BROOKFIELD WEALTH SOLUTIONS (BNT) Stock Fundamental Analysis
USA - NYSE:BNT - BMG174341047 - Common Stock
44.29 USD
+0.65 (+1.49%)
We assign a fundamental rating of 3 out of 10 to BNT. BNT was compared to 147 industry peers in the Insurance industry. While BNT is still in line with the averages on profitability rating, there are concerns on its financial health. BNT is quite expensive at the moment. It does show a decent growth rate.
1. Profitability
1.1 Basic Checks
BNT had positive earnings in the past year.
In the past year BNT had a positive cash flow from operations.
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 has a Return On Assets of 0.50%. This is in the lower half of the industry: BNT underperforms 71.43% of its industry peers.
With a Return On Equity value of 4.92%, BNT is not doing good in the industry: 74.15% of the companies in the same industry are doing better.
BNT has a Return On Invested Capital (2.22%) which is in line with its industry peers.
BNT had an Average Return On Invested Capital over the past 3 years of 1.34%. This is below the industry average of 4.39%.
The last Return On Invested Capital (2.22%) for BNT is above the 3 year average (1.34%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 0.5% | ||
| ROE | 4.92% | ||
| ROIC | 2.22% |
ROA(3y)1%
ROA(5y)0.53%
ROE(3y)16.76%
ROE(5y)9.72%
ROIC(3y)1.34%
ROIC(5y)N/A
1.3 Margins
BNT has a Profit Margin of 5.16%. This is in the lower half of the industry: BNT underperforms 63.27% of its industry peers.
BNT's Profit Margin has improved in the last couple of years.
The Operating Margin of BNT (28.76%) is better than 91.84% of its industry peers.
In the last couple of years the Operating Margin of BNT has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 28.76% | ||
| PM (TTM) | 5.16% | ||
| 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
2. Health
2.1 Basic Checks
With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), BNT is destroying value.
The number of shares outstanding for BNT has been increased compared to 1 year ago.
Compared to 5 years ago, BNT has more shares outstanding
Compared to 1 year ago, BNT has an improved debt to assets ratio.
2.2 Solvency
BNT has a debt to FCF ratio of 1.14. This is a very positive value and a sign of high solvency as it would only need 1.14 years to pay back of all of its debts.
BNT's Debt to FCF ratio of 1.14 is fine compared to the rest of the industry. BNT outperforms 68.03% of its industry peers.
A Debt/Equity ratio of 0.31 indicates that BNT is not too dependend on debt financing.
BNT has a Debt to Equity ratio (0.31) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.31 | ||
| Debt/FCF | 1.14 | ||
| Altman-Z | N/A |
ROIC/WACC0.3
WACC7.39%
2.3 Liquidity
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | N/A | ||
| Quick Ratio | N/A |
3. Growth
3.1 Past
The earnings per share for BNT have decreased strongly by -60.53% in the last year.
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 57.84%.
The Revenue has been growing by 105.74% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)-60.53%
EPS 3YN/A
EPS 5Y76.76%
EPS Q2Q%-17.07%
Revenue 1Y (TTM)57.84%
Revenue growth 3Y24.63%
Revenue growth 5Y105.74%
Sales Q2Q%4.65%
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.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 11.87, which indicates a very decent valuation of BNT.
BNT's Price/Earnings ratio is in line with the industry average.
BNT's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 25.47.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.87 | ||
| Fwd PE | N/A |
4.2 Price Multiples
Based on the Price/Free Cash Flow ratio, BNT is valued cheaply inside the industry as 97.28% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 0.7 | ||
| EV/EBITDA | -1.27 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)0.15
EPS Next 2YN/A
EPS Next 3YN/A
5. Dividend
5.1 Amount
With a yearly dividend of 0.39%, BNT is not a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 3.51, BNT is paying slightly less dividend.
With a Dividend Yield of 0.39, BNT pays less dividend than the S&P500 average, which is at 2.44.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.39% |
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
NYSE:BNT (11/20/2025, 10:58:52 AM)
44.29
+0.65 (+1.49%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupInsurance
GICS IndustryInsurance
Earnings (Last)
Earnings (Next)
Inst Owners11.52%
Inst Owner Change0.42%
Ins Owners3.98%
Ins Owner ChangeN/A
Market Cap2.89B
Revenue(TTM)14.37B
Net Income(TTM)741.00M
AnalystsN/A
Price TargetN/A
Short Float %N/A
Short Ratio24.98
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.39% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP0%
Div Incr Years0
Div Non Decr Years0
Ex-Date
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 | 11.87 | ||
| Fwd PE | N/A | ||
| P/S | 0.2 | ||
| P/FCF | 0.7 | ||
| P/OCF | 0.69 | ||
| P/B | 0.19 | ||
| P/tB | 0.23 | ||
| EV/EBITDA | -1.27 |
EPS(TTM)3.73
EY8.42%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)63.26
FCFY142.84%
OCF(TTM)63.86
OCFY144.18%
SpS220.08
BVpS230.83
TBVpS193.08
PEG (NY)N/A
PEG (5Y)0.15
Graham Number139.18
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 0.5% | ||
| ROE | 4.92% | ||
| ROCE | 2.81% | ||
| ROIC | 2.22% | ||
| ROICexc | 2.44% | ||
| ROICexgc | 2.92% | ||
| OM | 28.76% | ||
| PM (TTM) | 5.16% | ||
| GM | N/A | ||
| FCFM | 28.75% |
ROA(3y)1%
ROA(5y)0.53%
ROE(3y)16.76%
ROE(5y)9.72%
ROIC(3y)1.34%
ROIC(5y)N/A
ROICexc(3y)1.36%
ROICexc(5y)N/A
ROICexgc(3y)1.48%
ROICexgc(5y)N/A
ROCE(3y)1.69%
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5Y21.96%
ROICexc growth 3YN/A
ROICexc growth 5Y28.1%
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-Score7
Asset Turnover0.1
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.31 | ||
| Debt/FCF | 1.14 | ||
| Debt/EBITDA | 1.08 | ||
| Cap/Depr | 17.73% | ||
| Cap/Sales | 0.27% | ||
| Interest Coverage | 16.21 | ||
| Cash Conversion | 95.8% | ||
| Profit Quality | 557.49% | ||
| Current Ratio | N/A | ||
| Quick Ratio | N/A | ||
| Altman-Z | N/A |
F-Score7
WACC7.39%
ROIC/WACC0.3
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)-60.53%
EPS 3YN/A
EPS 5Y76.76%
EPS Q2Q%-17.07%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)57.84%
Revenue growth 3Y24.63%
Revenue growth 5Y105.74%
Sales Q2Q%4.65%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y209.36%
EBIT growth 3YN/A
EBIT growth 5Y250.28%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y623.47%
FCF growth 3Y42.05%
FCF growth 5Y71.14%
OCF growth 1Y609.18%
OCF growth 3Y42.44%
OCF growth 5Y71.44%
BROOKFIELD WEALTH SOLUTIONS / BNT FAQ
What is the ChartMill fundamental rating of BROOKFIELD WEALTH SOLUTIONS (BNT) stock?
ChartMill assigns a fundamental rating of 3 / 10 to BNT.
Can you provide the valuation status for BROOKFIELD WEALTH SOLUTIONS?
ChartMill assigns a valuation rating of 3 / 10 to BROOKFIELD WEALTH SOLUTIONS (BNT). This can be considered as Overvalued.
Can you provide the profitability details for BROOKFIELD WEALTH SOLUTIONS?
BROOKFIELD WEALTH SOLUTIONS (BNT) has a profitability rating of 4 / 10.
Is the dividend of BROOKFIELD WEALTH SOLUTIONS sustainable?
The dividend rating of BROOKFIELD WEALTH SOLUTIONS (BNT) is 1 / 10 and the dividend payout ratio is 0%.