Company context

Brookfield Corporation

NYSE:BN

Investment Managers · benchmarked against Investment Managers inside the GPZ constituent company universe.

Active tabPeers

Current readWeak

Last close42.15

1M return-4.12%

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries917 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat11 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NYSE:BN 1W -4.85%, 1M -4.12%, 3M -9.04%, 6M -10.07%, 1Y -2.29%, 3Y +91.47%; NYSE:APO 1W -3.45%, 1M -2.52%, 3M -9.20%, 6M +8.47%, 1Y -12.33%, 3Y +42.38%; NYSE:ARES 1W -4.43%, 1M -1.61%, 3M -1.02%, 6M +3.15%, 1Y -33.32%, 3Y +18.93%; NYSE:KKR 1W -7.42%, 1M -0.88%, 3M +2.37%, 6M +1.38%, 1Y -31.44%, 3Y +56.87%; NYSE:BX 1W -4.90%, 1M -0.62%, 3M +7.34%, 6M +7.46%, 1Y -27.66%, 3Y +21.58%; LSE:BPT 1W +12.48%, 1M +32.43%, 3M +14.80%, 6M +9.28%, 1Y -5.40%, 3Y +54.35%; LSE:ICG 1W +5.88%, 1M +8.93%, 3M +1.02%, 6M -7.80%, 1Y -12.34%, 3Y +28.66%; EURONEXT:RF 1W +6.14%, 1M -0.86%, 3M -7.98%, 6M -13.49%, 1Y -31.08%, 3Y -21.51%; SIX:PGHN 1W -0.80%, 1M -1.03%, 3M -23.97%, 6M -31.87%, 1Y -41.12%, 3Y -29.65%; OMXSTO:EQT 1W +13.64%, 1M +11.45%, 3M +1.47%, 6M -12.53%, 1Y -5.10%, 3Y +54.22%; TSX:FIH.U 1W -5.05%, 1M +0.28%, 3M -1.38%, 6M -1.22%, 1Y -9.02%, 3Y +27.05%

Company1W1M3M6M

1Y

3Y

NYSE:BN-4.85%-4.12%-9.04%-10.07%-2.29%+91.47%

NYSE:APO-3.45%-2.52%-9.20%+8.47%-12.33%+42.38%

NYSE:ARES-4.43%-1.61%-1.02%+3.15%-33.32%+18.93%

NYSE:KKR-7.42%-0.88%+2.37%+1.38%-31.44%+56.87%

NYSE:BX-4.90%-0.62%+7.34%+7.46%-27.66%+21.58%

LSE:BPT+12.48%+32.43%+14.80%+9.28%-5.40%+54.35%

LSE:ICG+5.88%+8.93%+1.02%-7.80%-12.34%+28.66%

EURONEXT:RF+6.14%-0.86%-7.98%-13.49%-31.08%-21.51%

SIX:PGHN-0.80%-1.03%-23.97%-31.87%-41.12%-29.65%

OMXSTO:EQT+13.64%+11.45%+1.47%-12.53%-5.10%+54.22%

TSX:FIH.U-5.05%+0.28%-1.38%-1.22%-9.02%+27.05%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NYSE:BN-2.29% 1Y · +91.47% 3Y

OMXSTO:EQT-5.10% 1Y · +54.22% 3Y

LSE:BPT-5.40% 1Y · +54.35% 3Y

TSX:FIH.U-9.02% 1Y · +27.05% 3Y

Risk and quality spread

SIX:PGHNGM +88.92% · ROE +54.80%

NYSE:BXGM +99.34% · ROE +37.36%

LSE:ICGGM +98.35% · ROE +18.43%

OMXSTO:EQTGM +80.97% · ROE +13.59%

Valuation screen

TSX:FIH.UP/E 9.44 · FCF yield -1.84%

LSE:ICGP/E 11.24 · FCF yield -0.51%

SIX:PGHNP/E 13.98 · FCF yield +8.45%

NYSE:BXP/E 31.85 · FCF yield +0.57%

Valuation versus growth

P/E against 1Y return

NYSE:BN P/E 84.96 1Y -2.29%, NYSE:APO P/E 77.86 1Y -12.33%, NYSE:ARES P/E 55.91 1Y -33.32%, NYSE:KKR P/E 33.10 1Y -31.44%, NYSE:BX P/E 31.85 1Y -27.66%, LSE:BPT P/E 108.78 1Y -5.40%, LSE:ICG P/E 11.24 1Y -12.34%, EURONEXT:RF P/E n/a 1Y -31.08%, SIX:PGHN P/E 13.98 1Y -41.12%, OMXSTO:EQT P/E 32.31 1Y -5.10%, TSX:FIH.U P/E 9.44 1Y -9.02%

Peer heatmap

Where this company wins and lags

11 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NYSE:BNBrookfield Corporation

84.9620th pctile1.28100th pctile-8.77%9th pctile+25.61%10th pctile+2.84%27th pctile5.729th pctile

NYSE:APOApollo Global Management, Inc. (New)

77.8633rd pctile2.2286th pctile+12.35%100th pctile+58.49%33rd pctile+5.46%43rd pctile0.7171st pctile

NYSE:ARESAres Management Corporation

55.9150th pctile3.9957th pctile-0.14%29th pctile+77.90%67th pctile+13.63%71st pctile3.5114th pctile

NYSE:KKRKKR & Co. Inc.

33.1067th pctile4.1343rd pctile+9.80%86th pctile+44.90%17th pctile+10.22%57th pctile1.8043rd pctile

NYSE:BXBlackstone Inc.

31.8583rd pctile6.5314th pctile+0.57%43rd pctile+99.34%100th pctile+37.36%100th pctile1.6957th pctile

LSE:BPTBridgepoint Group Plc

108.780th pctile3.9071st pctile+1.20%57th pctilen/an/a+2.76%14th pctile0.5486th pctile

LSE:ICGICG plc

11.24100th pctile5.1729th pctile-0.51%14th pctile+98.35%83rd pctile+18.43%86th pctile2.4329th pctile

EURONEXT:RFEurazeo SE

n/an/a6.650th pctile+1.79%71st pctile+72.56%50th pctile-5.97%0th pctile0.20100th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.