Stock fact sheet · data as of
Brookfield Finance Inc. (BNH): fair value, margin of safety and Wheel Score
Ticker symbol BNH · Financial Services · Asset Management · Canada · Blend
Is BNH undervalued?
At 14.14 (close of 5 Nov 2026), BNH trades 215% over the GLS average fair value of 4.49, with 1 of 6 models above the price. The stock earns none of the Wheel Score's Value points at this price. That is a statement about price against trailing fundamentals, not about the company's prospects - the Wall Street View and the Growth tab on the Quote page carry the forward numbers.
The 6 models disagree widely: GLS Growth gives 0.5750 while Graham Number gives 16.28. A spread that wide means the average is sensitive to which methods you trust; the model table below shows where each one lands, and the Quote page lets you switch any of them off.
Ranked against every other company we cover, neither cheapness nor growth clearly wins for BNH, so the nightly engine files it under Blend (value score 24, growth score 12, out of 100).
Nine valuation models for BNH
Each model turns the latest filed numbers into a value per share; the GLS fair value is the simple average of the ones that produce a positive number. The last two rows are shown for reference and never enter the average. The Quote page lets you switch any model off and add your own margin of safety.
| Model | Value | vs price | What it measures |
|---|---|---|---|
| DCF | - | - | Present value of the projected free cash flows, discounted at the cost of capital; no value tonight |
| Graham Number | 16.28 | +15% | The most a defensive investor pays for the earnings and book value per share |
| Graham Growth | 3.17 | -78% | Graham's growth formula: EPS × (8.5 + 2 × growth), adjusted for bond yields |
| Lynch | 0.7858 | -94% | EPS × the earnings growth rate (PEG of 1), growth capped at 25% |
| GLS Growth | 0.5750 | -96% | EPS compounded ten years at the blended growth rate, discounted back at 15% a year |
| 10 Cap | - | - | Owner's earnings (operating cash flow less maintenance capex) capitalised at 10%; no value tonight |
| Payback Time | - | - | Eight years of compounded free cash flow: the price at which the business pays for itself; no value tonight |
| DDM | 3.97 | -72% | Dividend discount model: next year's dividend ÷ (10% − 3% growth); needs a dividend |
| EPV | 2.18 | -85% | Earnings power value: current EPS capitalised at 9% with no growth |
| Zombie (liquidation) | -42.96 | -404% | Current assets less all liabilities, per share: the balance-sheet floor. Not in the average |
| Wall St target | 0.0000 | -100% | Analysts' average 12-month price target. Not in the average |
Quality and financial health
No Piotroski health score is on file for BNH (the statements it needs were not available), so the Health part of the Wheel Score counts it at half marks - 10 of 20 - rather than marking the stock down for missing data. The GLS Moat score is low at 3.7 out of 10: returns on capital, margins or the balance sheet have not shown a lasting edge yet - often a young company, a thin-margin business or one that has only recently turned profitable.
Returns on capital are thin or negative - ROIC 0.4%, ROE 2.7%, ROA 0.3% - with debt at 6.54 times equity and negative free cash flow. Debt of 6.54 times equity is on the high side for the sector and is worth checking against the cash flow before treating the stock as a long-term hold.
The dividend yield is 0.63% with a payout ratio of 41% - a small yield that leaves most of the earnings in the business.
Institutional ownership scores 5/10, insider activity 5/10 and Congressional trading 5/10 on the GLS smart-money scales.
| Piotroski F-score | - / 9 | ROIC | 0.4% |
|---|---|---|---|
| GLS Moat | 3.7 / 10 | ROE | 2.7% |
| Debt / equity | 6.54 | ROA | 0.3% |
| Free-cash-flow yield | -8.6% | Payout ratio | 41% |
| Institutions | 5 / 10 | Insiders · Congress | 5 · 5 / 10 |
Wheel Score 19: No options
BNH has no listed options in the nightly snapshot, so there is nothing to sell and the stock cannot be wheeled however good the business. It fails the first Wheel Trade Filter (options that actually trade), so the score stays under 70 and is shown as "No options" (19 here). The valuation and quality numbers still apply to owning the shares outright.
Volume runs at 18k shares a day on a market cap of $92.6B, with a beta of 0.80; the Stability part of the Wheel Score rates that strong.
| Filter | Wheel Trade Filter | Result | Detail |
|---|---|---|---|
| 1 | Options that actually trade | Fails | no listed options |
| 2 | A real business, not a gamble | Passes | Profitable over the last twelve months - not a speculative stock, fund or note |
| 3 | Below fair value | Fails | trades 215% above our fair value |
| 4 | Financially healthy | Passes | Piotroski F-score 6 or more out of 9 (a company with no score on file passes) |
| 5 | Can repay its debt | Passes | Long-term debt repaid from 3 years of operating cash flow or less (6 for real estate and utilities; banks and insurers are not judged on it) |
| 6 | No serious red flags | Passes | Red Flags score 60 or more out of 100 (earnings, margins, debt, analysts, filings and price checked the same way for every stock) |
| 7 | A premium worth selling | Fails | no implied volatility |
| 8 | Big enough | Passes | Market cap $1 billion or more |
| 9 | Not a penny stock | Passes | Share price $5 or more |
| How it ranks | Rating | From | |
|---|---|---|---|
| Value | Weak | 215% above fair value | |
| Premium | Weak | no option data | |
| Moat | Fair | moat 3.7/10 | |
| Health | Fair | no Piotroski score on file - half marks | |
| Red Flags | Fair | not scored yet - half marks | |
| Option trading | Weak | no option volume data | |
| Stability | Strong | beta 0.80, $92.6B company |
The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls: a stock must pass all 9 Wheel Trade Filters to score 70, and the score then ranks the ones that pass; the Sunday Scan is the top 10. It is updated nightly and is not a recommendation. How the Wheel Score works · the walkthrough lesson shows how it fits into a trade, start to finish.
Upcoming events
No upcoming earnings date is recorded for BNH in the nightly calendar. The next ex-dividend date is 31 Dec 2026 (0.2891 per share).
Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.
Similar stocks in Asset Management
The 12 companies below are the closest to Brookfield Finance Inc. by market cap within the Asset Management industry, each with its own fact sheet; the Compare page puts up to eight of them side by side.
| Stock | Close | Fair value | MoS | Wheel | Mkt cap |
|---|---|---|---|---|---|
| BNJ Brookfield Finance Inc. 4.50% P | 14.12 | 4.49 | -214% | 15No options | $92.1B |
| AMPFX AMCAP Fund F-1 | 43.99 | 46.39 | +5% | 19No options | $94.1B |
| KKR KKR & Co. Inc. | 101.34 | 70.43 | -44% | 45Weak | $91.0B |
| BN Brookfield Corporation | 43.10 | 10.27 | -320% | 31Weak | $96.2B |
| BAM Brookfield Asset Management Ltd. | 54.11 | 27.25 | -99% | 39Weak | $86.4B |
| VWITX Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares | 13.47 | 3.43 | -293% | 17No options | $83.7B |
| AMFFX American Funds American Mutual F1 | 66.23 | 34.13 | -94% | 15No options | $80.4B |
| AMFCX American Mutual Fund C | 65.27 | 46.45 | -41% | 17No options | $79.2B |
| APO Apollo Global Management, Inc. | 122.76 | 240.38 | +49% | 53Fair | $72.5B |
| APOS Apollo Global Management, Inc. | 25.48 | 266.64 | +90% | 34No options | $72.5B |
| BX Blackstone Inc. | 125.57 | 67.88 | -85% | 47Weak | $146.4B |
| RNNEX American Funds The New Economy Fund Class R-2E | 77.44 | 48.86 | -58% | 18No options | $50.5B |
⚖ Compare BNH with 7 of them All Financial Services stocks →
Scan the whole market the same way
A free GLS Equity account gets you nightly fair value and the Wheel Score on ~7,400 US stocks, a watchlist, the scanner preview and the Sunday Scan - the top 10 stocks that pass all 9 Wheel Trade Filters, emailed every week. Pro adds the full put and call scanners, unlimited watchlists with alerts and the trade journal.
Start free See the Sunday ScanQuestions about BNH
Is BNH undervalued right now?
No: at 14.14 the stock trades 215% above the GLS average fair value of 4.49 (data as of 5 Nov 2026), well beyond what trailing earnings, cash flow and book value support.
What is the Wheel Score of BNH and what does it mean?
BNH has no listed options in our nightly snapshot, so it cannot be wheeled; it fails the first Wheel Trade Filter (options that actually trade), stays under 70 and is shown as "No options".
What is the GLS fair value for BNH?
4.49 per share as of 5 Nov 2026 - the simple average of the 6 valuation models (out of nine: DCF, Graham Number, Graham Growth, Lynch, GLS Growth, 10 Cap, Payback Time, DDM and EPV) that produced a positive value. The models run every night on the latest filings; the Quote page lets you switch any of them off and add a margin of safety of your own.
When does Brookfield Finance Inc. report earnings next?
No upcoming earnings date is recorded for BNH in our calendar as of 5 Nov 2026; the Calendars page is refreshed every morning.
Does BNH have listed options, and how liquid are they?
No. The nightly options snapshot found no listed contracts on BNH, so the wheel strategy cannot be run on it and the Wheel Score stays under 70.