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  5. BN: I like BN and have owned for a while mostly on the idea that they are smarter than me and doing things with money I could never do. [Brookfield Corporation Class A Limited Voting Shares]
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Investment Q&A

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Q: I like BN and have owned for a while mostly on the idea that they are smarter than me and doing things with money I could never do. But, how do you evaluate a company like BN? What objective metrics would I use? Regular financial like PE and ROE don't seem to fit per se...so when do I know I could sell for instance or buy some more as it's a 'bargain'?
Asked by Allan on October 21, 2024
5i Research Answer:

 Assets-under-management (AUM) is a key metric for alt-investment managers. One could look at price/AUM per share or Market Cap/AUM to determine if the investment manager is over or undervalued historically, then see if that is warranted and what is driving that multiple. Another metric that BN uses is distributable earnings (DE) which reflects the cash flows available to shareholders. This is a good metric to look at because BN utilizes both dividends and reinvestment strategies to return capital to shareholders, so DE can provide a better picture of what cash is available to do so versus EPS. It can be difficult, but a comparison to net asset value is also helpful. BN owns a number of public entities whose prices are known. Based on some analysts' recent calcuations, the implied value of its private holdings and real estate is very low (i.e. underpriced) if one subtracts all of its public entity valuations.