Professional
Added to YB: 2026-03-30
Pitch date: 2026-02-11
BN [neutral]
Brookfield Corporation
-16.36%
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 89.4B
Pitch Price
CAD 64.76
Price Target
N/A
Dividend
0.70%
EV/EBITDA
15.11
P/E
82.14
EV/Sales
6.03
Sector
Capital Markets
Category
value
Pershing Square Portfolio Holding: Brookfield Corporation
BN (holding update): Leading alternative asset mgr w/ 73% of $84B BAM, poised for inflection. 2025 double-digit EPS growth below structural potential; accelerating to ~25%+ on carried interest realization & Wealth Solutions scaling. Mgmt targets ~$7 EPS by 2030 (~25% CAGR). Trades ~16x earnings, discount to intrinsic value & US peers. Deep expertise positions BN for multi-trillion AI infrastructure wave.
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