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Brighthouse Financial, Inc. (BHF)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US10922N1037

CUSIP

10922N103

IPO Date

Jul 17, 2017

Highlights

Market Cap

$3.13B

EPS (TTM)

$4.64

PE Ratio

11.61

Total Revenue (TTM)

$4.52B

Gross Profit (TTM)

$4.74B

EBITDA (TTM)

$163.00M

Year Range

$40.00 - $64.12

Target Price

$59.33

Short %

3.09%

Short Ratio

1.46

Share Price Chart


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Compare to other instruments

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Brighthouse Financial, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%50.00%100.00%150.00%NovemberDecember2025FebruaryMarchApril
-21.90%
124.68%
BHF (Brighthouse Financial, Inc.)
Benchmark (^GSPC)

Returns By Period

Brighthouse Financial, Inc. had a return of 13.80% year-to-date (YTD) and 11.50% in the last 12 months.


BHF

YTD

13.80%

1M

-7.48%

6M

15.31%

1Y

11.50%

5Y*

19.61%

10Y*

N/A

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of BHF, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202528.46%-3.89%-2.23%-5.73%13.80%
2024-2.17%-10.08%10.72%-6.38%-7.75%-2.63%15.07%-7.96%-1.90%5.04%10.51%-8.09%-9.22%
20239.75%2.77%-23.72%0.20%-8.91%17.61%10.10%-4.74%-1.45%-7.44%14.86%1.71%3.22%
20225.12%-4.02%-1.15%-0.58%-4.36%-16.49%5.85%9.51%-8.69%31.44%-2.33%-8.02%-1.02%
2021-2.33%12.81%10.93%5.74%4.00%-6.41%-5.45%13.70%-7.62%11.05%-3.23%6.56%43.07%
2020-0.84%-7.87%-32.56%6.37%15.56%-6.36%1.87%7.13%-11.36%23.00%6.04%3.15%-7.71%
201922.51%3.70%-6.28%15.16%-15.08%3.38%6.76%-9.98%14.78%-6.70%9.00%-4.69%28.71%
20189.58%-15.55%-5.29%-1.21%-7.23%-14.94%8.39%-4.42%6.58%-10.42%1.59%-24.29%-48.02%
2017-5.71%-13.53%6.54%2.27%-5.45%-0.26%-16.23%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BHF is 60, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BHF is 6060
Overall Rank
The Sharpe Ratio Rank of BHF is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of BHF is 5656
Sortino Ratio Rank
The Omega Ratio Rank of BHF is 5757
Omega Ratio Rank
The Calmar Ratio Rank of BHF is 6363
Calmar Ratio Rank
The Martin Ratio Rank of BHF is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Brighthouse Financial, Inc. (BHF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for BHF, currently valued at 0.21, compared to the broader market-2.00-1.000.001.002.003.00
BHF: 0.21
^GSPC: 0.46
The chart of Sortino ratio for BHF, currently valued at 0.62, compared to the broader market-6.00-4.00-2.000.002.004.00
BHF: 0.62
^GSPC: 0.77
The chart of Omega ratio for BHF, currently valued at 1.09, compared to the broader market0.501.001.502.00
BHF: 1.09
^GSPC: 1.11
The chart of Calmar ratio for BHF, currently valued at 0.23, compared to the broader market0.001.002.003.004.005.00
BHF: 0.23
^GSPC: 0.47
The chart of Martin ratio for BHF, currently valued at 0.84, compared to the broader market-5.000.005.0010.0015.0020.00
BHF: 0.84
^GSPC: 1.94

The current Brighthouse Financial, Inc. Sharpe ratio is 0.21. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Brighthouse Financial, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.21
0.46
BHF (Brighthouse Financial, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Brighthouse Financial, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-21.90%
-10.07%
BHF (Brighthouse Financial, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Brighthouse Financial, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Brighthouse Financial, Inc. was 76.93%, occurring on Mar 20, 2020. The portfolio has not yet recovered.

The current Brighthouse Financial, Inc. drawdown is 21.90%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.93%Jul 19, 2017672Mar 20, 2020

Volatility

Volatility Chart

The current Brighthouse Financial, Inc. volatility is 26.28%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
26.28%
14.23%
BHF (Brighthouse Financial, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Brighthouse Financial, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Brighthouse Financial, Inc. is priced in the market compared to other companies in the Insurance - Life industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
BHF: 11.6
The chart displays the Price-to-Earnings (P/E) ratio for BHF, comparing it with other companies in the Insurance - Life industry. Currently, BHF has a P/E ratio of 11.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
0.51.01.52.02.53.0
BHF: 0.0
The chart shows the Price/Earnings to Growth (PEG) ratio for BHF compared to other companies in the Insurance - Life industry. BHF currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
BHF: 0.5
This chart shows the Price-to-Sales (P/S) ratio for BHF relative to other companies in the Insurance - Life industry. Currently, BHF has a P/S ratio of 0.5. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
2.04.06.08.0
BHF: 0.6
The chart illustrates the Price-to-Book (P/B) ratio for BHF in comparison with other companies in the Insurance - Life industry. Currently, BHF has a P/B value of 0.6. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items