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Upturn AI SWOT - About
Brookfield Wealth Solutions Ltd. (BNT)
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Upturn Advisory Summary
04/01/2025: BNT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -16.61% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.47B USD | Price to earnings Ratio 8.72 | 1Y Target Price - |
Price to earnings Ratio 8.72 | 1Y Target Price - | ||
Volume (30-day avg) 16067 | Beta 1.78 | 52 Weeks Range 37.99 - 62.60 | Updated Date 03/30/2025 |
52 Weeks Range 37.99 - 62.60 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 0.59% | Basic EPS (TTM) 6.97 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.61% | Operating Margin (TTM) 5.67% |
Management Effectiveness
Return on Assets (TTM) 0.9% | Return on Equity (TTM) 11.38% |
Valuation
Trailing PE 8.72 | Forward PE - | Enterprise Value 2574217238 | Price to Sales(TTM) 0.74 |
Enterprise Value 2574217238 | Price to Sales(TTM) 0.74 | ||
Enterprise Value to Revenue 0.18 | Enterprise Value to EBITDA - | Shares Outstanding 43416700 | Shares Floating 26640340 |
Shares Outstanding 43416700 | Shares Floating 26640340 | ||
Percent Insiders 21.01 | Percent Institutions 15.61 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Brookfield Wealth Solutions Ltd.
Company Overview
History and Background
Brookfield Wealth Solutions Ltd. focuses on providing investment solutions and services to high-net-worth individuals and institutions. It leverages the broader Brookfield Asset Management platform's expertise in real estate, infrastructure, renewable power, and private equity. Founded as part of Brookfield, it has grown by offering access to alternative investments.
Core Business Areas
- Alternative Investments: Provides access to private equity, real estate, infrastructure, and renewable energy investments.
- Wealth Management: Offers personalized wealth management services, including financial planning and portfolio construction.
- Investment Solutions: Creates customized investment strategies and solutions tailored to client needs.
Leadership and Structure
Brookfield Wealth Solutions Ltd. is led by senior executives within the Brookfield Asset Management framework. It operates within a decentralized structure, leveraging expertise from different Brookfield entities.
Top Products and Market Share
Key Offerings
- Private Real Estate Funds: Offers investment opportunities in private real estate assets. Market share is not publicly available but is a major player in this space. Competitors include Blackstone and Ares Management.
- Infrastructure Investments: Provides access to infrastructure investments such as utilities and transportation assets. Market share is not publicly available. Competitors include GIP and IFM Investors.
- Private Equity Strategies: Offers private equity investment opportunities. Market share is not publicly available. Competitors include KKR and Apollo Global Management.
Market Dynamics
Industry Overview
The alternative investments industry is experiencing growth as investors seek higher returns and diversification. Increased demand for private assets drives market expansion.
Positioning
Brookfield Wealth Solutions Ltd. is positioned as a leading provider of alternative investment solutions, leveraging the expertise of its parent company. Its competitive advantage lies in its access to unique investment opportunities and global reach.
Total Addressable Market (TAM)
The global alternative investment market is estimated at trillions of dollars. Brookfield Wealth Solutions Ltd. is positioned to capture a growing share of this market through its diverse product offerings.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Access to Brookfield Asset Management's expertise
- Diversified investment offerings
- Global reach
- Experienced management team
Weaknesses
- High management fees
- Illiquidity of alternative investments
- Complexity of investment strategies
- Limited transparency compared to public markets
Opportunities
- Growing demand for alternative investments
- Expansion into new markets
- Development of new investment products
- Increased adoption of technology in wealth management
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Interest rate hikes
Competitors and Market Share
Key Competitors
- Blackstone (BX)
- Apollo Global Management (APO)
- Ares Management (ARES)
Competitive Landscape
Brookfield Wealth Solutions Ltd. competes with other large alternative asset managers. Its advantages include its access to Brookfield Asset Management's global platform and diversified investment capabilities. Disadvantages may include higher fees and limited liquidity compared to traditional investments.
Major Acquisitions
Oaktree Capital Management
- Year: 2019
- Acquisition Price (USD millions): 4700
- Strategic Rationale: Expands Brookfield's credit investment capabilities and enhances its alternative asset management platform.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is reflected in the overall performance of Brookfield Asset Management (BAM), driven by growth in assets under management within Brookfield Wealth Solutions Ltd.
Future Projections: Future projections are tied to the overall growth of Brookfield Asset Management (BAM) and are influenced by market conditions and investor demand for alternative investments.
Recent Initiatives: Recent initiatives include expanding its product offerings and entering new geographic markets through Brookfield Asset Management (BAM).
Summary
Brookfield Wealth Solutions Ltd. is a key part of the Brookfield Asset Management platform, offering alternative investment solutions. Its strengths lie in its brand reputation and access to diverse investment opportunities. Its weaknesses relate to the illiquidity of its assets. Future growth relies on capitalizing on the increasing demand for alternative investments. Brookfield Wealth Solutions needs to watch out for market volatility.
Similar Companies
APO
Apollo Global Management LLC Class A
APO
Apollo Global Management LLC Class A
ARES
Ares Management LP
ARES
Ares Management LP
BX
Blackstone Group Inc
BX
Blackstone Group Inc
Sources and Disclaimers
Data Sources:
- Brookfield Asset Management Investor Relations
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and based on available data.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Brookfield Wealth Solutions Ltd.
Exchange NYSE | Headquaters - | ||
IPO Launch date 2021-06-28 | CEO - | ||
Sector Financial Services | Industry Insurance - Diversified | Full time employees - | Website https://bnre.brookfield.com |
Full time employees - | Website https://bnre.brookfield.com | ||
Brookfield Wealth Solutions Ltd., through its subsidiaries, provides insurance and reinsurance services to individuals and institutions in the United States, the United Kingdom, Canada, and internationally. The company operates in three segments: Direct Insurance, Reinsurance, and Pension Risk Transfer (PRT). The Direct Insurance segment offers a range of insurance products and services including Whole, Universal, Variable Universal, and Credit Life insurance products; deferred, single premium immediate, and variable annuities; primary and excess casualty products, such as specialty casualty, construction defect, general liability, commercial multi-peril, workers compensation, product liability, environmental liability, and auto liability; professional liability including management, transaction, and errors and omissions liability; property insurance for homeowners and renters, inland marine, and auto physical damages; surety, animal mortality, and ocean marine insurance; and health insurance, credit insurance, and pension products. The Reinsurance segment provides reinsurance of annuity-based products, such as fixed, fixed index, and payout annuities. The PRT segment provides transfer by a corporate sponsor of the risks associated with the sponsorship and administration of a pension plan. The company was formerly known as Brookfield Reinsurance Ltd. and changed its name to Brookfield Wealth Solutions Ltd. in September 2024. Brookfield Wealth Solutions Ltd. was incorporated in 2020 and is headquartered in Pembroke, Bermuda.
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