BROOKFIELD WEALTH SOLUTIONS(TSX:BNT) stock Fundamental Analysis

Fundamental Rating

Overall BNT gets a fundamental rating of 3 out of 10. We evaluated BNT against 83 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 valied quite expensively at the moment, while it does show a decent growth rate.

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1. Profitability

1.1 Basic Checks

BNT had positive earnings in the past year.

BNT had a positive operating cash flow in the past year.

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

With a Return On Assets value of 0.72%, BNT perfoms like the industry average, outperforming 59.76% of the companies in the same industry.

BNT has a worse Return On Equity (8.19%) than 96.34% of its industry peers.

BNT has a better Return On Invested Capital (0.91%) than 69.51% of its industry peers.

		Industry Rank	Sector Rank
ROA	0.72%
ROE	8.19%
ROIC	0.91%

ROA(3y)N/A

ROA(5y)N/A

ROE(3y)N/A

ROE(5y)N/A

ROIC(3y)N/A

ROIC(5y)N/A

1.3 Margins

BNT's Profit Margin of 9.33% is in line compared to the rest of the industry. BNT outperforms 48.78% of its industry peers.

In the last couple of years the Profit Margin of BNT has grown nicely.

BNT's Operating Margin of 16.21% is fine compared to the rest of the industry. BNT outperforms 60.98% of its industry peers.

In the last couple of years the Operating Margin of BNT has grown nicely.

		Industry Rank	Sector Rank
OM	16.21%
PM (TTM)	9.33%
GM	N/A

OM growth 3Y266.13%

OM growth 5YN/A

PM growth 3Y218.67%

PM growth 5YN/A

GM growth 3YN/A

GM growth 5YN/A

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ROA

ROE

ROIC

Operating and Profit Margin

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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.

2.2 Solvency

BNT has a debt to FCF ratio of 2.00. This is a good value and a sign of high solvency as BNT would need 2.00 years to pay back of all of its debts.

BNT has a Debt to FCF ratio (2.00) which is comparable to the rest of the industry.

A Debt/Equity ratio of 0.44 indicates that BNT is not too dependend on debt financing.

BNT has a Debt to Equity ratio of 0.44. This is comparable to the rest of the industry: BNT outperforms 41.46% of its industry peers.

		Industry Rank	Sector Rank
Debt/Equity	0.44
Debt/FCF	2
Altman-Z	N/A

ROIC/WACC0.12

WACC7.44%

2.3 Liquidity

		Industry Rank	Sector Rank
Current Ratio	N/A
Quick Ratio	N/A

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

The earnings per share for BNT have decreased by -5.05% in the last year.

The Earnings Per Share has been growing by 313.29% 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 71.88%.

The Revenue has been growing by 111.15% on average over the past years. This is a very strong growth!

EPS 1Y (TTM)-5.05%

EPS 3Y313.29%

EPS 5YN/A

EPS Q2Q%-72.16%

Revenue 1Y (TTM)71.88%

Revenue growth 3Y135.93%

Revenue growth 5Y111.15%

Sales Q2Q%104.76%

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.

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4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 6.57, the valuation of BNT can be described as very cheap.

Compared to the rest of the industry, the Price/Earnings ratio of BNT indicates a slightly more expensive valuation: BNT is more expensive than 73.17% of the companies listed in the same industry.

BNT's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 29.62.

		Industry Rank	Sector Rank
PE	6.57
Fwd PE	N/A

4.2 Price Multiples

BNT's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. BNT is cheaper than 78.05% of the companies in the same industry.

		Industry Rank	Sector Rank
P/FCF	0.96
EV/EBITDA	-3.53

4.3 Compensation for Growth

PEG (NY)N/A

PEG (5Y)N/A

EPS Next 2YN/A

EPS Next 3YN/A

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5. Dividend

5.1 Amount

BNT has a yearly dividend return of 0.56%, which is pretty low.

With a Dividend Yield of 0.56, BNT pays less dividend than the industry average, which is at 4.28. 95.12% of the companies listed in the same industry pay a better dividend than BNT!

Compared to an average S&P500 Dividend Yield of 2.27, BNT's dividend is way lower than the S&P500 average.

		Industry Rank	Sector Rank
Dividend Yield	0.56%

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

5.3 Sustainability

DP0%

EPS Next 2YN/A

EPS Next 3YN/A

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BROOKFIELD WEALTH SOLUTIONS

TSX:BNT (2/21/2025, 7:00:00 PM)

83.64

-1.38 (-1.62%)

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 ChangeN/A

Ins Owners2.1%

Ins Owner ChangeN/A

Market Cap3.63B

AnalystsN/A

Price TargetN/A

Short Float %N/A

Short RatioN/A

Dividend

		Industry Rank	Sector Rank
Dividend Yield	0.56%

Yearly DividendN/A

Dividend Growth(5Y)N/A

DP0%

Div Incr YearsN/A

Div Non Decr YearsN/A

Ex-Date03-14 2025-03-14 (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 Rank	Sector Rank
PE	6.57
Fwd PE	N/A
P/S	0.24
P/FCF	0.96
P/OCF	0.89
P/B	0.21
P/tB	0.27
EV/EBITDA	-3.53

EPS(TTM)12.74

EY15.23%

EPS(NY)N/A

Fwd EYN/A

FCF(TTM)87.42

FCFY104.52%

OCF(TTM)93.82

OCFY112.17%

SpS347.18

BVpS395.55

TBVpS313.69

PEG (NY)N/A

PEG (5Y)N/A

Profitability

		Industry Rank	Sector Rank
ROA	0.72%
ROE	8.19%
ROCE	1.26%
ROIC	0.91%
ROICexc	1.02%
ROICexgc	1.24%
OM	16.21%
PM (TTM)	9.33%
GM	N/A
FCFM	25.18%

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 3Y266.13%

OM growth 5YN/A

PM growth 3Y218.67%

PM growth 5YN/A

GM growth 3YN/A

GM growth 5YN/A

F-Score6

Asset Turnover0.08

Health

		Industry Rank	Sector Rank
Debt/Equity	0.44
Debt/FCF	2
Debt/EBITDA	2.82
Cap/Depr	N/A
Cap/Sales	N/A
Interest Coverage	7.49
Cash Conversion	151.1%
Profit Quality	269.93%
Current Ratio	N/A
Quick Ratio	N/A
Altman-Z	N/A

F-Score6

WACC7.44%

ROIC/WACC0.12

Cap/Depr(3y)N/A

Cap/Depr(5y)N/A

Cap/Sales(3y)0.83%

Cap/Sales(5y)0.52%

Profit Quality(3y)N/A

Profit Quality(5y)N/A

High Growth Momentum

Growth

EPS 1Y (TTM)-5.05%

EPS 3Y313.29%

EPS 5YN/A

EPS Q2Q%-72.16%

EPS Next YN/A

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue 1Y (TTM)71.88%

Revenue growth 3Y135.93%

Revenue growth 5Y111.15%

Sales Q2Q%104.76%

Revenue Next YearN/A

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

EBIT growth 1Y31.05%

EBIT growth 3Y763.81%

EBIT growth 5YN/A

EBIT Next YearN/A

EBIT Next 3YN/A

EBIT Next 5YN/A

FCF growth 1Y111.3%

FCF growth 3Y47.68%

FCF growth 5Y55.77%

OCF growth 1Y124.65%

OCF growth 3Y52.3%

OCF growth 5Y58.72%

BROOKFIELD WEALTH SOLUTIONS (BNT.CA) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

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