Added to YB: 2026-10-01
Pitch date: 2026-09-27
BN [bullish]
Brookfield Corporation
+0.64%
current return
Author Info
No bio for this author
Company Info
Brookfield Corporation is a multi-asset manager focused on real estate, credit, renewable power and transition, infrastructure, venture capital, and private equity including growth capital and emerging growth investments.
Market Cap
CAD 81.9B
Pitch Price
CAD 51.94
Price Target
40.00 (-23%)
Dividend
0.76%
EV/EBITDA
14.09
P/E
68.30
EV/Sales
5.70
Sector
Capital Markets
Category
value
Brookfield: Quality Compounder trading at a Discount 🏰
BN (monitor): Brookfield is a high-quality capital allocator trading at $37.85, about 14.5x trailing distributable earnings and an estimated 20-35% below intrinsic value, though management’s $67 plan value appears aggressive. The base case offers roughly 15% annualized returns through 2031, but requires earnings acceleration: distributable earnings before realizations per share grew only 6.4% LTM versus the 12-15%+ needed to make the shares clearly cheap.
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