# Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services. Price $40.24, market value $11.0 billion.

## Valuation
- **P/E (trailing): 47.9×** (5-yr avg 7.3×, 3-yr avg 9.1×). Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares trades at 47.9× trailing earnings, well above its own five-year average of 7.3×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×.
- **Price / sales: 0.9×**. Each dollar of revenue is priced at 0.9×, a low multiple typical of thin-margin businesses or out-of-favour stocks.
- **Price / book: 0.8×**. The shares trade below book value, which can signal a bargain or a balance sheet the market doubts.
- **Free-cash-flow yield: 29.5%** (5-yr avg 48.4%). Free cash flow equals 29.5% of the market value, below its five-year average of 48.4%, so the shares are pricier on cash than usual. Above 5% is generally attractive.
- **Earnings yield: 2.1%**. The inverse of the P/E: 2.1% of the price is earned each year.

## Profitability
- **Net margin: 6.7%**. 6.7% of each dollar of sales reaches the bottom line.
- **Return on equity: 4.4%**. 4.4% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on assets: 0.1%**. Each dollar of assets produces 0.1% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): -20.4%** (3-yr 37.7%/yr). Revenue fell 20.4% over the last year.
- **EPS growth (1 yr): -53.9%** (3-yr -39.1%/yr). Earnings per share fell 53.9%, slower than revenue, so margins compressed.
- **Free-cash-flow growth (3 yr): 60.1%/yr**. Free cash flow has compounded at 60.1% a year over three years, keeping pace with earnings: the growth is real cash.

## Financial health
- **Piotroski F-score: 3/9**. 3 of 9 checks pass: weak or deteriorating financials.
- **Cash and short-term investments: $25.9 billion**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 0.70%** ($0.26 per share, trailing). Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares yields 0.70%, a modest yield more typical of a growth-oriented payer.
- **Consecutive years of increases: 2**. 2 straight years of increases.
- **Shareholder yield: 1.7%**. Dividends plus net buybacks return 1.7% of the market value a year.

## Price and momentum
- **Total return (1 yr): -9.1%** (YTD -12.1%, 3-mo -9.3%). The shares are down 9.1% over twelve months including dividends.
- **From 52-week high: -19.3%** (1.6% above the low). Trading 19% below its 52-week high.
- **200-day average: below**. The price sits below its 200-day moving average, the usual definition of a downtrend.
- **RSI (14-day): 34**. An RSI of 34 is neutral.
- **Beta (1 yr): 1.39** (volatility 28%). Beta of 1.39 against the S&P 500: the shares move much more than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=BNT · Page: https://foliofundamentals.com/stocks/bnt

Not investment advice.
