(BN) Brookfield - NYSE

Sector: Financial Services | Industry: Asset Management | Exchange: NYSE (USA) | Market Cap: 99.261m USD | Total Return: 5.9% in 12m

Real Estate, Renewable Power, Infrastructure, Private Equity, Credit
Total Rating 26
Safety 52
Buy Signal -1.16
Asset Management
Industry Rotation: -4.4
Market Cap: 99.3B
Avg Turnover: 191M
Risk 3d forecast
Volatility29.2%
VaR 5th Pctl5.15%
VaR vs Median6.82%
Reward TTM
Sharpe Ratio0.19
Rel. Str. IBD27
Rel. Str. Peer Group52
Character TTM
Beta1.535
Beta Downside1.523
Hurst Exponent0.495
Drawdowns 3y
Max DD27.84%
CAGR/Max DD0.90
CAGR/Mean DD4.32
EPS (Earnings per Share) EPS (Earnings per Share) of BN over the last years for every Quarter: "2021-06": 0.33, "2021-09": 0.31, "2021-12": 0.44, "2022-03": 0.54, "2022-06": 0.23, "2022-09": 0.17, "2022-12": -0.15, "2023-03": 0.03, "2023-06": 0.02, "2023-09": 0.73, "2023-12": 0.83, "2024-03": 0.77, "2024-06": 1.35, "2024-09": 0.0136, "2024-12": 0.2479, "2025-03": 0.0214, "2025-06": 0.88, "2025-09": 0.56, "2025-12": 0.297, "2026-03": 0.0252,
EPS CAGR: 72.46%
EPS Trend: 47.3%
Qual. Beats: 0
Revenue Revenue of BN over the last years for every Quarter: 2021-06: 18286, 2021-09: 19248, 2021-12: 21787, 2022-03: 21882, 2022-06: 23256, 2022-09: 23418, 2022-12: 24213, 2023-03: 23297, 2023-06: 23668, 2023-09: 24441, 2023-12: 24518, 2024-03: 22907, 2024-06: 23050, 2024-09: 20623, 2024-12: 19426, 2025-03: 17944, 2025-06: 18083, 2025-09: 18917, 2025-12: 21184, 2026-03: 18394.623674,
Rev. CAGR: -10.37%
Rev. Trend: -92.8%
Last SUE: 0.68
Qual. Beats: 0

Warnings

P/E ratio 87.1

Below Avwap Earnings

Tailwinds

No distinct edge detected

Description: BN Brookfield

Brookfield Corporation (BN) is a global multi-asset manager specializing in alternative investments across real estate, infrastructure, renewable power, and private equity. The firm operates a capital-intensive business model, investing its own balance sheet capital alongside third-party institutional and retail funds to acquire premier, cash-generating assets.

The company focuses on essential services and industrial sectors, including healthcare, business process outsourcing, and energy transition. Alternative asset managers like Brookfield typically benefit from permanent capital structures, which allow them to hold illiquid assets through market cycles to maximize long-term valuation.

Its private equity segment targets operational turnarounds, corporate carve-outs, and recapitalizations within mid-market and large-scale enterprises. To better understand these complex investment layers, you may find it useful to examine the detailed financial breakdowns on ValueRay.

Brookfield maintains a broad geographic footprint with significant operations in North America, Europe, and the Asia-Pacific region. The firm’s strategy emphasizes downside protection by targeting companies with high barriers to entry and tangible underlying real assets.

Headlines to Watch Out For
  • Interest rate volatility impacts valuation of capital-intensive real estate and infrastructure assets
  • Growth in fee-bearing capital under management drives recurring asset management revenue
  • Monetization of mature private equity holdings generates significant carried interest and liquidity
  • Global expansion of renewable energy demand accelerates capital deployment in transition strategies
Piotroski VR-10 (Strict) 2.5
Net Income: 1.33b TTM > 0 and > 6% of Revenue
FCF/TA: -0.02 > 0.02 and ΔFCF/TA -1.14 > 1.0
NWC/Revenue: 32.28% < 20% (prev 36.50%; Δ -4.22% < -1%)
CFO/TA 0.02 > 3% & CFO 9.51b > Net Income 1.33b
Net Debt (261b) to EBITDA (33.7b): 7.77 < 3
Current Ratio: 1.72 > 1.5 & < 3
Outstanding Shares: last quarter (2.37b) vs 12m ago 2.24% < -2%
Gross Margin: 35.28% > 18% (prev 26.11%; Δ 9.17% > 0.5%)
Asset Turnover: 15.12% > 50% (prev 16.49%; Δ -1.37% > 0%)
Interest Coverage Ratio: 1.34 > 6 (EBIT TTM 23.2b / Interest Expense TTM 17.2b)
Altman Z'' 0.86
A: 0.05 (Total Current Assets 59.1b - Total Current Liabilities 34.4b) / Total Assets 521b
B: 0.03 (Retained Earnings 16.2b / Total Assets 521b)
C: 0.05 (EBIT TTM 23.2b / Avg Total Assets 506b)
D: 0.13 (Book Value of Equity 46.9b / Total Liabilities 355b)
Altman-Z'' = 0.86 = B
Beneish M -2.86
DSRI: 1.53 (Receivables 44.0b/30.5b, Revenue 76.6b/81.0b)
GMI: 0.74 (GM 26.11% / 35.28%)
AQI: 1.01 (AQ_t 0.56 / AQ_t-1 0.56)
SGI: 0.94 (Revenue 76.6b / 81.0b)
TATA: -0.02 (NI 1.33b - CFO 9.51b) / TA 521b)
Beneish M = -2.86 (Cap -4..+1) = A
What is the price of BN shares?

As of June 28, 2026, the stock is trading at USD 42.87 with a total of 3,026,568 shares traded. Over the past week, the price has changed by -3.53%, over one month by -6.70%, over three months by +8.26% and over the past year by +5.88%.

Current recommended Stop Loss: 41.20 (which is 3.9% or 1.4 ATR below the current price).

Is BN a buy, sell or hold?

Brookfield has received a consensus analysts rating of 4.18. Therefore, it is recommended to buy BN.

  • StrongBuy: 5
  • Buy: 5
  • Hold: 0
  • Sell: 0
  • StrongSell: 1

What are the forecasts/targets for the BN price?
Analysts Target Price 54.4 26.9%
Brookfield (BN) - Fundamental Data Overview as of 22 June 2026
Market Cap USD = 99.3b (99.3b USD * 1.0 USD.USD)
P/E Trailing = 87.1373
P/E Forward = 11.8906
P/S = 1.2547
P/B = 2.5512
P/EG = 1.2722
Revenue TTM = 76.6b USD
EBIT TTM = 23.2b USD
EBITDA TTM = 33.7b USD
Long Term Debt = 229b USD (from longTermDebt, last quarter)
Short Term Debt = 34.4b USD (from shortTermDebt, last quarter)
Debt = 277b USD (from shortLongTermDebtTotal, last quarter) + Leases 8.22b
Net Debt = 261b USD (calculated: Debt 277b - CCE 15.1b)
Enterprise Value = 361b USD (99.3b + Debt 277b - CCE 15.1b)
Interest Coverage Ratio = 1.34 (Ebit TTM 23.2b / Interest Expense TTM 17.2b)
EV/FCF = -43.64x (Enterprise Value 361b / FCF TTM -8.27b)
FCF Yield = -2.29% (FCF TTM -8.27b / Enterprise Value 361b)
FCF Margin = -10.80% (FCF TTM -8.27b / Revenue TTM 76.6b)
Net Margin = 1.74% (Net Income TTM 1.33b / Revenue TTM 76.6b)
Gross Margin = 35.28% ((Revenue TTM 76.6b - Cost of Revenue TTM 49.6b) / Revenue TTM)
Gross Margin QoQ = 24.10% (prev 42.05%)
Tobins Q-Ratio = 0.69 (Enterprise Value 361b / Total Assets 521b)
Interest Expense / Debt = 6.23% (Interest Expense 17.2b / Debt 277b)
Taxrate = 22.04% (1.14b / 5.19b)
NOPAT = 18.1b (EBIT 23.2b * (1 - 22.04%))
Current Ratio = 1.72 (Total Current Assets 59.1b / Total Current Liabilities 34.4b)
Debt / Equity = 5.89 (Debt 277b / totalStockholderEquity, last quarter 46.9b)
Debt / EBITDA = 7.77 (Net Debt 261b / EBITDA 33.7b)
 Debt / FCF = -31.63 (negative FCF - burning cash) (Net Debt 261b / FCF TTM -8.27b)
 Total Stockholder Equity = 47.0b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.26% (Net Income 1.33b / Total Assets 521b)
RoE = 2.84% (Net Income TTM 1.33b / Total Stockholder Equity 47.0b)
RoCE = 8.38% (EBIT 23.2b / Capital Employed (Equity 47.0b + L.T.Debt 229b))
RoIC = 3.49% (NOPAT 18.1b / Invested Capital 517b)
WACC = 6.58% (E(99.3b)/V(376b) * Re(11.38%) + D(277b)/V(376b) * Rd(6.23%) * (1-Tc(0.22)))
Discount Rate = 11.38% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 25.01 | Cagr: -0.08%
 [DCF] Fair Price = unknown (Cash Flow -8.27b)
 EPS Correlation: 47.28 | EPS CAGR: 72.46% | SUE: N/A | # QB: 0
Revenue Correlation: -92.82 | Revenue CAGR: -10.37% | SUE: 0.68 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.00 | Chg30d=N/A | Revisions=N/A | Analysts=0
EPS next Quarter (2026-09-30): EPS=0.00 | Chg30d=N/A | Revisions=N/A | Analysts=0
EPS current Year (2026-12-31): EPS=2.87 | Chg30d=N/A | Revisions=N/A | GrowthEPS=+0.0% | GrowthRev=-9.8%
EPS next Year (2027-12-31): EPS=3.51 | Chg30d=N/A | Revisions=N/A | GrowthEPS=+22.3% | GrowthRev=+31.3%