Comparing Brookfield Wealth Solutions (BNT) & The Competition

Insider & Institutional Ownership

20.3% of Brookfield Wealth Solutions shares are held by institutional investors. Comparatively, 42.7% of shares of all “FIN – MISC SVCS” companies are held by institutional investors. 1.0% of Brookfield Wealth Solutions shares are held by insiders. Comparatively, 20.0% of shares of all “FIN – MISC SVCS” companies are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Dividends

Brookfield Wealth Solutions pays an annual dividend of $0.36 per share and has a dividend yield of 0.6%. Brookfield Wealth Solutions pays out 109.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “FIN – MISC SVCS” companies pay a dividend yield of 2.1% and pay out 46.6% of their earnings in the form of a dividend. Brookfield Wealth Solutions lags its competitors as a dividend stock, given its lower dividend yield and higher payout ratio.

Earnings & Valuation

This table compares Brookfield Wealth Solutions and its competitors revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Brookfield Wealth Solutions	$14.10 billion	$1.21 billion	186.70
Brookfield Wealth Solutions Competitors	$2.89 billion	$308.70 million	-129.46

Brookfield Wealth Solutions has higher revenue and earnings than its competitors. Brookfield Wealth Solutions is trading at a higher price-to-earnings ratio than its competitors, indicating that it is currently more expensive than other companies in its industry.

Risk & Volatility

Brookfield Wealth Solutions has a beta of 1.58, indicating that its share price is 58% more volatile than the S&P 500. Comparatively, Brookfield Wealth Solutions’ competitors have a beta of 5.43, indicating that their average share price is 443% more volatile than the S&P 500.

Profitability

This table compares Brookfield Wealth Solutions and its competitors’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Brookfield Wealth Solutions	0.11%	0.13%	0.01%
Brookfield Wealth Solutions Competitors	-12.82%	-3.78%	-1.10%

Summary

Brookfield Wealth Solutions beats its competitors on 6 of the 11 factors compared.

About Brookfield Wealth Solutions

Brookfield Wealth Solutions is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance.The company was incorporated in 2020 and is headquartered in Pembroke, Bermuda.