BROOKFIELD WEALTH SOLUTIONS (BNT) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:BNT - BMG174341047 - Common Stock
47.46 USD
-0.05 (-0.11%)
BNT gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 146 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 not valued too expensively and it also shows 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 worse Return On Assets (0.85%) than 62.33% of its industry peers.
- BNT has a worse Return On Equity (7.98%) than 66.44% of its industry peers.
- BNT has a Return On Invested Capital (2.42%) which is in line with its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for BNT is significantly below the industry average of 15.11%.
- 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 95.89% of its industry peers.
- In the last couple of years the Operating Margin of BNT has grown nicely.
| 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.
- The Debt to FCF ratio of BNT (1.28) is better than 63.01% 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 56.16% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.29 | ||
| Debt/FCF | 1.28 | ||
| Altman-Z | N/A |
ROIC/WACC0.31
WACC7.86%
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 -33.81%.
- The Earnings Per Share has been growing by 76.76% on average over the past years. This is a very strong growth
- BNT shows a strong growth in Revenue. In the last year, the Revenue has grown by 34.86%.
- The Revenue has been growing by 105.74% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)-33.81%
EPS 3YN/A
EPS 5Y76.76%
EPS Q2Q%1162.68%
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
- With a Price/Earnings ratio of 7.99, the valuation of BNT can be described as very cheap.
- BNT's Price/Earnings ratio is a bit cheaper when compared to the industry. BNT is cheaper than 73.29% of the companies in the same industry.
- The average S&P500 Price/Earnings ratio is at 27.33. BNT is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.99 | ||
| Fwd PE | N/A |
4.2 Price Multiples
- BNT's Price/Free Cash Flow ratio is rather cheap when compared to the industry. BNT is cheaper than 96.58% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 0.83 | ||
| EV/EBITDA | -0.9 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)0.1
EPS Next 2YN/A
EPS Next 3YN/A
5. Dividend
5.1 Amount
- BNT has a yearly dividend return of 0.36%, which is pretty low.
- BNT's Dividend Yield is slightly below the industry average, which is at 2.42.
- With a Dividend Yield of 0.36, BNT pays less dividend than the S&P500 average, which is at 1.91.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.36% |
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 (1/15/2026, 9:59:53 AM)
47.46
-0.05 (-0.11%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupInsurance
GICS IndustryInsurance
Earnings (Last)11-13 2025-11-13
Earnings (Next)02-05 2026-02-05
Inst Owners11.88%
Inst Owner Change0%
Ins Owners3.98%
Ins Owner ChangeN/A
Market Cap3.10B
Revenue(TTM)14.33B
Net Income(TTM)1.30B
AnalystsN/A
Price TargetN/A
Short Float %0.8%
Short Ratio16
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.36% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP0%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
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 | 7.99 | ||
| Fwd PE | N/A | ||
| P/S | 0.22 | ||
| P/FCF | 0.83 | ||
| P/OCF | 0.83 | ||
| P/B | 0.19 | ||
| P/tB | 0.22 | ||
| EV/EBITDA | -0.9 |
EPS(TTM)5.94
EY12.52%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)56.87
FCFY119.82%
OCF(TTM)57.25
OCFY120.63%
SpS219.38
BVpS249.38
TBVpS212.02
PEG (NY)N/A
PEG (5Y)0.1
Graham Number182.56
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
WACC7.86%
ROIC/WACC0.31
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)-33.81%
EPS 3YN/A
EPS 5Y76.76%
EPS Q2Q%1162.68%
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.
What is the valuation status of BROOKFIELD WEALTH SOLUTIONS (BNT) stock?
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.
What is the financial health of BROOKFIELD WEALTH SOLUTIONS (BNT) stock?
The financial health rating of BROOKFIELD WEALTH SOLUTIONS (BNT) is 3 / 10.