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

Company Info

ISIN

US10922N1037

CUSIP

10922N103

Sector

Financial Services

IPO Date

Jul 17, 2017

Highlights

Market Cap

$3.69B

EPS (TTM)

$4.88

PE Ratio

12.90

Total Revenue (TTM)

$3.52B

Gross Profit (TTM)

$3.73B

EBITDA (TTM)

-$413.00M

Year Range

$40.00 - $64.12

Target Price

$61.00

Short %

2.83%

Short Ratio

1.69

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BHF vs. KMI
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.


-10.00%0.00%10.00%20.00%30.00%40.00%SeptemberOctoberNovemberDecember2025February
39.70%
9.82%
BHF (Brighthouse Financial, Inc.)
Benchmark (^GSPC)

Returns By Period

Brighthouse Financial, Inc. had a return of 28.79% year-to-date (YTD) and 29.44% in the last 12 months.


BHF

YTD

28.79%

1M

20.16%

6M

39.69%

1Y

29.44%

5Y*

6.08%

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*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%28.79%
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 71, 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 7171
Overall Rank
The Sharpe Ratio Rank of BHF is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of BHF is 6969
Sortino Ratio Rank
The Omega Ratio Rank of BHF is 6969
Omega Ratio Rank
The Calmar Ratio Rank of BHF is 7373
Calmar Ratio Rank
The Martin Ratio Rank of BHF is 7272
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.


Sharpe ratio
The chart of Sharpe ratio for BHF, currently valued at 0.84, compared to the broader market-2.000.002.000.841.74
The chart of Sortino ratio for BHF, currently valued at 1.43, compared to the broader market-4.00-2.000.002.004.006.001.432.36
The chart of Omega ratio for BHF, currently valued at 1.19, compared to the broader market0.501.001.502.001.191.32
The chart of Calmar ratio for BHF, currently valued at 0.72, compared to the broader market0.002.004.006.000.722.62
The chart of Martin ratio for BHF, currently valued at 2.92, compared to the broader market-10.000.0010.0020.0030.002.9210.69
BHF
^GSPC

The current Brighthouse Financial, Inc. Sharpe ratio is 0.84. 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 Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.84
1.74
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.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-11.61%
-0.43%
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 11.61%.


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 16.44%, 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%SeptemberOctoberNovemberDecember2025February
16.44%
3.01%
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 assessment of the market value of Brighthouse Financial, Inc. compared to its peers in the Insurance - Life industry.


PE Ratio
20.040.060.080.0100.012.9
The chart displays the price to earnings (P/E) ratio for BHF in comparison to other companies of the Insurance - Life industry. Currently, BHF has a PE value of 12.9. This PE ratio falls in the average range for the industry.
PEG Ratio
0.51.01.52.02.53.00.0
The chart displays the price to earnings to growth (PEG) ratio for BHF in comparison to other companies of the Insurance - Life industry. Currently, BHF has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Brighthouse Financial, Inc..


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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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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