Added to YB: 2025-04-29
Pitch date: 2025-04-25
BN [bullish]
Brookfield Corporation
Author Info
No bio for this author
Company Info
Brookfield Corporation is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets.
Market Cap
CAD 87.7B
Pitch Price
N/A
Price Target
N/A
Dividend
0.68%
Sector
Capital Markets
Category
value
Brookfield Corp: Extremely Undervalued And Largely Ignored (BN)
BN: Trading at 38% SOTP discount. 73% ownership in high-quality BAM (trading at 28x P/E) + underappreciated wealth solutions & carried interest ($7B unrealized, $10B next 5yrs). Expect DE to double by 2029, generating $45B cash flow (5yrs). AI infrastructure, renewables & insurance growth create 25%+ IRR. KKR/Apollo trade 16-21x DE vs BN at 10-12.5x.
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