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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#3035
Positioning
Market Dominance
Finance, Insurance, And Real Estate
Insurance
$874M
Gregory N. McConnie
Brookfield Wealth Solutions is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance.The company was incorporated in 2020 and is headquartered in Pembroke, Bermuda.
Headcount
60
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = BNT ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$SII SPROTT INC. | 75 | 91 | 87 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PUK PRUDENTIAL PLC | 73 | 88 | 97 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NMR NOMURA HOLDINGS INC | 72 | 81 | 92 | 87 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PSLV Sprott Physical Silver Trust | 69 | 82 | 80 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UFCS UNITED FIRE GROUP INC | 68 | 81 | 93 | 76 | 5.0x | 3.5x | 13.2% | 4.1% | 99.9% | 14.7% | 11.1% | 9.2% | 2.1% | 16.0x | $775M | VS | |
$SLF SUN LIFE FINANCIAL INC | 68 | 83 | 95 | 63 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$CBOE Cboe Global Markets, Inc. | 68 | 75 | 63 | 77 | 21.3x | 15.7x | 24.0% | 13.7% | 41.7% | 32.4% | 26.4% | 8.2% | 1.1% | 30.0x | $25.7B | VS | |
$VTMX Vesta Real Estate Corporation, S.A.B. de C.V. | 67 | 69 | 77 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PHYS Sprott Physical Gold Trust | 67 | 64 | 82 | 91 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GLDM World Gold Trust | 66 | 54 | 85 | 92 | 11.3x | 11.3x | - | 20.9% | 100.0% | 97.1% | 554.8% | -19.0% | 0.0% | - | $32.0B | VS | |
$BNT Brookfield Wealth Solutions Ltd. | 44 | 81 | 36 | 17 | 5.1x | 0.1x | 40.8% | 3.6% | 28.8% | 10.3% | 8.8% | 1.0% | 0.3% | 10.0x | $874M | ||
| SECTOR BENCH | - | - | - | - | - | 11.9x | 7.8x | 9.0% | 1.3% | 77.7% | 18.1% | 21.9% | 10.7% | 2.0% | 0.5x | - | REF |
Brookfield Wealth Solutions Ltd. (BNT) receives a "Reduce" rating with a composite score of 43.6/100. It ranks #3035 out of 7,333 stocks in our coverage universe and carries a 2-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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HQ Base
Pending Verification
Lagging peers — losers tend to keep underperforming
Fair valuation relative to peers
High profitability & efficiency — strong quality floor supports entry
High volatility — wider range of outcomes increases timing risk
Aggressive spending — empire-building risk, dilutive growth
Mid-range overall rating
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Relative valuation derived from Finance, Insurance, And Real Estate sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for BNT.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 81 | 97 | -16DRAG |
| MOMENTUM | 17 | 9 | +8ALPHA |
| VALUATION | 36 | 36 | 0NEUTRAL |
| INVESTMENT | 27 | 30 | -3NEUTRAL |
| STABILITY | 24 | 14 | +10ALPHA |
| SHORT INT | 32 | 22 | +10ALPHA |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROE proxy 40.8% (sector 9.0%)
GM 29% vs sector 78%, OM 10% vs sector 18%
Capital turnover N/A
Rev growth 1%, 4yr history
Interest coverage 4.0x, Net debt/EBITDA -4.6x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate Brookfield Wealth Solutions Ltd. (BNT) as a Reduce with a composite score of 43.6/100 at a current price of $45.40. The quantitative profile shows weakness across multiple dimensions, suggesting limited upside potential.
Brookfield Wealth Solutions Ltd. holds a top-quartile position (#0 of 50) within the Finance, Insurance, And Real Estate sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 43.6/100 places it at rank #3035 in our full universe.
Narrow
High
Standard
Fair Value
Returns on equity of 40.8% exceed cost of capital.
Stable competitive position in a defensive sector.
Weak momentum suggests persistent institutional selling pressure.
Vulnerability to macroeconomic shocks and interest rate volatility.
Brookfield Wealth Solutions Ltd. represents a reduce based on multi-factor quantitative performance.
Brookfield Wealth Solutions Ltd. receives a Reduce rating from our analysis, with a composite score of 43.6/100 and 2 out of 5 stars, ranking #3035 out of 7,333 stocks. BNT's factor profile shows weakness across multiple dimensions, suggesting the stock may underperform going forward. Existing holders may want to consider trimming positions or tightening stop-losses.
BNT earns a quality score of 81/100, indicating above-average business quality. The company reports a return on equity of 40.8% (sector avg: 9.0%), gross margins of 28.8% (sector avg: 77.7%), net margins of 8.8% (sector avg: 21.9%). Companies in this tier generally demonstrate consistent profitability and efficient capital deployment, though they may face some competitive pressure.
With a value score of 36/100, BNT appears somewhat expensive relative to its fundamentals. Key valuation metrics include a P/E ratio of 5.13x, an EV/EBITDA of 0.05x, a P/B ratio of 0.94x. Investors paying a premium here are likely betting on above-average growth or margin expansion to justify current prices.
Brookfield Wealth Solutions Ltd.'s investment score of 27/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of 1.0% vs. a sector average of 10.7% and a return on assets of 3.6% (sector: 1.3%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
Brookfield Wealth Solutions Ltd. is experiencing notably weak momentum with a score of just 17/100. The stock has underperformed its peers and is trending below major moving averages. Revenue growth stands at 1.0% year-over-year, while a beta of 1.60 reflects its sensitivity to broader market moves. While deep momentum weakness can occasionally present value opportunities, it often reflects deteriorating fundamentals or structural headwinds that may persist.
Brookfield Wealth Solutions Ltd. registers a low stability score of 24/100, indicating high volatility and potentially stressed financial conditions. Key stability metrics include a beta of 1.60 and a debt-to-equity ratio of 10.00x (sector avg: 0.5x). Stocks at this level carry elevated capital loss risk and may be unsuitable for conservative portfolios without careful risk management.
Brookfield Wealth Solutions Ltd.'s short interest score of 32/100 reveals significant bearish positioning, suggesting institutional investors are actively betting against the stock. Specific risk factors include high market sensitivity (beta: 1.60), elevated leverage (D/E: 10.00x), small-cap liquidity risk. At $874M (small-cap), BNT carries meaningful risk and is best suited for investors with high risk tolerance who have thoroughly evaluated the bear thesis.
BNT offers a modest dividend yield of 0.3%. This compares to a sector average dividend yield of 2.0%. While the income contribution is relatively small, even a small dividend signals management's commitment to shareholder returns and can serve as a signal of financial discipline.
Brookfield Wealth Solutions Ltd. is a small-cap company in the Finance, Insurance, And Real Estate sector, ranked #0 of 50 in its sector (100th percentile) and #3035 of 7,333 overall (59th percentile). Key comparisons include ROE of 40.8% exceeding the 9.0% sector median and operating margins of 10.3% below the 18.1% sector average. This top-quartile standing reflects exceptional competitive strength relative to Finance, Insurance, And Real Estate peers.
While BNT currently exhibits a REDUCE profile, superior opportunities exist within the FINANCE, INSURANCE, AND REAL ESTATE sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Finance, Insurance, And Real Estate Alpha →Quant Factor Profile
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Improvement in Momentum (17) would have the largest impact on the composite score.
EV/EBITDA 99% BELOW SECTOR MEDIAN (FAVORABLE)
ROE 353% ABOVE SECTOR MEDIAN (FAVORABLE)
Gross Margin 63% BELOW SECTOR MEDIAN
Above 50MA
37.18%
Net New Highs
+51081
Brookfield Corporation (TSX:BN) announced a plan to merge with its insurance entity BNT as part of a broader corporate streamlining effort. The company is expanding its global footprint with major acquisitions, including an office property in central Tokyo. Brookfield also reported record financial results alongside growth in its Asset Management and Wealth Solutions segments. Brookfield, through TSX:BN, operates at the intersection of real assets, asset management, and insurance, which...
Just Group shareholders approved Brookfield Wealth Solutions' acquisition, which is expected to close in the first half of 2026 and will grow BWS's assets to approximately $180 billion.
BROOKFIELD, NEWS, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Brookfield Wealth Solutions (NYSE, TSX: BNT) today announced financial results for the three months and year ended December 31, 2025. Sachin Shah, CEO of Brookfield Wealth Solutions, stated, “2025 was another strong year for our business. We actively invested in real asset strategies across Brookfield’s areas of expertise, expanded our product offerings, reached new geographies, and significantly grew our earnings. With the closing of the Just
Matt DiLallo identifies Brookfield Corporation as his top single-stock investment choice, citing its positioning at the intersection of major investment megatrends including AI infrastructure, decarbonization, alternative assets, and commercial real estate recovery. The company expects to grow distributable earnings at 20% annually over five years, with capital allocation adding another 5%, targeting $140 per share by 2030.
Brookfield Wealth Solutions Ltd. reported fourth-quarter 2025 revenue of US$3,054 million and net income of US$8 million, with full-year revenue of US$11.64 billion and net income of US$766 million, all lower than the prior year. Despite the weaker results, the company raised its quarterly return of capital by 17% to US$0.07 per class A and B share, indicating a clear commitment to ongoing cash distributions. We’ll now examine how the earnings slowdown alongside a higher return of capital...