BNT vs. WRB: Brookfield Wealth vs. W. R. Berkley Stock Comparison

Company Profile

Brookfield Wealth (BNT) and W. R. Berkley (WRB) both belong to the Insurance industry, though BNT is classified under Life & Health Insurance while WRB falls under Property & Casualty Insurance.

W. R. Berkley (WRB) has more than two decades of public-market history since October 23, 1973, 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 W. R. Berkley (WRB) is defensive at 0.21 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

W. R. Berkley (WRB) trades around 2.52M shares per day on average, while Brookfield Wealth (BNT) sees only 15.15K — a volume gap that can matter for position sizing, exit liquidity, and order execution.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

W. R. Berkley (WRB) at 19.26% 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.

W. R. Berkley (WRB) at 12.53% 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 W. R. Berkley (WRB) in Insurance, funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

W. R. Berkley (WRB) at 6.93% is around its peer norm for revenue growth, while Brookfield Wealth (BNT) at -20.37% drops into the bottom quartile, signaling weaker demand or pricing momentum.

W. R. Berkley (WRB) at 2.06% 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 W. R. Berkley (WRB) 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 W. R. Berkley (WRB) 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 W. R. Berkley (WRB) at 0.49% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both Brookfield Wealth (BNT) at 30.95% and W. R. Berkley (WRB) at 8.03% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

W. R. Berkley (WRB) at 15.90 is near its industry’s usual P/E ratio, while Brookfield Wealth (BNT) at 49.19 sits above its peer range — an unusually expensive price for BNT’s trailing earnings.

On P/S ratio, both Brookfield Wealth (BNT) at 0.96 and W. R. Berkley (WRB) at 1.88 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

Brookfield Wealth (BNT) at 0.84 looks cheap against book in the lower P/B ratio quartile, while W. R. Berkley (WRB) at 3.04 carries a premium in the upper quartile — a clear price-to-book gap.

Valuation Metrics