Added to YB: 2026-09-24
Pitch date: 2026-09-21
BN [bullish]
Brookfield Corporation
-1.21%
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 83.7B
Pitch Price
CAD 53.90
Price Target
N/A
Dividend
0.75%
EV/EBITDA
14.14
P/E
69.75
EV/Sales
5.72
Sector
Capital Markets
Category
value
The Monday Morning Briefing - Brookfield Corporation
BN (quick overview): Brookfield has fallen ~11% since the end of June, lagging peers by ~21 points, and trades at a 43% discount to management’s ~$67-per-share net capital value; even excluding carried interest entirely leaves a ~28% discount. Core operations remain healthy, with distributable earnings before realizations up 15% per share and fee-bearing capital up 19%. The key tests are the buyback—$580M so far in 2026 at an average of ~$42 against $96B of liquidity—and quarterly realized carry above ~$120M.
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