(BN) Brookfield - Ratings and Ratios

Brookfield Corporation (BN) is a leading global alternative asset manager and REIT/Real Estate Investment Manager, specializing in real estate, renewable power, infrastructure, venture capital, and private equity. Headquartered in Toronto, Canada, the firm was founded in 1997 and operates across a expansive network of offices spanning North America, South America, Europe, the Middle East, and Asia. Brookfield manages a diverse array of public and private investment products and services tailored to institutional and retail clients, with a strategic focus on acquiring and managing high-quality, large-scale assets across geographies and asset classes. The firm invests both its own capital and capital from external investors, emphasizing value creation through operational expertise and strategic restructuring.

In the private equity and venture capital space, Brookfield targets under-performing midmarket companies, distressed assets, and corporate carve-outs, with a focus on control buyouts, recapitalizations, and operational restructuring. The firm invests across a wide range of sectors, including business services (infrastructure, healthcare, road fuel distribution), industrials (automotive batteries, graphite electrodes, sanitation management), and residential/infrastructure services. It prioritizes companies with underlying real assets in sectors such as industrial products, building materials, metals, mining, homebuilding, oil and gas, paper, and packaging. Geographically, Brookfield maintains a strong presence in North America (including Brazil, the U.S., and Canada), Europe, Australia, and the Asia-Pacific region. Equity investments typically range from $2 million to $500 million, with a four-year investment period and a 10-year term, extendable by two additional years. The firm prefers both minority and majority stakes in its portfolio companies.

From a technical perspective, Brookfields stock (Ticker: BN) is currently trading below its key moving averages, with the 20-day SMA at 71.90, 50-day SMA at 76.80, and 200-day SMA at 74.71, indicating bearish momentum. The average trading volume over the past 20 days is approximately 2.26 million shares, with a last price of 68.81. The Average True Range (ATR) of 3.30 reflects moderate volatility. On the fundamental side, the company has a market capitalization of 107.79 billion CAD, with a trailing P/E ratio of 149.64 and a forward P/E of 12.24, suggesting a significant disparity between current and future earnings expectations. The price-to-book ratio stands at 1.67, and the price-to-sales ratio is 1.21, with a return on equity (RoE) of 1.39.

3-Month Forecast: Based on the technical and fundamental data, Brookfields stock is expected to face near-term headwinds due to its current position below key moving averages and elevated P/E ratio. However, the lower forward P/E ratio of 12.24 indicates potential undervaluation in the medium term. Support levels may emerge near the 200-day SMA of 74.71, while resistance is likely at the 50-day SMA of 76.80. The high ATR of 3.30 suggests continued volatility, with potential pullback opportunities if the stock retests its recent lows. Investors should monitor earnings reports and macroeconomic trends impacting real assets and infrastructure sectors, as these will be critical drivers of Brookfields performance in the coming months.