NAS10029,447+1.73%S&P7,638+1.14%GOLD$4,412+0.27%BTC$77,965+2.04%VIX15.48+0.26%live tape · as of 15:00 UTC
The Screen · Financials · Asset Management
Brookfield Corporation
BN · the NYSE · USD · Market cap $87.7B
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.
FAIL · Does not pass the screen
39.27 USD
At the last full screen 2026-09-08
Screened 2026-09-08 · the tape above runs as of 15:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markdown label.
Brookfield Corporation holds its Markdown at $39.27. The statistical read favours the sellers, held for 8 days.
As held on the ledger · 2026-09-08
Phase
Markdown · caution
Quantitative state
The statistical read favours the sellers, held for 8 days
Price at the screen
$39.27
Valuation
72.72 trailing · 6.69 forward price to earnings
Values screen
FAIL· score 10.0
Beta
1.82
The Workings
Five Screens, Shown in Full
Does not pass. Business activity: conventional financial services
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
Its core business involves an activity the values screen does not clear.
Fail
Debt load
252.30%
Below 33%
Interest-bearing debt is 252.3% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
15.03%
Below 33%
Cash held in interest-bearing accounts and securities is 15.0% of assets, under the one-third limit.
Pass
Receivables
0.00%
Below 49%
Money owed to the company is 0.0% of assets, under the 49% limit.
Pass
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads AVOID: it trades at roughly a 55% discount to our $61.00 fair value, weak competitive moat, 8.50% revenue growth.
Fair value range in USD, drawn from the 2026-09-08 screen. The gold marker is the market price at the same screen. A 55.3% margin of safety to the base estimate.
Third-party analyst targets: 10 covering, consensus None. The average target sits +44% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-08 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Heavy debt sinks this asset manager
Picture a giant asset manager juggling real estate, infrastructure and renewables while barely clearing the decks. We pass on Brookfield because low returns and an ethical red flag outweigh any surface appeal from the 7.4 times forward multiple.
Profit margins sit at 2 percent, return on equity at 3 percent and the moat looks weak despite 8 percent revenue growth. The ethical screen fails outright on the debt ratio, which is exactly the kind of leverage that bites when rates stay high or property values wobble.
Analysts still cluster around a 56 dollar target yet the thin returns and debt load leave little margin for error. Analysis, not advice.
The risks · The things to watch: it already moves more than the market on an average day; its business and earnings are exposed to Canada and to currency swings; it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
BN trades on the NYSE (the company is based in Canada). As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-09-05Markdown · changed$41.37-7.1%Entry 13
The framework has shifted from markup to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 7.1% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (10 analysts) rates it buy, with a mean price target of $54.
2026-08-06Markup · changed$44.54+6.9%Entry 12
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 6.9% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (10 analysts) rates it buy, with a mean price target of $54. It reported earnings in this window, a natural checkpoint for the thesis.
2026-08-05Distribution$41.67+0.0%Entry 11
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (10 analysts) rates it buy, with a mean price target of $54. It reported earnings in this window, a natural checkpoint for the thesis.
2026-08-04Distribution$41.67+0.0%Entry 10
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (10 analysts) rates it buy, with a mean price target of $54. It reported earnings in this window, a natural checkpoint for the thesis.
2026-08-03Distribution$41.67+0.0%Entry 9
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (10 analysts) rates it buy, with a mean price target of $54. It reported earnings in this window, a natural checkpoint for the thesis.
2026-08-02Distribution$41.67+0.0%Entry 8
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (10 analysts) rates it buy, with a mean price target of $54. It reported earnings in this window, a natural checkpoint for the thesis.
2026-08-01Distribution$41.67+0.0%Entry 7
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (10 analysts) rates it buy, with a mean price target of $54. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-31Distribution$41.67+0.0%Entry 6
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (10 analysts) rates it buy, with a mean price target of $54. It reported earnings in this window, a natural checkpoint for the thesis.
The framework has shifted from markup to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 4.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (10 analysts) rates it buy, with a mean price target of $54. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-23Markup$43.63-2.2%Entry 4
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 2.2% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 15%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (10 analysts) rates it buy, with a mean price target of $54.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
