Brookfield Corporation

NYSE:BN 株式レポート

時価総額：US$96.1b

Brookfield マネジメント

マネジメント 基準チェック /44

Brookfieldの CEO はJames Flattで、 Feb2002年に任命され、 の在任期間は 24.42年です。 の年間総報酬は$ 5.74Mで、 6.5%給与と93.5%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の3.83%を直接所有しており、その価値は$ 3.68B 。経営陣と取締役会の平均在任期間はそれぞれ6.4年と13.2年です。

主要情報

James Flatt

最高経営責任者

US$5.7m

報酬総額

CEO給与比率6.54%
CEO在任期間24.4yrs
CEOの所有権3.8%
経営陣の平均在職期間6.4yrs
取締役会の平均在任期間13.2yrs

経営陣の近況

Recent updates

Seeking Alpha • Jul 02

Brookfield: Short-Term Noise, Long-Term Opportunity

Summary Brookfield Corporation remains a top compounder, benefiting from secular trends, strong diversification, and robust capital allocation despite recent share price underperformance. BN is strategically positioned to capitalize on megatrends in AI infrastructure, energy addition, and data sovereignty, leveraging record core liquidity of $188.2 billion. Real estate exposure (34% of target carry) could be a portfolio headwind, yet BN continues to recycle assets and sees long-term value in premium properties. I maintain a Strong Buy rating, supported by distributable earnings of ~$2.5/share, a P/DE below 20x, and recent $1 billion buybacks demonstrating management conviction. Read the full article on Seeking Alpha
Seeking Alpha • Apr 25

Brookfield Corp: Extremely Undervalued And Largely Ignored By U.S. Institutional Investors

Summary Brookfield Corporation is undervalued, trading at a ~38% discount to its sum-of-the-parts valuation, presenting a significant investment opportunity. BN's primary asset is its 73% ownership in Brookfield Asset Management, a high-quality, capital-light business with strong growth prospects. Brookfield's Wealth Solutions and carried interest are poised to drive substantial future cash flows, with DE expected to double by 2029. BN's diversified cash flow sources and strategic investments position it to generate 25%-plus compounded returns for shareholders, with further upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Mar 18

Brookfield Corporation: Now Even Better

Summary Brookfield Corporation's underlying value is climbing, with distributable earnings growing 24% in Q4 2024, making it an attractive investment. BN's market cap of $76 billion and a low earnings multiple of 15.6 make it undervalued. Fee-bearing capital grew from $460 billion to $540 billion in 2024, and deployable capital stands at $160 billion, indicating strong growth potential. BN's strong track record, attractive valuation, and positive outlook make it a compelling buy, especially given the recent share price decline. Read the full article on Seeking Alpha
Seeking Alpha • Mar 06

Wealth Solutions Are Boosting Brookfield Corporation

Summary Brookfield Corporation's wealth solutions pillar boosts plan value by selling 5% return products and investing proceeds in higher-yield, more volatile instruments, capturing the spread. Management's plan value for wealth solutions is $30 billion by 2026 and $58 billion by 2029, driven by insurance assets growth. Brookfield's efficient capital allocation and historical 19% annual compound return over 30 years underscore its investment appeal. Valuation range is $65 to $97 per share; current stock price at $55.23 makes it a buy for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha • Feb 06

Brookfield Corp.: The Catalysts For A Re-Rating Are In Place

Summary Last summer we initiated a position in Brookfield Corp. We believe Brookfield is uniquely positioned to be a beneficiary of the secular growth tailwinds around infrastructure and private credit. The enormous global funding gap in traditional infrastructure is estimated at $100 trillion of required investment through 2040. Despite its evident scale, strong growth, and continued tailwinds around asset accumulation, we believe Brookfield is an under-appreciated and under-covered equity story. Read the full article on Seeking Alpha
Seeking Alpha • Nov 28

Brookfield Corporation: Still A Complex, Misunderstood, And Undervalued Company

Summary Brookfield Corporation's transformation from asset owner to asset manager has driven a 60% increase in share price over the past year. Simplifying the asset manager’s share class structure and succession planning are key steps in Brookfield’s ongoing corporate transformation. Despite skepticism about private markets, Brookfield’s resilience and growth in fee-bearing capital and carried interest are positive indicators. Brookfield remains undervalued; shares traded at $53 with intrinsic value estimated at over $68 per share by the end of Q3 2024. Read the full article on Seeking Alpha
Seeking Alpha • Nov 18

Playing Monopoly With Brookfield: The Asset King That Keeps Beating The Market

Summary Brookfield's focus on hard assets like infrastructure, renewable energy, and logistics, combined with a proven 19% annualized return, makes it a compelling long-term investment. The company aims for 15%+ annualized returns through 2029, supported by strategic investments and a $50 billion free cash flow growth outlook. Despite a low 0.6% yield, Brookfield's diversified growth potential and attractive valuation at 15.2x earnings make it a strong pick for growth/value portfolios. Brookfield's complex structure and sensitivity to market volatility are potential risks, but its robust track record and strategic focus offer significant upside. Read the full article on Seeking Alpha
Seeking Alpha • Oct 15

Brookfield Corp.: AI Boom Represents Huge Potential For BN To Grow Further.

Summary We initiated a position in Brookfield Corporation (BN) after a decade of analysis, finding a conservative valuation method post-reorganization. BN's management estimates a value of USD 84 per share, which we find overly optimistic; our estimate is lower but above our entry price of USD 41.50. BN excels in infrastructure investments, managing USD 1 trillion in assets, and stands to benefit significantly from the AI investment boom. The AI wave demands massive infrastructure, offering BN substantial growth opportunities without large unknown risks, similar to our investment in KLA Corporation. Read the full article on Seeking Alpha
Seeking Alpha • Oct 08

Brookfield Corporation: Great Returns And Still Attractive

Summary Brookfield Corporation has delivered a 77% total return since my Buy rating in May 2023, driven by strong business growth and a favorable valuation. The company excels in managing "hard assets" like infrastructure, real estate, and power generation, benefiting from declining interest rates. Despite impressive returns, Brookfield's shares remain attractive due to a robust growth outlook and undemanding valuation. Read the full article on Seeking Alpha

CEO報酬分析

Brookfield の収益と比較して、James Flatt の報酬はどのように変化したか？
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$6mUS$375k

US$1b

Sep 30 2025n/an/a

US$831m

Jun 30 2025n/an/a

US$675m

Mar 31 2025n/an/a

US$446m

Dec 31 2024US$8mUS$375k

US$473m

Sep 30 2024n/an/a

US$738m

Jun 30 2024n/an/a

US$906m

Mar 31 2024n/an/a

US$945m

Dec 31 2023US$6mUS$375k

US$964m

Sep 30 2023n/an/a

-US$47m

Jun 30 2023n/an/a

US$150m

Mar 31 2023n/an/a

US$663m

Dec 31 2022US$8mUS$743k

US$2b

Sep 30 2022n/an/a

US$3b

Jun 30 2022n/an/a

US$4b

Mar 31 2022n/an/a

US$4b

Dec 31 2021US$9mUS$746k

US$4b

Sep 30 2021n/an/a

US$3b

Jun 30 2021n/an/a

US$3b

Mar 31 2021n/an/a

US$1b

Dec 31 2020US$7mUS$742k

-US$182m

Sep 30 2020n/an/a

-US$37m

Jun 30 2020n/an/a

US$708m

Mar 31 2020n/an/a

US$2b

Dec 31 2019US$7mUS$750k

US$3b

報酬と市場: Jamesの 総報酬 ($USD 5.74M ) は、 US市場 ($USD 14.63M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Jamesの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

James Flatt (61 yo)

24.4yrs
在職期間
US$5,735,400
報酬

Mr. James Bruce Flatt is Director of Oaktree Capital Management, L.P. He has joined the firm in 1990. He is Chief Executive Officer of Brookfield Corporation of Brookfield Business Partners L.P. from 2026....

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
James Flatt
CEO & Management and Affiliated Director24.4yrsUS$5.74m3.83%
$ 3.7b
Nicholas Goodman
President & CFO6.4yrsUS$8.53m0.26%
$ 246.4m
Cyrus Madon
Executive Chair of Private Equity10.5yrsUS$3.07m0.98%
$ 942.8m
Justin Beber
Chief Operating Officer1.4yrsUS$9.10m0.15%
$ 142.2m
Samuel J. Pollock
CEO of Infrastructure & Management and Affiliated Directorno dataデータなし1.57%
$ 1.5b
Pierre McNeil
Managing Director of Private Equityno dataデータなしデータなし
Ryan Szainwald
Managing Partner of Private Equityno dataデータなしデータなし
Denis Turcotte
Managing Partner of Private Equityno dataデータなしデータなし
Dave Gregory
Managing Partner & Chief Investment Officer of Private Equity5.3yrsデータなしデータなし
Sophia Rihani
Managing Director of Private Equity & Head of Transaction Execution for Asia Pacific & Middle Eastno dataデータなしデータなし
Qi Yang
Managing Partner & Head of East Asiano dataデータなしデータなし
Erson Olivan
Managing Partner of Private Equity & Co-Head of Special Investments strategyno dataデータなしデータなし
6.4yrs
平均在職期間
60yo
平均年齢

経験豊富な経営陣: BNの経営陣は経験豊富で経験豊富です（平均在職期間は6.4年）。

取締役

名称ポジション在職期間報酬所有権
James Flatt
CEO & Management and Affiliated Director25.3yrsUS$5.74m3.83%
$ 3.7b
Samuel J. Pollock
CEO of Infrastructure & Management and Affiliated Director1.1yrsデータなし1.57%
$ 1.5b
Rohinton Kalifa
Vice Chair of Private Equity & Head of Financial Infrastructure Investing2.5yrsデータなしデータなし
Gregory McConnie
CEO, Director of NER SPC and CEO of NER Ltd & MD of Brookfield Reinsuranceno dataデータなしデータなし
Francis McKenna
Independent Chairman of the Board19.9yrsUS$600.00k0.00042%
$ 403.8k
V. Maureen Darkes
Independent Director18.3yrsUS$265.00kデータなし
Jeffrey Blidner
Vice Chairman13.2yrsデータなし0.52%
$ 495.1m
Barry Blattman
Vice Chairman of Brookfield Asset Managementno dataデータなしデータなし
Brian Lawson
Vice Chairman8.1yrsデータなし1.19%
$ 1.1b
Janice Fukakusa
Independent Director6.1yrsUS$285.00k0.0024%
$ 2.3m
Diana Taylor
Independent Director14.2yrsUS$265.00kデータなし
Michael McRaith
Vice Chair of Brookfield Wealth Solutionsno dataデータなしデータなし
13.2yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: BNの 取締役会 は経験豊富で 経験豊富 です ( 13.2年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/28 11:00
終値2026/07/28 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Brookfield Corporation 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
Harriet LiAccountability Research Corporation
Etienne RicardBMO Capital Markets Equity Research
Sohrab MovahediBMO Capital Markets Equity Research