Brookfield Wealth Solutions Stock Performance
| BNT Stock | 90.62 1.38 1.50% |
On a scale of 0 to 100, Brookfield Wealth holds a performance score of 19. The firm shows a Beta (market volatility) of 0.9, which signifies possible diversification benefits within a given portfolio. Brookfield Wealth returns are very sensitive to returns on the market. As the market goes up or down, Brookfield Wealth is expected to follow. Please check Brookfield Wealth's sortino ratio, skewness, price action indicator, as well as the relationship between the potential upside and rate of daily change , to make a quick decision on whether Brookfield Wealth's price patterns will revert.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Brookfield Wealth Solutions are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. In spite of very weak basic indicators, Brookfield Wealth displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Brookfield Wealth Solutions Reports Q1 2025 Results and Expands into U.K. Market - MSN | 05/12/2025 |
2 | Nuveen Asset Management LLC Sells 44,222 Shares of Brookfield Wealth Solutions Ltd. - MarketBeat | 06/03/2025 |
3 | Brookfield Wealth Dividend Insights Key Information Ahead of Jun 13, 2025 Ex-Dividend Date - AInvest | 06/13/2025 |
4 | Brookfield Wealth Solutions Ltd.s Stock Is Going Strong Have Financials A Role To Play - Yahoo Finance | 06/19/2025 |
| Brookfield Wealth dividend paid on 30th of June 2025 | 06/30/2025 |
| Other Cashflows From Financing Activities | -50 M | |
| Total Cashflows From Investing Activities | 1.4 B |
Brookfield |
Brookfield Wealth Relative Risk vs. Return Landscape
If you would invest 7,088 in Brookfield Wealth Solutions on April 23, 2025 and sell it today you would earn a total of 1,974 from holding Brookfield Wealth Solutions or generate 27.85% return on investment over 90 days. Brookfield Wealth Solutions is generating 0.4108% of daily returns assuming 1.6818% volatility of returns over the 90 days investment horizon. Simply put, 15% of all stocks have less volatile historical return distribution than Brookfield Wealth, and 92% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Brookfield Wealth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brookfield Wealth's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Brookfield Wealth Solutions, and traders can use it to determine the average amount a Brookfield Wealth's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2443
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Estimated Market Risk
| 1.68 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.41 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 19 81% of assets perform better |
Based on monthly moving average Brookfield Wealth is performing at about 19% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Brookfield Wealth by adding it to a well-diversified portfolio.
Brookfield Wealth Fundamentals Growth
Brookfield Stock prices reflect investors' perceptions of the future prospects and financial health of Brookfield Wealth, and Brookfield Wealth fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Brookfield Stock performance.
| Return On Equity | 12.16 | ||||
| Net Income | 1.25 B | ||||
| Cash And Equivalents | 73 M | ||||
| Total Debt | 10.06 B | ||||
| Cash Flow From Operations | 4.57 B | ||||
| Earnings Per Share | 11.58 X | ||||
| Total Asset | 11.49 B | ||||
About Brookfield Wealth Performance
By examining Brookfield Wealth's fundamental ratios, stakeholders can obtain critical insights into Brookfield Wealth's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Brookfield Wealth is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Brookfield Wealth is entity of Canada. It is traded as Stock on TO exchange.Things to note about Brookfield Wealth performance evaluation
Checking the ongoing alerts about Brookfield Wealth for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Brookfield Wealth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| On 30th of June 2025 Brookfield Wealth paid 0.1237 per share dividend to its current shareholders |
- Analyzing Brookfield Wealth's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Brookfield Wealth's stock is overvalued or undervalued compared to its peers.
- Examining Brookfield Wealth's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Brookfield Wealth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brookfield Wealth's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Brookfield Wealth's stock. These opinions can provide insight into Brookfield Wealth's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brookfield Wealth Solutions. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..