Brookfield Wealth Solutions Ltd. (BNT) Financial Ratios
7 years of historical data (2019–2025) · Financial Services · Insurance - Diversified
EV/EBITDA
↑
5.47
↑+26% vs avg
5yr avg: 4.33
30Y Low3.9·High4.9
P/FCF
↑
5.72
↑+146% vs avg
5yr avg: 2.32
30Y Low0.9·High5.4
P/B Ratio
↓
0.76
↑+32% vs avg
5yr avg: 0.58
30Y Low0.2·High1.0
ROE
↑
5.0%
-19% vs avg
5yr avg: 6.2%
30Y Low-15%·High18%
Debt/EBITDA
↓
4.15
↓-11% vs avg
5yr avg: 4.67
30Y Low0.0·High7.0
Percentile shows where the current value sits in 30-year historical distribution. Sparklines show 5-year trend.
BNT Valuation Multiples
Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow
Brookfield Wealth Solutions Ltd. trades at 17.8x earnings, 136% above its 5-year average of 7.6x, sitting at the 75th percentile of its historical range. Compared to the Financial Services sector median P/E of 13.6x, the stock trades at a premium of 31%. On a free-cash-flow basis, the stock trades at 5.7x P/FCF, 146% above the 5-year average of 2.3x.
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|---|---|
| Market Cap | $14.8B | $14.0B | $6.6B | $3.9B | $645M | $1.4B | — | — |
| Enterprise Value | $7.5B | $6.7B | $-1113899581 | $3.3B | $2.3B | $1.7B | — | — |
| P/E Ratio → | 17.81 | 18.38 | 5.43 | 4.92 | 1.52 | — | — | — |
| P/S Ratio | 1.25 | 1.18 | 0.46 | 0.56 | 0.15 | 1.39 | — | — |
| P/B Ratio | 0.76 | 0.78 | 0.50 | 0.44 | 0.15 | 1.00 | — | — |
| P/FCF | 5.72 | 5.41 | 1.45 | 2.85 | 1.04 | 0.85 | — | — |
| P/OCF | 5.57 | 5.27 | 1.44 | 2.60 | 1.00 | 0.85 | — | — |
P/E links to full P/E history page with 30-year chart
BNT EV Ratios
Enterprise-value multiples — capital-structure-neutral measures of total business value
Brookfield Wealth Solutions Ltd.'s enterprise value stands at 5.5x EBITDA, 26% above its 5-year average of 4.3x. The Financial Services sector median is 11.4x, placing the stock at a 52% discount on an enterprise-value basis.
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|---|---|
| EV / Revenue | — | 0.56 | -0.08 | 0.48 | 0.53 | 1.68 | — | — |
| EV / EBITDA | 5.47 | 4.88 | -0.78 | 3.88 | 4.23 | — | — | — |
| EV / EBIT | 7.61 | 4.88 | -0.71 | 3.15 | 3.62 | — | — | — |
| EV / FCF | — | 2.58 | -0.25 | 2.44 | 3.71 | 1.03 | — | — |
BNT Profitability
Margins and return-on-capital ratios measuring operating efficiency
Brookfield Wealth Solutions Ltd. earns an operating margin of 8.3%, below the Financial Services sector average of 20.3%. Operating margins have compressed from 11.7% to 8.3% over the past 3 years, signaling potential cost pressures or competitive headwinds. ROE of 5.0% is modest, trailing the sector median of 9.0%. ROIC of 9.3% represents adequate returns on invested capital versus a sector median of 5.5%.
Margins
Full margin charts and quarterly trend are on the Earnings History page
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 61.4% | 61.4% | 20.4% | 15.6% | 14.5% | -8.2% | 1.6% | 100.0% |
| Operating Margin | 8.3% | 8.3% | 8.5% | 11.7% | 12.2% | -10.9% | 0.4% | 1.6% |
| Net Profit Margin | 6.6% | 6.6% | 8.5% | 11.4% | 11.4% | -10.8% | 0.2% | 1.6% |
Return on Capital
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|---|---|
| ROE | 5.0% | 5.0% | 11.1% | 12.1% | 17.5% | -14.8% | 1.3% | 9.2% |
| ROA | 0.5% | 0.5% | 1.2% | 1.5% | 1.8% | -1.7% | 0.1% | 0.6% |
| ROIC | 9.3% | 9.3% | 13.3% | 8.6% | 10.4% | -9.5% | 3.0% | — |
| ROCE | 0.7% | 0.7% | 1.2% | 1.5% | 1.9% | -1.7% | 0.2% | — |
BNT Leverage & Debt
Solvency and debt-coverage ratios — lower is generally safer
Brookfield Wealth Solutions Ltd. carries a Debt/EBITDA ratio of 4.2x, which is highly leveraged (roughly in line with the sector average of 4.3x). The company holds a net cash position — cash of $13.0B exceeds total debt of $5.7B, providing substantial financial flexibility for buybacks, acquisitions, or weathering downturns. Interest coverage of 3.6x is adequate, though a cyclical earnings downturn could tighten the margin of safety.
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.32 | 0.32 | 0.35 | 0.42 | 0.89 | 0.48 | 0.02 | 0.00 |
| Debt / EBITDA | 4.15 | 4.15 | 3.20 | 4.33 | 6.98 | — | 0.62 | 0.03 |
| Net Debt / Equity | — | -0.41 | -0.59 | -0.06 | 0.39 | 0.21 | -0.41 | -0.20 |
| Net Debt / EBITDA | -5.35 | -5.35 | -5.43 | -0.65 | 3.04 | — | -16.88 | -2.12 |
| Debt / FCF | — | -2.83 | -1.70 | -0.41 | 2.67 | 0.18 | -0.08 | -0.04 |
| Interest Coverage | 3.55 | 3.55 | 4.35 | 4.27 | 6.12 | -112.00 | — | — |
Net cash position: cash ($13.0B) exceeds total debt ($5.7B)
BNT Liquidity & Efficiency
Short-term solvency ratios and asset-utilisation metrics
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | — | — | — | — | — | — | — | — |
| Quick Ratio | — | — | — | — | — | — | — | — |
| Cash Ratio | — | — | — | — | — | — | — | — |
| Asset Turnover | — | 0.08 | 0.10 | 0.11 | 0.10 | 0.09 | 0.36 | 0.41 |
| Inventory Turnover | — | — | — | — | — | — | — | — |
| Days Sales Outstanding | — | — | — | — | — | — | — | — |
BNT Shareholder Yields
Earnings, FCF, buyback, and dividend yields — total returns to shareholders
Brookfield Wealth Solutions Ltd. returns 0.8% to shareholders annually primarily through share buybacks. The earnings yield of 5.6% (inverse of P/E) provides a useful comparison to bond yields when assessing the stock's relative attractiveness to fixed income.
Dividends
Full dividend history and growth charts are on the Dividend History page
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend Yield | — | — | — | 0.1% | 0.9% | 0.6% | — | — |
| Payout Ratio | — | — | — | 0.6% | 1.2% | — | — | — |
Total Shareholder Return Metrics
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|---|---|
| Earnings Yield | 5.6% | 5.4% | 18.4% | 20.3% | 65.9% | — | — | — |
| FCF Yield | 17.5% | 18.5% | 68.7% | 35.0% | 96.1% | 117.3% | — | — |
| Buyback Yield | 0.8% | 0.8% | 0.2% | 0.1% | 0.9% | 0.6% | — | — |
| Total Shareholder Yield | 0.8% | 0.8% | 0.2% | 0.3% | 1.8% | 1.1% | — | — |
| Shares Outstanding | — | $305M | $172M | $145M | $31M | $34M | $28M | $28M |
Peer Comparison
Compare BNT with 10 similar companies in its peer group
| Company | Market Cap | P/E | EV/EBITDA | P/FCF | Gross Margin | Op Margin | ROE | ROIC | Debt/EBITDA |
|---|---|---|---|---|---|---|---|---|---|
 BNTYou | $15B | 17.8 | 5.5 | 5.7 | 61.4% | 8.3% | 5.0% | 9.3% | 4.2 |
 RGA | $14B | 11.9 | 9.7 | 3.4 | 25.4% | 6.8% | 9.7% | 8.3% | 3.6 |
 GL | $13B | 12.1 | 10.0 | 10.7 | 33.4% | 24.4% | 20.6% | 13.4% | 1.6 |
 FG | $4B | 14.6 | 4.5 | 0.8 | 30.8% | 5.6% | 5.9% | 5.0% | 2.3 |
 MET | $56B | 17.8 | 9.4 | 3.1 | 36.4% | 6.0% | 11.9% | 13.1% | 3.5 |
 PRU | $37B | 10.4 | 8.2 | 5.9 | 42.0% | 7.9% | 10.9% | 10.0% | 4.7 |
 LNC | $7B | 6.4 | 2.6 | — | 57.3% | 7.3% | 12.3% | 12.0% | 4.1 |
 AFL | $59B | 16.9 | 11.2 | 23.3 | 38.9% | 26.6% | 13.1% | 11.8% | 1.5 |
 PFG | $24B | 20.9 | 14.1 | 5.3 | 45.2% | 9.1% | 9.9% | 9.0% | 2.5 |
 VOYA | $8B | 14.3 | 35.4 | 6.5 | 51.8% | 3.5% | 10.0% | 2.1% | 8.1 |
 BAM | $78B | 30.6 | 27.6 | — | 93.2% | 57.6% | 37.3% | 24.3% | 1.3 |
| Financial Services Median | — | 13.6 | 11.4 | 11.1 | 64.1% | 20.3% | 9.0% | 5.5% | 4.3 |
Peer selection based on competitive and market overlap. Compare multiple stocks →
Download Financial Ratios Data
Includes 30+ ratios · 7 years · Updated daily
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BNT — Frequently Asked Questions
Quick answers to the most common questions about buying BNT stock.
What is Brookfield Wealth Solutions Ltd.'s P/E ratio?
Brookfield Wealth Solutions Ltd.'s current P/E ratio is 17.8x. The historical average is 7.6x. This places it at the 75th percentile of its historical range.
What is Brookfield Wealth Solutions Ltd.'s EV/EBITDA?
Brookfield Wealth Solutions Ltd.'s current EV/EBITDA is 5.5x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 4.3x.
What is Brookfield Wealth Solutions Ltd.'s ROE?
Brookfield Wealth Solutions Ltd.'s return on equity (ROE) is 5.0%. The historical average is 5.9%.
Is BNT stock overvalued?
Based on historical data, Brookfield Wealth Solutions Ltd. is trading at a P/E of 17.8x. This is at the 75th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.
What are Brookfield Wealth Solutions Ltd.'s profit margins?
Brookfield Wealth Solutions Ltd. has 61.4% gross margin and 8.3% operating margin.
How much debt does Brookfield Wealth Solutions Ltd. have?
Brookfield Wealth Solutions Ltd.'s Debt/EBITDA ratio is 4.2x, indicating high leverage. A ratio above 4x may signal elevated financial risk.