BHF:NSD-Brighthouse Financial, Inc (USD)

COMMON STOCK | Insurance—Life | NSD

Last Closing Price

USD 25.65

Change

-0.40 (-1.54)%

Market Cap

USD 2.42B

Volume

1.36M

Average Target Price

USD 31.14 (+21.41%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Brighthouse Financial, Inc. provides annuity and life insurance products in the United States. It operates through three segments: Annuities, Life, and Run-off. The Annuities segment offers variable, fixed, index-linked, and income annuities for contract holders' needs for protected wealth accumulation on a tax-deferred basis, wealth transfer, and income security. The Life segment provides term, universal, whole, and variable life products for policyholders' needs for financial security and protected wealth transfer. The Run-off segment provides structured settlements, pension risk transfer contracts, certain company-owned life insurance policies, funding agreements, and universal life with secondary guarantees. The company was founded in 2016 and is headquartered in Charlotte, North Carolina.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-09-24 )

Largest Industry Peers for Insurance—Life

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BHFAP Brighthouse Financial, Inc

-0.16 (-0.59%)

USD4.35B 1.88 N/A
NWLI National Western Life Group, I..

-0.45 (-0.24%)

USD0.67B 6.60 N/A
GWGH GWG Holdings, Inc

-0.32 (-3.80%)

USD0.28B 4.63 57.00
VERY Vericity, Inc

+0.01 (+0.10%)

USD0.14B N/A N/A
AAME Atlantic American Corporation

N/A

USD0.04B 76.37 N/A

ETFs Containing BHF

Symbol Name Weight Mer Price(Change) Market Cap
EZM WisdomTree U.S. MidCap Ea.. 0.00 % 0.38 %

-0.03 (-0.09%)

USD0.56B
FNK First Trust Mid Cap Value.. 0.00 % 0.70 %

-0.01 (-0.05%)

USD0.03B
FXO First Trust Financials Al.. 0.00 % 0.63 %

-0.21 (-0.86%)

USD0.56B
IIGV Invesco Investment Grade .. 0.00 % 0.13 %

-0.07 (-0.25%)

USD0.03B

Market Performance

  Market Performance vs.
Industry/Classification (Insurance—Life)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -34.62% 33% F 26% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -34.62% 33% F 25% F
Trailing 12 Months  
Capital Gain -36.45% 17% F 24% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -36.45% 17% F 23% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -12.92% N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return -12.92% N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 17.25% N/A N/A N/A N/A
Risk Adjusted Return -74.94% N/A N/A N/A N/A
Market Capitalization 2.42B 83% B 81% B-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Insurance—Life)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 1.11 100% A+ 90% A-
Price/Book Ratio 0.13 100% A+ 99% A+
Price / Cash Flow Ratio 1.33 50% F 55% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 13.85% 100% A+ 85% B
Return on Invested Capital -2.73% 50% F 38% F
Return on Assets 0.92% 100% A+ 57% F
Debt to Equity Ratio 26.99% 80% B- 58% F
Technical Ratios  
Short Ratio 6.99 40% F 22% F
Short Percent 7.71% 20% F 27% F
Beta 1.74 20% F 20% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector