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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
10/09/2026: BN (1-star) is currently NOT-A-BUY. Pass it for now.
Brookfield Corp is a leading global alternative asset manager with a deep focus on infrastructure, real estate, and renewable energy. Operating under an owner-operator model, the firm offers a distinct value proposition by managing the physical assets it owns, which creates long-term operational advantages. The primary investment story rests on the company’s ability to capture the massive shift of capital toward private markets and energy transition projects. However, investors must consider risks related to interest rate sensitivity, the complexity of its corporate structure, and the cyclical nature of asset valuations. It remains a potential fit for investors seeking long-term growth and exposure to global private markets.
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 has a long track record of scaling its AUM and expanding into new high-growth verticals. |
| Momentum investor | Mixed fit | Requires positive market sentiment toward private equity and interest rate stabilization. |
| Value investor | Strong fit | Trades at a discount to the sum-of-the-parts valuation of its underlying high-quality assets. |
| Dividend investor | Mixed fit | Provides steady income, though growth investors may prefer the company's reinvestment strategy over high yields. |
| Low-risk investor | Weak fit | The stock is subject to market volatility and cyclical risks inherent in the alternative asset management business. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock often fluctuates based on macro interest rate expectations and financial market sentiment. |
| Valuation risk | Medium | Determining the intrinsic value of diverse private assets involves significant estimation and sensitivity to discount rates. |
| Competition risk (Alternative Asset Management) | Medium / high | Intense rivalry for capital and deals from firms like Blackstone and KKR can compress fee margins. |
| Business quality | Strong | The firm owns a massive portfolio of essential infrastructure and real estate assets with long-term cash flow visibility. |
| Dividend income | Low | The dividend is reliable but not the primary driver of total returns compared to capital appreciation. |
| Execution risk | Medium | Success relies heavily on the management team's ability to identify and operate complex assets globally. |
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 6.98% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/09/2026 |
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 82.08B USD | Price to earnings Ratio 68.09 | 1Y Target Price 54.25 |
Price to earnings Ratio 68.09 | 1Y Target Price 54.25 | ||
Volume (30-day avg) 5.1M shares | Beta 1.84 | 52 Weeks Range 35.69 - 49.31 | Updated Date 10/08/2026 |
52 Weeks Range 35.69 - 49.31 | Updated Date 10/08/2026 | ||
Dividends yield (FY) 0.70% | Basic EPS (TTM) 0.54 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Asset Management Fees | Management fees and performance fees (carried interest) from institutional clients. | The reliable core revenue stream as the company scales. |
| Principal Investments | Distributions from Brookfield's own equity stakes in its infrastructure and real estate projects. | Upside potential from the assets they own and operate. |
| Insurance Solutions | Investment income from insurance float via Brookfield Reinsurance. | A stable source of long-term capital for investments. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 68.09 | Forward PE 11.89 | Enterprise Value 332.04B | Price to Sales(TTM) 1.02 |
Enterprise Value 332.04B | Price to Sales(TTM) 1.02 | ||
Enterprise Value to Revenue 4.31 | Enterprise Value to EBITDA 9.97 | Shares Outstanding 2.23B | Shares Floating 1.73B |
Shares Outstanding 2.23B | Shares Floating 1.73B | ||
Percent Insiders 17.64 | Percent Institutions 59.44 |
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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