Brookfield Corp

Financial Performance

5Y price score: 63

10Y return: 280.3%

DATE RANGE:

US$ Per
Share

By default your notes are visible only to you.

37.9

52-week range

49.5

45.11

Your model inputs

Required return / cost of capital

FCFF terminal growth rate

Your fair value & Margin of safety

To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

Forecast:

Valuation

Free Cash Flow Yield

(6.8) %

Dividend Yield TTM

0.6 %

Market cap $

$ 100,758

Price / Earnings TTM

87.3

Price / Book TTM

2.4

PEG TTM

0.6

Earnings growth and return

LTM

5YR

10YR

Total return (price & dividends)

2.7 %

51.7 %

280.3 %

Free cash flow per share growth

Earnings per share growth

141.9 %

676.9 %

(50.3) %

Founded: 1,997

Employees: 250,000

Business Summary:Brookfield Corporation is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. 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 acquisition, early ventures, control buyouts and financially distressed, buyouts and corporate carve-outs, recapitalizations, convertible, senior and mezzanine financings, operational and capital structure restructuring, strategic re-direction, turnaround, and under-performing midmarket companies. It invests in both public debt and equity markets. It invests in private equity sectors with focus on Business Services include infrastructure, healthcare, road fuel distribution and marketing, construction and real estate; Industrials include manufacturers of automotive batteries, graphite electrodes, returnable plastic packaging, and sanitation management and development; and Residential/ infrastructure services. It targets companies which 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 product sectors. It invests globally with focus on North America including Brazil, the United States, Canada; Europe; and Australia; and Asia-Pacific. The firm considers equity investments in the range of $2 million to $500 million. It has a four-year investment period and a 10-year term with two one-year extensions. The firm prefers to take minority stake and majority stake. Brookfield Corporation was founded in 1997 and based in Toronto, Canada with additional offices across Northern America; South America; Europe; Middle East and Asia.

Fair Value Reference Estimate

Latest Earnings Call Takeaways

2026 Q2 (Aug 13, 2026)

1) Business Strategy & Leadership - Brookfield Corporation reported strong performance in Q2 2026, with distributable earnings before realizations increasing 15% YoY to $1.4 billion. - The company raised $98 billion in capital and deployed $100 billion into opportunities, while monetizing $40 billion of assets. - Strategic initiatives included the acquisition of Just Group in the U.K., enhancing their insurance business, and the acquisition of Oaktree, strengthening their credit business. - The focus remains on long-term value creation amidst geopolitical conflicts and economic uncertainties, leveraging relationships to access unique investment opportunities.

2) Financial & Segment Results - Distributable earnings (DE) before realizations were $1.4 billion ($0.61 per share) for the quarter, and $5.7 billion ($2.39 per share) over the last 12 months. - Total DE, including realizations, was $1.5 billion ($0.66 per share) for the quarter, and $6.2 billion ($2.61 per share) over the last 12 months. - The Asset Management business generated DE of $740 million ($0.31 per share) in the quarter, with fundraising reaching a record $77 billion. - Wealth Solutions contributed DE of $480 million ($0.20 per share) for the quarter, driven by strong organic inflows and the acquisition of Just Group.

3) Operational Plans & Market Environment - The company is actively pursuing opportunities in AI infrastructure, with a recent $100 billion investment to build an advanced AI factory in Kentucky. - Westinghouse is positioned to benefit from energy transition trends, with support from the U.S. government for nuclear reactor production. - The real estate portfolio remains strong, with high occupancy rates and significant leasing activity, particularly in the office sector. - The company is focused on disciplined capital allocation, maintaining a strong liquidity position with $210 billion of deployable capital.

4) Guidance & Outlook - Brookfield expects continued momentum in fundraising and transaction activity, with a strong pipeline of opportunities across various sectors. - The company anticipates further growth in the Wealth Solutions business, aiming for over $300 billion in insurance assets by the end of the decade. - They remain cautious regarding market conditions, particularly in the pension risk transfer market, and are focused on achieving attractive returns. - The simplification of the capital structure is expected to enhance operational efficiency and shareholder value.

5) Investor Angle & Missing Information - The call highlighted the importance of scale and integrated solutions in capitalizing on investment opportunities, particularly in AI and energy sectors. - There was no specific guidance on future earnings growth rates or detailed projections for individual segments beyond the general positive outlook. - Further details on the impact of geopolitical factors on specific investments were not provided.

Bottom line: Brookfield Corporation is well-positioned for growth with strong financial results, strategic acquisitions, and a focus on long-term value creation, particularly in AI and energy sectors, making it an attractive investment for shareholders.

No data