Discounted Cash Flow
Brookfield Wealth Solutions Ltd. Foreign
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Audit / VIE / HFCA: Financial-sector DCF: free cash flow for lenders/insurers includes loan principal and deposits, so FCF ≈ 5-10× net income and is not a valuation proxy; the model shows moderate/unstable predictability and the DCF can be 5-40× market cap (lender pattern).
Sourced live via DEF 14A beneficial_ownership (edgartools proxy) for US filers and 20-F risk_factors (“controls X% of voting power” + VIE/HFCA) for foreign ADRs — cached 12h. A concentrated holder can overrule the DCF’s minority-basis assumptions on dividends, issuance, and delisting.
Average annual growth rates
| Metric | 10-Year | 5-Year | 3-Year |
|---|---|---|---|
| Sales | — | — | — |
| Free Cash Flow | — | — | — |
| Average (FCF & NI) | — | — | — |
| Net Income | — | — | — |
| Dividends | — | — | — |
Endpoint CAGR (better for long term trend)
| Metric | 10-Year | 5-Year | 3-Year |
|---|---|---|---|
| Sales | — | — | — |
| Free Cash Flow | — | — | — |
| Average (FCF & NI) | — | — | — |
| Net Income | — | — | — |
Projected growth rate
—
Historical inputs (10 fiscal years)
| YEAR | Sales | Net Income | Free Cash Flow | Net Margin | EPS (diluted) |
|---|---|---|---|---|---|
| 2019 | $276.5m | $4.3m | $4.3m | 1.6% | $67.72 |
| 2020 | $372.0m (34.6%) | $1.4m (-66.7%) | $288.8m (6550.0%) | 0.4% (-75.2%) | $18.92 (-72.1%) |
| 2021 | $5.3b (1328.8%) | $-30.4m (-2200.0%) | $1.1b (296.2%) | -0.6% (-247.0%) | $-4.92 (-126.0%) |
| 2022 | $3.7b (-30.5%) | $405.3m (1433.3%) | $77.4m (-93.2%) | 11.0% (2019.6%) | $13.75 (379.5%) |
| 2023 | $5.1b (37.6%) | $589.2m (45.4%) | $1.1b (1308.4%) | 11.6% (5.6%) | $10.51 (-23.6%) |
| 2024 | $10.2b (100.9%) | $877.9m (49.0%) | $3.3b (203.2%) | 8.6% (-25.8%) | $8.69 (-17.3%) |
| 2025 | $8.4b (-17.5%) | $699.9m (-20.3%) | $1.9b (-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:
SEC filings report in CAD. Values above are converted to USD for comparison with the US-listed share price.
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): —
Net debt deduction: —
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.