(BN) Brookfield - Overview

Sector: Financial Services | Industry: Asset Management | Exchange: NYSE (USA) | Market Cap: 88.201m USD | Total Return: 14.3% in 12m

Stock Real Estate, Energy, Infrastructure, Credit, Investments
Total Rating 33
Risk 57
Buy Signal 0.02
Asset Management +6.7
Asset Management & Custody Banks +6.7
Market Cap: 88,201m
Avg Trading Vol: 245M USD
ATR: 3.34%
Peers RS (IBD): 52.7
Risk 5d forecast
Volatility29.3%
Rel. Tail Risk-0.05%
Reward TTM
Sharpe Ratio0.50
Alpha-8.72
Character TTM
Beta1.574
Beta Downside1.924
Drawdowns 3y
Max DD27.84%
CAGR/Max DD0.90
EPS (Earnings per Share) EPS (Earnings per Share) of BN over the last years for every Quarter: "2021-03": 0.77, "2021-06": 0.49, "2021-09": 0.47, "2021-12": 0.66, "2022-03": 0.81, "2022-06": 0.34, "2022-09": 0.85, "2022-12": -0.23, "2023-03": 0.05, "2023-06": 0.03, "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": 0.1, "2025-09": 0.56, "2025-12": 0.297,
EPS CAGR: -23.47%
EPS Trend: -12.4%
Last SUE: -0.55
Qual. Beats: 0
Revenue Revenue of BN over the last years for every Quarter: 2021-03: 16410, 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,
Rev. CAGR: -0.86%
Rev. Trend: -70.9%
Last SUE: 2.76
Qual. Beats: 1
Risks
Fundamental:

P/E ratio: 79.5918

Description: BN Brookfield

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 0.01 > 1.0
NWC/Revenue: 11.86% < 20% (prev -34.81%; Δ 46.68% < -1%)
CFO/TA 0.02 > 3% & CFO 10.97b > Net Income 1.31b
Net Debt (296.37b) to EBITDA (32.77b): 9.05 < 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'' 0.65
A: 0.02 (Total Current Assets 71.38b - Total Current Liabilities 62.35b) / Total Assets 518.97b
B: 0.03 (Retained Earnings 16.63b / Total Assets 518.97b)
C: 0.04 (EBIT TTM 22.39b / Avg Total Assets 504.70b)
D: 0.12 (Book Value of Equity 43.57b / Total Liabilities 352.78b)
Altman-Z'' Score: 0.65 = B
Beneish M -2.38
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: -0.02 (NI 1.31b - CFO 10.97b) / TA 518.97b)
Beneish M-Score: -2.38 (Cap -4..+1) = BBB
What is the price of BN shares? As of April 02, 2026, the stock is trading at USD 40.47 with a total of 6,336,648 shares traded.
Over the past week, the price has changed by +2.08%, over one month by -7.16%, over three months by -12.47% and over the past year by +14.26%.
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
Wallstreet Target Price 53.6 32.4%
Analysts Target Price 53.6 32.4%
BN Fundamental Data Overview as of 31 March 2026
P/E Trailing = 79.5918
P/E Forward = 11.8906
P/S = 1.1358
P/B = 1.9921
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 = 49.19b USD (from shortTermDebt, last quarter)
Debt = 312.61b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 296.37b USD (from netDebt column, last quarter)
Enterprise Value = 384.57b USD (88.20b + Debt 312.61b - CCE 16.24b)
Interest Coverage Ratio = 1.24 (Ebit TTM 22.39b / Interest Expense TTM 18.03b)
EV/FCF = -101.6x (Enterprise Value 384.57b / FCF TTM -3.78b)
FCF Yield = -0.98% (FCF TTM -3.78b / Enterprise Value 384.57b)
FCF Margin = -4.97% (FCF TTM -3.78b / 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 = 0.74 (Enterprise Value 384.57b / Total Assets 518.97b)
Interest Expense / Debt = 1.41% (Interest Expense 4.40b / Debt 312.61b)
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 = 6.54 (Debt 312.61b / totalStockholderEquity, last quarter 47.80b)
Debt / EBITDA = 9.05 (Net Debt 296.37b / EBITDA 32.77b)
 Debt / FCF = -78.31 (negative FCF - burning cash) (Net Debt 296.37b / FCF TTM -3.78b)
 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 = 3.56% (E(88.20b)/V(400.81b) * Re(11.52%) + D(312.61b)/V(400.81b) * Rd(1.41%) * (1-Tc(0.06)))
Discount Rate = 11.52% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -0.09%
 [DCF] Fair Price = unknown (Cash Flow -3.78b)
 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