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

Company Info

ISINUS10922N1037
CUSIP10922N103
SectorFinancial Services
IndustryInsurance—Life

Highlights

Market Cap$3.00B
EPS-$18.39
Revenue (TTM)$4.47B
Gross Profit (TTM)$1.90B
EBITDA (TTM)$2.22B
Year Range$39.24 - $56.25
Target Price$50.67
Short %2.86%
Short Ratio2.28

Share Price Chart


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Brighthouse Financial, Inc.

Popular comparisons: BHF vs. KMI

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%OctoberNovemberDecember2024FebruaryMarch
-26.87%
113.43%
BHF (Brighthouse Financial, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Brighthouse Financial, Inc. had a return of -3.27% year-to-date (YTD) and 20.67% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-3.27%10.04%
1 month9.26%3.53%
6 months6.42%22.79%
1 year20.67%32.16%
5 years (annualized)7.14%13.15%
10 years (annualized)N/A10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.17%-10.08%
2023-4.74%-1.45%-7.44%14.86%1.71%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Brighthouse Financial, Inc. (BHF) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BHF
Brighthouse Financial, Inc.
0.60
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Brighthouse Financial, Inc. Sharpe ratio is 0.60. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
0.60
2.76
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.


-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-26.87%
0
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 26.87%.


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 6.93%, 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%OctoberNovemberDecember2024FebruaryMarch
6.93%
2.82%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items