Logo image of BNT

BROOKFIELD WEALTH SOLUTIONS (BNT) Stock Fundamental Analysis

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

57.16  +0.16 (+0.28%)

Fundamental Rating

4

Overall BNT gets a fundamental rating of 4 out of 10. We evaluated BNT 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 not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

Quickly go to:

4

1. Profitability

1.1 Basic Checks

In the past year BNT was profitable.
In the past year BNT had a positive cash flow from operations.
BNT had positive earnings in 4 of the past 5 years.
In the past 5 years BNT always reported a positive cash flow from operatings.
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

BNT has a worse Return On Assets (0.79%) than 63.64% of its industry peers.
BNT has a Return On Equity of 9.07%. This is comparable to the rest of the industry: BNT outperforms 44.76% of its industry peers.
BNT has a Return On Invested Capital (1.88%) which is in line with its industry peers.
Industry RankSector Rank
ROA 0.79%
ROE 9.07%
ROIC 1.88%
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's Profit Margin of 7.81% is in line compared to the rest of the industry. BNT outperforms 53.85% of its industry peers.
In the last couple of years the Profit Margin of BNT has grown nicely.
BNT has a Operating Margin of 23.39%. This is amongst the best in the industry. BNT outperforms 87.41% of its industry peers.
BNT's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 23.39%
PM (TTM) 7.81%
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

More info and screens

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 1.00, which is an excellent value as it means it would take BNT, only 1.00 years of fcf income to pay off all of its debts.
BNT has a Debt to FCF ratio of 1.00. This is in the better half of the industry: BNT outperforms 63.64% of its industry peers.
A Debt/Equity ratio of 0.37 indicates that BNT is not too dependend on debt financing.
The Debt to Equity ratio of BNT (0.37) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.37
Debt/FCF 1
Altman-Z N/A
ROIC/WACC0.21
WACC9.15%
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

More info and screens

4

3. Growth

3.1 Past

BNT shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -15.14%.
The Earnings Per Share has been growing by 76.76% on average over the past years. This is a very strong growth
The Revenue has grown by 109.16% in the past year. This is a very strong growth!
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)-15.14%
EPS 3YN/A
EPS 5Y76.76%
EPS Q2Q%14.29%
Revenue 1Y (TTM)109.16%
Revenue growth 3Y24.63%
Revenue growth 5Y105.74%
Sales Q2Q%165.21%

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

More info and screens

4

4. Valuation

4.1 Price/Earnings Ratio

Based on the Price/Earnings ratio of 6.84, 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 79.72% of the companies in the same industry.
When comparing the Price/Earnings ratio of BNT to the average of the S&P500 Index (25.82), we can say BNT is valued rather cheaply.
Industry RankSector Rank
PE 6.84
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 0.55
EV/EBITDA -1.48
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)0.09
EPS Next 2YN/A
EPS Next 3YN/A

More info and screens

1

5. Dividend

5.1 Amount

With a yearly dividend of 0.57%, BNT is not a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 3.18, BNT is paying slightly less dividend.
With a Dividend Yield of 0.57, BNT pays less dividend than the S&P500 average, which is at 2.36.
Industry RankSector Rank
Dividend Yield 0.57%

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 YearsN/A
Div Non Decr YearsN/A
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

More info and screens

BROOKFIELD WEALTH SOLUTIONS

NYSE:BNT (5/23/2025, 9:16:26 PM)

57.16

+0.16 (+0.28%)

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-5.28%
Ins Owners2.1%
Ins Owner ChangeN/A
Market Cap2.48B
AnalystsN/A
Price TargetN/A
Short Float %0.61%
Short Ratio5.22
Dividend
Industry RankSector Rank
Dividend Yield 0.57%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP0%
Div Incr YearsN/A
Div Non Decr YearsN/A
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 6.84
Fwd PE N/A
P/S 0.17
P/FCF 0.55
P/OCF 0.54
P/B 0.2
P/tB 0.25
EV/EBITDA -1.48
EPS(TTM)8.36
EY14.63%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)104.24
FCFY182.36%
OCF(TTM)105.16
OCFY183.97%
SpS326.9
BVpS281.38
TBVpS224.47
PEG (NY)N/A
PEG (5Y)0.09
Profitability
Industry RankSector Rank
ROA 0.79%
ROE 9.07%
ROCE 2.39%
ROIC 1.88%
ROICexc 2.07%
ROICexgc 2.51%
OM 23.39%
PM (TTM) 7.81%
GM N/A
FCFM 31.89%
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 1
Debt/EBITDA 1.29
Cap/Depr 19.42%
Cap/Sales 0.28%
Interest Coverage 10.45
Cash Conversion 129.51%
Profit Quality 408.39%
Current Ratio N/A
Quick Ratio N/A
Altman-Z N/A
F-Score5
WACC9.15%
ROIC/WACC0.21
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)-15.14%
EPS 3YN/A
EPS 5Y76.76%
EPS Q2Q%14.29%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)109.16%
Revenue growth 3Y24.63%
Revenue growth 5Y105.74%
Sales Q2Q%165.21%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y466.89%
EBIT growth 3YN/A
EBIT growth 5Y250.28%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y230.1%
FCF growth 3Y42.05%
FCF growth 5Y71.14%
OCF growth 1Y203.19%
OCF growth 3Y42.44%
OCF growth 5Y71.44%