Brookfield Wealth Solutions Ltd. key statistics and ratios

In fiscal 2025, Brookfield Wealth Solutions Ltd. had return on equity of 5.6%, a net margin of 7.4% and debt equal to 0.0% of equity. Each ratio below is calculated from the figures on its income statement, balance sheet and cash flow pages.

Financial ratios

US$ thousands unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Brookfield Wealth Solutions Ltd.: financial ratios, annual
Fiscal year	2021Dec 2021	2022Dec 2022	2023Dec 2023	2024Dec 2024	2025Dec 2025
Net margin	−10.8%	9.8%	9.9%	8.1%	7.4%
Free-cash-flow margin	162.1%	14.0%	19.8%	32.1%	21.9%
Return on equity	−8.3%	28.6%	17.4%	11.9%	5.6%
Return on assets	−1.0%	1.6%	1.3%	1.1%	0.6%
Asset turnover	0.09	0.16	0.13	0.14	0.08
Debt to equity	0.0%	0.0%	0.0%	0.0%	0.0%
Effective tax rate	—	5.8%	2.1%	−2.8%	10.8%
Capital spending as % of revenue	0.1%	0.5%	2.0%	0.3%	0.6%
Free cash flow ÷ net income	—	143.2%	201.5%	396.6%	294.9%

Returns use average equity or assets over the year. Return on equity is left blank when equity is negative or so small that the ratio says nothing (above ±200%); interest cover is left blank above 200 times. Price-based ratios such as P/E are on the valuation page.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

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Figures from Brookfield Wealth Solutions Ltd.'s SEC filings (10-K and 10-Q). How we read and check them: methodology and data sources. Not investment advice. Back to Brookfield Wealth Solutions Ltd.