Brookfield Poised for Massive Growth, Analysts Say

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Brookfield Corporation, an alternative investment asset manager, has outperformed the S&P 500 over the past five years and appears primed to deliver superior annualized returns going forward. The company's underlying value, estimated at around $78 per share, is nearly double its current trading price of $45. Brookfield also anticipates its intrinsic value could grow to $140 per share by 2030, driven by forecast distributable earnings growth averaging 25% between now and then.

Why it matters

Brookfield's strong performance and growth potential make it an attractive investment option for those looking to diversify their portfolios with alternative assets. The company's exposure to trends like the AI infrastructure buildout and changes in retirement investment regulations could further boost its long-term prospects.

The details

Brookfield Corporation owns 73% of Brookfield Asset Management (BAM), its asset management business, as well as Brookfield Wealth Solutions, a Bermuda-based insurance company, and a 100% stake in Brookfield Property Group. The total value of Brookfield's publicly traded investments is $16.1 billion, and the current value of its BAM stake is around $62 billion. Together, these interests are worth $78.1 billion, or around $34.86 per share, representing around 72.6% of Brookfield's current share price. Additionally, Brookfield has assessed the fair value of its other investments, including private funds and real estate, at $98 billion, or around $43.30 per share.

• Brookfield has gained 106.6% over the past five years.
• Brookfield anticipates its intrinsic value could grow to $140 per share by 2030.