Loading stock…

Brookfield Wealth Solutions Ltd. (BNT) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Brookfield Wealth Solutions Ltd.

BNTMarket cap $13BPrice $36.9

CountryBermuda

SectorFinancials

IndustryInsurance

Sells annuities and retirement solutions while managing the insurance capital behind Brookfield's asset management empire. Backed by one of the world's largest alternative investors, it turns long-term liabilities into a permanent source of investment capital.

In Bastion Portfolios?

52W Return-17%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+38%10

Revenue Forecast

Rev CAGR (1y)0%3

Rev CAGR (3y)na1

Rev CAGR (5y)na1

Earnings Forecast

EPS Growth Y+1-68%1

EPS Growth Y+20%4

EPS Growth Y+30%4

Quality

Margins

EBIT Margin10%5

Net Income Margin1%2

Free Cash Flow Margin27%9

Debt

Net Debt/EBITDA3.13

Efficiency

ROE1%2

ROA0%2

Earnings Stability33

GEAR+VERY WEAK4

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)223

P/E Ratio (Forward 3y)213

P/BV0.810

EV Multiples

EV/EBITDA Fwd03

EV/EBIT Fwd03

Yield

Free Cash Flow Yieldna1

Dividend Yield0.8%2

Momentum

Short term

1 month return-6%4

3 month return-14%2

YTD return-19%2

Mid term

Price vs 52wHigh74%4

1 year return-18%3

Long term

3 year return+83%7

5 year return+22%5

Risk Shield

Price Risk

Beta1.32

Volatility28%7

Free Cash Flow

Free Cash Flow Margin27%9

Free Cash Flow Yieldna1

Quality

ROCE1%2

Earnings Stability33

Net Debt/EBITDA3.13

02Growth

Is it actually growing, and how fast?

BNTBrookfield Wealth Solutions

Revenue FY25$14.3B

GROWTH RATING↗

VERY WEAK9 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+38%10

Revenue, next 1Y0%3

Revenue, next 3Y, CAGRna1

Revenue, next 5Y, CAGRna1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-68%1

EPS growth, FY27E0%4

EPS growth, FY28E0%4

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 38%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

WATCH

Revenue grew 38%/yr over the last 3 years; forecasts see it cooling to 0%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 91% of companies worldwide.

Revenue is set to hold flat over the next 3 years, behind most of the market.2/10

Over five years revenue is set to hold flat, behind 90% of companies worldwide.1/10

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 0%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

BNTBrookfield Wealth Solutions

Total return Current11.8%

Price return Current8.5%

MOMENTUM RATING↗

WEAK25 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-6%4

3-month return-14%2

YTD return-19%2

MID & LONG-TERM▾SCORE

% of 52-week high74%4

1-year return-18%3

3-year return+83%7

5-year return+22%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+83% over three years and +22% over five), roughly average for the market.

Returns sit at the market level over the past month (-6%).

WEAKNESSES

It's down 18% over the past year, now 26% below its 52-week high. That is a touch behind the market.

The stock is underperforming over three months (-14%) and so far this year (-19%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Brookfield Wealth Solutions Ltd.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

BNTBrookfield Wealth Solutions

Revenue FY25$14.3B

GROWTH RATING↗

VERY WEAK9 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+38%10

Revenue, next 1Y0%3

Revenue, next 3Y, CAGRna1

Revenue, next 5Y, CAGRna1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-68%1

EPS growth, FY27E0%4

EPS growth, FY28E0%4

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 38%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

WATCH

Revenue grew 38%/yr over the last 3 years; forecasts see it cooling to 0%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 91% of companies worldwide.

Revenue is set to hold flat over the next 3 years, behind most of the market.2/10

Over five years revenue is set to hold flat, behind 90% of companies worldwide.1/10

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 0%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

BNTBrookfield Wealth Solutions

Total return Current11.8%

Price return Current8.5%

MOMENTUM RATING↗

WEAK25 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-6%4

3-month return-14%2

YTD return-19%2

MID & LONG-TERM▾SCORE

% of 52-week high74%4

1-year return-18%3

3-year return+83%7

5-year return+22%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+83% over three years and +22% over five), roughly average for the market.

Returns sit at the market level over the past month (-6%).

WEAKNESSES

It's down 18% over the past year, now 26% below its 52-week high. That is a touch behind the market.

The stock is underperforming over three months (-14%) and so far this year (-19%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Brookfield Wealth Solutions Ltd.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community