Brookfield Wealth Solutions Ltd.
New York Stock ExchangeTotal Valuation
Brookfield Wealth Solutions Ltd. carries a market capitalization of 14.63B, placing it among publicly traded companies globally. Its enterprise value stands at -6.16B, reflecting the total theoretical takeover cost after accounting for cash holdings and debt obligations.
| Market Cap | 14.63B |
| Enterprise Value | -6.16B |
Share Statistics
Brookfield Wealth Solutions Ltd. currently has 272.69M shares outstanding.
| Shares Outstanding | 272.69M |
| Owned by Insiders (%) | N/A |
| Owned by Institutions (%) | N/A |
Valuation Ratios
Brookfield Wealth Solutions Ltd. trades at a trailing price-to-earnings ratio of 22.20. The price-to-sales ratio is 1.05, and the price-to-book ratio stands at 0.68.
| PE Ratio | 22.20 |
| PS Ratio | 1.05 |
| PB Ratio | 0.68 |
| P/TBV Ratio | 0.74 |
| P/FCF Ratio | 4.05 |
| P/OCF Ratio | 4.16 |
Enterprise Valuation
| EV / Sales | 2.43 |
| EV / EBITDA | N/A |
| EV / EBIT | N/A |
| EV / FCF | 4.24 |
Financial Position
| Current Ratio | N/A |
| Quick Ratio | N/A |
| Debt / Equity | 33.69 |
| Debt / EBITDA | N/A |
| Interest Coverage | N/A |
Financial Efficiency
| Return on Equity (ROE) | 3.51 |
| Return on Assets (ROA) | 0.32 |
| Return on Invested Capital (ROIC) | N/A |
| Return on Capital Employed (ROCE) | 3.79 |
| Revenue Per Employee | N/A |
| Employee Count | N/A |
| Inventory Turnover | N/A |
Taxes
Over the trailing twelve months, Brookfield Wealth Solutions Ltd. has paid 151.00M in income taxes, reflecting an effective tax rate of 21.76.
| Income Tax | 151.00M |
| Effective Tax Rate | 21.76 |
Stock Price Statistics
Brookfield Wealth Solutions Ltd.'s stock has gained approximately 4.76304% over the past 52 weeks. The 50-day moving average sits at 44.92, while the 200-day moving average is 45.21.
| Beta (5Y) | N/A |
| 52-Week Price Change | 4.76304% |
| 50-Day Moving Average | 44.92 |
| 200-Day Moving Average | 45.21 |
| Average Volume (20 Days) | N/A |
Income Statement
Over the trailing twelve months, Brookfield Wealth Solutions Ltd. generated 10.18B in revenue and converted that into 483.00M in net income, yielding earnings per share of 2.10.
| Revenue | 10.18B |
| Gross Profit | N/A |
| Operating Income | N/A |
| Pretax Income | 694.00M |
| Net Income | 483.00M |
| EBITDA | N/A |
| EBIT | N/A |
| Earnings Per Share (EPS) | 2.10 |
Balance Sheet
Brookfield Wealth Solutions Ltd. holds 22.90B in cash and equivalents against 5.69B in total debt, resulting in a net debt position of -4.54B.
| Cash & Cash Equivalents | 22.90B |
| Total Debt | 5.69B |
| Net Debt | -4.54B |
| Equity (Book Value) | 15.85B |
| Book Value Per Share | 61.19 |
| Working Capital | N/A |
Cash Flow
Brookfield Wealth Solutions Ltd. produced 2.58B in operating cash flow over the past twelve months. After subtracting -74.00M in capital expenditures, free cash flow totaled 2.50B - equivalent to 9.66 per share.
| Operating Cash Flow | 2.58B |
| Capital Expenditures | -74.00M |
| Free Cash Flow | 2.50B |
| FCF Per Share | 9.66 |
Margins
Brookfield Wealth Solutions Ltd. operates with a gross margin of 100.00, reflecting its pricing power and cost economics.
| Gross Margin | 100.00 |
| Operating Margin | N/A |
| Pretax Margin | 6.81 |
| Profit Margin | 4.74 |
| EBITDA Margin | N/A |
Dividends & Yields
| Dividend Per Share | N/A |
| Dividend Yield | N/A |
| Payout Ratio | N/A |
| Shareholder Yield | -71.36 |
| FCF Yield | 24.71 |
Stock Splits
Brookfield Wealth Solutions Ltd.'s most recent stock split took place on October 10, 2025 with a 2:3 split ratio.
| Last Split Date | 10/10/2025 |
| Split Ratio | 2:3 |
Scores
Brookfield Wealth Solutions Ltd. posts an Altman Z-Score of 0.13, below the 3.0 threshold that indicates strong financial health and minimal bankruptcy risk.
| Altman Z-Score | 0.13 |