Brighthouse Financial Inc. Depositary Shares 6.6 N chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 132.70
Dividend & Yield1.65$ (6.77%)
Beta 1.37
Market capitalization 3.97B
Operating cash flow -837M
ESG Scores unknown

Company description

Brighthouse Financial, Inc. provides annuity and life insurance products in the United States. It operates through three segments: Annuities, Life, and Run-off. The Annuities segment offers variable, fixed, index-linked, and income annuities for contract holders' needs for protected wealth accumulation on a tax-deferred basis, wealth transfer, and income security. The Life segment provides term, universal, whole, and variable life policies for policyholders' needs for financial security and protected wealth transfer. The Run-off segment manages structured settlements, pension risk transfer contracts, certain company-owned life insurance policies, funding agreements, and universal life with secondary guarantees. The company was incorporated in 2016 and is based in Charlotte, North Carolina.

Sector: Financial Services - Industry: Insurance—Life

Financial Ratios
Quick Ratio1.59
Working Capital-0.01
Return On Equity-0.01
Debt To Equity0.2
Fixed Asset Ratio0.02
Fixed Interest Cover-0.29

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities
Total Cashflows From Investing Activities -4.54B -7.34B -5.84B -12.24B
Net Borrowings 366M 398M -937M -280M
Total Cash From Financing Activities 3.76B 4.25B 6.19B 11.86B
Change To Operating Activities 4.13B 3.73B 6B 2.28B
Issuance Of Stock
Net Income 865M -740M -1.06B -108M
Change In Cash 2.29B -1.27B 1.23B 366M
Effect Of Exchange Rate
Total Cash From Operating Activities 3.06B 1.83B 888M 746M
Depreciation
Change To Account Receivables -207M -629M -1.35B 56M
Other Cashflows From Financing Activities 3.5B 3.9B 6.69B 12.39B
Change To Netincome -2.81B -215M -2.46B -1.27B
Capital Expenditures

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 989M -1.05B -1.42B -208M
Net Income 865M -740M -1.06B -108M
Selling General Administrative
Gross Profit 3.46B 1.41B 929M 2.24B
Ebit 1.05B -895M -1.24B -46M
Operating Income 1.05B -895M -1.24B -46M
Interest Expense -57M -157M -179M -158M
Income Tax Expense 119M -317M -363M -105M
Total Revenue 8.86B 6.52B 8.5B 7.14B
Cost Of Revenue 5.4B 5.12B 7.57B 4.9B
Total Other Income ExpenseNet -57M -157M -179M -162M
Net Income From Continuing Ops 870M -735M -1.06B -103M
Net Income Applicable To Common Shares 865M -761M -1.1B -197M

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 191.81B 211.02B 229.78B 243.63B
Total Stockholder Equity 14.42B 16.17B 18.02B 16.14B
Other Current Liabilities 3.73B 6.46B 9.11B 10.07B
Total Assets 206.29B 227.26B 247.87B 259.84B
Common Stock 1M 1M 1M 1M
Other Current Assets 3.01B 2.14B 2.45B 2.94B
Retained Earnings 1.35B 585M -534M -642M
Treasury Stock 598M 2.68B 4.68B 2.63B
Cash 4.14B 2.88B 4.11B 4.47B
Total Current Liabilities 9.41B 11.18B 14.56B 16.47B
Other Stockholder Equity 716M 3.24B 5.72B 4.17B
Property, Plant, and Equipment
Total Current Assets 21.25B 23.21B 27.63B 26.12B
Net Tangible Assets 14.42B 16.17B 18.02B 16.14B
Net Receivables 13.38B 14.45B 15.74B 15.77B
Accounts Payable


Insider Transactions

Here are the insider transactions of stock shares related to Brighthouse Financial Inc. Depositary Shares 6.6 N:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Brighthouse Financial Inc. Depositary Shares 6.6 N. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Brighthouse Financial Inc. Depositary Shares 6.6 N

Here is the result of two systematic investment strategies applied to Brighthouse Financial Inc. Depositary Shares 6.6 N. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Brighthouse Financial Inc. Depositary Shares 6.6 N

The following chart shows the equity curve of the two systematic investment strategies applied to Brighthouse Financial Inc. Depositary Shares 6.6 N:

Brighthouse Financial Inc. Depositary Shares 6.6 N automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 1.59% on the backtest period.

Performance at glance

Performance

1.59 %

Latent gain

23.71 $

Invested capital

1487.17 $

Annualized return

0.57 %
Build your Trading System
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Momentum strategy results on Brighthouse Financial Inc. Depositary Shares 6.6 N

This is the result of two momentum investment strategies applied to Brighthouse Financial Inc. Depositary Shares 6.6 N. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Brighthouse Financial Inc. Depositary Shares 6.6 N

The following chart shows all the entries opened by the momentum investment system on Brighthouse Financial Inc. Depositary Shares 6.6 N:

Brighthouse Financial Inc. Depositary Shares 6.6 N momentum entries
  • The first momentum investment strategy would give 0.84% of return on Brighthouse Financial Inc. Depositary Shares 6.6 N. That represents 37.0$ of latent gain with 4387.72$ of employed capital.
  • The second momentum investment strategy would give 1.0% of return on Brighthouse Financial Inc. Depositary Shares 6.6 N. That represents 34.3$ of latent gain with 3419.14$ of employed capital.
Performance at glance (1Q Momentum)

Performance

0.84 %

Latent gain

37.0 $

Invested capital

4387.72 $

Annualized return

0.0 %
Performance at glance (2Q Momentum)

Performance

1.0 %

Latent gain

34.3 $

Invested capital

3419.14 $

Annualized return

0.43 %

Momentum equity curve on Brighthouse Financial Inc. Depositary Shares 6.6 N

The following chart shows the equity curve of the two momentum strategies applied to Brighthouse Financial Inc. Depositary Shares 6.6 N:

Brighthouse Financial Inc. Depositary Shares 6.6 N momentum equity

Note: the dividends potentially given by Brighthouse Financial Inc. Depositary Shares 6.6 N are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Brighthouse Financial Inc. Depositary Shares 6.6 N

The following chart shows the employed capital evolution of the two momentum strategies on Brighthouse Financial Inc. Depositary Shares 6.6 N since the beginning:

Brighthouse Financial Inc. Depositary Shares 6.6 N

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Brighthouse Financial Inc. Depositary Shares 6.6 N

Buy the dip entry openings on Brighthouse Financial Inc. Depositary Shares 6.6 N

Brighthouse Financial Inc. Depositary Shares 6.6 N

The performance achieved by the robo-advisor on Brighthouse Financial Inc. Depositary Shares 6.6 N is 0%. That represents 0.0$ of latent gain with 0.0$ of employed capital. The following chart shows Brighthouse Financial Inc. Depositary Shares 6.6 N stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Brighthouse Financial Inc. Depositary Shares 6.6 N, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 $

Invested capital

0.0 $

Annualized return

0.0 %

Equity curve of the strategy applied to Brighthouse Financial Inc. Depositary Shares 6.6 N

The following chart shows the result of the investment strategy applied to Brighthouse Financial Inc. Depositary Shares 6.6 N:

Brighthouse Financial Inc. Depositary Shares 6.6 N

Note: the dividends potentially given by Brighthouse Financial Inc. Depositary Shares 6.6 N are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Brighthouse Financial Inc. Depositary Shares 6.6 N

The following chart shows the employed capital evolution since the beginning of the investment strategy on Brighthouse Financial Inc. Depositary Shares 6.6 N:

Brighthouse Financial Inc. Depositary Shares 6.6 N

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Brighthouse Financial Inc. Depositary Shares 6.6 N

In this section, I will compare the three previous investment strategies applied to Brighthouse Financial Inc. Depositary Shares 6.6 N.

Equity curve comparison on Brighthouse Financial Inc. Depositary Shares 6.6 N

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Brighthouse Financial Inc. Depositary Shares 6.6 N investment strategy comparison

Employed capital comparison on Brighthouse Financial Inc. Depositary Shares 6.6 N

Brighthouse Financial Inc. Depositary Shares 6.6 N investment comparison

Performance comparison on Brighthouse Financial Inc. Depositary Shares 6.6 N

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 1.59% 23.71$ 1487.17$ 0.57%
Momentum 1 quarter 0.84% 37.0$ 4387.72$ 0.33%
Momentum 2 quarters 1.0% 34.3$ 3419.14$ 0.43%
Non-directional 0% 0.0$ 0.0$ 0.0%
Annualized return comparison

Automatic investment

0.57 %

Momentum 1Q

0.43 %

Momentum 2Q

0.43 %

Non-directional

0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Brighthouse Financial Inc. Depositary Shares 6.6 N:

Positive correlations

Most correlated stocks this year

  • Brighthouse Financial Inc. Depositary Shares 6.6 N

  • Most correlated stocks last 3 months

  • HAITONG UT
  • Brighthouse Financial Inc. Depositary Shares 6.6 N
  • XP Inc - Class A

  • Negative correlation

    Most negatively correlated stocks this year


    Most negatively correlated stocks last 3 months


    Note: The algorithm computes the probability of correlation between Brighthouse Financial Inc. Depositary Shares 6.6 N and the other stocks. There may be false positives or some missing correlated stocks. If the price of Brighthouse Financial Inc. Depositary Shares 6.6 N does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name Brighthouse Financial Inc. Depositary Shares 6.6 N
    Country United States
    City Charlotte
    Address 11225 North Community House Road
    Phone 980 365 7100
    Website www.brighthousefinancial.com
    FullTime employees 1500
    Industry Insurance—Life
    Sector Financial Services
    Exchange XNAS
    Ticker BHFAP
    Market www.nasdaq.com

    Brighthouse Financial Inc. Depositary Shares 6.6 N ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 0
    Peer Environment Performance unknown
    Environment Percentile unknown
    Palm Oil unknown
    Nuclear unknown
    Fur Leather unknown
    GMO unknown
    Coal unknown
    Pesticides unknown
    Animal Testing unknown

    Social scores

    Social ESG Factors Scores
    Social Score 0
    Peer Social Performance unknown
    Social Percentile unknown
    Highest Controversy unknown
    Peer Highest Controversy Performance unknown
    Adult unknown
    Gambling unknown
    Alcoholic unknown
    Tobacco unknown
    Catholic unknown
    Controversial Weapons unknown
    Small Arms unknown
    Military Contract unknown
    Peer Count unknown

    Related Controversy:


    Governance scores

    Governance ESG Factors Scores
    Governance Score 0
    Peer Governance Performance unknown
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: unknown
    Environment Score: 0
    Social Score: 0
    Governance Score: 0

    ESG Performance: unknown

    Peer Group: unknown

    Peer Esg Score Performance: unknown

    Rating Year: unknown

    Rating Month: unknown

    Max Age: unknown

    Percentile: unknown