Brookfield Wealth Solutions Ltd. (BNT) — Fundamental Analysis & Key Financial Ratios

As of , Kaplio rates Brookfield Wealth Solutions (BNT) fairly priced: it trades at 0.8 times book value, 12 % below the one its returns justify (0.9) and 40 % below its peers' (1.3). The dividend is fair (it has only been raised recently).

“Cheap” or “expensive” is measured against its own history and its sector; it is not an estimate of its value or a recommendation.

Educational analysis with public data, not a recommendation. How it is calculated →

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Brookfield Wealth Solutions Ltd. (BNT) — Price $38.43 (closing price, October 28, 2026) — Financial Services — Insurance - Diversified — NYSE

Latest reported results:

Brookfield Wealth Solutions Ltd. (BNT) is a publicly traded company in the Financial Services — Insurance - Diversified industry listed on NYSE. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.

Brookfield Wealth Solutions Ltd. engages in the provision of capital-based solutions to insurance companies. It offers annuity-based reinsurance products such as fixed index and payout annuities. It operates through the following business segments: Annuities, Property and Casualty, Life Insurance, and Corporate and Other. The Annuities segment includes both retail and institutional annuities, and is operated primarily through subsidiaries of ANGI as well as BAC and NER Ltd.

Is Brookfield Wealth Solutions Ltd. stock overvalued or undervalued in 2026?

Brookfield Wealth Solutions Ltd. (BNT) trades at 721× earnings (P/E), against a median of 13.0× across the 324 financial services companies above $2bn in Kaplio's universe. At a P/B justified by its ROE del 0,7 % (0.9×) $44 (+13 %); at its peers' median (1.3×) $63 (+65 %).

Kaplio overview: Brookfield Wealth Solutions Ltd.

Market cap $13B · 52 weeks $36 – $50 (22 % below the high) · P/E 721× · Dividend 0.68 % · Closing price, Oct 28 · accounts published Aug 13.

What would it be worth at its usual multiples?

At a P/B justified by its ROE del 0,7 % (0.9×) $44 (+13 %); at its peers' median (1.3×) $63 (+65 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.

What matters in insurance: 1 of 5 pass

Against its peers (reference peers) — Brookfield Wealth Solutions Ltd.: P/E —; P/B 0.8×; ROE 0.7 %; $12.8B. Aegon Ltd. (P/E 11.4×; P/B 1.3×; ROE 12.2 %; $12.3B), Everest Group, Ltd. (P/E 8.2×; P/B 1.0×; ROE 12.5 %; $14.8B), Fidelity National Financial, Inc. (P/E 13.7×; P/B 1.4×; ROE 10.1 %; $10.5B).

Expensive or cheap against its last ten fiscal years?

Precio / valor contable at each close: today 0.8× · median 0.6× · minimum 0.1× · maximum 14.2× · cheap below 0.5× · expensive above 0.9×. It has been cheaper than today 73% of the time over its last ten fiscal years.

Dividend

tight (only raised recently) · Yield 0.68 % ($0.24 per ADS in 2025) · Years raising it 2 · paying since 2021 · Free cash flow coverage payout 9 % · With $1,000 invested today you'd collect $6.80 a year ($0.57 a month).

Analysis: · Data: companies' official filings · Updated

Profitability

Return on Equity0.74%
Return on Invested Capital2.05%
Return on Assets0.06%
Gross Margin48.08%
Operating Margin25.29%
Net Margin1.06%

Financial Health

Debt / Equity0.56
Current Ratio0.36
Piotroski F-Score5
Altman Z-Score0.30

Price Performance

1 month+5.52%
3 months-11.02%
Year-to-date-16.37%
1 year-17.43%
3 years+97.79%
5 years-6.50%

Dividend History

Paid in the last 12 months: $0.2700 per share in 4 payments.

DateAmount
2026-09-14$0.0700
2026-06-15$0.0700
2026-03-17$0.0700
2025-12-16$0.0600
2025-09-12$0.0600
2025-06-13$0.0600
2025-03-14$0.0600
2024-12-16$0.0533
2024-09-12$0.0533
2024-06-13$0.0533

Amounts adjusted for stock splits.

Related companies: PFG · ORI · FITB · RF · BCH · RGA · EG · FNF

Explore sector: Financial Services · Insurance - Diversified

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