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

FairStock Score: 53/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a value investor, I start with the business and the price. Brookfield Wealth Solutions is a diversified insurer—annuities, P&C, and life—so its fortunes depend on underwriting, investment spreads, and capital discipline. The latest quarter shown, fiscal Q2 2026, had $4.4B of revenue and $143.0M of net income, a 3.21% margin. That is not a disaster, but it is thin for a leveraged financial firm. FairStock’s calculations from the close on 2026-10-13 put the shares at $36.67, a P/E of 43.65 and a P/B of 0.75. The low P/B catches my eye, but the P/E tells me earnings are depressed. ROE is only 1.04% and ROCE 0.44%; with D/E at 0.96, there is little cushion if credit or underwriting turns. The provided growth figures—revenue -37.26% and profit -86.81%—are not tied to a period in the data, which itself limits confidence. The Piotroski F-Score is 5/9, the FairStock Score is 53/100, and there are only 0 years of filed annual results, so I cannot judge consistency; FairStock assigns no Lynch category for that reason. The 0.75% dividend yield and beta of 1.63 do not change the core issue: a cheap book value only pays if returns on equity recover. I would need CET1, NIM, and combined ratio—none given—to judge capital and underwriting. Without them, this is a show-me story, not a clear bargain.

In plain English: Brookfield Wealth Solutions sells retirement products, life insurance, and property and casualty coverage. The company is profitable but recent sales and profits have fallen sharply, and its profit margin is thin. At $36.67, the stock looks cheap compared with its accounting book value but expensive compared with its recent earnings, so the picture is mixed.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer