Added to YB: 2025-05-16
Pitch date: 2025-03-27
BBU [bullish]
Brookfield Business Partners L.P.
+48.44%
current return
Author Info
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Company Info
Brookfield Business Partners L.P. is a private equity firm specializing in growth capital, divestitures, and acquisitions.
Market Cap
$6.9B
Pitch Price
$23.84
Price Target
32.00 (-10%)
Dividend
0.77%
EV/EBITDA
8.38
P/E
-51.12
EV/Sales
2.04
Sector
Industrial Conglomerates
Category
value
Brookfield Business Partners L.P. - $BBU
BBU: Trading at 50%+ discount to NAV ($24 vs $40s). Strong buyback program ($250M, ~5% of mkt cap). TEV $8B vs $9B invested capital provides margin of safety. Management targets high-teens NAV CAGR. Brookfield's PE arm has strong track record with operational improvements. Risk: value trap, rising rates. Catalyst: asset monetizations, buybacks, potential parent buyout in 2-3yr horizon.
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