Added to YB: 2025-04-29
Pitch date: 2025-04-25
BN [bullish]
Brookfield Corporation
+22.52%
current return
Author Info
No bio for this author
Company Info
Brookfield Corporation is an alternative asset manager and real estate investment manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets.
Market Cap
CAD 105.9B
Pitch Price
CAD 49.13
Price Target
N/A
Dividend
0.52%
EV/EBITDA
15.05
P/E
160.53
EV/Sales
5.95
Sector
Capital Markets
Category
value
Brookfield Corp: Extremely Undervalued And Largely Ignored (BN)
BN: Trading at 38% SOTP discount. 73% ownership in high-quality BAM (trading at 28x P/E) + underappreciated wealth solutions & carried interest ($7B unrealized, $10B next 5yrs). Expect DE to double by 2029, generating $45B cash flow (5yrs). AI infrastructure, renewables & insurance growth create 25%+ IRR. KKR/Apollo trade 16-21x DE vs BN at 10-12.5x.
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