Added to YB: 2025-06-19
Pitch date: 2025-06-16
BN [neutral]
Brookfield Corporation
+19.41%
current return
Author Info
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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 104.4B
Pitch Price
CAD 52.65
Price Target
120.00 (+91%)
Dividend
0.52%
EV/EBITDA
15.13
P/E
133.82
EV/Sales
6.01
Sector
Capital Markets
Category
value
[BN] Brookfield Corporation: The Infrastructure Alchemist
BN (deep dive): A trillion-dollar infrastructure giant trading at 42% discount to management's $100 intrinsic value. Transforms poorly-run assets into efficient ones through operational expertise across power plants, data centers, offices & infrastructure. $11.6B unrealized carry waiting to be harvested. Bull: AI power demands + 250,000 ops employees. Bear: Complex structure, debt refinancing needs, Flatt dependency.
Read full article (25 min)