(BN) Brookfield - Ratings and Ratios

Brookfield Corporation (NYSE:BN) is a leading global alternative asset manager and Real Estate Investment Trust (REIT) specializing in real estate, renewable power, infrastructure, and private equity. With over $750 billion in assets under management, Brookfield is one of the largest players in the alternative investment space. The firm manages a diverse range of public and private investment vehicles, catering to both institutional and retail clients. Brookfields investment strategy focuses on acquiring high-quality, large-scale assets across geographies and sectors, leveraging its own capital alongside that of its investors. This approach allows the firm to maintain control and flexibility in its investments.

In private equity, Brookfield targets underperforming or distressed assets, focusing on sectors with significant real asset exposure, such as industrials, infrastructure, and business services. The firms private equity portfolio includes investments in automotive manufacturing, healthcare infrastructure, and energy distribution. Brookfield also has a strong presence in renewable energy, owning and operating wind farms, solar projects, and hydroelectric facilities. Its real estate investments span office, retail, and logistics properties in major global cities. The firms investment horizon typically ranges from four to ten years, with a focus on long-term value creation through operational improvements and strategic restructuring. Brookfields global footprint includes offices in North America, Europe, Asia, and South America, enabling it to identify and capitalize on investment opportunities worldwide.

3-Month Forecast

Based on the technical and fundamental data, Brookfield Corporations stock is expected to face short-term headwinds. The last price of $49.70 is below its 20-day and 50-day moving averages ($50.77 and $53.81, respectively), indicating downward momentum. The stock may encounter resistance at the 200-day moving average ($53.08). The average true range (ATR) of 2.42 suggests moderate volatility over the next three months.

From a fundamental perspective, Brookfields high P/E ratio (149.16) compared to its forward P/E (12.15) indicates potential overvaluation in the near term. However, the low price-to-sales (P/S) ratio of 0.85 and the firms strong market position in alternative assets may signal undervaluation. The return on equity (RoE) of 1.27% reflects modest profitability, which could impact investor sentiment. Overall, the stock is likely to remain under pressure in the short term but may present long-term value as the market recalibrates its expectations.