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Upturn AI Summary - About
Brookfield Corp(BN)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BN
11/06/2026: BN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Brookfield Corp is a global alternative asset manager and investment firm that owns and operates essential infrastructure, renewable power, and real estate assets. Its main strength lies in its 'owner-operator' model, which differentiates it from competitors by combining financial management with deep operational expertise. The primary growth opportunity involves the massive capital demand for global energy transition and AI infrastructure. However, the company faces risks from high interest rates, real estate market sensitivity, and complex organizational structures. It is well-suited for long-term investors seeking income and growth, though monitoring interest rate trends and fund deployment success remains essential for risk management.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company provides exposure to long-term secular growth in infrastructure and energy transition. |
| Momentum investor | Mixed fit | This is a conditional fit, primarily appealing when the stock exhibits positive trend signals. |
| Value investor | Strong fit | The company's asset-heavy model and discounted internal valuations often attract value-oriented capital. |
| Dividend investor | Strong fit | Brookfield offers a stable and growing income stream through its diversified business segments. |
| Low-risk investor | Mixed fit | While assets are stable, the complexity of the conglomerate structure introduces specific volatility risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can be impacted by broader market swings and interest rate fluctuations. |
| Valuation risk | Medium | Asset valuations are sensitive to cap rate movements in real estate and infrastructure. |
| Competition risk (Alternative Asset Management) | Medium / high | Fierce competition for high-quality assets can compress margins. |
| Business quality | Strong | The company owns a high-quality, long-term portfolio of hard assets. |
| Dividend income | Medium | Dividends are reliable but depend on consistent performance across segments. |
| Execution risk | Medium | Successfully managing large-scale, complex acquisitions remains critical. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 22.59% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 92.37B USD | Price to earnings Ratio 76.63 | 1Y Target Price 53.75 |
Price to earnings Ratio 76.63 | 1Y Target Price 53.75 | ||
Volume (30-day avg) 5.7M shares | Beta 1.83 | 52 Weeks Range 35.61 - 49.31 | Updated Date 11/08/2026 |
52 Weeks Range 35.61 - 49.31 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 0.62% | Basic EPS (TTM) 0.54 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Infrastructure | Utilities, transport, and energy midstream assets. | Steady, long-term cash flows from essential global services. |
| Renewable Power | Hydro, wind, and solar projects. | Profiting from the global shift toward green energy. |
| Insurance | Reinsurance products and capital solutions. | Additional capital base and float generation. |
| Geography | Global operations with heavy exposure to North America and Europe. | Broad international exposure across stable developed economies. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-12 | When Before Market | Estimate 0.72 | Actual - |
Profitability
Profit Margin 1.77% | Operating Margin (TTM) 25.67% |
Management Effectiveness
Return on Assets (TTM) 2.66% | Return on Equity (TTM) 2.26% |
Valuation
Trailing PE 76.63 | Forward PE 11.79 | Enterprise Value 342.21B | Price to Sales(TTM) 1.14 |
Enterprise Value 342.21B | Price to Sales(TTM) 1.14 | ||
Enterprise Value to Revenue 4.44 | Enterprise Value to EBITDA 10.28 | Shares Outstanding 2.23B | Shares Floating 1.73B |
Shares Outstanding 2.23B | Shares Floating 1.73B | ||
Percent Insiders 17.63 | Percent Institutions 59.67 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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