(BN) Brookfield - Overview

Exchange: NYSE • Country: Canada • Currency: USD • Type: Common Stock • ISIN: CA11271J1075

Stock: Real Estate, Energy, Infrastructure, Credit, Investments

Total Rating 27

Risk 57

Buy Signal -0.44

Asset Management +5.5
Asset Management & Custody Banks +8.6

Market Cap: 86,227m
Avg Trading Vol: 276M USD

ATR: 3.79%
Peers RS (IBD): 57.1

Risk 5d forecast
Volatility	34.7%
Relative Tail Risk	0.38%

Reward TTM
Sharpe Ratio	0.48
Alpha	-11.52

Character TTM
Beta	1.595
Beta Downside	1.853

Drawdowns 3y
Max DD	27.84%
CAGR/Max DD	0.97

EPS (Earnings per Share)

EPS CAGR: -23.47%
EPS Trend: -12.4%

Last SUE: -0.55
Qual. Beats: 0

Revenue

Rev. CAGR: -0.86%
Rev. Trend: -70.9%

Last SUE: 2.76
Qual. Beats: 1

Risks

Fundamental:

P/E ratio: 78.3061

Description: BN Brookfield March 05, 2026

Brookfield Corporation is an asset manager with diverse holdings across real estate, credit, renewable power, infrastructure, venture capital, and private equity. The firm manages investment products for both institutional and retail clients, deploying capital in large-scale assets globally.

The companys private equity and venture capital activities encompass various strategies, including acquisitions, buyouts, and distressed investments. This sector often involves complex financial engineering and operational improvements to enhance asset value.

Brookfield invests in public and private debt and equity markets. Its focus areas within private equity include business services (e.g., infrastructure, healthcare), industrials (e.g., automotive batteries, packaging), and residential/infrastructure services. These investments often target companies with significant underlying real assets.

The firm also participates in the energy transition sector, a growing area focused on sustainable energy solutions. Its investment scope is global, with a strong presence in North America, Europe, Australia, the Middle East, North Africa, and Asia-Pacific. For more detailed financial analysis, ValueRay can provide further insights.

Headlines to watch out for

Global real estate market conditions impact asset valuations
Infrastructure investment growth drives fee-related earnings
Interest rate fluctuations affect credit and debt portfolios
Energy transition investments provide long-term revenue streams
Regulatory changes in financial services could alter operations

Piotroski VR‑10 (Strict, 0-10) 1.5

Net Income: 1.31b TTM > 0 and > 6% of Revenue
FCF/TA: -0.01 > 0.02 and ΔFCF/TA 0.20 > 1.0
NWC/Revenue: 11.86% < 20% (prev -34.81%; Δ 46.68% < -1%)
CFO/TA 0.01 > 3% & CFO 6.73b > Net Income 1.31b
Net Debt (247.18b) to EBITDA (32.77b): 7.54 < 3
Current Ratio: 1.14 > 1.5 & < 3
Outstanding Shares: last quarter (2.37b) vs 12m ago -0.72% < -2%
Gross Margin: 38.80% > 18% (prev 0.24%; Δ 3.86k% > 0.5%)
Asset Turnover: 15.08% > 50% (prev 17.54%; Δ -2.45% > 0%)
Interest Coverage Ratio: 1.24 > 6 (EBITDA TTM 32.77b / Interest Expense TTM 18.03b)

Altman Z'' 0.64

A: 0.02 (Total Current Assets 71.38b - Total Current Liabilities 62.35b) / Total Assets 518.97b
B: 0.03 (Retained Earnings 16.20b / Total Assets 518.97b)
C: 0.04 (EBIT TTM 22.39b / Avg Total Assets 504.70b)
D: 0.12 (Book Value of Equity 43.80b / Total Liabilities 352.78b)
Altman-Z'' Score: 0.64 = B

Beneish M -2.37

DSRI: 2.58 (Receivables 46.29b/20.28b, Revenue 76.13b/86.01b)
GMI: 0.62 (GM 38.80% / 23.89%)
AQI: 0.66 (AQ_t 0.38 / AQ_t-1 0.57)
SGI: 0.89 (Revenue 76.13b / 86.01b)
TATA: -0.01 (NI 1.31b - CFO 6.73b) / TA 518.97b)
Beneish M-Score: -2.37 (Cap -4..+1) = BBB

What is the price of BN shares?

As of March 19, 2026, the stock is trading at USD 39.71 with a total of 5,023,761 shares traded.
Over the past week, the price has changed by -4.58%, over one month by -16.74%, over three months by -10.64% and over the past year by +15.72%.

Is BN a buy, sell or hold?

Brookfield has received a consensus analysts rating of 3.78. Therefor, it is recommend to hold BN.

StrongBuy: 2
Buy: 5
Hold: 1
Sell: 0
StrongSell: 1

What are the forecasts/targets for the BN price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	54	35.9%
Analysts Target Price	54	35.9%

BN Fundamental Data Overview March 16, 2026

P/E Trailing = 78.3061
P/E Forward = 11.5741
P/S = 1.1104
P/B = 1.9665
P/EG = 1.2722
Revenue TTM = 76.13b USD
EBIT TTM = 22.39b USD
EBITDA TTM = 32.77b USD
Long Term Debt = 259.61b USD (from longTermDebt, last quarter)
Short Term Debt = 43.70b USD (from shortTermDebt, two quarters ago)
Debt = 263.42b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 247.18b USD (from netDebt column, last quarter)
Enterprise Value = 333.41b USD (86.23b + Debt 263.42b - CCE 16.24b)
Interest Coverage Ratio = 1.24 (Ebit TTM 22.39b / Interest Expense TTM 18.03b)
EV/FCF = -119.6x (Enterprise Value 333.41b / FCF TTM -2.79b)
FCF Yield = -0.84% (FCF TTM -2.79b / Enterprise Value 333.41b)
FCF Margin = -3.66% (FCF TTM -2.79b / Revenue TTM 76.13b)
Net Margin = 1.72% (Net Income TTM 1.31b / Revenue TTM 76.13b)
Gross Margin = 38.80% ((Revenue TTM 76.13b - Cost of Revenue TTM 46.59b) / Revenue TTM)
Gross Margin QoQ = 42.05% (prev 36.88%)
Tobins Q-Ratio = 0.64 (Enterprise Value 333.41b / Total Assets 518.97b)
Interest Expense / Debt = 1.67% (Interest Expense 4.40b / Debt 263.42b)
Taxrate = 6.35% (114.0m / 1.79b)
NOPAT = 20.97b (EBIT 22.39b * (1 - 6.35%))
Current Ratio = 1.14 (Total Current Assets 71.38b / Total Current Liabilities 62.35b)
Debt / Equity = 5.51 (Debt 263.42b / totalStockholderEquity, last quarter 47.80b)
Debt / EBITDA = 7.54 (Net Debt 247.18b / EBITDA 32.77b)
Debt / FCF = -88.70 (negative FCF - burning cash) (Net Debt 247.18b / FCF TTM -2.79b)
Total Stockholder Equity = 46.58b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.26% (Net Income 1.31b / Total Assets 518.97b)
RoE = 2.81% (Net Income TTM 1.31b / Total Stockholder Equity 46.58b)
RoCE = 7.31% (EBIT 22.39b / Capital Employed (Equity 46.58b + L.T.Debt 259.61b))
RoIC = 7.13% (NOPAT 20.97b / Invested Capital 293.97b)
WACC = 4.08% (E(86.23b)/V(349.65b) * Re(11.79%) + D(263.42b)/V(349.65b) * Rd(1.67%) * (1-Tc(0.06)))
Discount Rate = 11.79% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -0.09%
[DCF] Fair Price = unknown (Cash Flow -2.79b)
EPS Correlation: -12.43 | EPS CAGR: -23.47% | SUE: -0.55 | # QB: 0
Revenue Correlation: -70.94 | Revenue CAGR: -0.86% | SUE: 2.76 | # QB: 1
EPS next Quarter (2026-06-30): EPS=0.67 | Chg7d=+0.670 | Chg30d=+0.670 | Revisions Net=+0 | Analysts=1
EPS current Year (2026-12-31): EPS=2.87 | Chg7d=+2.870 | Chg30d=+2.870 | Revisions Net=+0 | Growth EPS=+0.0% | Growth Revenue=-9.8%
EPS next Year (2027-12-31): EPS=3.51 | Chg7d=+3.510 | Chg30d=+3.510 | Revisions Net=+0 | Growth EPS=+22.3% | Growth Revenue=+13.6%

Additional Sources for BN Stock

Fund Manager Positions: Dataroma | Stockcircle