Fundamental analysis · SEC EDGAR · as of 31/12/2025

Fundamental analysis of Brookfield Wealth Solutions Ltd.

BNT · NYSE · Financial

Fundamental quality

ATTRACTIVE

82

out of 100

Brookfield Wealth Solutions Ltd. earns a fundamental-quality score of 82 out of 100, profiling it as a company with solid fundamentals. Its score rests mainly on its growth (revenue +82.8%/yr). Its weakest area is its profitability (net margin 7.4%). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Brookfield Wealth Solutions is the insurance arm of Canada's Brookfield empire: annuities and reinsurance whose capital is invested through the group's real-assets machinery — infrastructure, credit, real estate. The Apollo-Athene model, Brookfield edition.

What will shape its future

  • Annuity sales, its capital factory for investing.
  • The spread: what its investments yield over what it promises policyholders.
  • Its place in the Brookfield ecosystem, an origin advantage and a complexity for analysts.

Breakdown by area

I.Growth
95

EPS growth: 19.9% · Revenue growth: 82.8%

II.Profitability
56

Net margin: 7.4%

III.Financial health
95

FCF: 21.9%

Source: SEC EDGAR · as of 31/12/2025

The score combines growth, profitability and financial strength. Here its growth weighs in its favor, while its profitability drags it down the most.

Versus its sector

Percentile against the other 71 Financial companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 20%
Growthbeats 100%
Cash generationbeats 63%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Brookfield Wealth Solutions Ltd. strengths

  • Revenue growing strongly (82.8% annualized).
  • Excellent free-cash-flow generation (FCF margin of 21.9%): profit turns into real cash.
  • It has turned profitable after years of losses.
  • Growing earnings per share (19.9% annualized).

Brookfield Wealth Solutions Ltd. risks and weaknesses

  • No clear weaknesses in the recent fundamentals, though the system doesn't assess qualitative factors (competition, regulation, management).

Brookfield Wealth Solutions Ltd. historical evolution

YearRevenueNet incomeFree cash flowNet debt
20211,041-1121,687
20224,413501620
20236,9127971,372
202414,1031,2474,529
202511,6358632,545

Between 2021 and 2025, revenue went from $1,041M to $11,635M (+1018%) and net income went from -$112M to $863M (+871%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Dividend

This company doesn't pay a dividend: it reinvests all its earnings back into the business.

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Is Brookfield Wealth Solutions Ltd. cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

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Frequently asked questions

Is Brookfield Wealth Solutions Ltd. a good company to invest in?

In terms of business quality, Brookfield Wealth Solutions Ltd. scores 82 out of 100 in our analysis, placing it as a company of high fundamental quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Brookfield Wealth Solutions Ltd. a profitable company?

Brookfield Wealth Solutions Ltd. is profitable, with a net margin of 7.4%, though a thin one.

Is Brookfield Wealth Solutions Ltd. growing?

Its revenue has grown 82.8% annualized in recent years and its earnings per share 19.9%.

Does Brookfield Wealth Solutions Ltd. generate cash?

Yes. It converts about 21.9% of its revenue into free cash flow, and has done so positively year after year.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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