BNT

Brookfield Wealth Solutions Ltd.

There isn't enough reported data to score BNT yet.

MS

Morgan Stanley

62
Fundamentals71/ 100
Valuation48/ 100
Upside potential73/ 100
Risk potential11/ 100

MS's fundamentals are strong: revenue grew 16% and earnings per share grew 29%. At 15x earnings, it's trading in line with its usual 14x. Analysts expect earnings growth.

BNT Fundamentals

MetricStatus
Unavailable
Stable
N/A
N/A

BNT's profitability is currently stable. There isn't enough data to rate its revenue. Free cash flow and net leverage aren't meaningful measures for financial services companies like BNT.

MS Fundamentals

MetricStatus
Healthy
Strong
N/A
N/A

MS's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like MS.

BNT PE Valuation

CHEAPFAIREXPENSIVE39x79x118x158x
CHEAPFAIREXPENSIVE39x79x118x158x
LevelPEPriceVs current
Cheap2.4x$7.32-82%
Fair5.8x$17.92-57%
Current13x$41.21—
Expensive14x$44.01+6.8%

Historical ranges are pointers, not guarantees.

BNT's PE is 13x, but its earnings don't support one, so it isn't a reliable read right now.

MS PE Valuation

CHEAPFAIREXPENSIVE5.5x11x17x22x
CHEAPFAIREXPENSIVE5.5x11x17x22x
LevelPEPriceVs current
Cheap11x$134-29%
Fair14x$178-5.7%
Forward14x$189—
Current15x$189—
Expensive18x$223+18%

Historical ranges are pointers, not guarantees.

MS has the edge over BNT in the historical PE scenario, which offers more potential upside but is not a forecast.

BNT Forward outlook

There aren't enough analyst estimates for BNT to show an outlook.

MS Forward outlook

MetricOutlook
Improving
Growth
Growth
Improving
Limited
Moderate

Analysts expect earnings and revenue growth for MS, with profitability improving.

BNT Risk to reward

ScenarioChangePrice
UpsideUnknown—
DownsideUnknown—

Calculated from the latest close: $41.21 on Nov 12.

There is not enough scenario data to compare BNT and MS's risk to reward.

MS Risk to reward

ScenarioChangePrice
Upside+29%$243.85
Downside-11%$168.44

Calculated from the latest close: $189.17 on Nov 12.

There is not enough scenario data to compare BNT and MS's risk to reward.

BNT Earnings Per Share

Q4 2020: $0.05Q4 2021: $-2.70Q4 2022: $10.45Q2 2023: $10.49Q4 2023: $7.01Q2 2024: $6.88Q4 2024: $5.79Q2 2025: $3.11Q4 2025: $3.07
Q4 2020: $0.05Q4 2021: $-2.70Q4 2022: $10.45Q2 2023: $10.49Q4 2023: $7.01Q2 2024: $6.88Q4 2024: $5.79Q2 2025: $3.11Q4 2025: $3.07
QuarterTTM EPSYoY
Q4 2025$3.07-47%
Q2 2025$3.11-55%
Q4 2024$5.79-17%
Q2 2024$6.88-34%
Q4 2023$7.01-33%
Q4 2022$10.45+$13.15
Q4 2021-$2.70-5500%

BNT's earnings per share have fallen from their peak: $3.07 over the past year, against $10.49 in mid-2023.

MS Earnings Per Share

Q4 2023: $5.18Q1 2024: $5.50Q2 2024: $6.08Q3 2024: $6.58Q4 2024: $7.95Q1 2025: $8.53Q2 2025: $8.84Q3 2025: $9.76Q4 2025: $10.21Q1 2026: $11.04Q2 2026: $12.37Q3 2026: $12.60Forward: $13.39
Q4 2023: $5.18Q1 2024: $5.50Q2 2024: $6.08Q3 2024: $6.58Q4 2024: $7.95Q1 2025: $8.53Q2 2025: $8.84Q3 2025: $9.76Q4 2025: $10.21Q1 2026: $11.04Q2 2026: $12.37Q3 2026: $12.60Forward: $13.39
QuarterTTM EPSYoY
Forward$13.39+6.3%
Q3 2026$12.60+29%
Q2 2026$12.37+40%
Q1 2026$11.04+29%
Q4 2025$10.21+28%
Q3 2025$9.76+48%
Q2 2025$8.84+45%
Q1 2025$8.53+55%
Q4 2024$7.95+53%

MS has the edge over BNT in the latest year-over-year earnings comparison.

BNT Quarterly Revenue

Q2 2020: $77MQ3 2020: $114MQ4 2020: $333MQ4 2021: $7.3BQ2 2022: $1.6BQ4 2022: $3.5BQ2 2023: $3.2BQ4 2023: $3.8BQ2 2024: $5.4BQ4 2024: $8.7BQ2 2025: $5.7BQ4 2025: $6B
Q2 2020: $77MQ3 2020: $114MQ4 2020: $333MQ4 2021: $7.3BQ2 2022: $1.6BQ4 2022: $3.5BQ2 2023: $3.2BQ4 2023: $3.8BQ2 2024: $5.4BQ4 2024: $8.7BQ2 2025: $5.7BQ4 2025: $6B
QuarterRevenueYoY
Q4 2025$6B-31%
Q2 2025$5.7B+5%
Q4 2024$8.7B+131%
Q2 2024$5.4B+66%
Q4 2023$3.8B+7.4%
Q2 2023$3.2B+105%
Q4 2022$3.5B-52%
Q4 2021$7.3B+2104%

BNT has the edge over MS in the latest year-over-year revenue comparison.

MS Quarterly Revenue

Q4 2023: $12.9BQ1 2024: $15.1BQ2 2024: $15BQ3 2024: $15.4BQ4 2024: $16.2BQ1 2025: $17.7BQ2 2025: $16.8BQ3 2025: $18.2BQ4 2025: $17.9BQ1 2026: $20.6BQ2 2026: $21.3BQ3 2026: $20.3B
Q4 2023: $12.9BQ1 2024: $15.1BQ2 2024: $15BQ3 2024: $15.4BQ4 2024: $16.2BQ1 2025: $17.7BQ2 2025: $16.8BQ3 2025: $18.2BQ4 2025: $17.9BQ1 2026: $20.6BQ2 2026: $21.3BQ3 2026: $20.3B
QuarterRevenueYoY
Q3 2026$20.3B+12%
Q2 2026$21.3B+27%
Q1 2026$20.6B+16%
Q4 2025$17.9B+10%
Q3 2025$18.2B+18%
Q2 2025$16.8B+12%
Q1 2025$17.7B+17%
Q4 2024$16.2B+26%

MS's revenue has grown year over year for 14 quarters in a row: $20.3B last quarter, up 12% from the same quarter a year ago.

BNT Free Cash Flow

Q2 2020: $3MQ3 2020: $96MQ4 2020: $306MQ4 2021: --Q2 2022: --Q4 2022: --Q2 2023: $762MQ4 2023: $610MQ2 2024: $1.4BQ4 2024: $3.1BQ2 2025: $1BQ4 2025: $1.5B
Q2 2020: $3MQ3 2020: $96MQ4 2020: $306MQ4 2021: --Q2 2022: --Q4 2022: --Q2 2023: $762MQ4 2023: $610MQ2 2024: $1.4BQ4 2024: $3.1BQ2 2025: $1BQ4 2025: $1.5B
QuarterFree cash flowYoY
Q4 2025$1.5B-51%
Q2 2025$1B-28%
Q4 2024$3.1B+412%
Q2 2024$1.4B+85%

BNT's free cash flow was $7.1B over the past year, about four times what it generated the year before. Free cash flow isn't a meaningful measure for financial services companies like BNT.

MS Free Cash Flow

Q4 2023: −$17.8BQ1 2024: $4.4BQ2 2024: $2.5BQ3 2024: −$17.3BQ4 2024: $11.8BQ1 2025: −$24BQ2 2025: $11.8BQ3 2025: −$3.3BQ4 2025: −$2.4BQ1 2026: −$7.1BQ2 2026: −$2.7BQ3 2026: −$46B
Q4 2023: −$17.8BQ1 2024: $4.4BQ2 2024: $2.5BQ3 2024: −$17.3BQ4 2024: $11.8BQ1 2025: −$24BQ2 2025: $11.8BQ3 2025: −$3.3BQ4 2025: −$2.4BQ1 2026: −$7.1BQ2 2026: −$2.7BQ3 2026: −$46B
QuarterFree cash flowYoY
Q3 2026-$46B-$42.7B
Q2 2026-$2.7B-123%
Q1 2026-$7.1B+$16.9B
Q4 2025-$2.4B-120%
Q3 2025-$3.3B+$14B
Q2 2025$11.8B+368%
Q1 2025-$24B-650%
Q4 2024$11.8B+$29.6B

MS's free cash flow was −$58.3B over the past year, against −$3.7B the year before. Free cash flow isn't a meaningful measure for financial services companies like MS.

BNT Total Shares

Q2 2020: 28MQ3 2020: 28MQ4 2020: 28MQ4 2021: 16MQ2 2022: 39MQ2 2023: 62MQ2 2024: 166MQ4 2024: 189MQ2 2025: 303MQ4 2025: 224M
Q2 2020: 28MQ3 2020: 28MQ4 2020: 28MQ4 2021: 16MQ2 2022: 39MQ2 2023: 62MQ2 2024: 166MQ4 2024: 189MQ2 2025: 303MQ4 2025: 224M
PeriodChange %Net change
Quarterly-26%-79.4M shares
1 year+263%+162M shares

BNT has 224M diluted shares, up 263% from a year ago.

MS Total Shares

Q4 2023: 1.6BQ1 2024: 1.6BQ2 2024: 1.6BQ3 2024: 1.6BQ4 2024: 1.6BQ1 2025: 1.6BQ2 2025: 1.6BQ3 2025: 1.6BQ4 2025: 1.6BQ1 2026: 1.6BQ2 2026: 1.6BQ3 2026: 1.6B
Q4 2023: 1.6BQ1 2024: 1.6BQ2 2024: 1.6BQ3 2024: 1.6BQ4 2024: 1.6BQ1 2025: 1.6BQ2 2025: 1.6BQ3 2025: 1.6BQ4 2025: 1.6BQ1 2026: 1.6BQ2 2026: 1.6BQ3 2026: 1.6B
PeriodChange %Net change
Quarterly-0.2%-3M shares
1 year-1.5%-24M shares
3 years-4.7%-77M shares
5 years-14%-246M shares
Available history-4.5%-74M shares

MS has the edge over BNT on shareholder dilution, with a more favorable share count trend.

BNT Net Leverage

Q4 2020: -16.4xQ4 2022: 0.0x
Q4 2020: -16.4xQ4 2022: 0.0x
QuarterNet LeverageStatus
Q4 20220.0xVery low
Q4 2020-16.4xNet Cash

BNT's net debt is less than a year of its operating earnings (EBITDA). Net leverage isn't a meaningful measure for financial services companies like BNT.

MS Net Leverage

Q4 2023: 10.7xQ1 2024: 9.8xQ2 2024: 9.8xQ3 2024: 10.2xQ4 2024: 7.9xQ1 2025: 8.7xQ2 2025: 8.7xQ3 2025: 8.4xQ4 2025: 8.6xQ1 2026: 8.2xQ2 2026: 7.3xQ3 2026: 7.8x
Q4 2023: 10.7xQ1 2024: 9.8xQ2 2024: 9.8xQ3 2024: 10.2xQ4 2024: 7.9xQ1 2025: 8.7xQ2 2025: 8.7xQ3 2025: 8.4xQ4 2025: 8.6xQ1 2026: 8.2xQ2 2026: 7.3xQ3 2026: 7.8x
QuarterNet LeverageStatus
Q3 20267.8xHigh
Q2 20267.3xHigh
Q1 20268.2xHigh
Q4 20258.6xHigh
Q3 20258.4xHigh
Q2 20258.7xHigh
Q1 20258.7xHigh
Q4 20247.9xHigh

MS's net debt is about 7.8 years of its operating earnings (EBITDA), down from 8.4 years a year ago. Net leverage isn't a meaningful measure for financial services companies like MS.

BNT Weekly Momentum

MetricValueStatus
RSI51.1Neutral
Stochastic46.9Neutral

BNT's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).

MS Weekly Momentum

MetricValueStatus
RSI45.0Neutral
Stochastic18.7Oversold

MS's weekly RSI is 45 (neutral) and its Stochastic is 19 (oversold).

BNT PE vs Financial Services Sector

MetricBNTSector medianRelative
PE13x13x3% above
PE %74668 pts above

BNT has the edge over MS on valuation relative to its sector.

MS PE vs Financial Services Sector

MetricMSSector medianRelative
PE15x13x15% above
PE %59634 pts below

MS is trading at 15x earnings, a 15% premium to the Financial Services sector's median of 13x.

BNT Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$38.47.4% above
20 week MA$40.51.7% above
50 week MA$43.24.7% below
100 week MA$41.91.7% below
200 week MA$34.320% above

BNT's trend is mixed: it's above three of its five weekly moving averages, and 20% above its 200-week average.

MS Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$186.51.5% above
20 week MA$203.36.9% below
50 week MA$191.91.4% below
100 week MA$164.915% above
200 week MA$129.346% above

MS's trend is mixed: it's above three of its five weekly moving averages, and 46% above its 200-week average.

BNT Yearly ROI

YearStart priceEnd priceROI
2021$35.0$40.9+17%
2022$40.9$21.1-48%
2023$21.1$26.9+27%
2024$26.9$37.9+41%
2025$37.9$46.8+23%
2026 YTD$46.8$41.2-12%

BNT has finished higher in four of the last five years. It's down 12% so far in 2026.

MS Yearly ROI

YearStart priceEnd priceROI
2020$51.1$68.1+33%
2021$68.1$99.3+46%
2022$99.3$86.1-13%
2023$86.1$93.3+8.3%
2024$93.3$126.8+36%
2025$126.8$181.9+43%
2026 YTD$181.9$189.2+4%

MS has the edge over BNT on returns for 2026, with the stronger performance.

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