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BN

Brookfield Corporation
Financial ServicesAsset ManagementMomentum
$46.01 · 15min delay
β 1.85

A steady large-cap momentum story trading near fair value. Most frameworks reject it today.

Download report

52-wk low $37.5452-wk high $49.57

Mkt Cap

$102.93B

P/E

—

PEG

1.27

P/B

2.36

Dividend

0.60%

ROE

2.0%

About the business

Brookfield Corporation is a multi-asset manager focused on real estate, credit, renewable power and transition, infrastructure, venture capital, and private equity including growth capital and emerging growth investments. 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 acquisitions, early ventures, control buyouts, financially distressed buyouts, corporate carve-outs, recapitalizations, convertible, senior and mezzanine financings, operational and capital structure restructuring, strategic re-direction, turnarounds, and underperforming midmarket companies. It invests in both public debt and equity markets. It invests in private equity sectors with focus on business services including infrastructure, healthcare, road fuel distribution and marketing, and real estate; industrials including manufacturers of automotive batteries, graphite electrodes, smart cards, returnable plastic packaging, consumable products for lab testing, and sanitation management and development; and residential/infrastructure services. The firm provides essential business services including business process outsourcing, financial services, software and technology services, and real estate–related services, among others. The firm also invests in energy transition. It targets companies that 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 products. It invests globally with focus on North America including Brazil, the United States, and Canada; Europe; Australia; the Middle East and North Africa; 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 both minority and majority stakes. Brookfield Corporation was founded in 1997 and is based in Toronto, Canada, with additional offices across North America, South America, Europe, the Middle East, and Asia.

Who would buy BN?

Consensus 4/100 · Aligned · Investors mostly agree.

0 2 13

Endorses

· 1 framework
  • William O'Neil· Momentum / CAN SLIM63/100

    Within 15% of 52-wk high -7.2% clears "> -15.0%".

Rejects

· 3 frameworks
  • Seth Klarman· Klarman Margin of Safety0/100

    FCF Yield > 7% is -4.5% — fails "> 7.0%".

Insider activity · Mixed

Open-market buying concentrated in one insider

Strength 35/100

Buying is limited to a single filer (Pollock (Sam JB), $92K). Single-insider buys are worth noting but carry less weight than broad-based conviction — they can reflect an outlier view rather than a shared read inside the C-suite.

  • Buying concentrated in one filer — lower conviction signal.

In Prism's context

Insider activity is inconclusive here. The stock's case should lean on the framework verdict (Fails criteria, score 4/100) and the archetype read (Momentum).

InsiderRoleTypeDateSharesAvg priceValueOwn
Blidner (Jeffrey Miles)Director of IssuerTransactionFeb 24, 20262,224,929——Indirect
Beber (Justin B.)Senior Officer of IssuerTransactionFeb 23, 202618,422——Direct
Beber (Justin B.)Senior Officer of IssuerAward / grantFeb 23, 2026350,000$47.11$16.49MIndirect
Beber (Justin B.)Senior Officer of IssuerTransactionFeb 23, 202618,422——Indirect
Blidner (Jeffrey Miles)Director of IssuerTransactionFeb 23, 2026111,247——Direct
Blidner (Jeffrey Miles)Director of IssuerConversion or exchange at price 47.11 per share.Feb 23, 20262,113,682$47.11$99.57MIndirect
Blidner (Jeffrey Miles)Director of IssuerTransactionFeb 23, 2026111,247——Indirect
Flatt (J. Bruce)Director of IssuerAward / grantFeb 23, 2026400,000$47.11$18.84MIndirect
Flatt (J. Bruce)Director of IssuerConversion or exchange at price 47.11 per share.Feb 23, 20263,689,284$47.11$173.80MIndirect
Goodman (Nicholas Howard)Senior Officer of IssuerTransactionFeb 23, 202626,316——Direct
Goodman (Nicholas Howard)Senior Officer of IssuerAward / grantFeb 23, 2026500,000$47.11$23.55MIndirect
Goodman (Nicholas Howard)Senior Officer of IssuerTransactionFeb 23, 202626,316——Indirect
Kingston (Brian William)Senior Officer of IssuerTransactionFeb 23, 202689,104——Direct
Kingston (Brian William)Senior Officer of IssuerAward / grantFeb 23, 2026400,000$47.11$18.84MIndirect
Kingston (Brian William)Senior Officer of IssuerConversion or exchange at price 47.11 per share.Feb 23, 20261,292,973$47.11$60.91MIndirect
Kingston (Brian William)Senior Officer of IssuerTransactionFeb 23, 202689,104——Indirect
Lawson (Brian)Director or Senior Officer of 10% Security HolderTransactionFeb 23, 2026190,371——Direct
Lawson (Brian)Director or Senior Officer of 10% Security HolderConversion or exchange at price 47.11 per share.Feb 23, 20263,617,046$47.11$170.40MIndirect
Lawson (Brian)Director or Senior Officer of 10% Security HolderTransactionFeb 23, 2026190,371——Indirect
Madon (Cyrus)Senior Officer of IssuerTransactionFeb 23, 2026147,496——Direct
Madon (Cyrus)Senior Officer of IssuerAward / grantFeb 23, 2026200,000$47.11$9.42MIndirect
Madon (Cyrus)Senior Officer of IssuerConversion or exchange at price 47.11 per share.Feb 23, 20262,602,420$47.11$122.60MIndirect
Madon (Cyrus)Senior Officer of IssuerTransactionFeb 23, 2026147,496——Indirect
Pollock (Sam JB)Director or Senior Officer of 10% Security HolderTransactionFeb 23, 2026174,110——Direct
Pollock (Sam JB)Director or Senior Officer of 10% Security HolderConversion or exchange at price 47.11 per share.Feb 23, 20263,308,082$47.11$155.84MIndirect
Pollock (Sam JB)Director or Senior Officer of 10% Security HolderTransactionFeb 23, 2026174,110——Indirect
Teskey (Connor David)Senior Officer of IssuerTransactionFeb 23, 202626,316——Direct
Teskey (Connor David)Senior Officer of IssuerAward / grantFeb 23, 2026500,000$47.11$23.55MIndirect
Teskey (Connor David)Senior Officer of IssuerTransactionFeb 23, 202626,316——Indirect
Pollock (Sam JB)Director or Senior Officer of 10% Security HolderOpen-market buyFeb 20, 20262,000$45.84$92KDirect
Lawson (Brian)Director or Senior Officer of 10% Security HolderTransactionJan 5, 20269,000——Indirect
Lawson (Brian)Director or Senior Officer of 10% Security HolderTransactionJan 5, 202612,500——Indirect
Lawson (Brian)Director or Senior Officer of 10% Security HolderOpen-market sellJan 5, 202625,000$48.74$1.22MIndirect
Lawson (Brian)Director or Senior Officer of 10% Security HolderOpen-market sellJan 5, 202635,000$48.66$1.70MIndirect
Lawson (Brian)Director or Senior Officer of 10% Security HolderOpen-market sellJan 5, 202625,000$48.72$1.22MIndirect
Lawson (Brian)Director or Senior Officer of 10% Security HolderTransactionJan 5, 202612,500——Indirect
Lawson (Brian)Director or Senior Officer of 10% Security HolderOpen-market sellJan 5, 202618,000$48.71$877KIndirect
Lawson (Brian)Director or Senior Officer of 10% Security HolderTransactionJan 5, 20269,000——Indirect
Kingston (Brian William)Senior Officer of IssuerTransactionDec 30, 2025192,555——Direct
Lawson (Brian)Director or Senior Officer of 10% Security HolderOpen-market sellDec 23, 202540,000$46.33$1.85MDirect

Showing 40 of 50 matching transactions.

Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 17.4% of shares outstanding.

Net 6M: +0 sh

Price history

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What would BN do to your portfolio?

Add Brookfield Corporation at a hypothetical weight and Prism recalculates your whole book:

Risk metrics

Sharpe, Sortino, volatility, max drawdown, beta — before and after.

Sector concentration

How much this shifts your top sector weight and overall diversification.

Archetype tilt

Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.

BN is currently tagged:MomentumFails criteria (4/100)

Portfolio analytics are part of the member experience.

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Probabilistic recommendation· rec-v1.0.0-2026-04

Brookfield Corporation · BN

BN: 42% estimated probability of outperforming over the next 12M window. 0 of 6 signal families negative (low confidence). Main risk to monitor: 149% above fair value.

Outperform prob.
42%
vs S&P 500 · 12M
low confidence
Expected return
-5.3% → +18.7%
mid +6.7% / yr
Downside (p20)
-27.2%
stress -54.3%
Data quality
83/100
Good
Prism Score

Probabilistic research output, not financial advice. Prism recommendations are based on available data, historical relationships, and model assumptions. They do not guarantee future returns. Conduct independent due diligence before any investment decision.

Backtested and similar-setup statistics may be affected by survivorship bias, look-ahead bias, overfitting, transaction costs, liquidity constraints, and data limitations. Probability estimates are anchored heuristics — not validated forecasts — until the walk-forward backtest pipeline is in place.

Prism Score

Composite 39/100. Strongest contribution from ownership; weakest from valuation. Risk patterns shaved 4 points off the composite.

Composite
39
/ 100
Stretched
Deep valueval.
47/ 100

P/B 2.36× · FCF yield -4.5%

Margin of safetyval.
0/ 100

149% above fair value

Bull · base · bear scenarios

Three plausible paths over a 5-year horizon.

Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.

Bull
~20%
$24.05
-12.2% / yr (5y)

A turnaround takes hold: margin recovers toward peer averages, revenue stabilises, and the market re-prices the asset value rather than the running earnings.

Drivers
  • • Margin expands by 200–400 bps from 29%
  • • Stranded asset value crystallises
  • • Multiple re-rates one full turn higher
Base
~45%
$18.50
-16.7% / yr (5y)

No deterioration, no surprise re-acceleration. 29% operating margin and 4% top-line growth chug along; the multiple slowly converges to the central fair-value estimate.

Global value comparison

Brookfield Corporation vs sector medians — GCC, MENA, and Global ex-US.

Sector: Financial Services. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.

MetricBNGCC medianMENA medianGlobal ex-US
P/E (TTM)—11.2×8.5×11.5×
P/B2.36×1.70×1.20×1.30×
Dividend yield0.60%4.60%4.20%4.00%
ROE2.0%
Earnings reaction explainer

No recent earnings data available.

Unavailable

Yahoo did not return an estimate or an actual for the most recent print. The stock may report on a non-standard cadence, or the data may be lagged.

What to watch on the next print
  • • Next reporting date
  • • Whether estimates re-anchor before the print

News & events

Next earnings

Thu, May 14

  • Brookfield Corp's Next Earnings Report on May 14 Could Send the Stock Soaring. Here's Why.

    Motley Fool · just now

  • US Equity Futures Slightly Lower Pre-Bell as Trump Rejects Iran's Response to Peace Proposal, Oil Prices Rise

    MT Newswires · just now

  • US Equity Futures Largely Flat Pre-Bell as Trump Rejects Iran's Response to Peace Proposal, Oil Prices Rise

    MT Newswires · just now

Key Metrics at a Glance

P/E Ratio (TTM)

N/A

PEG Ratio

1.27

P/B Ratio

2.36

EPS Growth

80.4%

Revenue Growth

3.5%

Debt / Equity

1.64

Net Cash / Share

$-114.60

Return on Equity

2.0%

Gross Margin

31.9%

Operating Margin

29.2%

FCF / Share

$-2.07

Current Ratio

1.26

Fama / French
· Pure Value Factor
0/100

P/B < 1.5 is 2.36× — fails "< 1.50×".

  • Benjamin Graham· Graham Net-Net13/100

    Net Cash Positive (NCAV proxy) is $-114.60 — fails "> $0.00".

  • See the full rule-by-rule drill-down below
    39/100
    Low agreement
    Signal families · 0 of 6 signal families negative
    Agreement: Low
    • Valuationnegative

      Trades meaningfully above the fair-value range — limited margin of safety.

      149% above fair value
      25
      /100
    • Qualityneutral

      Quality is mixed — some strengths, some softness.

      ROE 2% (weak)Op margin 29%EPS growth 80%
      56
      /100
    • Balance sheetnegative

      Leverage is high relative to coverage — balance-sheet risk on the table.

      D/E 1.64 (heavy)Thin interest coverage
      28
      /100
    • Momentumneutral

      Price trend is unremarkable — neither tailwind nor headwind.

      70% through 52w rangeβ 1.85 (elevated)
      55
      /100
    • Behaviouralneutral

      Behavioural read is mixed — some accumulation, some distribution.

      Net insider selling ($16.6M)1 tracked holders · peak 18.7%
      42
      /100
    • Catalysts & eventsnegative

      Recent miss and / or risk patterns weigh on the catalyst path.

      1 high-severity flag
      36
      /100
    Positive drivers

    No positive drivers identified.

    Key risks
    • • 149% above fair value
    • • D/E 1.64 (heavy)
    • • Thin interest coverage
    • • 1 high-severity flag
    • • Reported earnings are not turning into cash
    Suggested diligence questions
    • 1. Cash conversion trend
    Similar historical setups[MOCK DATA]

    Among 93 historical setups with similar Prism Score and signal-agreement profiles, 45% beat the benchmark over the next 12 months, with average excess return of -2.3% / yr.

    Probabilistic research output — not financial advice.
    View full thesis
    Quality20%
    46/ 100

    ROE 2% · Op margin 29%

    Balance sheet15%
    55/ 100

    D/E 1.64 · CR 1.26

    Insider convictionown.
    40/ 100

    1 insider buying

    Superinvestorown.
    79/ 100

    1 tracked holder · peak 18.7%

    Shareholder yield10%
    30/ 100

    0.60% yield

    Momentum5%
    76/ 100

    70% through 52w range

    Growth5%
    100/ 100

    EPS 80% · Rev 4%

    Risk deduction: 1 pattern flagged · reported earnings are not turning into cash. 4 points removed from composite.

    Designed to surface potentially attractive characteristics — descriptive, not prescriptive. For research and educational purposes only.

    Customise weights
    Drivers
    • • Revenue growth holds near 4%
    • • Operating margin stays around 29%
    • • No major balance-sheet surprises
    Bear
    ~35%
    $13.87
    -21.3% / yr (5y)

    Cyclical earnings prove to be at peak; revenue stalls and the multiple, already low, drifts lower as estimates re-rate down.

    Drivers
    • • Operating margin compresses 200–400 bps
    • • Refinancing at higher rates pressures interest coverage
    • • Sentiment de-rates the name to a deeper-value multiple
    Indicative weights
    15.0%
    17.0%
    12.0%

    Editorial dataset · as of 2024-12-31. Sector medians are hand-maintained from public Tadawul / ADX / DFM / QSE / EGX disclosures and indicative Global ex-US references. Live licensed data is on the roadmap. For research and educational purposes only.

  • Higher Oil Prices Weigh on Wall Street Pre-Bell; Asia Mixed, Europe Off

    MT Newswires · just now

  • Brookfield’s Nuclear Venture And Legal Settlement Could Be A Game Changer For Brookfield (TSX:BN)

    Simply Wall St. · just now

  • Brookfield Nuclear Push And TerraForm Settlement Reframe Risk Reward Profile

    Simply Wall St. · just now

  • Institutional Own.

    59.9%

    Insider Own.

    17.4%

    Dividend Yield

    0.60%

    Book Value / Share

    $19.51

    Superinvestor ownership

    Held by 1 tracked superinvestor · peak weight 16.6%

    Grand Portfolio
    • Bill Ackman

      Pershing Square Capital Management · Q4 2025

      16.6%

    Weights reflect each investor's latest 13F or factsheet snapshot. Data lags real time by 45+ days.