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Investor Insights

This summary was created by AI, based on 53 opinions in the last 12 months.

The reviews indicate a mixed reception towards Brookfield Corp (BN-T). While some experts are bullish on the company's potential for growth, citing its strong platform for growth and compelling risk/reward ratio, others are wary of the complex business model, overexposure to real estate, and potential impacts of rising interest rates. The stock has been described as undervalued by some, pointing to its strong assets and high-quality management, while others see it as facing challenges in the real estate sector. Overall, the reviews portray Brookfield Corp as a company with potential for long-term growth, but with risks that may warrant caution.

Consensus
Mixed
Valuation
Undervalued
DON'T BUY
Brookfield Corp

Complex business model that is hard to value. Better names to get exposure to in private equity space. Would not recommend to investors. 

investment companies / funds
COMMENT
Brookfield Corp

The question was on his choice between BN and BAM. BN is Brookfield Corporation which is the old Brookfield Asset Management. BAM is the new Brookfield Asset Management. This is a result of re-structuring done in 2022. BAM has a better dividend, almost 4%, but not as much growth. BN has a small yield but more growth. It is leveraged to the economy and makes money when they sell something, so their income is lumpier than BAM. Since 2022 the total return on BAM is 28% and BN is 10%.

investment companies / funds
BUY
Brookfield Corp

Likes the stock. Underperformed. BN and BAM are closely correlated. BAM just reported, increased dividend, a nice beat that some are saying merely due to taxes. He models outsized growth for 2024. Pretty attractive risk/reward. 22x, 17% distributable EPS growth. Buying at these levels will work.

investment companies / funds
BUY
Brookfield Corp

A giant with many companies in many industries like real estate and private equity. The appeal of the latter is that it's less efficient than public markets, so it's easier to find mispricings. Also, given BN's scale and size, sellers approach them first before entering a competitive auction. Also, BN benefits from the secular trends of divesting from public into private markets. He owns several Brookfield stocks.

investment companies / funds
BUY
Brookfield Corp

He feels strongly about the value of owning the parent, BN, rather than owning one of the subsidiary pieces.

investment companies / funds
TOP PICK
Brookfield Corp

Thinks it will be largest company on TSX in a few years. Mind-boggling amount of growth to come. Amount of money moving to alternatives is gigantic. 50% of asset base collects fees, and that base is increasing. Benefits from big themes like decarbonization and digital economy. Global. Cheap valuation. Lagging US peers due to worries over its 35% portfolio allocation to bad real estate, but most is running strong. Yield is 0.8%.

(Analysts’ price target is $60.03)
investment companies / funds
BUY
Brookfield Corp

BN owns a percentage of BAM. BN is trading at a discount to NAV, widest discount in a long time, which is why you want to look at buying it here. Working at home has hurt BN's commercial properties. BN has raised lots of capital, great company, well run. BAM and BN are two of the best businesses you can own.

investment companies / funds
HOLD
Brookfield Corp

Core holding. Real estate has been an overhang. Company would argue that its holdings are high quality in good locations. Despite rise in interest rates, demand for alternative assets hasn't declined. Successful fundraising. Benefits from rates going lower. Excellent long-term hold for a growth company.

investment companies / funds
BUY
Brookfield Corp

Many levers to pull to capitalize on value. Strong platform for growth.

investment companies / funds
PAST TOP PICK
Brookfield Corp
(A Top Pick Dec 14/22, Up 9%)

Other private equity players have performed better. Hurt by real estate overhang. Valuation less than 11x distributable cashflow. Will always trade at a bit of a discount to sum of the parts, as it's the holding company. Free cashflow yield is north of 7%, exceptional value. Really good management. Good compounder at attractive price. He'd continue to buy.

investment companies / funds
BUY ON WEAKNESS
Brookfield Corp

It is a unique company and is expecting annualized growth in the 15 to 20% range. It can be somewhat volatile so buy on the dips. Its biggest asset is BAM which has $420 billion under management and is aiming for $1 trillion over the next five years and in fact is ahead of schedule in this effort. It is a good long term hold and still has room to run.

investment companies / funds
TOP PICK
Brookfield Corp

One of the world's foremost managers of long-duration assets, like private equity, renewable energy and utilities. They have assets around the world like the UK. They have size, scale and diverse funding. Are also a fine asset manager. Are capital-lite. Flows of funds into alternative assets are outstripping funds into stocks and bonds, even with these interest rates. Their shareholder returns are 15% compounded over the last 25 years. That means a $1 in 1998 is $31 today, including dividends.

(Analysts’ price target is $59.48)
investment companies / funds
STRONG BUY
Brookfield Corp

Unfortunately, Brookfield is looking like the old Brascan empire, a plate of spaghetti, where they spin off all these entities, then buy them back and it's hard to keep track of how many there are. That said, BAM and BN-T are grossly undervalued. The market is overreacting to the impact of commercial real estate BN-T, in particular. 

investment companies / funds
DON'T BUY
Brookfield Corp

He hasn't warmed up to the Brookfield companies. This restructuring is a bit of a shell game. He prefers a pure play stock. But if he prefers the Renewables stock the most given its growth prospects.

investment companies / funds
PAST TOP PICK
Brookfield Corp
(A Top Pick Aug 14/23, Down 12%)

Stock overhang due to commercial real estate portfolio. Still thinks overall - real estate will be strong. Interest rates will put pressure on company in mid term. Long term is a strong business. Excellent ability to raise money. Will continue to own shares. 

investment companies / funds
Showing 1 to 15 of 68 entries

Brookfield Corp(BN-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 36

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 11

Total Signals / Votes : 49

Stockchase rating for Brookfield Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Brookfield Corp(BN-T) Frequently Asked Questions

What is Brookfield Corp stock symbol?

Brookfield Corp is a Canadian stock, trading under the symbol BN-T on the Toronto Stock Exchange (BN-CT). It is usually referred to as TSX:BN or BN-T

Is Brookfield Corp a buy or a sell?

In the last year, 49 stock analysts published opinions about BN-T. 36 analysts recommended to BUY the stock. 11 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Brookfield Corp.

Is Brookfield Corp a good investment or a top pick?

Brookfield Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for Brookfield Corp.

Why is Brookfield Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Brookfield Corp worth watching?

49 stock analysts on Stockchase covered Brookfield Corp In the last year. It is a trending stock that is worth watching.

What is Brookfield Corp stock price?

On 2024-02-23, Brookfield Corp (BN-T) stock closed at a price of $55.72.