Added to YB: 2026-09-28
Pitch date: 2026-09-23
BN [bullish]
Brookfield Corporation
+0.27%
current return
Author Info
Building Arks has 25 years of experience as a professional and private investor. I own stocks for the very long term when I think they can compound at 15%. I write about them here. Sign up for the newsletter.
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 82.8B
Pitch Price
CAD 52.01
Price Target
67.00 (+29%)
Dividend
0.76%
EV/EBITDA
14.11
P/E
68.98
EV/Sales
5.71
Sector
Capital Markets
Category
value
Update: Brookfield Investor Day - promises made; promises kept?
BN: Brookfield offers a better setup than in 2021: it trades at a 40% discount to $67 per share of Plan Value, while faster-growing, capital-efficient BAM and BWS now generate 75% of DEBR and monetisations run at 3x 2021 levels. Core earnings could compound in the mid-teens, with carry and recovering real-estate cash flow adding upside, but management’s repeated 20-25% target misses warrant skepticism toward its $140 2031 Plan Value goal.
Read full article (11 min)