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BROOKFIELD WEALTH SOLUTIONS (BNT) Stock Fundamental Analysis

NYSE:BNT - New York Stock Exchange, Inc. - BMG174341047 - Common Stock - Currency: USD

57.645  -1.62 (-2.74%)

Fundamental Rating

3

BNT gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 143 industry peers in the Insurance industry. There are concerns on the financial health of BNT while its profitability can be described as average. BNT is quite expensive at the moment. It does show a decent growth rate.


Dividend Valuation Growth Profitability Health

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4

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.
BNT Yearly Net Income VS EBIT VS OCF VS FCFBNT Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2018 2019 2020 2021 2022 2023 2024 0 1B 2B 3B 4B

1.2 Ratios

The Return On Assets of BNT (0.34%) is worse than 70.63% of its industry peers.
Looking at the Return On Equity, with a value of 3.89%, BNT is doing worse than 76.22% of the companies in the same industry.
BNT has a Return On Invested Capital (1.96%) which is comparable to the rest of the industry.
Industry RankSector Rank
ROA 0.34%
ROE 3.89%
ROIC 1.96%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
BNT Yearly ROA, ROE, ROICBNT Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2018 2019 2020 2021 2022 2023 2024 0 10 20 30

1.3 Margins

BNT has a worse Profit Margin (3.34%) than 72.03% of its industry peers.
BNT's Profit Margin has improved in the last couple of years.
Looking at the Operating Margin, with a value of 24.62%, BNT belongs to the top of the industry, outperforming 88.81% of the companies in the same industry.
BNT's Operating Margin has improved in the last couple of years.
Industry RankSector 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
BNT Yearly Profit, Operating, Gross MarginsBNT Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 2024 0 5 10 15 20

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3

2. Health

2.1 Basic Checks

BNT has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it 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.
BNT Yearly Shares OutstandingBNT Yearly Shares OutstandingYearly Shares Outstanding 2019 2020 2021 2022 10M 20M 30M 40M 50M
BNT Yearly Total Debt VS Total AssetsBNT Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2019 2020 2021 2022 10B 20B 30B 40B

2.2 Solvency

The Debt to FCF ratio of BNT is 0.94, which is an excellent value as it means it would take BNT, only 0.94 years of fcf income to pay off all of its debts.
With a decent Debt to FCF ratio value of 0.94, BNT is doing good in the industry, outperforming 67.13% 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 has a Debt to Equity ratio of 0.37. This is comparable to the rest of the industry: BNT outperforms 41.96% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.37
Debt/FCF 0.94
Altman-Z N/A
ROIC/WACC0.22
WACC9.05%
BNT Yearly LT Debt VS Equity VS FCFBNT Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2018 2019 2020 2021 2022 2023 2024 1B 2B 3B 4B

2.3 Liquidity

Industry RankSector Rank
Current Ratio N/A
Quick Ratio N/A
BNT Yearly Current Assets VS Current LiabilitesBNT Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2019 2020 2021 2022 200M 400M 600M

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3. Growth

3.1 Past

The earnings per share for BNT have decreased strongly by -73.92% in the last year.
BNT shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 76.76% yearly.
BNT shows a strong growth in Revenue. In the last year, the Revenue has grown by 74.55%.
Measured over the past years, BNT shows a very strong growth in Revenue. The Revenue has been growing by 105.74% on average per year.
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.
BNT Yearly Revenue VS EstimatesBNT Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2018 2019 2020 2021 2022 2023 2024 5B 10B

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4. Valuation

4.1 Price/Earnings Ratio

BNT is valuated correctly with a Price/Earnings ratio of 14.16.
The rest of the industry has a similar Price/Earnings ratio as BNT.
The average S&P500 Price/Earnings ratio is at 26.31. BNT is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 14.16
Fwd PE N/A
BNT Price Earnings VS Forward Price EarningsBNT Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

BNT's Price/Free Cash Flow ratio is rather cheap when compared to the industry. BNT is cheaper than 97.20% of the companies in the same industry.
Industry RankSector Rank
P/FCF 0.52
EV/EBITDA -0.31
BNT Per share dataBNT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 100 200 300

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)0.18
EPS Next 2YN/A
EPS Next 3YN/A

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5. Dividend

5.1 Amount

BNT has a yearly dividend return of 0.58%, which is pretty low.
Compared to an average industry Dividend Yield of 3.10, BNT is paying slightly less dividend.
Compared to an average S&P500 Dividend Yield of 2.39, BNT's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.58%

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
BNT Yearly Dividends per shareBNT Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 2025 0.1 0.2 0.3 0.4 0.5

5.3 Sustainability

DP0%
EPS Next 2YN/A
EPS Next 3YN/A
BNT Yearly Income VS Free CF VS DividendBNT Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2018 2019 2020 2021 2022 2023 2024 0 1B 2B 3B 4B

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BROOKFIELD WEALTH SOLUTIONS

NYSE:BNT (6/13/2025, 8:04:01 PM)

57.645

-1.62 (-2.74%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupInsurance
GICS IndustryInsurance
Earnings (Last)02-13 2025-02-13/bmo
Earnings (Next)N/A N/A
Inst Owners12.7%
Inst Owner Change-5.26%
Ins Owners2.1%
Ins Owner ChangeN/A
Market Cap2.51B
AnalystsN/A
Price TargetN/A
Short Float %0.69%
Short Ratio6.79
Dividend
Industry RankSector Rank
Dividend Yield 0.58%
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 RankSector Rank
PE 14.16
Fwd PE N/A
P/S 0.18
P/FCF 0.52
P/OCF 0.52
P/B 0.2
P/tB 0.26
EV/EBITDA -0.31
EPS(TTM)4.07
EY7.06%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)111.18
FCFY192.86%
OCF(TTM)111.89
OCFY194.1%
SpS327.34
BVpS281.42
TBVpS224.21
PEG (NY)N/A
PEG (5Y)0.18
Profitability
Industry RankSector Rank
ROA 0.34%
ROE 3.89%
ROCE 2.49%
ROIC 1.96%
ROICexc 2.09%
ROICexgc 2.51%
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 RankSector 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
WACC9.05%
ROIC/WACC0.22
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%