Brookfield Corporation is a leading alternative asset manager and Real Estate Investment Trust (REIT) that specializes in investing in high-quality assets across various sectors, including real estate, renewable power, infrastructure, and venture capital and private equity. The company's diversified portfolio is designed to generate strong returns for its institutional and retail clients.
With a global presence, Brookfield Corporation manages a range of public and private investment products and services, investing in sizeable, premier assets across geographies and asset classes. The company's investment approach is flexible, investing both its own capital and capital from other investors. This allows Brookfield to take a long-term view, focusing on creating value through active management and operational expertise.
In the private equity and venture capital space, Brookfield Corporation targets companies with strong underlying assets, primarily in sectors such as industrial products, building materials, metals, mining, homebuilding, oil and gas, paper and packaging, manufacturing, and forest products. The company's investment strategy involves acquiring stakes in companies, providing capital for growth, and working closely with management teams to drive operational improvements and strategic re-direction.
Brookfield Corporation's private equity focus areas include business services, industrials, and residential/infrastructure services. Within these sectors, the company looks for opportunities in areas such as infrastructure, healthcare, road fuel distribution and marketing, construction, and real estate. The company's investment size ranges from $2 million to $500 million, with a typical investment period of four years and a 10-year term, extendable by two one-year periods.
With a global footprint, Brookfield Corporation invests in North America, including Brazil, the United States, and Canada, as well as Europe, Australia, and Asia-Pacific. The company's investment approach is guided by a disciplined and patient mindset, focusing on creating long-term value for its clients and stakeholders.
Founded in 1997, Brookfield Corporation is headquartered in Toronto, Canada, with additional offices across Northern America, South America, Europe, the Middle East, and Asia. The company's website can be found at https://www.bn.brookfield.com.
| Market Cap in USD | 70,395m |
| Sector | Financial Services |
| Industry | Asset Management |
| GiC SubIndustry | Asset Management & Custody Banks |
| TER | 0.00% |
| IPO / Inception | 1983-12-30 |
| Growth 5y | 52.1 |
| Fundamental | -2.66 |
| Dividend | 9.93 |
| Rel. Performance vs Sector | 0.17 |
| Analysts | 4.00/5 |
| Fair Price Momentum | 45.61 USD |
| Fair Price DCF | - |
| Dividend Yield 12m | 0.50% |
| Yield on Cost 5y | 0.85% |
| Dividends CAGR 5y | -5.03% |
| Payout Consistency | 95.8% |
| Growth 12m | 35.79% |
| Growth Correlation 12m | 92% |
| Growth Correlation 3m | 81% |
| CAGR 5y | 11.31% |
| CAGR/Mean DD 5y | 0.66 |
| Sharpe Ratio 12m | 1.05 |
| Alpha vs SP500 12m | 3.30 |
| Beta vs SP500 5y weekly | 1.53 |
| ValueRay RSI | 22.57 |
| Volatility GJR Garch 1y | 32.13% |
| Price / SMA 50 | 0.3% |
| Price / SMA 200 | 10.65% |
| Current Volume | 2916.6k |
| Average Volume 20d | 2111.7k |
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | 61 | 32.3 |
| Analysts Target Price | 61.3 | 32.9 |
| ValueRay Target Price | 51.4 | 11.5 |
Brookfield Corp, with its roots stretching back over 100 years, started as a company focused on electricity and transport infrastructure, leveraging the vast opportunities in the natural resources sector. Over the decades, it has grown into a global conglomerate, navigating through economic cycles and adapting to changing market dynamics. This adaptability and foresight have been key to Brookfield's resilience and growth.