Is Brookfield Wealth Solutions Ltd. (BNT) Overvalued?
We dive into why Brookfield Wealth Solutions Ltd. (BNT) could be considered overvalued on 2026-07-22, based on AAII’s Value Score and Grade.Michael Rose
A+ Stock Grade Summary:
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| GROWTH: |
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| MOMENTUM: |
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| EPS REVISIONS: |
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| QUALITY: |
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Michael Rose
Cynthia McLaughlin
Jenna Brashear
Omar Beirat
Cynthia McLaughlin
| Share Statistics | BNT | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $14,220.0 | $7,044.0 | 82% |
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| Shares Out (Mil) | 332.6 | 66.0 | 84% |
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| Institutional Ownership | 23.9% | 81.8% | 11% |
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| Float (Mil) | 20.5 | 67.4 | 29% |
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| Beta | 1.67 | 0.51 | 87% |
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| Avg Daily Volume (000s) | 27 | 195 | 23% |
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| Price Change (52-week) |
(5.3%) | 91.0% | 41% |
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| Growth | BNT | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 86.6% | 5.6% | 98% |
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| Net Income (5yr) | 277.4% | 14.5% | 100% |
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| EPS (5yr) | (25.3%) | 15.6% | 10 |
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| Dividends (5yr) | 0.0% | 3.8% | 62% |
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| Cash Flow (5yr) | (59.7%) | (14.5%) | 4% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | na | na | na | |
| Current EPS | na | na | na | |
| Month Ago EPS | na | na | na | |
| # Rev Up | na | na | na | |
| # Rev Down | na | na | na | |
| Three Months Ago EPS | na | na | na | |
| Year/Year Chg | na | na | na | |
| Financials | BNT | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $10,673 | $5,065 | 85% |
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| Net Income (TTM) (Mil) | $483 | $534 | 78% |
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| EPS (TTM) | $1.452 | $2.500 | 66% |
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| Operating Cash Flow (TTM) (Mil) | $2,576 | $484 | 90% |
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| Net Cash Flow (TTM) (Mil) | $1,968 | $9 | 97% |
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| Long-Term Debt (Q1) (Mil) | $7,972 | $844 | 90% |
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| Enterprise Value (Q1) (Mil) | $13,910 | $7,174 | 79% |
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| Valuation | BNT | Industry Median |
Percentile (All Stocks) |
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| P/B | 0.86 | 1.77 | 18% |
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| P/E | 29.4 | 12.9 | 67% |
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| Dividend Yield | 0.7% | 0.9% | 64% |
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| PEG (5yr hist) | na | 0.5 | na |
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| Ratios | BNT | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 29.1% | 33.4% | 34% |
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| Net Margin | 4.5% | 9.8% | 47% |
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| ROA | 0.3% | 2.7% | 40% |
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| ROE | 3.4% | 14.8% | 41% |
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| Liabilities to Assets | 89.2% | 76.7% | 84% |
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| F-Score | 6 | 6 | 69% |
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Brookfield Wealth Solutions Ltd. did not pass any screens on 7/30/2026.
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors