BHF:NSD-Brighthouse Financial, Inc (USD)

COMMON STOCK | Insurance-Life | NSD

Last Closing Price

USD 43.52

Change

-1.84 (-4.06)%

Market Cap

USD 3.90B

Volume

1.65M

Average Target Price

USD 45.71 (+5.04%)
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 policies for policyholders' needs for financial security and protected wealth transfer. The Run-off segment manages 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: 2021-06-18 )

Largest Industry Peers for Insurance-Life

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

+0.09 (+0.31%)

USD4.57B 1.88 N/A
NWLI National Western Life Group, I..

+1.20 (+0.52%)

USD0.83B 5.32 N/A
GWGH GWG Holdings, Inc

-0.17 (-2.58%)

USD0.22B 8.34 57.00
MDWT Midwest Holding Inc

-0.45 (-1.09%)

USD0.15B 7.11 N/A
VERY Vericity, Inc

-0.28 (-3.23%)

USD0.13B N/A N/A
AAME Atlantic American Corporation

+0.03 (+0.74%)

USD0.08B 4.46 N/A
BHFAN Brighthouse Financial, Inc

+0.14 (+0.52%)

N/A N/A N/A
BHFAO Brighthouse Financial, Inc

-0.08 (-0.28%)

N/A 0.66 N/A

ETFs Containing BHF

Symbol Name Weight Mer Price(Change) Market Cap
RFG Invesco S&P MidCap 400 Pu.. 0.00 % 0.35 %

-3.23 (-1.47%)

USD0.40B
CEM2:F iShares US Equity Buyback.. 0.00 % 0.55 %

N/A

USD4.53M
CEM2:XETRA iShares US Equity Buyback.. 0.00 % 0.55 %

N/A

USD4.53M

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 20.20% 89% B+ 69% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.20% 89% B+ 68% D+
Trailing 12 Months  
Capital Gain 39.00% 75% C 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 39.00% 75% C 52% 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 -5.79% 25% F 14% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.79% 25% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 31.28% 50% F 57% F
Risk Adjusted Return -18.52% 25% F 13% F
Market Capitalization 3.90B 86% B 82% B-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-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 1.16 86% B 90% A-
Price/Book Ratio 0.27 100% A+ 100% A+
Price / Cash Flow Ratio 4.39 43% F 52% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity -37.15% 22% F 27% F
Return on Invested Capital 1.72% 56% F 55% F
Return on Assets -2.22% 22% F 39% F
Debt to Equity Ratio 19.06% 43% F 62% D-
Technical Ratios  
Short Ratio 4.35 44% F 37% F
Short Percent 3.24% 33% F 52% F
Beta 1.56 13% F 26% 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.

Positive cash flow

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

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

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

Low Dividend Growth

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