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Brookfield Wealth Solutions Ltd.

BNT

$44.48 ▼ -0.21 (-0.46%) at close

7 Visible periods

27 Metrics

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Analytical Summary

Brookfield Wealth Solutions Ltd. shows mixed fundamentals. Consider comparing against peers in the Financials sector before making investment decisions.

Market Cap $10.0B

Dividend Yield —

Revenue Growth -17.5% ↘

Op. Margin 8.3% ↘

ROIC None

FCF / Share None

Trailing P/E 13.3x

Price / Book —

FCF Yield —

Debt / Equity —

info Valuation on last close. End-of-day price, Aug 7, 2026.

7-Year Financial Trajectory

Annual

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$11.63B

↓ -17.5% —

Net Income Profit after all expenses

$863.00M

↓ -30.8% —

Operating Margin Operating profit as % of sales

8.3%

↓ -3.4% 52th

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📈 Is growth accelerating? 6 metrics

Metric	FY 2025 Dec 31, 2025 20-F ↗	FY 2024 Dec 31, 2024 20-F ↗	FY 2023 Dec 31, 2023 20-F ↗	FY 2022 Dec 31, 2022 20-F ↗	FY 2021 Dec 31, 2021 20-F ↗	FY 2020 Dec 31, 2020 20-F ↗	FY 2019 Dec 31, 2019 20-F ↗
Revenue Growth YoY (%)	-17.5% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-392%)	104.0% Excellent ↓ Excellent Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+1634%)	60.4% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+907%)	313.9% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+5132%)	—	—	—
EPS Growth YoY (%)	-42.2% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	-17.3% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	-23.6% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	N/M	—	—	—
Net Income Growth YoY (%)	-30.8% Weak ↓ Weak Declining Year-over-year change in net income	56.5% Excellent Excellent Year-over-year change in net income	59.1% Excellent Excellent Year-over-year change in net income	N/M	N/M	-83.3% Weak Weak Year-over-year change in net income	—
FCF Growth YoY (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Revenue CAGR 3Y (%)	39.3% Excellent Excellent Compound annual revenue growth over 3 years	138.4% Excellent Excellent Compound annual revenue growth over 3 years	—	—	—	—	—
EPS CAGR 3Y (%)	-28.5% Weak Weak Compound annual EPS growth over 3 years	—	—	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Dec 31, 2025 20-F ↗	FY 2024 Dec 31, 2024 20-F ↗	FY 2023 Dec 31, 2023 20-F ↗	FY 2022 Dec 31, 2022 20-F ↗	FY 2021 Dec 31, 2021 20-F ↗	FY 2020 Dec 31, 2020 20-F ↗	FY 2019 Dec 31, 2019 20-F ↗
Operating Margin (%) (%)	8.3% Caution ↓ Caution Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-67%)	8.6% Caution ↑ Caution Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-66%)	11.8% Caution ↑ Caution Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-53%)	12.3% Fair Fair Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-51%)	-10.9% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-143%)	—	—
Effective Tax Rate (%) (%)	10.8% Excellent ↑ Excellent Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	-2.8% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	2.1% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	5.8% Excellent Excellent Actual taxes paid relative to pre-tax income Optimal: 15-25%	0.9% Excellent Excellent Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—
Profit Margin (%) (%)	7.4% Caution ↓ Caution Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-66%)	8.8% Caution ↑ Caution Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-60%)	11.5% Fair ↑ Fair Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-48%)	11.6% Fair Fair Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-47%)	-10.8% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-149%)	—	—
FCF Margin (%) (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
FCF / Net Income (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

🎯 Is capital allocation efficient? 2 metrics

Metric	FY 2025 Dec 31, 2025 20-F ↗	FY 2024 Dec 31, 2024 20-F ↗	FY 2023 Dec 31, 2023 20-F ↗	FY 2022 Dec 31, 2022 20-F ↗	FY 2021 Dec 31, 2021 20-F ↗	FY 2020 Dec 31, 2020 20-F ↗	FY 2019 Dec 31, 2019 20-F ↗
Return on Invested Capital (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Return on Capital (%) (%)	0.5% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.9% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	1.3% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	1.2% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	-1.0% Weak Weak Operating profit relative to total assets Optimal: > 10%	0.1% Weak Weak Operating profit relative to total assets Optimal: > 10%	—

⚖️ Is the balance sheet risky? 3 metrics

Metric	FY 2025 Dec 31, 2025 20-F ↗	FY 2024 Dec 31, 2024 20-F ↗	FY 2023 Dec 31, 2023 20-F ↗	FY 2022 Dec 31, 2022 20-F ↗	FY 2021 Dec 31, 2021 20-F ↗	FY 2020 Dec 31, 2020 20-F ↗	FY 2019 Dec 31, 2019 20-F ↗
Interest Coverage (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Net Debt (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Debt / EBITDA (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

📊 What does each share earn? 4 metrics

Metric	FY 2025 Dec 31, 2025 20-F ↗	FY 2024 Dec 31, 2024 20-F ↗	FY 2023 Dec 31, 2023 20-F ↗	FY 2022 Dec 31, 2022 20-F ↗	FY 2021 Dec 31, 2021 20-F ↗	FY 2020 Dec 31, 2020 20-F ↗	FY 2019 Dec 31, 2019 20-F ↗
Revenue per Share (USD)	$51.93	$74.62	$71.76	$92.91	$34.87	—	—
Basic EPS, GAAP (USD)	$3.35	$5.79	$7.01	$9.17	$-3.28	—	—
Free Cash Flow per Share (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Basic Weighted Avg Shares (shares)	224.03M	189.01M	96.32M	46.38M	29.86M	—	—

🏦 How resilient is the balance sheet? 1 metrics

Metric	FY 2025 Dec 31, 2025 20-F ↗	FY 2024 Dec 31, 2024 20-F ↗	FY 2023 Dec 31, 2023 20-F ↗	FY 2022 Dec 31, 2022 20-F ↗	FY 2021 Dec 31, 2021 20-F ↗	FY 2020 Dec 31, 2020 20-F ↗	FY 2019 Dec 31, 2019 20-F ↗
Working Capital (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

📋 What is driving earnings? 4 metrics

Metric	FY 2025 Dec 31, 2025 20-F ↗	FY 2024 Dec 31, 2024 20-F ↗	FY 2023 Dec 31, 2023 20-F ↗	FY 2022 Dec 31, 2022 20-F ↗	FY 2021 Dec 31, 2021 20-F ↗	FY 2020 Dec 31, 2020 20-F ↗	FY 2019 Dec 31, 2019 20-F ↗
Sales/Revenue/Turnover (USD)	$11.63B	$14.10B	$6.91B	$4.31B	$1.04B	—	—
Depreciation Expense (USD)	$218.00M	$206.00M	$50.00M	—	—	—	—
Net Income, GAAP (USD)	$863.00M	$1.25B	$797.00M	$501.00M	$-112.00M	$1.00M	$6.00M
Operating Cash Flow (USD)	$2.61B	$4.57B	$1.51B	$644.00M	$1.69B	—	—

🏛️ Sector-Specific 2 metrics

Metric	FY 2025 Dec 31, 2025 20-F ↗	FY 2024 Dec 31, 2024 20-F ↗	FY 2023 Dec 31, 2023 20-F ↗	FY 2022 Dec 31, 2022 20-F ↗	FY 2021 Dec 31, 2021 20-F ↗	FY 2020 Dec 31, 2020 20-F ↗	FY 2019 Dec 31, 2019 20-F ↗
Premiums Earned (USD)	$4.49B	$8.27B	$4.14B	$3.01B	$1.02B	—	—
Loss Ratio (%) (%)	100.0%	98.7%	95.2%	94.7%	104.8%	—	—

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bar_chart Data from SEC EDGAR XBRL filings

Synced 1 week ago 7 years · 6 quarters

Brookfield Wealth Solutions Ltd.

Analytical Summary

7-Year Financial Trajectory

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