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The Screen · Financials · Asset Management
Brookfield Corporation
BN · the NYSE · USD · Market cap $88.2B
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
40.64 USD
Price as of 3 Nov 2026Daily close, not a live quote
Screened 2026-11-03 · the tape above runs as of 08:06 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
Price40.64 USD at the 3 Nov 2026 close
Our value readUndervalued vs our fair value, as of 3 Nov 2026
Positioning no disclosures inside 60 days, left as found
Options put/call open interest 1.48, read 2026-11-01
Ethical does not pass the values gate
Price40.64 USD
Fair value61.00
Ethical score10.0/100
Value readUndervaluedas of 3 Nov 2026
Our investment reviews on this name
2026-10-28Read Accumulation36.81+10.4% to today ✓Markdown gives way to Accumulation after an 11% slide in 8 weeks
2026-09-05Read Markdown41.37-1.8% to today ✓Markup gives way to Markdown after a 7% slide in 4 weeks
2026-08-06Read Markup44.54-8.8% to today Distribution gives way to Markup after a 7% rise in 7 days
2026-07-30Read Distribution41.67-2.5% to today ✓Markup gives way to Distribution after a 7% slide in 4 weeks
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Brookfield Corporation holds its Accumulation at $40.64. The statistical read favours the buyers, held for 6 days.
As held on the ledger · 2026-11-03
Phase
Accumulation
Quantitative state
The statistical read favours the buyers, held for 6 days
Price at the screen
$40.64
Valuation
73.15 trailing · 6.73 forward price to earnings
Values screen
FAIL· score 10.0
Beta
1.84
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
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.
The Ethical Read
Why It Falls Short, in Plain English
Brookfield does not clear the screen at the business-activity stage. It operates in conventional financial services, which the screen treats as interest-based, so the financial ratios are not the deciding factor here.
Read as at 2026-11-04. It updates when the underlying figures move, and past reads are kept below.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Undervalued vs our fair value, as of 3 Nov 2026: it trades at roughly a 32% discount to our $61.00 fair value, weak competitive moat, 8.50% revenue growth.
Fair value range in USD, drawn from the 2026-11-03 screen. The gold marker is the market price at the same screen. A 33.4% discount to the base estimate.
Where our models see it going: fair-value estimate $61.00, with a range of $61.00 to $82.92, dated to the 2026-11-03 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.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
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 framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. 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 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.
2026-10-21Markdown$36.81-0.8%Entry 16
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.8% 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.
2026-10-14Markdown$37.09+0.6%Entry 15
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 0.6% 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.
2026-10-02Markdown$36.87-10.9%Entry 14
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 10.9% 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.
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
Our analysis 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
Our analysis 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
Our analysis 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
Our analysis 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.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
