%

Revenue Next YearN/A

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

EBIT growth 1Y222.45%

EBIT growth 3YN/A

EBIT growth 5Y250.28%

EBIT Next YearN/A

EBIT Next 3YN/A

EBIT Next 5YN/A

FCF growth 1Y2616.29%

FCF growth 3Y42.05%

FCF growth 5Y71.14%

OCF growth 1Y2034.21%

OCF growth 3Y42.44%

OCF growth 5Y71.44%

BROOKFIELD WEALTH SOLUTIONS (BNT.CA) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

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