Brookfield Wealth Solutions Stock Performance
| BNT Stock | 53.94 1.32 2.39% |
The firm shows a Beta (market volatility) of 1.75, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Brookfield Wealth will likely underperform. At this point, Brookfield Wealth has a negative expected return of -0.0487%. Please make sure to confirm Brookfield Wealth's information ratio, potential upside, as well as the relationship between the Potential Upside and day median price , to decide if Brookfield Wealth performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Brookfield Wealth Solutions has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Brookfield Wealth is not utilizing all of its potentials. The recent stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Actual Historical Performance (%)
One Day Return (0.22) | Five Day Return 4.19 | Year To Date Return (3.71) | Ten Year Return (11.01) | All Time Return (11.01) |
Forward Dividend Yield 0.0059 | Payout Ratio | Forward Dividend Rate 0.36 | Dividend Date 2025-03-31 | Ex Dividend Date 2025-03-14 |
| Brookfield Wealth dividend paid on 31st of December 2024 | 12/31/2024 |
1 | Disposition of 7800 shares by Price Michael Dennis of Brookfield Wealth at 17.0 subject to Rule 16b-3 | 01/17/2025 |
2 | BankPlus Wealth Management LLC Buys New Shares in Brookfield Infrastructure Co. - MarketBeat | 01/28/2025 |
3 | Brookfield Wealth Solutions Ltd Reports Strong 2024 Financial Results | 02/13/2025 |
4 | Brookfield Wealth Solutions Launches in the United Kingdom | 03/03/2025 |
5 | Brookfield Wealth Solutions announces Group Capital position of over 16 Billion | 03/05/2025 |
6 | Disposition of 3000 shares by Price Michael Dennis of Brookfield Wealth at 17.16 subject to Rule 16b-3 | 03/13/2025 |
7 | Disposition of 2000 shares by Price Michael Dennis of Brookfield Wealth at 15.44 subject to Rule 16b-3 | 03/14/2025 |
8 | Acquisition by Price Michael Dennis of 50000 shares of Brookfield Wealth at 4.73 subject to Rule 16b-3 | 03/21/2025 |
| Begin Period Cash Flow | 4.3 B | |
| Price Earnings Ratio | 8.7202 |
Brookfield |
Brookfield Wealth Relative Risk vs. Return Landscape
If you would invest 5,767 in Brookfield Wealth Solutions on December 26, 2024 and sell it today you would lose (241.00) from holding Brookfield Wealth Solutions or give up 4.18% of portfolio value over 90 days. Brookfield Wealth Solutions is generating negative expected returns assuming volatility of 2.1276% on return distribution over 90 days investment horizon. In other words, 18% of stocks are less volatile than Brookfield, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Brookfield Wealth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brookfield Wealth's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Brookfield Wealth Solutions, and traders can use it to determine the average amount a Brookfield Wealth's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0229
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BNT |
Estimated Market Risk
| 2.13 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Brookfield Wealth is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Brookfield Wealth by adding Brookfield Wealth to a well-diversified portfolio.
Brookfield Wealth Fundamentals Growth
Brookfield Stock prices reflect investors' perceptions of the future prospects and financial health of Brookfield Wealth, and Brookfield Wealth fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Brookfield Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.009 | ||||
| Profit Margin | 0.09 % | ||||
| Operating Margin | 0.06 % | ||||
| Current Valuation | 2.57 B | ||||
| Shares Outstanding | 43.42 M | ||||
| Price To Book | 0.86 X | ||||
| Price To Sales | 0.74 X | ||||
| Revenue | 14.1 B | ||||
| Gross Profit | 2.83 B | ||||
| EBITDA | 1.5 B | ||||
| Net Income | 1.21 B | ||||
| Total Debt | 7.74 B | ||||
| Book Value Per Share | 71.05 X | ||||
| Cash Flow From Operations | 1.51 B | ||||
| Earnings Per Share | 6.97 X | ||||
| Market Capitalization | 10.47 B | ||||
| Total Asset | 140.46 B | ||||
| Retained Earnings | 945 M | ||||
About Brookfield Wealth Performance
Assessing Brookfield Wealth's fundamental ratios provides investors with valuable insights into Brookfield Wealth's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Brookfield Wealth is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.09 | 0.10 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.10 | 0.10 |
Things to note about Brookfield Wealth performance evaluation
Checking the ongoing alerts about Brookfield Wealth for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Brookfield Wealth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Brookfield Wealth generated a negative expected return over the last 90 days | |
| Brookfield Wealth is unlikely to experience financial distress in the next 2 years | |
| Brookfield Wealth Solutions was previously known as BNRE Old and was traded on NASDAQ Exchange under the symbol BNRE. | |
| About 21.0% of the company shares are held by company insiders | |
| Latest headline from thelincolnianonline.com: Disposition of 3000 shares by Price Michael Dennis of Brookfield Wealth at 17.16 subject to Rule 16b-3 |
- Analyzing Brookfield Wealth's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Brookfield Wealth's stock is overvalued or undervalued compared to its peers.
- Examining Brookfield Wealth's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Brookfield Wealth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brookfield Wealth's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Brookfield Wealth's stock. These opinions can provide insight into Brookfield Wealth's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Brookfield Stock Analysis
When running Brookfield Wealth's price analysis, check to measure Brookfield Wealth's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Brookfield Wealth is operating at the current time. Most of Brookfield Wealth's value examination focuses on studying past and present price action to predict the probability of Brookfield Wealth's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Brookfield Wealth's price. Additionally, you may evaluate how the addition of Brookfield Wealth to your portfolios can decrease your overall portfolio volatility.