Brookfield Wealth Solutions (FRA:9JG) ROE % Adjusted to Book Value: -21.43% (As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

FRA:9JG Brookfield Wealth Solutions Ltd FRA:9JG
72 GF Score
Price €38.80
GF Value €32.78
! 8 Warning Signs
View Full Analysis

What is Brookfield Wealth Solutions ROE % Adjusted to Book Value?

Brookfield Wealth Solutions FRA:9JG +1.57% 72 ROE % Adjusted to Book Value is -21.43% as of Mar. 2026. GuruFocus rates FRA:9JG with a GF Score™ of 72/100 and a GF Value™ of €32.78. The stock has 8 warning signs investors should review.

Brookfield Wealth Solutions's ROE % for the quarter that ended in Mar. 2026 was -14.36%. Brookfield Wealth Solutions's PB Ratio for the quarter that ended in Mar. 2026 was 0.67. Brookfield Wealth Solutions's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was -21.43%.


Brookfield Wealth Solutions ROE % Adjusted to Book Value Related Terms


Brookfield Wealth Solutions ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Brookfield Wealth Solutions's ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Brookfield Wealth Solutions ROE % Adjusted to Book Value Chart

Brookfield Wealth Solutions Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial 0.00 36.35 22.13 19.03 6.90

Brookfield Wealth Solutions Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -18.73 22.27 21.38 0.27 -21.43

FRA:9JG vs BRK.A, AIG, HIG: ROE % Adjusted to Book Value Comparison

For the Insurance - Diversified subindustry, Brookfield Wealth Solutions's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Brookfield Wealth Solutions ROE % Adjusted to Book Value vs Insurance Industry

For the Insurance industry and Financial Services sector, Brookfield Wealth Solutions's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Brookfield Wealth Solutions's ROE % Adjusted to Book Value falls into.


FRA:9JG
72GF Score
Brookfield Wealth Solutions Ltd FRA:9JG
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Brookfield Wealth Solutions ROE % Adjusted to Book Value Calculation

Brookfield Wealth Solutions's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=4.90% / 0.71
=6.90%

Brookfield Wealth Solutions's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=-14.36% / 0.67
=-21.43%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROE % Adjusted to Book Value of -21.43% mean?
Brookfield Wealth Solutions (FRA:9JG) has a ROE % Adjusted to Book Value of -21.43% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Brookfield Wealth Solutions and its competitors.
Is Brookfield Wealth Solutions' ROE % Adjusted to Book Value too high?
Brookfield Wealth Solutions' current ROE % Adjusted to Book Value is -21.43%. Overall, Brookfield Wealth Solutions has a GF Score™ of 72/100, reflecting its overall financial health beyond just this single metric.
How does Brookfield Wealth Solutions' ROE % Adjusted to Book Value compare to BRK.A and AIG?
Brookfield Wealth Solutions' ROE % Adjusted to Book Value of -21.43% can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Insurance company?
A good ROE % Adjusted to Book Value depends on the Insurance industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Brookfield Wealth Solutions and its competitors. Brookfield Wealth Solutions's current ROE % Adjusted to Book Value is -21.43%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Brookfield Wealth Solutions stock overvalued right now?
Brookfield Wealth Solutions (FRA:9JG) has a current ROE % Adjusted to Book Value of -21.43%. The stock's GF Value™ is €32.78, compared to a current price of €38.80 — trading 18.4% above its estimated fair value. The current ROE % Adjusted to Book Value is -21.43%. Brookfield Wealth Solutions' overall GF Score™ is 72/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Brookfield Wealth Solutions (FRA:9JG), the current ROE % Adjusted to Book Value is -21.43% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Brookfield Wealth Solutions (FRA:9JG) Overvalued in 2026?

Based on GuruFocus' analysis, Brookfield Wealth Solutions stock appears to be overvalued. The current stock price of €38.80 is trading 18.4% above its estimated GF Value™ of €32.78.

Key valuation signals for FRA:9JG:

  • ROE % Adjusted to Book Value: -21.43%
  • GF Value™: €32.78 vs. price of €38.80 (18.4% above fair value)
  • GF Score™: 72/100 with 8 warning signs

No single metric tells the full story. See the FRA:9JG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Brookfield Wealth Solutions Business Description

Other Exchanges BNT:USABNT:Canada
Address 94 Pitts Bay Road, Ideation House, First Floor, Pembroke, BMU, HM08
Brookfield Wealth Solutions Ltd, formerly Brookfield Reinsurance Ltd operates a capital solutions business providing insurance and reinsurance services to individuals and institutions. Through its subsidiary, the company offers a broad range of insurance products and services, including life insurance and annuities, and personal and commercial property and casualty insurance. The Company's reporting segments are Annuities, P&C, Life Insurance and Corporate and Other. Majority revenue is generated from Annuities segment followed by P&C.
72GF Score

Get the complete analysis for FRA:9JG

ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€38.80
Price
€32.78
GF Value