BNT vs. EG: Brookfield Wealth vs. Everest Stock Comparison

Company Profile

Brookfield Wealth (BNT) and Everest (EG) both belong to the Insurance industry, though BNT is classified under Life & Health Insurance while EG falls under Reinsurance.

Everest (EG) has more than two decades of public-market history since October 3, 1995, whereas Brookfield Wealth (BNT) listed on June 28, 2021 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Brookfield Wealth (BNT) has an aggressive beta of 1.57, indicating higher sensitivity to broad-market moves, while Everest (EG) is defensive at 0.23 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Everest (EG) at 12.77% is around its peer norm for ROE, while Brookfield Wealth (BNT) at 1.05% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.

Everest (EG) at 11.68% keeps about the industry-typical share of revenue as profit, while Brookfield Wealth (BNT) at 1.06% retains only a bottom-quartile share.

Neither side reports a meaningful operating margin: for Brookfield Wealth (BNT) in Insurance and Everest (EG) in Insurance, funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

Both Brookfield Wealth (BNT) at -20.37% and Everest (EG) at 0.83% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.

Everest (EG) at 18.94% is around its peer norm for EPS growth, while Brookfield Wealth (BNT) at -53.90% drops into the bottom quartile, signaling weaker earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Brookfield Wealth (BNT) in Insurance and Everest (EG) in Insurance both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: Brookfield Wealth (BNT) in Insurance and Everest (EG) in Insurance run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

Both Brookfield Wealth (BNT) at 0.62% and Everest (EG) at 1.91% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both Brookfield Wealth (BNT) at 30.95% and Everest (EG) at 16.81% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

Everest (EG) at 8.64 sits in the cheaper P/E ratio quartile, while Brookfield Wealth (BNT) at 49.19 trades above its peer range — a wide earnings-valuation gap relative to industry peers.

On P/S ratio, both Brookfield Wealth (BNT) at 0.96 and Everest (EG) at 0.94 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

Relative to net asset value, both Brookfield Wealth (BNT) at 0.84 and Everest (EG) at 1.08 look inexpensive, sitting in the lower P/B ratio quartile of their industries.

Valuation Metrics