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Brookfield Wealth (BNT) | Financial Analysis & Statements

Brookfield Wealth Solutions Inc. | Large-cap | Financial Services

$65.84

2.68%

Brookfield Wealth vs Berkshire Hathaway Brookfield Wealth vs Berkshire Hathaway Brookfield Wealth vs American Brookfield Wealth vs Arch Capital Brookfield Wealth vs Sun Life Financial Brookfield Wealth vs S&P 500 | Market

TL;DR Income Statement Balance Sheet Cash Flow Key Ratios Peer Comparison

TL;DR: Financial Overview - Revenue, Profits & Key Metrics

Latest Quarterly: Jun 2025

Income Metrics

Revenue 2.9B

Net Income 516.0M 17.76%

EPS (Diluted) $2.07

Balance Sheet Metrics

Total Assets 141.6B

Total Liabilities 128.6B

Shareholders Equity 13.0B

Debt to Equity 9.88

Cash Flow Metrics

Operating Cash Flow 923.0M

Free Cash Flow 2.3B

Revenue & Profitability Trend

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This page uses interactive financial charts and dynamic data visualization tools that require JavaScript. For detailed financial analysis:

Available Financial Data:

Income statements (annual and quarterly)
Balance sheets with asset and liability details
Cash flow statements and free cash flow analysis
Key financial ratios and performance metrics
Peer comparison and industry benchmarking

All financial data is displayed in accessible table format below. Use the table headers and structure to analyze trends and compare metrics across different periods.

Brookfield Wealth Income Statement From 2020 to 2024

Metric	2024	2023	2022	2021	2020
Revenue i	14.3B	7.0B	4.3B	1.0B	514.0M
Cost of Goods Sold i	-	-	-	-	-
Gross Profit i	-	-	-	-	-
Gross Margin % i	0.0%	0.0%	0.0%	0.0%	0.0%
Operating Expenses
Research & Development i	-	-	-	-	-
Selling, General & Administrative i	-	-	333.0M	31.0M	6.0M
Other Operating Expenses i	1.4B	801.0M	439.0M	35.0M	-821.0K
Total Operating Expenses i	1.4B	801.0M	772.0M	66.0M	5.2M
Operating Income i	-	-	-	-	-
Operating Margin % i	0.0%	0.0%	0.0%	0.0%	0.0%
Non-Operating Items
Interest Income i	-	-	-	-	-
Interest Expense i	362.0M	1.3B	461.0M	61.0M	0
Other Non-Operating Income	781.0M	413.0M	224.0M	-	-
Pre-tax Income i	1.2B	814.0M	532.0M	-113.0M	2.0M
Income Tax i	-34.0M	17.0M	31.0M	-1.0M	1.0M
Effective Tax Rate % i	-2.8%	2.1%	5.8%	0.0%	50.0%
Net Income i	1.2B	797.0M	501.0M	-112.0M	1.0M
Net Margin % i	8.7%	11.4%	11.6%	-10.8%	0.2%
Key Metrics
EBITDA i	-	-	-	-	-
EPS (Basic) i	$8.69	$5.47	$13.75	$-1.28	$0.04
EPS (Diluted) i	$8.69	$5.47	$13.75	$-1.28	$0.04
Basic Shares Outstanding i	126003542	145466310	30919577	34446537	27824000
Diluted Shares Outstanding i	126003542	145466310	30919577	34446537	27824000

Income Statement Trend

Brookfield Wealth Balance Sheet From 2020 to 2024

Metric	2024	2023	2022	2021	2020
Assets
Current Assets
Cash & Equivalents i	12.2B	4.3B	2.1B	393.0M	35.0M
Short-term Investments i	16.8B	-	1.0M	-	-
Accounts Receivable i	1.2B	1.1B	483.0M	0	3.3M
Inventory i	-	-	-	-	-
Other Current Assets	-	-	-	-	-
Total Current Assets i	-	-	-	-	-
Non-Current Assets
Property, Plant & Equipment i	-	-	-	-	-
Goodwill i	3.3B	477.0M	294.0M	3.0M	0
Intangible Assets i	1.7B	235.0M	52.0M	3.0M	-
Long-term Investments	-	-	-	-	-
Other Non-Current Assets	-	-	-	-	-
Total Non-Current Assets i	-	-	-	-	-
Total Assets i	140.0B	-	-	-	-
Liabilities
Current Liabilities
Accounts Payable i	-	-	151.0M	132.0M	4.0M
Short-term Debt i	-	-	-	-	-
Current Portion of Long-term Debt	-	-	-	-	-
Other Current Liabilities	-	-	-	-	-
Total Current Liabilities i	-	-	-	-	-
Non-Current Liabilities
Long-term Debt i	4.5B	3.7B	3.8B	693.0M	1.2M
Deferred Tax Liabilities i	-	-	-	-	-
Other Non-Current Liabilities	-	-	-	-	-
Total Non-Current Liabilities i	-	-	-	-	-
Total Liabilities i	126.9B	-	-	-	-
Equity
Common Stock i	10.0B	5.2B	1.9B	1.4B	0
Retained Earnings i	2.1B	945.0M	310.0M	-	1.6M
Treasury Stock i	-	-	-	-	-
Other Equity	-	-	-	-	-
Total Shareholders Equity i	13.1B	8.8B	4.3B	1.4B	83.0M
Key Metrics
Total Debt i	4.5B	3.7B	3.8B	693.0M	1.2M
Working Capital i	0	0	0	0	0

Balance Sheet Composition

Brookfield Wealth Cash Flow Statement From 2020 to 2024

Metric	2024	2023	2022	2021	2020
Operating Activities
Net Income i	1.2B	797.0M	501.0M	-112.0M	1.0M
Depreciation & Amortization i	-	-	-	-	-
Stock-Based Compensation i	-	-	-	-	-
Working Capital Changes i	1.2B	23.0M	261.0M	2.0B	-1.0M
Operating Cash Flow i	1.3B	666.0M	779.0M	1.6B	-2.0M
Investing Activities
Capital Expenditures i	-	-	5.0M	0	0
Acquisitions i	10.8B	-274.0M	-4.3B	0	0
Investment Purchases i	-35.4B	-24.5B	-19.4B	-5.4B	-975.0M
Investment Sales i	30.6B	24.0B	20.8B	2.1B	564.0M
Investing Cash Flow i	5.8B	-620.0M	-2.9B	-3.3B	-411.0M
Financing Activities
Share Repurchases i	-14.0M	-5.0M	-6.0M	-8.0M	-
Dividends Paid i	-	-	-	-	-
Debt Issuance i	6.8B	2.9B	5.5B	1.8B	0
Debt Repayment i	-6.9B	-3.0B	-3.0B	-582.0M	0
Financing Cash Flow i	1.9B	2.5B	6.0B	2.6B	13.0M
Free Cash Flow i	4.5B	1.4B	620.0M	1.7B	398.0M
Net Change in Cash i	9.0B	2.5B	3.9B	910.0M	-400.0M

Cash Flow Trend

Brookfield Wealth Key Financial Ratios

Valuation Ratios

P/E Ratio (TTM) 10.43

Price to Book 1.21

Price to Sales 1.26

PEG Ratio 0.21

Profitability Ratios

Profit Margin 5.50%

Operating Margin 25.49%

Return on Equity 6.34%

Return on Assets 0.83%

Financial Health

Current Ratio 2.79

Debt to Equity 50.21

Beta 1.76

Per Share Data

EPS (TTM) $6.15

Book Value per Share $53.03

Revenue per Share $50.56

Peer Financial Comparison

Company	Market Cap	P/E Ratio	P/B Ratio	ROE	Profit Margin	Debt/Equity
bnt	18.1B	10.43	1.21	6.34%	5.50%	50.21
Berkshire Hathaway	1.1T	16.72	1.58	9.91%	17.00%	18.95
Berkshire Hathaway	1.1T	16.75	0.00	9.91%	17.00%	18.95
American	45.7B	15.43	1.11	7.60%	11.68%	22.29
Arch Capital	33.5B	9.17	1.61	18.42%	20.72%	12.66
Sun Life Financial	33.1B	14.43	1.45	13.61%	9.69%	52.83

Financial data is updated regularly. All figures are in the company's reporting currency.