Risk factor
Resilient to price shocks
Profitability factor
Undervalued vs peers
About
Brookfield Wealth Solutions Ltd. (BWSL), through its subsidiaries, provides a comprehensive suite of financial services, including retirement planning, wealth preservation products, and capital solutions, to both individual and institutional clients. The company operates through three principal divisions: Annuities, Property and Casualty (P&C), and Life Insurance. The Annuities segment offers a variety of retail and institutional products, such as fixed-index, fixed-rate, single premium immediate, and variable annuities, along with specialized pension risk transfer services. Within its P&C segment, BWSL underwrites diverse insurance lines, including specialty casualty, construction defect, general liability, commercial multi-peril, workers' compensation, product and environmental liability, and auto liability. The Life Insurance division features a portfolio of life insurance offerings, encompassing whole life, universal life, and variable universal life policies. Incorporated in 2020, the company is headquartered in Pembroke, Bermuda, and adopted its current name, Brookfield Wealth Solutions Ltd., in September 2024, having previously been known as Brookfield Reinsurance Ltd.
Company Valuation
Considering past and projected metrics, the stock is 'cheaper' than its peers. In particular, the stock is overpriced on P/E, 'cheap' on EV/EBITDA, undervalued on P/FCF.