- ISIN
- US10922N1037
- CUSIP
- 10922N103
- Sector
- Financial Services
- Industry
- Insurance - Life
- IPO Date
- Jul 17, 2017
Highlights
- Market Cap
- $3.56B
- Enterprise Value
- $1.80B
- EPS (TTM)
- -$1.69
- Total Revenue (TTM)
- $5.58B
- Gross Profit (TTM)
- $2.23B
- EBITDA (TTM)
- $942.00M
- Year Range
- $42.07 - $66.80
- Target Price
- $65.00
- ROA (TTM)
- -0.03%
- ROE (TTM)
- -1.17%
- Avg. Volume (1M)
- 562K
- Avg. Volume Value (1M)
- $36.13M
Share Price Chart
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Performance
BHF Performance Chart
Brighthouse Financial, Inc. (BHF) is down 4.5% since the beginning of the year. At $62 per share, BHF is trading 7.3% below its 52-week high of $67. Investors who bought $1,000 worth of BHF shares 5 years ago would now be looking at an investment worth $1,438.
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Returns By Period
Brighthouse Financial, Inc. (BHF) has returned -4.45% so far this year and 34.06% over the past 12 months.
Brighthouse Financial, Inc.
- 1D
- -2.43%
- 1M
- -3.28%
- 6M
- -3.36%
- YTD
- -4.45%
- 1Y
- 34.06%
- 3Y*
- 5.86%
- 5Y*
- 7.53%
- 10Y*
- —
- ALL TIME*
- -2.10%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
BHF Monthly Returns History
Based on dividend-adjusted daily data since Jul 17, 2017, BHF's average daily return is +0.04%, while the average monthly return is +0.37%. At this rate, an investment would double in approximately 15.6 years.
Historically, 47% of months were positive and 53% were negative. The best month was Oct 2022 with a return of +31.4%, while the worst month was Mar 2020 at -32.6%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BHF closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +29.3%, while the worst single day was Mar 16, 2020 at -22.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.13% | -6.37% | -0.17% | 3.97% | 0.47% | 1.20% | -2.20% | -4.45% | |||||
| 2025 | 28.46% | -3.89% | -2.23% | 0.40% | 2.73% | -10.10% | -11.01% | -1.23% | 12.31% | 7.52% | 14.86% | -1.16% | 34.87% |
| 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% |
| 2023 | 9.75% | 2.77% | -23.72% | 0.20% | -8.91% | 17.61% | 10.10% | -4.74% | -1.45% | -7.44% | 14.86% | 1.71% | 3.22% |
| 2022 | 5.12% | -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% |
Benchmark Metrics
Brighthouse Financial, Inc. has an annualized alpha of -12.18%, beta of 1.59, and R2 of 0.38 versus S&P 500 Index. Calculated based on daily prices since July 17, 2017.
- This stock participated in 125.38% of S&P 500 Index downside but only 66.07% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.38 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -12.18%
- Beta
- 1.59
- R²
- 0.38
- Upside Capture
- 66.07%
- Downside Capture
- 125.38%
Return for Risk
Risk / Return Rank
BHF ranks 75 for risk / return — above 75% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Brighthouse Financial, Inc. (BHF) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BHF | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.37 | 2.00 | -0.64 |
| Martin ratioReturn relative to average drawdown | 4.25 | 8.49 | -4.24 |
Dividends
Dividend History
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.
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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 78.47%, occurring on Mar 20, 2020. The portfolio has not yet recovered.
The current Brighthouse Financial, Inc. drawdown is 17.45%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-78.47%Mar 2020 | 2y 8mo | — | 9y 18dJul 2017 - now | COVID crash2020 |
Drawdown Indicators
| BHF | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.47% | -56.78% | -21.69% |
Max Drawdown (1Y)Largest decline over 1 year | -21.62% | -9.10% | -12.52% |
Max Drawdown (3Y)Largest decline over 3 years | -31.14% | -18.90% | -12.24% |
Max Drawdown (5Y)Largest decline over 5 years | -35.19% | -25.43% | -9.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -17.45% | -1.58% | -15.87% |
Average DrawdownAverage peak-to-trough decline | -37.06% | -10.70% | -26.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.97% | 2.14% | +4.83% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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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.
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.
PS Ratio
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 0.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
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 | — |
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