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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#2995
Positioning
Market Dominance
Finance, Insurance, And Real Estate
Real Estate
$62.5B
James B. Flatt
Brookfield Asset Management is an alternative asset manager and REIT/Real Estate Investment Manager firm. Firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. It invests in both public debt and equity markets.
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = BN ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$SII SPROTT INC. | 75 | 91 | 87 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PUK PRUDENTIAL PLC | 73 | 88 | 97 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NMR NOMURA HOLDINGS INC | 72 | 81 | 92 | 87 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PSLV Sprott Physical Silver Trust | 69 | 82 | 80 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UFCS UNITED FIRE GROUP INC | 68 | 81 | 93 | 76 | 5.0x | 3.5x | 13.2% | 4.1% | 99.9% | 14.7% | 11.1% | 9.2% | 2.1% | 16.0x | $775M | VS | |
$SLF SUN LIFE FINANCIAL INC | 68 | 83 | 95 | 63 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$CBOE Cboe Global Markets, Inc. | 68 | 75 | 63 | 77 | 21.3x | 15.7x | 24.0% | 13.7% | 41.7% | 32.4% | 26.4% | 8.2% | 1.1% | 30.0x | $25.7B | VS | |
$VTMX Vesta Real Estate Corporation, S.A.B. de C.V. | 67 | 69 | 77 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PHYS Sprott Physical Gold Trust | 67 | 64 | 82 | 91 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GLDM World Gold Trust | 66 | 54 | 85 | 92 | 11.3x | 11.3x | - | 20.9% | 100.0% | 97.1% | 554.8% | -19.0% | 0.0% | - | $32.0B | VS | |
$BN BROOKFIELD Corp /ON/ | 44 | 65 | 70 | 16 | 97.4x | 3.0x | 4.5% | 1.5% | 21.0% | 20.9% | 2.1% | -11.4% | 0.6% | 142.0x | $62.5B | ||
| SECTOR BENCH | - | - | - | - | - | 11.9x | 7.8x | 9.0% | 1.3% | 77.7% | 18.1% | 21.9% | 10.7% | 2.0% | 0.5x | - | REF |
BROOKFIELD Corp /ON/ (BN) receives a "Reduce" rating with a composite score of 43.8/100. It ranks #2995 out of 7,333 stocks in our coverage universe and carries a 2-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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Lagging peers — losers tend to keep underperforming
Trading at a discount to fundamentals — favorable entry valuation
High profitability & efficiency — strong quality floor supports entry
High volatility — wider range of outcomes increases timing risk
Moderate investment profile
Mid-range overall rating
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Relative valuation derived from Finance, Insurance, And Real Estate sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for BN.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 65 | 89 | -24DRAG |
| MOMENTUM | 16 | 8 | +8ALPHA |
| VALUATION | 70 | 92 | -22DRAG |
| INVESTMENT | 40 | 75 | -35DRAG |
| STABILITY | 24 | 15 | +9ALPHA |
| SHORT INT | 24 | 10 | +14ALPHA |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROIC 4.1% vs WACC 5.4% (spread -1.3%)
GM 21% vs sector 78%, OM 21% vs sector 18%
Capital turnover 0.39x
Rev growth -11%, 8yr history
Interest coverage 1.1x, Net debt/EBITDA 8.3x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate BROOKFIELD Corp /ON/ (BN) as a Reduce with a composite score of 43.8/100 at a current price of $45.10. The quantitative profile shows weakness across multiple dimensions, suggesting limited upside potential.
BROOKFIELD Corp /ON/ holds a top-quartile position (#0 of 50) within the Finance, Insurance, And Real Estate sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 43.8/100 places it at rank #2995 in our full universe.
No Moat
Very High
Poor
Undervalued
Value factor score of 70 suggests attractive pricing.
Stable competitive position in a defensive sector.
Elevated P/E ratio of 97.4x leaves little room for execution misses.
Leverage of 142% D/E amplifies downside risk.
Weak momentum suggests persistent institutional selling pressure.
BROOKFIELD Corp /ON/ represents a reduce based on multi-factor quantitative performance.
BROOKFIELD Corp /ON/ receives a Reduce rating from our analysis, with a composite score of 43.8/100 and 2 out of 5 stars, ranking #2995 out of 7,333 stocks. BN's factor profile shows weakness across multiple dimensions, suggesting the stock may underperform going forward. Existing holders may want to consider trimming positions or tightening stop-losses.
BN earns a quality score of 65/100, indicating above-average business quality. The company reports a return on equity of 4.5% (sector avg: 9.0%), gross margins of 21.0% (sector avg: 77.7%), net margins of 2.1% (sector avg: 21.9%). Companies in this tier generally demonstrate consistent profitability and efficient capital deployment, though they may face some competitive pressure.
BN carries a solid value score of 70/100, pointing to an attractively priced stock relative to peers. Key valuation metrics include a P/E ratio of 97.44x, an EV/EBITDA of 3.05x, a P/B ratio of 0.62x. This score suggests reasonable compensation for the risks involved, with potential upside if the market recognizes the stock's underlying worth.
With an investment score of 40/100, BN exhibits moderate growth-oriented spending. Key growth metrics include revenue growth of -11.4% vs. a sector average of 10.7% and a return on assets of 1.5% (sector: 1.3%). The company appears to be balancing growth investments with capital returns, though the pace of investment may not be enough to accelerate top-line growth meaningfully.
BROOKFIELD Corp /ON/ is experiencing notably weak momentum with a score of just 16/100. The stock has underperformed its peers and is trending below major moving averages. Revenue growth stands at -11.4% year-over-year, while a beta of 1.60 reflects its sensitivity to broader market moves. While deep momentum weakness can occasionally present value opportunities, it often reflects deteriorating fundamentals or structural headwinds that may persist.
BROOKFIELD Corp /ON/ registers a low stability score of 24/100, indicating high volatility and potentially stressed financial conditions. Key stability metrics include a beta of 1.60 and a debt-to-equity ratio of 142.00x (sector avg: 0.5x). Stocks at this level carry elevated capital loss risk and may be unsuitable for conservative portfolios without careful risk management.
BROOKFIELD Corp /ON/'s short interest score of 24/100 reveals significant bearish positioning, suggesting institutional investors are actively betting against the stock. Specific risk factors include high market sensitivity (beta: 1.60), elevated leverage (D/E: 142.00x). At $62.5B (large-cap), BN carries meaningful risk and is best suited for investors with high risk tolerance who have thoroughly evaluated the bear thesis.
BN offers a modest dividend yield of 0.6%. This compares to a sector average dividend yield of 2.0%. While the income contribution is relatively small, even a small dividend signals management's commitment to shareholder returns and can serve as a signal of financial discipline.
BROOKFIELD Corp /ON/ is a large-cap company in the Finance, Insurance, And Real Estate sector, ranked #0 of 50 in its sector (100th percentile) and #2995 of 7,333 overall (59th percentile). Key comparisons include ROE of 4.5% trailing the 9.0% sector median and operating margins of 20.9% above the 18.1% sector average. This top-quartile standing reflects exceptional competitive strength relative to Finance, Insurance, And Real Estate peers.
While BN currently exhibits a REDUCE profile, superior opportunities exist within the FINANCE, INSURANCE, AND REAL ESTATE sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Finance, Insurance, And Real Estate Alpha →Quant Factor Profile
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Improvement in Momentum (16) would have the largest impact on the composite score.
EV/EBITDA 61% BELOW SECTOR MEDIAN (FAVORABLE)
ROE 50% BELOW SECTOR MEDIAN
Gross Margin 73% BELOW SECTOR MEDIAN
S.A. Mason invested $3 million in the Akre Focus ETF (AKRE), purchasing 45,209 shares in Q4. Despite the bull market, AKRE has declined 10% since its October launch, underperforming the S&P 500's 1% gain. The fund employs a concentrated strategy focused on high-quality U.S. equities with strong management and reinvestment potential, with top holdings including Mastercard, Brookfield, and Constellation Software.
BlackRock and Brookfield Asset Management are among potential investors that have held talks with Kuwait Petroleum over a $7B stake sale in its crude oil pipeline network, Reuters reported.
State-held Kuwait Petroleum Corporation is planning to sell a minority stake in its crude oil pipeline network in a $7 billion lease-and-re-lease deal, attracting interest from major international infrastructure investors like BlackRock and KKR.
Maestria Partners LLC significantly increased its stake in Shift4 Payments by purchasing 143,763 shares worth approximately $10.16 million in Q4 2025, bringing its position to 9.5% of fund AUM. The investment represents a contrarian move as Shift4's stock has declined 51.1% over the past year, despite strong financial performance with 22% revenue growth and 39% operating income growth.
Blackstone and Brookfield, two major alternative asset managers with over $1 trillion in AUM each, have both delivered strong returns exceeding the S&P 500. Blackstone focuses on asset management with steady fee generation and returns most profits via dividends and buybacks. Brookfield combines asset management with a wealth platform and operating businesses, projecting 25%+ annual earnings growth. Despite Brookfield's stronger growth outlook and undervalued stock price relative to intrinsic value, both companies are positioned to enrich investors going forward.
Above 50MA
37.18%
Net New Highs
+51081