Added to YB: 2025-12-23
Pitch date: 2025-12-20
BN [bullish]
Brookfield Corporation
+1.15%
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 101.8B
Pitch Price
CAD 62.77
Price Target
N/A
Dividend
0.53%
EV/EBITDA
15.05
P/E
130.40
EV/Sales
5.98
Sector
Capital Markets
Category
value
Brookfield Corp. – A Berkshire-Like Compounder at a 30% Discount (A Deep Dive)
BN: Global alternative asset manager with $1T AUM trading at 34% discount to $102 intrinsic value. 19% returns over 30yrs, accelerating to 22% last 5yrs. Mgmt guides 25% DE CAGR through 2030 driven by BAM growth, $180B insurance float scaling, real estate recovery, $25B carried interest realization. At 10x forward DE vs peers at 16-21x. Target: 17-20% IRR.
Read full article (27 min)