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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

$3.51B

EPS (TTM)

$7.82

PE Ratio

7.82

Total Revenue (TTM)

$6.91B

Gross Profit (TTM)

$4.74B

EBITDA (TTM)

$163.00M

Year Range

$40.00 - $64.12

Target Price

$60.38

Short %

3.67%

Short Ratio

1.37

Share Price Chart


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Compare to other instruments

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Brighthouse Financial, Inc.

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Performance

Performance Chart


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S&P 500

Returns By Period

Brighthouse Financial, Inc. (BHF) returned 21.42% year-to-date (YTD) and 30.67% over the past 12 months.


BHF

YTD

21.42%

1M

19.55%

6M

16.66%

1Y

30.67%

3Y*

8.34%

5Y*

15.12%

10Y*

N/A

^GSPC (Benchmark)

YTD

-0.63%

1M

13.31%

6M

-1.23%

1Y

9.83%

3Y*

14.42%

5Y*

14.61%

10Y*

10.64%

*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%0.40%0.19%21.42%
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 75, 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 7575
Overall Rank
The Sharpe Ratio Rank of BHF is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of BHF is 7070
Sortino Ratio Rank
The Omega Ratio Rank of BHF is 7171
Omega Ratio Rank
The Calmar Ratio Rank of BHF is 7777
Calmar Ratio Rank
The Martin Ratio Rank of BHF is 7878
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 Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Brighthouse Financial, Inc. Sharpe ratios as of May 22, 2025 (values are recalculated daily):

  • 1-Year: 0.70
  • 5-Year: 0.35
  • All Time: -0.05

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Brighthouse Financial, Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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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.


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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 76.93%, occurring on Mar 20, 2020. The portfolio has not yet recovered.

The current Brighthouse Financial, Inc. drawdown is 16.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.93%Jul 19, 2017672Mar 20, 2020

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.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Brighthouse Financial, Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -8.4%.


-5.000.005.0020212022202320242025
4.17
4.55
Actual
Estimate

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

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 7.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

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

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 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

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 0.7. 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