QualityDipStocks / Finance · Property-Casualty Insurers
Brookfield Wealth Solutions Exchangeable Limited Voting Shares BNT
Outside our quality screen, so we don’t track its dips. It’s 17% below its 52-week high.
Outside our quality screen, trading well above our fair value estimate.
- Fair value est.
- $24.51−41%
- Market Value
- —
- Off 52-wk high
- −17%
- Risk vs market
- Above marketbeta 1.27
2 bullish · 5 bearish See why
Valuation
What we estimate it's worth, and how it ranks on value vs every stock we cover.
Fair value estimate
How the range is computed
Financials model (residual income). Same residual-income model as the base: cost of equity 9.5% ±1 point and return on equity 5.0% ±2 points. Bear = 10.5% and 3.0%; bull = 8.5% and 7.0%. A model estimate from public filings, not a forecast of where the price will go.
Price is above even the bull case.
What the price implies To be worth today’s price, BNT would need a return on equity of about 8% a year; our estimate uses 5%.
Risk vs market
How risk vs market is measured
One year of daily returns (Oct 31 to Nov 2, 252 sessions). Beta = how much BNT moved for each 1% move in the S&P 500 (SPY); 1.0 moves with the market. Volatility is the yearly standard deviation of daily returns. Past behavior, not a forecast.
Swings more than the market, and its own price swings are 2.2× the S&P 500’s.
- Beta vs S&P 500
- 1.27
- Volatility
- 28% vs 13% SPY
- Correlation SPY
- 0.58
- Correlation QQQ
- 0.42
Valuation details
DCF $24.51
Financials model (residual income): book value $51.51 a share on Jun 30, 2026, plus the earnings above a 9.5% cost of equity. ROE 5.0%, the average of 1.1% for the trailing 12 months to Jun 30, 2026 and 8.8% over fiscal 2021–2025, on average common equity; payout 0% of earnings (dividends 0%), so book grows by the retained rest; the return above 9.5% fades halfway toward 9.5% over 10 years, then grows at 3% (terminal value). From the 6-K filed Aug 14, 2026.
Fundamentals
The business itself: sales, profits, cash and debt, from SEC filings.
Bull vs bear
Rule-based from the data on this page, strongest first. Not advice.
Top bullish points 2 of 5
GrowthSales compounded 38% a year from FY2022 to FY2025.
ValuationPrice / book of 0.8×, below the 1.7× median for the 296 Finance companies we cover.
Top bearish points 5 of 5
ValuationOur residual-income fair value estimate is $24.51, 41% below the price.
GrowthSales growth slowed to −17% over the last 12 months, from 38% a year over the prior three fiscal years.
GrowthSales fell 17% over the last 12 months vs the 12 months before (SEC filings).
ProfitabilityReturn on equity is only 6% over the last 12 months.
QualityDoesn’t pass our quality screen: ROE under 12% and ROIC under 10%.
All fundamentals
P/E 16.2 · ROE 6% · Sales −17%
Valuation
- P/E
- 16.2×Finance median 13.6×
- Price / FCF
- n/acash flow isn't a clean measure for an insurer
- FCF yield
- n/acash flow isn't a clean measure for an insurer
- EV / EBITDA
- n/anot meaningful for an insurer
- Price / sales
- 1.20×
- Price / book
- 0.78×
- Market cap
- $14.0Bprice × diluted shares
- Enterprise value
- n/anot reported in its SEC filings
Growth
- Revenue, 12 months
- $11.6B
- Sales growth, 12 months
- −17.5%vs the 12 months before
- Sales growth, 3 yrs
- +38.1%/yrfrom FY2022
- Diluted EPS, 12 months
- n/anot reported in its SEC filings
- EPS growth, last FY
- n/afewer than two years of diluted EPS
- Net income, 12 months
- $863M
- Net income growth
- −24%12 months vs before
Profitability
- Gross margin
- n/anot meaningful for an insurer
- Operating margin
- n/anot reported in its SEC filings
- Net margin
- 7.4%
- FCF margin
- 21.9%
- Return on equity
- 6%
- Return on invested capital
- n/anot meaningful for an insurer
Balance sheet
- Cash & short-term inv.
- $13.5B
- Total debt
- n/anot reported in its SEC filings
- Net cash
- n/anot meaningful for an insurer
- Debt / equity
- n/adeposits/float make debt/equity not comparable for an insurer
- Interest coverage
- n/anot meaningful for an insurer
Cash flow & returns
- Free cash flow, 12 months
- $2.5B
- FCF growth, 12 months
- −44%
- Dividend yield
- n/ano dividend payments tagged
- Payout ratio
- n/anot reported in its SEC filings
- Buybacks, 12 months
- n/anot reported in its SEC filings
- Share count, 1 year
- n/ano quarterly diluted share count
- Stock-based comp
- n/anot reported in its SEC filings
Trailing 12 months to Dec 31, 2025; balance sheet at Dec 31, 2025. From Brookfield Wealth Solutions Exchangeable Limited Voting Shares’s SEC filings. Sparklines show up to six fiscal years. n/a means we don’t hold that number, with the reason. How each is computed.
The business
Sales +39%
- Return on equity1%
- Sales growth (latest quarter vs year-ago quarter)+39%
Chart & levels
Where the price is vs its key levels and trends.
Key levels
Every level vs today’s $41.34
- Fair value est.base case$24.51−40.7%
- 52-wk lowlowest close, 1 year$35.84−13.3%
- PriceMon Nov 2 close$41.34you are here
- 52-wk highhighest close, 1 year$49.60+20.0%
Momentum & 52-week range
RSI 74 · 5 days +8.9%
Signals
Reversal signal setups, the public ledger and the next earnings date.
Setup & signals
No setup armed
No setup armed, so there’s no trigger or stop to track yet. Reversal signal rules only run on companies that pass our quality screen.
Next report
Nov 12
- DateThu Nov 12
- Year-ago EPS$0.06
- QuarterSep/2026
From Nasdaq’s earnings calendar. A report resets Market Value.
BNT is outside our quality screen
One text when a published rule fires on one of the 332 quality companies we track: the ticker, the price, the stop and a link to the numbers. Nothing else.
Voices & buzz
Who is talking about it, and how it compares with peers.
Who’s talking about it
Notable investors, executives, analysts and public figures on Brookfield Wealth Solutions Exchangeable Limited Voting Shares in the last 48 hours. Headlines as published, each linked. Their words, not ours.
No notable mentions in the last 48 hours. Checked Nov 3, 1:01 PM ET.
Compare with peers
Closest in size in Property-Casualty Insurers
Information only, not investment advice. Fair value estimates and talking points are rule-based model output from public data and can be wrong; stop levels are reference points, not orders. How every number is computed.