BROOKFIELD WEALTH SOLUTIONS (BNT) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:BNT - BMG174341047 - Common Stock
46.67 USD
+0.31 (+0.67%)
We assign a fundamental rating of 4 out of 10 to BNT. BNT was compared to 148 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 has a correct valuation and a medium 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.
BNT had positive earnings in 4 of the past 5 years.
BNT had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
BNT has a worse Return On Assets (0.85%) than 63.51% of its industry peers.
BNT's Return On Equity of 7.98% is on the low side compared to the rest of the industry. BNT is outperformed by 66.22% of its industry peers.
Looking at the Return On Invested Capital, with a value of 2.42%, BNT is in line with its industry, outperforming 54.05% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital for BNT is significantly below the industry average of 14.88%.
The 3 year average ROIC (1.34%) for BNT is below the current ROIC(2.42%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 0.85% | ||
| ROE | 7.98% | ||
| ROIC | 2.42% |
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 (9.07%) which is comparable to the rest of the industry.
BNT's Profit Margin has improved in the last couple of years.
The Operating Margin of BNT (32.27%) is better than 95.95% of its industry peers.
BNT's Operating Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 32.27% | ||
| PM (TTM) | 9.07% | ||
| 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
The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so BNT is destroying value.
Compared to 1 year ago, BNT has more shares outstanding
The number of shares outstanding for BNT has been increased compared to 5 years ago.
Compared to 1 year ago, BNT has an improved debt to assets ratio.
2.2 Solvency
BNT has a debt to FCF ratio of 1.28. This is a very positive value and a sign of high solvency as it would only need 1.28 years to pay back of all of its debts.
BNT has a better Debt to FCF ratio (1.28) than 63.51% of its industry peers.
BNT has a Debt/Equity ratio of 0.29. This is a healthy value indicating a solid balance between debt and equity.
BNT has a Debt to Equity ratio of 0.29. This is comparable to the rest of the industry: BNT outperforms 56.08% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.29 | ||
| Debt/FCF | 1.28 | ||
| Altman-Z | N/A |
ROIC/WACC0.32
WACC7.57%
2.3 Liquidity
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | N/A | ||
| Quick Ratio | N/A |
3. Growth
3.1 Past
BNT shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -42.82%.
BNT shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 76.76% yearly.
The Revenue has grown by 34.86% in the past year. This is a very strong growth!
The Revenue has been growing by 105.74% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)-42.82%
EPS 3YN/A
EPS 5Y76.76%
EPS Q2Q%736.84%
Revenue 1Y (TTM)34.86%
Revenue growth 3Y24.63%
Revenue growth 5Y105.74%
Sales Q2Q%-1.45%
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
BNT is valuated reasonably with a Price/Earnings ratio of 9.10.
BNT's Price/Earnings ratio is a bit cheaper when compared to the industry. BNT is cheaper than 70.27% of the companies in the same industry.
BNT is valuated cheaply when we compare the Price/Earnings ratio to 26.50, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.1 | ||
| Fwd PE | N/A |
4.2 Price Multiples
Based on the Price/Free Cash Flow ratio, BNT is valued cheaper than 97.30% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 0.82 | ||
| EV/EBITDA | -0.91 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)0.12
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 2.30, BNT is paying slightly less dividend.
Compared to an average S&P500 Dividend Yield of 1.87, BNT's dividend is way lower than the S&P500 average.
| 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 (12/24/2025, 3:40:00 PM)
46.67
+0.31 (+0.67%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupInsurance
GICS IndustryInsurance
Earnings (Last)
Earnings (Next)
Inst Owners11.79%
Inst Owner Change0.42%
Ins Owners3.98%
Ins Owner ChangeN/A
Market Cap3.05B
Revenue(TTM)14.33B
Net Income(TTM)1.30B
AnalystsN/A
Price TargetN/A
Short Float %1%
Short Ratio18.72
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 | 9.1 | ||
| Fwd PE | N/A | ||
| P/S | 0.21 | ||
| P/FCF | 0.82 | ||
| P/OCF | 0.82 | ||
| P/B | 0.19 | ||
| P/tB | 0.22 | ||
| EV/EBITDA | -0.91 |
EPS(TTM)5.13
EY10.99%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)56.87
FCFY121.85%
OCF(TTM)57.25
OCFY122.67%
SpS219.38
BVpS249.38
TBVpS212.02
PEG (NY)N/A
PEG (5Y)0.12
Graham Number169.66
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 0.85% | ||
| ROE | 7.98% | ||
| ROCE | 3.07% | ||
| ROIC | 2.42% | ||
| ROICexc | 2.64% | ||
| ROICexgc | 3.12% | ||
| OM | 32.27% | ||
| PM (TTM) | 9.07% | ||
| GM | N/A | ||
| FCFM | 25.92% |
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-Score8
Asset Turnover0.09
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.29 | ||
| Debt/FCF | 1.28 | ||
| Debt/EBITDA | 0.99 | ||
| Cap/Depr | 12.2% | ||
| Cap/Sales | 0.17% | ||
| Interest Coverage | 16.17 | ||
| Cash Conversion | 77.43% | ||
| Profit Quality | 285.69% | ||
| Current Ratio | N/A | ||
| Quick Ratio | N/A | ||
| Altman-Z | N/A |
F-Score8
WACC7.57%
ROIC/WACC0.32
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)-42.82%
EPS 3YN/A
EPS 5Y76.76%
EPS Q2Q%736.84%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)34.86%
Revenue growth 3Y24.63%
Revenue growth 5Y105.74%
Sales Q2Q%-1.45%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y168.53%
EBIT growth 3YN/A
EBIT growth 5Y250.28%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y451.04%
FCF growth 3Y42.05%
FCF growth 5Y71.14%
OCF growth 1Y445.84%
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 4 / 10 to BNT.
Can you provide the valuation status for BROOKFIELD WEALTH SOLUTIONS?
ChartMill assigns a valuation rating of 4 / 10 to BROOKFIELD WEALTH SOLUTIONS (BNT). This can be considered as Fairly Valued.
Can you provide the profitability details for BROOKFIELD WEALTH SOLUTIONS?
BROOKFIELD WEALTH SOLUTIONS (BNT) has a profitability rating of 5 / 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%.