BNRE:NYE-Brookfield Reinsurance Ltd. (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 50.05

Change

-0.15 (-0.30)%

Market Cap

USD 6.87B

Volume

5.42K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Brookfield Reinsurance Ltd., through its subsidiaries, provides insurance and reinsurance services to individuals and institutions in the United States, Canada, and internationally. The company operates in three segments: Direct Insurance, Reinsurance, and Pension Risk Transfer (PRT). The Direct Insurance segment offers a range of insurance products and services including Whole, Universal, Variable Universal, and Credit Life insurance products; deferred, single premium immediate, and variable annuities; primary and excess casualty products, such as specialty casualty, construction defect, general liability, commercial multi-peril, workers compensation, product liability, environmental liability, and auto liability; professional liability including management, transaction, and errors and omissions liability; property insurance for homeowners and renters, inland marine, and auto physical damages; surety, animal mortality, and ocean marine insurance; and health insurance, credit insurance, and pension products. The Reinsurance segment provides reinsurance of annuity-based products, such as fixed, fixed index, and payout annuities. The PRT segment provides transfer by a corporate sponsor of the risks associated with the sponsorship and administration of a pension plan. The company was formerly known as Brookfield Asset Management Reinsurance Partners Ltd. and changed its name to Brookfield Reinsurance Ltd. in December 2022. Brookfield Reinsurance Ltd. was incorporated in 2020 and is headquartered in Pembroke, Bermuda. Address: Ideation House, Pembroke, Bermuda, HM08

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Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Insurance - Diversified

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ATH-PA Athene Holding Ltd

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WDH Waterdrop Inc ADR

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ATH-PB Athene Holding Ltd

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ATH-PD Athene Holding Ltd.

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ATH-PC Athene Holding Ltd

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ETFs Containing BNRE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 23.98% 75% C 88% B+
Dividend Return 0.54% 8% B- 10% F
Total Return 24.52% 69% C- 86% B+
Trailing 12 Months  
Capital Gain 41.30% 94% A 89% A-
Dividend Return 0.81% 8% B- 10% F
Total Return 42.12% 94% A 88% B+
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 11.96% 78% C+ 73% C
Dividend Return 12.20% 78% C+ 68% D+
Total Return 0.24% 14% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 15.95% 44% F 62% D
Risk Adjusted Return 76.51% 100% F 89% A-
Market Capitalization 6.87B 25% F 81% B-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Positive cash flow

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

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
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.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Revenue Growth

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