(BN) Brookfield - Overview

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

Stock:

Total Rating 28

Risk 54

Buy Signal -0.25

Asset Management -4.3
Asset Management & Custody Banks -3.6

Market Cap: 102,138m
Avg Trading Vol: 296M USD

ATR: 3.37%
Peers RS (IBD): 55.91

Risk 5d forecast
Volatility	34.4%
Relative Tail Risk	-0.10%

Reward TTM
Sharpe Ratio	0.45
Alpha	-7.91

Character TTM
Beta	1.346
Beta Downside	1.305

Drawdowns 3y
Max DD	27.84%
CAGR/Max DD	0.98

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: 92.7551

Description: BN Brookfield

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. It manages a range of public and private investment products and services for institutional and retail clients. It typically makes investments in sizeable, premier assets across geographies and asset classes. It invests both its own capital as well as capital from other investors. Within private equity and venture capital, it focuses on acquisitions, early ventures, control buyouts, financially distressed buyouts, corporate carve-outs, recapitalizations, convertible, senior and mezzanine financings, operational and capital structure restructuring, strategic re-direction, turnarounds, and underperforming midmarket companies. It invests in both public debt and equity markets. It invests in private equity sectors with focus on business services including infrastructure, healthcare, road fuel distribution and marketing, and real estate; industrials including manufacturers of automotive batteries, graphite electrodes, smart cards, returnable plastic packaging, consumable products for lab testing, and sanitation management and development; and residential/infrastructure services. The firm provides essential business services including business process outsourcing, financial services, software and technology services, and real estate'related services, among others. The firm also invests in energy transition. It targets companies that likely possess underlying real assets, primarily in sectors such as industrial products, building materials, metals, mining, homebuilding, oil and gas, paper and packaging, manufacturing, and forest products. It invests globally with focus on North America including Brazil, the United States, and Canada; Europe; Australia; the Middle East and North Africa; and Asia-Pacific. The firm considers equity investments in the range of $2 million to $500 million. It has a four-year

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 3856 % > 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 04, 2026, the stock is trading at USD 43.00 with a total of 7,805,336 shares traded.
Over the past week, the price has changed by -4.42%, over one month by -3.65%, over three months by -7.44% and over the past year by +14.64%.

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	25.5%
Analysts Target Price	54	25.5%

BN Fundamental Data Overview February 28, 2026

P/E Trailing = 92.7551
P/E Forward = 13.7741
P/S = 1.3152
P/B = 2.3994
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 = 349.32b USD (102.14b + Debt 263.42b - CCE 16.24b)
Interest Coverage Ratio = 1.24 (Ebit TTM 22.39b / Interest Expense TTM 18.03b)
EV/FCF = -125.4x (Enterprise Value 349.32b / FCF TTM -2.79b)
FCF Yield = -0.80% (FCF TTM -2.79b / Enterprise Value 349.32b)
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 = 0.67 (Enterprise Value 349.32b / 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 = 5.50 (Debt 263.42b / totalStockholderEquity, last quarter 47.89b)
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 = 46.60b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.26% (Net Income 1.31b / Total Assets 518.97b)
RoE = 2.80% (Net Income TTM 1.31b / Total Stockholder Equity 46.60b)
RoCE = 7.31% (EBIT 22.39b / Capital Employed (Equity 46.60b + L.T.Debt 259.61b))
RoIC = 7.13% (NOPAT 20.97b / Invested Capital 293.97b)
WACC = 4.16% (E(102.14b)/V(365.56b) * Re(10.87%) + D(263.42b)/V(365.56b) * Rd(1.67%) * (1-Tc(0.06)))
Discount Rate = 10.87% (= 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

News: Wall Street Journal | Benzinga | Yahoo Finance
Fund Manager Positions: Dataroma | Stockcircle