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BROOKFIELD WEALTH SOLUTIONS (BNT) Stock Fundamental Analysis

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

52.12  -0.37 (-0.7%)

Fundamental Rating

3

Overall BNT gets a fundamental rating of 3 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 has a correct valuation and a medium 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.
Each year in the past 5 years BNT had a positive operating cash flow.
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 0 500M 1B 1.5B

1.2 Ratios

Looking at the Return On Assets, with a value of 0.72%, BNT is doing worse than 65.73% of the companies in the same industry.
BNT has a Return On Equity (8.19%) which is in line with its industry peers.
BNT's Return On Invested Capital of 1.00% is in line compared to the rest of the industry. BNT outperforms 40.56% of its industry peers.
Industry RankSector Rank
ROA 0.72%
ROE 8.19%
ROIC 1%
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 0 10 20 30

1.3 Margins

Looking at the Profit Margin, with a value of 9.33%, BNT is in the better half of the industry, outperforming 61.54% of the companies in the same industry.
In the last couple of years the Profit Margin of BNT has grown nicely.
BNT has a Operating Margin of 16.21%. This is in the better half of the industry: BNT outperforms 67.83% of its industry peers.
In the last couple of years the Operating Margin of BNT has grown nicely.
Industry RankSector 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
BNT Yearly Profit, Operating, Gross MarginsBNT Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 0 5 10 15 20

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2

2. Health

2.1 Basic Checks

The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so BNT is destroying value.
BNT has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the 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 2.00, which is a good value as it means it would take BNT, 2.00 years of fcf income to pay off all of its debts.
Looking at the Debt to FCF ratio, with a value of 2.00, BNT is in line with its industry, outperforming 51.05% of the companies in the same industry.
BNT has a Debt/Equity ratio of 0.44. This is a healthy value indicating a solid balance between debt and equity.
Looking at the Debt to Equity ratio, with a value of 0.44, BNT is doing worse than 61.54% of the companies in the same industry.
Although BNT does not score too well on debt/equity it has very limited outstanding debt, which is well covered by the FCF. We will not put too much weight on the debt/equity number as it may be because of low equity, which could be a consequence of a share buyback program for instance. This needs to be investigated.
Industry RankSector Rank
Debt/Equity 0.44
Debt/FCF 2
Altman-Z N/A
ROIC/WACC0.13
WACC7.64%
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 1B 2B 3B

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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4

3. Growth

3.1 Past

BNT shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -5.05%.
Measured over the past years, BNT shows a very strong growth in Earnings Per Share. The EPS has been growing by 313.29% on average per year.
Looking at the last year, BNT shows a very strong growth in Revenue. The Revenue has grown by 71.88%.
Measured over the past years, BNT shows a very strong growth in Revenue. The Revenue has been growing by 111.15% on average per year.
EPS 1Y (TTM)-5.05%
EPS 3Y313.29%
EPS 5YN/A
EPS Q2Q%-72.15%
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.
BNT Yearly Revenue VS EstimatesBNT Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2018 2019 2020 2021 2022 2023 2B 4B 6B
BNT Yearly EPS VS EstimatesBNT Yearly EPS VS EstimatesYearly EPS VS Estimates 2018 2019 2020 2021 2022 2023

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4

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 5.81, which indicates a rather cheap valuation of BNT.
78.32% of the companies in the same industry are more expensive than BNT, based on the Price/Earnings ratio.
BNT is valuated cheaply when we compare the Price/Earnings ratio to 29.35, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 5.81
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

Based on the Price/Free Cash Flow ratio, BNT is valued cheaper than 94.41% of the companies in the same industry.
Industry RankSector Rank
P/FCF 0.85
EV/EBITDA -3.69
BNT Per share dataBNT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 50 100 150 200 250

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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1

5. Dividend

5.1 Amount

With a yearly dividend of 0.63%, BNT is not a good candidate for dividend investing.
BNT's Dividend Yield is slightly below the industry average, which is at 3.10.
Compared to an average S&P500 Dividend Yield of 2.33, BNT's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.63%

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 0 500M 1B 1.5B

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BROOKFIELD WEALTH SOLUTIONS

NYSE:BNT (3/7/2025, 8:08:10 PM)

52.12

-0.37 (-0.7%)

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 Change22.65%
Ins Owners2.1%
Ins Owner ChangeN/A
Market Cap2.26B
AnalystsN/A
Price TargetN/A
Short Float %0.42%
Short Ratio13.02
Dividend
Industry RankSector Rank
Dividend Yield 0.63%
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 RankSector Rank
PE 5.81
Fwd PE N/A
P/S 0.21
P/FCF 0.85
P/OCF 0.79
P/B 0.19
P/tB 0.24
EV/EBITDA -3.69
EPS(TTM)8.97
EY17.21%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)61.58
FCFY118.15%
OCF(TTM)66.09
OCFY126.81%
SpS244.57
BVpS278.64
TBVpS220.97
PEG (NY)N/A
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA 0.72%
ROE 8.19%
ROCE 1.26%
ROIC 1%
ROICexc 1.12%
ROICexgc 1.36%
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 RankSector 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
WACC7.64%
ROIC/WACC0.13
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%-72.15%
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%