Professional
Added to YB: 2024-10-14
Pitch date: 2024-10-09
BN [bullish]
Brookfield Corporation
+31.2%
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 104.4B
Pitch Price
CAD 34.80
Price Target
N/A
Dividend
0.52%
EV/EBITDA
15.13
P/E
133.82
EV/Sales
6.01
Sector
Capital Markets
Category
growth
Alphyn Capital Management Portfolio Holding: Brookfield Corporation
BN: 17% CAGR in distributable EPS 2024-2029, $45B cashflow, $24B excess. Wealth AUM target $300B from $110B. Real estate: moving $15B core assets to insurance/wealth, selling $7B transition/development. 36yo Connor Teskey as future CEO. 15-20% ROE target. Risks: spread compression in low rates.
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