Market Pulse50Neutral

Brookfield CorporationOpportunity Rank #264(BN) Intrinsic Value & DCF Analysis (2026)

Current Price

$39.45

Last updated: Mar 24, 2026

Price vs Intrinsic Value

$39.45
Price
$20.36
Intrinsic Value
Overvalued by 48%MOS: $16.29

Fundamental Score

24/100
Bearish

Weighted across 6 signals

Narrative Score

67/100
Improving

-1 vs previous

The intrinsic value of Brookfield Corporation (BN) is estimated at $20.36 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $39.45, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 4.08% long-term growth rate and an 8.50% discount rate (calculated: 8.06%), reflecting expected future free cash flow and cost of capital.

The intrinsic value of Brookfield Corporation (BN) is estimated at $20.36 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $39.45, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 4.08% long-term growth rate and an 8.50% discount rate (calculated: 8.06%), reflecting expected future free cash flow and cost of capital.

Valuation Details

$20.36
-48.39% downside
20% margin of safety: $16.29
Years: 10Growth Rate: 4.08%
Want to create your own valuation? Create a free account.

Capital Efficiency

Average Quarterly ROIC
1.29%
Cost of Capital (estimated)11%
Value StatusUnderperforming Capital

The company is earning below its required return. This may indicate inefficient use of capital or excess cash that isn't being reinvested.

Complete historical ROIC is available with
.

Fundamental Details

24/100
BearishWeighted across 6 signals
DCF Discount
48.4% premium to price
0
FCF Yield
18.4% trailing FCF yield
100
ROIC vs WACC
ROIC 1.3% vs WACC 11.0% (0.1x)
6
Net Debt / FCF
15.2x net debt to FCF
0
Buybacks
Share count growing
30
FCF CAGR (5Y)
4.5% 5Y FCF CAGR
25
Strengths: FCF Yield. Concerns: DCF Discount, ROIC vs WACC.

Narrative Details

67/100
Improving
-1 vs previousVs 6-Month Baseline:Average (55th pct)Weighted across 3 recent drivers
Trend: Improving upConfidence: 89%Updated: 49m ago
Sources: 77 (76 News · 1 Analyst)
Drivers(last 30 days)
58 news sentiment+0.9
18 regulatory scrutiny+0.8
Analyst reiterations0.0

Investment Coach

Updated 12h ago
AVOIDConfidence: 78%
Thesis
Brookfield Corporation is currently overvalued by approximately 25% with weak fundamentals and returns trailing its cost of capital, despite an improving narrative score. The stock is best avoided until valuation and fundamental metrics show meaningful improvement.
Key Risk
Continued underperformance in ROIC relative to WACC could further depress valuation and returns.
Signals To Watch
  • Price moving to at least a mid-teens discount to fair value.
  • Sustained improvement in ROIC versus WACC spread.
  • Meaningful shifts in the narrative score direction.
Ask the Coach - Available with
Historical Growth Rates
Free Cash Flow- - -Trend CAGR: 4.08%5 Year CAGR: 2.12%

Free Cash Flow (in millions)

TTM20252024202320222021202020192018201720162015201420132012201120102009200820072006
$16,245$0$17,841$14,803$15,354$14,625$13,006$9,599$6,758$5,900$4,500$3,594$3,527$3,779$5,082$2,659$2,682$3,160$2,416$12,390$9,554

How Intrinziq Estimates Fair Value

Intrinziq estimates Brookfield Corporation's intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.

Brookfield CorporationFinancial Services

Brookfield Corporation is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. 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 acquisition, early ventures, control buyouts and financially distressed, buyouts and corporate carve-outs, recapitalizations, convertible, senior and mezzanine financings, operational and capital structure restructuring, strategic re-direction, turnaround, and under-performing midmarket companies. It invests in both public debt and equity markets. It invests in private equity sectors with focus on Business Services include infrastructure, healthcare, road fuel distribution and marketing, construction and real estate; Industrials include manufacturers of automotive batteries, graphite electrodes, returnable plastic packaging, and sanitation management and development; and Residential/ infrastructure services. It targets companies which 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 product sectors. It invests globally with focus on North America including Brazil, the United States, Canada; Europe; and Australia; 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 minority stake and majority stake. Brookfield Corporation was founded in 1997 and based in Toronto, Canada with additional offices across Northern America; South America; Europe; Middle East and Asia.