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Upturn AI SWOT - About
Brookfield Corp (BN)
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Upturn Advisory Summary
03/27/2025: BN (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -17.31% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 88.08B USD | Price to earnings Ratio 173.55 | 1Y Target Price 65.69 |
Price to earnings Ratio 173.55 | 1Y Target Price 65.69 | ||
Volume (30-day avg) 3169532 | Beta 1.83 | 52 Weeks Range 37.92 - 62.66 | Updated Date 04/2/2025 |
52 Weeks Range 37.92 - 62.66 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 0.67% | Basic EPS (TTM) 0.31 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.72% | Operating Margin (TTM) 29.55% |
Management Effectiveness
Return on Assets (TTM) 2.64% | Return on Equity (TTM) 1.11% |
Valuation
Trailing PE 173.55 | Forward PE 14.18 | Enterprise Value 299739596309 | Price to Sales(TTM) 0.99 |
Enterprise Value 299739596309 | Price to Sales(TTM) 0.99 | ||
Enterprise Value to Revenue 3.49 | Enterprise Value to EBITDA 10.27 | Shares Outstanding 1637200000 | Shares Floating 1462015157 |
Shares Outstanding 1637200000 | Shares Floating 1462015157 | ||
Percent Insiders 17.49 | Percent Institutions 58.78 |
Analyst Ratings
Rating 3.78 | Target Price 67.88 | Buy 5 | Strong Buy 2 |
Buy 5 | Strong Buy 2 | ||
Hold 1 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Brookfield Corp
Company Overview
History and Background
Brookfield Corp, formerly known as Brookfield Asset Management, was founded in 1899. Originally focused on transportation and electricity, it has evolved into a leading global alternative asset manager. Significant milestones include diversification into real estate, infrastructure, and private equity, and a spin-off of its asset management business.
Core Business Areas
- Renewable Power & Transition: Owns and operates one of the world's largest publicly traded, pure-play renewable power platforms. It focuses on hydro, wind, solar, and storage facilities.
- Infrastructure: Invests in and manages infrastructure assets, including utilities, transport, midstream, and data infrastructure globally.
- Private Equity: Operates a diversified private equity business with investments across various sectors, including business services, industrials, and healthcare.
- Real Estate: Owns, operates, and develops premier real estate assets globally, including office, retail, multi-family, logistics, hospitality and triple net lease assets.
- Asset Management: Through Brookfield Asset Management (BAM), manages capital for institutions and retail investors, generating fee-related earnings and carried interest.
Leadership and Structure
Brookfield Corp is led by CEO Bruce Flatt. The organizational structure comprises various business groups, each led by its respective CEO, reporting to the Brookfield Corp parent company.
Top Products and Market Share
Key Offerings
- Renewable Energy Generation: Brookfield Renewable operates a vast portfolio of renewable power assets. Market share is difficult to quantify precisely but Brookfield is a major player in global renewable energy. Competitors: NextEra Energy, Enel.
- Infrastructure Assets: Brookfield Infrastructure owns and operates essential infrastructure assets worldwide. Again precise market share is hard to define, but Brookfield holds a significant portfolio of these assets. Competitors: Global Infrastructure Partners, Macquarie Infrastructure.
- Real Estate Management: Brookfield Property Partners owns and operates high-quality real estate assets. Market share varies by sector and geography. Competitors: Simon Property Group, Boston Properties.
- Private Equity Investments: Brookfield's Private Equity arm invests in a diverse range of companies. Market share is highly fragmented. Competitors: Blackstone, KKR.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing significant growth, driven by low interest rates, institutional investors seeking higher returns, and increasing demand for infrastructure investments.
Positioning
Brookfield is a leading global alternative asset manager with a strong reputation, a diversified portfolio, and a long track record of generating attractive returns. Its competitive advantage lies in its scale, operational expertise, and access to capital.
Total Addressable Market (TAM)
The global alternative asset management market is estimated to be in the trillions of dollars. Brookfield is well-positioned to capture a significant share of this market through its diversified investment strategies and global presence.
Upturn SWOT Analysis
Strengths
- Global presence and diversified portfolio
- Strong brand reputation and track record
- Experienced management team
- Access to significant capital
Weaknesses
- Complexity of the business model
- Sensitivity to interest rate changes
- Exposure to regulatory risks
- Large size potentially limiting agility
Opportunities
- Increasing demand for alternative investments
- Growth in emerging markets
- Infrastructure development needs
- Distressed asset opportunities
Threats
- Increased competition
- Economic downturns
- Regulatory changes
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BX
- KKR
- APO
Competitive Landscape
Brookfield differentiates itself through its scale, operational expertise, and focus on real assets. However, competitors like Blackstone, KKR, and Apollo also have significant resources and expertise.
Major Acquisitions
Origin Energy
- Year: 2023
- Acquisition Price (USD millions): 12748
- Strategic Rationale: Expanded Brookfield's renewable energy portfolio in Australia, further solidifying its global leadership in the sector.
Growth Trajectory and Initiatives
Historical Growth: Brookfield has experienced significant growth over the past decade, driven by acquisitions, organic growth, and expansion into new markets.
Future Projections: Analysts project continued growth for Brookfield, driven by the increasing demand for alternative investments and the company's strong competitive position. Expect modest positive EPS growth for next couple of years.
Recent Initiatives: Recent initiatives include the spin-off of its asset management business into BAM, strategic acquisitions, and investments in renewable energy and infrastructure.
Summary
Brookfield Corp is a large and complex alternative asset manager with a diversified portfolio and strong growth prospects. Its strengths lie in its scale, expertise, and access to capital. However, the company faces risks related to economic downturns, regulatory changes, and increased competition. Growth in Renewables and Infrastructure is key to its future
Similar Companies
APO
Apollo Global Management LLC Class A
APO
Apollo Global Management LLC Class A
BEP
Brookfield Renewable Partners LP
BEP
Brookfield Renewable Partners LP
BIPC
Brookfield Infrastructure Corp
BIPC
Brookfield Infrastructure Corp
BX
Blackstone Group Inc
BX
Blackstone Group Inc
KKR
KKR & Co LP
KKR
KKR & Co LP
Sources and Disclaimers
Data Sources:
- Company SEC filings (10K, 10Q), investor presentations, press releases, analyst reports
- Company Website
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute investment advice. Market share data is based on available estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Brookfield Corp
Exchange NYSE | Headquaters Toronto, ON, Canada | ||
IPO Launch date 1983-12-30 | Managing Partner, CEO & Director Mr. James Bruce Flatt | ||
Sector Financial Services | Industry Asset Management | Full time employees 250000 | Website https://bn.brookfield.com |
Full time employees 250000 | Website https://bn.brookfield.com | ||
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.
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