Company Analysis Brighthouse Financial, Inc.
1. Summary
Advantages
- Price (21.42 $) is less than fair price (29.54 $)
- Dividends (6.9%) are higher than the sector average (2.18%).
- The stock's return over the last year (-6.84%) is higher than the sector average (-26.38%).
Disadvantages
- Current debt level 2.96% has increased over 5 years from 1.92%.
- The company's current efficiency (ROE=-22.5%) is lower than the sector average (ROE=5.61%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Brighthouse Financial, Inc. | Financials | Index | |
|---|---|---|---|
| 7 days | 1% | 0.4% | -0.6% |
| 90 days | -9.1% | -32.9% | 4.6% |
| 1 year | -6.8% | -26.4% | 26.4% |
BHFAP vs Sector: Brighthouse Financial, Inc. has outperformed the "Financials" sector by 19.54% over the past year.
BHFAP vs Market: Brighthouse Financial, Inc. has significantly underperformed the market by -33.23% over the past year.
Stable price: BHFAP is not significantly more volatile than the rest of the market on "NASDAQ" over the last 3 months, with typical variations of +/- 5% per week.
Long period: BHFAP with weekly volatility of -0.1316% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (21.42 $) is lower than the fair price (29.54 $).
Price significantly below the fair price: The current price (21.42 $) is 37.9% lower than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (384.32) is higher than that of the sector as a whole (38.91).
P/E vs Market: The company's P/E (384.32) is higher than that of the market as a whole (49.04).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.2796) is lower than that of the sector as a whole (0.6287).
P/BV vs Market: The company's P/BV (0.2796) is lower than that of the market as a whole (3.17).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.3401) is lower than that of the sector as a whole (4.98).
P/S vs Market: The company's P/S indicator (0.3401) is lower than that of the market as a whole (10.24).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (-0.4768) is lower than that of the sector as a whole (40.84).
EV/Ebitda vs Market: The company's EV/Ebitda (-0.4768) is lower than that of the market as a whole (28.32).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 0.9811% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (0.9811%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-15.99%).
5.4. ROE
ROE vs Sector: The company's ROE (-22.5%) is lower than that of the sector as a whole (5.61%).
ROE vs Market: The company's ROE (-22.5%) is lower than that of the market as a whole (10.71%).
5.5. ROA
ROA vs Sector: The company's ROA (-0.4688%) is lower than that of the sector as a whole (5.48%).
ROA vs Market: The company's ROA (-0.4688%) is lower than that of the market as a whole (6.47%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.05%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.79%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 6.9% is higher than the average for the sector '2.18%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 6.9% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 6.9% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (1040%) are at an uncomfortable level.
8. Insider trades
8.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 15.11.2024 | Spehar Edward A. Officer |
Purchase | 50.98 | 363 233 | 7 125 |
| 11.10.2024 | Rosenthal John EVP & Chief Investment Officer |
Sale | 46.04 | 196 361 | 4 265 |
| 04.09.2024 | Rosenthal John Officer |
Purchase | 46.01 | 230 050 | 5 000 |
| 15.08.2024 | Spehar Edward A. EVP & Chief Financial Officer |
Sale | 41.74 | 297 398 | 7 125 |
| 10.07.2024 | Rosenthal John EVP & Chief Investment Officer |
Sale | 46 | 230 000 | 5 000 |
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