Discounted Cash Flow

Brookfield Wealth Solutions Ltd. Foreign

BNT · Based on 10 years of SEC filings

Average annual growth rates

Metric 10-Year 5-Year 3-Year
Sales
Free Cash Flow
Average (FCF & NI)
Net Income

Average annual growth is the mean year-over-year change across each period.

Endpoint CAGR (better for long term trend)

Metric 10-Year 5-Year 3-Year
Sales
Free Cash Flow
Average (FCF & NI)
Net Income

Endpoint CAGR is the compound annual rate from the first to last year in each period.

Projections use average year-over-year growth. Change this in Settings.

Projected growth rate

Free cash flow growth
10-year: — 5-year: — 3-year: —
Averaged growth (FCF & NI)
10-year: — 5-year: — 3-year: —
Net income growth
10-year: — 5-year: — 3-year: —
Sales growth (not added to calculations)
10-year: — 5-year: — 3-year: —

Click a greyed-out slider to switch metrics. Slide between the 10-year, 5-year, and 3-year historic growth rates for FCF, net income, or their average.

%
%

Historical inputs (10 fiscal years)

YEAR Sales Net Income Free Cash Flow Net Margin EPS (diluted)
2019 $382.0m $6.0m $6.0m 1.6% $67.72
2020 $514.0m (34.6%) $2.0m (-66.7%) $399.0m (6550.0%) 0.4% (-75.2%) $18.92 (-72.1%)
2021 $7.3b (1328.8%) $-42.0m (-2200.0%) $1.6b (296.2%) -0.6% (-247.0%) $-4.92 (-126.0%)
2022 $5.1b (-30.5%) $560.0m (1433.3%) $107.0m (-93.2%) 11.0% (2019.6%) $13.75 (379.5%)
2023 $7.0b (37.6%) $814.0m (45.4%) $1.5b (1308.4%) 11.6% (5.6%) $10.51 (-23.6%)
2024 $14.1b (100.9%) $1.2b (49.0%) $4.6b (203.2%) 8.6% (-25.8%) $8.69 (-17.3%)
2025 $11.6b (-17.5%) $967.0m (-20.3%) $2.6b (-42.8%) 8.3% (-3.4%) $3.35 (-61.4%)

Base FCF: (latest fiscal year)

Discount rate: %

Terminal growth:

Projection period: years

Alt A decline yrs:

Alt B total yrs:

Values abbreviated: b = billions, m = millions, k = thousands.

Projected cash flows

Year Projected cash flow Discount Factor Present Value

PV of projected FCF:

Terminal FCF:

Terminal value:

PV of terminal value:

Enterprise value (DCF):

DCF price per share:

Current price:

Alternative DCF Models

Model Fair Value Upside PV(FCFs) PV(Terminal) Total Years
Standard (10yr→TV) 10 + TV
Alt A (Gradual Decline)
Alt B (30yr Hard Stop) N/A

This is a simplified DCF model for illustration. It uses reported free cash flow, a single growth assumption, fixed WACC, and a Gordon Growth terminal value. It is not investment advice.

+ 10YR Financials Balance Sheet (10YR) Cash Flow (10YR) DCF Model