Added to YB: 2026-09-16
Pitch date: 2026-09-13
BN [bullish]
Brookfield Corporation
-0.8%
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 85.2B
Pitch Price
CAD 52.71
Price Target
67.15 (+27%)
Dividend
0.73%
EV/EBITDA
14.19
P/E
70.99
EV/Sales
5.74
Sector
Capital Markets
Category
value
Brookfield Corporation - Update
BN: Brookfield at roughly US$38 offers a 43% discount to management’s US$67.15-per-share net capital value and a 28% discount even excluding carried interest, while fee-related earnings grew 20% and fee-bearing capital 19%. The opportunity depends on opaque marks becoming cash: realised carry, accelerated repurchases below US$40 and completion of the BN/BWS simplification are key tests, with credit and real-estate valuations the principal risks.
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