Brookfield Wealth Solutions Ltd.
Brookfield Wealth Solutions Ltd. Fundamental Analysis
Brookfield Wealth Solutions Ltd. (BNT) shows weak financial fundamentals with a PE ratio of 16.25, profit margin of 6.64%, and ROE of 5.01%. The company generates $11.6B in annual revenue with weak year-over-year growth of 1.04%.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 61.9/100 based on profitability, valuation, growth, and balance sheet metrics. The C+ grade reflects average fundamentals, with notable risks in certain areas.
Fundamental Health Score
We analyze BNT's fundamental strength across five key dimensions:
Efficiency Score
WeakBNT struggles to generate sufficient returns from assets.
Valuation Score
ExcellentBNT trades at attractive valuation levels.
Growth Score
ModerateBNT shows steady but slowing expansion.
Financial Health Score
ModerateBNT shows balanced financial health with some risks.
Profitability Score
WeakBNT struggles to sustain strong margins.
Key Financial Metrics
Is BNT Expensive or Cheap?
P/E Ratio
BNT trades at 16.25 times earnings. This indicates a fair valuation.
PEG Ratio
When adjusting for growth, BNT's PEG of -0.27 indicates potential undervaluation.
Price to Book
The market values Brookfield Wealth Solutions Ltd. at 0.71 times its book value. This may indicate undervaluation.
EV/EBITDA
Enterprise value stands at 13.69 times EBITDA. This signals the market has high growth expectations.
How Well Does BNT Make Money?
Net Profit Margin
For every $100 in sales, Brookfield Wealth Solutions Ltd. keeps $6.64 as profit after all expenses.
Operating Margin
Core operations generate 8.38 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $5.01 in profit for every $100 of shareholder equity.
ROA
Brookfield Wealth Solutions Ltd. generates $0.51 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
Operating Cash Flow
Brookfield Wealth Solutions Ltd. generates strong operating cash flow of $3.76B, reflecting robust business health.
Free Cash Flow
Brookfield Wealth Solutions Ltd. generates strong free cash flow of $3.74B, providing ample flexibility for dividends, buybacks, or growth.
FCF Per Share
Each share generates $12.15 in free cash annually.
FCF Yield
BNT converts 29.55% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
16.25
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
-0.27
vs 25 benchmark
P/B Ratio
Price to book value ratio
0.71
vs 25 benchmark
P/S Ratio
Price to sales ratio
1.09
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
0.31
vs 25 benchmark
Current Ratio
Current assets to current liabilities
0.00
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
0.05
vs 25 benchmark
ROA
Return on assets percentage
0.005
vs 25 benchmark
ROCE
Return on capital employed
0.006
vs 25 benchmark
How BNT Stacks Against Its Sector Peers
| Metric | BNT Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 16.25 | 18.50 | Better (Cheaper) |
| ROE | 5.01% | 809.00% | Weak |
| Net Margin | 6.64% | 2211.00% | Weak |
| Debt/Equity | 0.31 | 0.90 | Strong (Low Leverage) |
| Current Ratio | 0.00 | 691.82 | Weak Liquidity |
| ROA | 0.51% | -24320.00% (disorted) | Weak |
BNT outperforms its industry in 2 out of 6 key metrics, but lagging in ROE.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews Brookfield Wealth Solutions Ltd.'s 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.
Revenue CAGR
496.93%
Industry Style: Value, Dividend, Cyclical
High GrowthEPS CAGR
3171.49%
Industry Style: Value, Dividend, Cyclical
High GrowthFCF CAGR
139.08%
Industry Style: Value, Dividend, Cyclical
High Growth