Brookfield Wealth Solutions reported a gross margin of 45.41% and a net margin of 3.39% for the quarter ended Jun 2026. These financial ratios cover 25 quarters of results from Jun 2020 through Jun 2026, standardized by Business Quant from the company’s SEC filings.
| Ratios | Jun2020 | Sep2020 | Dec2020 | Mar2021 | Jun2021 | Sep2021 | Dec2021 | Mar2022 | Jun2022 | Sep2022 | Dec2022 | Mar2023 | Jun2023 | Sep2023 | Dec2023 | Mar2024 | Jun2024 | Sep2024 | Dec2024 | Mar2025 | Jun2025 | Sep2025 | Dec2025 | Mar2026 | Jun2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Profitability | |||||||||||||||||||||||||
| Gross Margin | 56.36% | 76.74% | 38.32% | 42.60% | 43.29% | 46.43% | 43.10% | 47.79% | 58.57% | 30.35% | 57.72% | 64.47% | 74.57% | 48.95% | 60.45% | 45.41% | |||||||||
| EBT Margin | -0.35% | -0.83% | 57.91% | 682.15% | 315.91% | 12.10% | -8.65% | 18.90% | 4.37% | 21.44% | 14.57% | -1.00% | -1.52% | 16.10% | -14.09% | 19.99% | 25.87% | -0.92% | -38.77% | 4.36% | |||||
| EBIT Margin | -1.61% | 34.89% | 20.14% | 430.11% | 232.37% | 14.28% | 33.25% | 22.49% | 28.81% | 23.64% | 23.10% | 38.53% | 42.57% | 22.76% | 53.97% | 48.40% | 50.44% | 47.81% | 87.92% | 50.77% | |||||
| EBITDA Margin | -1.61% | 34.89% | 20.14% | 431.22% | 233.42% | 14.45% | 33.67% | 22.75% | 30.31% | 24.27% | 23.10% | 39.70% | 43.85% | 24.40% | 53.97% | 50.12% | 50.44% | 49.97% | 87.92% | 50.77% | |||||
| Operating Margin | -1.61% | 34.89% | 20.14% | 430.11% | 232.37% | 33.25% | 22.49% | 28.81% | 23.64% | 23.10% | 38.53% | 42.57% | 22.76% | 53.97% | 48.40% | 50.44% | 47.81% | 87.92% | 50.77% | ||||||
| Net Margin | 34.65% | 22.56% | 488.85% | 62.71% | 36.80% | 12.34% | -8.15% | 17.79% | 4.18% | 20.32% | 13.48% | 8.99% | 1.62% | 9.73% | -12.45% | 16.50% | 30.96% | -2.52% | -41.18% | 3.39% | |||||
| FCF Margin | 29.61% | 27.70% | 11.98% | 13.37% | 18.62% | 27.25% | 12.67% | 30.76% | 9.98% | 42.11% | 30.62% | 38.80% | 20.47% | 17.58% | 15.86% | 37.62% | 30.37% | 30.33% | |||||||
| Efficiency | |||||||||||||||||||||||||
| Assets AverageAssets Avg. | 3.75B | 8.22B | 21.22B | 35.95B | 41.20B | 42.42B | 44.20B | 84.48B | 66.23B | 35.04B | 62.38B | 96.82B | 133.82B | 138.53B | 140.78B | 145.25B | 150.86B | 155.00B | 156.62B | 180.88B | |||||
| Invested CapitalInvested Cap. | 2.60B | 1.96B | 7.12B | 1.96B | 1.16B | 2.08B | 2.23B | 2.59B | 5.04B | 6.89B | 7.20B | 10.41B | 10.95B | 13.95B | 13.90B | 18.06B | 19.25B | 18.94B | 533.83B | 19.01B | |||||
| Asset Utilization RatioAsset Util. | 0.74 | 0.90 | 0.36 | 0.22 | 0.15 | 0.10 | 0.12 | 0.08 | 0.12 | 0.20 | 0.13 | 0.09 | 0.08 | 0.10 | 0.10 | 0.10 | 0.09 | 0.08 | 0.07 | 0.07 | |||||
| Leverage & Solvency | |||||||||||||||||||||||||
| Interest Coverage RatioInterest Cover | 216.13 | -11.20 | 64.84 | 32.85 | 6.55 | 5.00 | 88.80 | 4.65 | 2.58 | 6.92 | 2.76 | 2.49 | 1.54 | 3.22 | 3.62 | 3.33 | 3.60 | 3.15 | 3.44 | ||||||
| Debt Ratio | 0.24 | 0.05 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.11 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.10 | 0.01 | |||||
| Times Interest Earned | 216.13 | -11.20 | 64.84 | 32.85 | 6.55 | 5.00 | 88.80 | 4.65 | 2.58 | 6.92 | 2.76 | 2.49 | 1.54 | 3.22 | 3.62 | 3.33 | 3.60 | 3.15 | 3.44 | ||||||
| Dividends & Payouts | |||||||||||||||||||||||||
| Dividend Coverage RatioDiv. Cover | -1.19 | -679.50 | -7.94 | -8.62 | 13.00 | 320.41 | -0.00B | -111.67 | -17.40 | -3.69 | -37.27 | 9.88 | -33.40 | -34.85 | 5.92 | 136.40 | -35.75 | ||||||||
| FCF Payout RatioFCF Cover | -0.98 | -0.03 | -0.66 | -0.32 | 0.05 | 0.00 | 0.00 | -0.01 | -0.01 | -0.01 | -0.01 | -0.06 | -0.03 | -0.06 | -0.01 | -0.01 | 0.00 | ||||||||
| Dividend YieldDiv. Yield | -14.17% | -0.10% | -1.39% | -2.31% | 1.33% | 0.01% | 0.00% | -0.05% | -0.25% | -0.17% | -0.11% | -0.26% | -0.10% | -0.16% | -0.09% | -0.04% | -0.03% | ||||||||
| Payout Ratio | -0.84 | 0.00 | -0.13 | -0.12 | 0.08 | 0.00 | 0.00 | -0.01 | -0.06 | -0.27 | -0.03 | 0.10 | -0.03 | -0.03 | 0.17 | 0.01 | -0.03 | ||||||||
| Valuation | |||||||||||||||||||||||||
| Price to EarningsP/E | 5.93 | 1.93 | 1.45 | 9.08 | 5.02 | 5.20 | -20.24 | 5.80 | 29.54 | 12.96 | 18.14 | 23.18 | 161.10 | 24.93 | -38.83 | 29.91 | 18.34 | -198.51 | -20.19 | 99.24 | |||||
| Price to SalesP/S | 2.05 | 0.44 | 7.08 | 5.69 | 1.85 | 0.64 | 1.65 | 1.03 | 1.23 | 2.63 | 2.45 | 2.08 | 2.60 | 2.42 | 4.83 | 4.93 | 5.68 | 5.01 | 8.32 | 3.37 | |||||
| Price to BookP/B | 3.29 | 1.60 | 0.29 | 1.04 | 2.12 | 1.12 | 1.10 | 1.07 | 0.46 | 0.95 | 0.94 | 0.67 | 0.76 | 1.07 | 0.97 | 0.95 | 0.98 | 0.85 | 0.08 | 0.79 | |||||
| Enterprise Value | 4.18B | -1.61B | -0.43B | -0.57B | -1.81B | -2.66B | -3.00B | -8.06B | -1.49B | -1.95B | -0.86B | -12.04B | -10.42B | -1.31B | 1.70B | -4.87B | -3.16B | 2.54B | 115.75B | 1.75B | |||||
| EV to EBIT | -113.07 | -0.93 | -7.76 | -0.49 | -1.02 | -6.34 | -7.49 | -18.16 | -3.37 | -3.71 | -1.49 | -10.77 | -8.25 | -1.00 | 1.20 | -3.31 | -2.14 | 1.74 | 79.50 | 0.82 | |||||
| EV to EBITDA | -113.07 | -0.93 | -7.76 | -0.49 | -1.02 | -6.27 | -7.40 | -17.95 | -3.21 | -3.61 | -1.49 | -10.45 | -8.00 | -0.94 | 1.20 | -3.20 | -2.14 | 1.66 | 79.50 | 0.82 | |||||
| Market Capitalization | 4.72B | 2.16B | 1.97B | 1.53B | 1.41B | 1.88B | 1.98B | 2.04B | 1.89B | 5.87B | 6.08B | 6.05B | 7.73B | 13.93B | 12.66B | 14.99B | 16.61B | 15.29B | 13.77B | 14.19B | |||||
| Price to FCFP/FCF | 6.93 | 25.57 | 47.51 | 13.83 | 8.86 | 3.79 | 9.74 | 8.57 | 24.51 | 4.95 | 8.51 | 6.25 | 23.62 | 28.06 | 35.81 | 13.30 | 27.38 | 11.10 | |||||||
| EV to FCF | 6.14 | -5.64 | -17.51 | -17.80 | -13.38 | -14.98 | -7.67 | -2.85 | -3.45 | -9.86 | -11.47 | -0.59 | 3.17 | -9.12 | -6.82 | 2.21 | 230.13 | 1.37 | |||||||
| EV to CFO | 6.16 | -5.64 | -17.73 | -18.21 | -15.13 | -14.29 | -7.77 | -3.53 | -3.69 | -9.98 | -11.86 | -0.58 | 3.21 | -9.53 | -7.06 | 2.26 | 235.75 | 1.39 | |||||||
| Return Ratios | |||||||||||||||||||||||||
| Return on Sales [ROS]ROS | -1.61% | 34.89% | 20.14% | 430.11% | 232.37% | 14.28% | 33.25% | 22.49% | 28.81% | 23.64% | 23.10% | 38.53% | 42.57% | 22.76% | 53.97% | 48.40% | 50.44% | 47.81% | 87.92% | 50.77% | |||||
| Return on Invested Capital [ROIC]ROIC | 67.45% | 41.69% | 51.21% | 239.29% | 171.64% | 139.61% | 105.79% | 46.44% | 31.03% | 29.36% | 21.34% | 17.38% | 36.29% | 33.61% | 44.80% | 40.00% | 33.75% | 2.58% | 3.19% | ||||||
| Return on Assets [ROA]ROA | 55.93% | -0.43% | 0.59% | 4.34% | 8.39% | 9.16% | 8.16% | 3.02% | 1.08% | 2.37% | 2.14% | 0.64% | 0.30% | 0.93% | 0.31% | 1.01% | 1.68% | 0.69% | 0.54% | 0.20% |