Brookfield Corporation (NYSE:BN) is one of the best value stocks to buy now. On February 12, Brookfield Corporation reported financial results for the full year 2025, headlined by distributable earnings of $6 billion and a 22% surge in fee-related earnings. The company’s total fee-bearing capital crossed the $600 billion mark, driven by its ability to raise $112 billion in new capital during the year. The company’s Wealth Solutions (insurance) segment emerged as a primary growth engine, with earnings ris ...

Core Viewpoint - Brookfield Corporation is making significant investments in AI infrastructure, viewing it as a once-in-a-generation opportunity to capitalize on the transformative potential of AI technology [1][3]. Investment Strategy - Brookfield has launched the Brookfield AI Infrastructure Fund with a goal of securing $10 billion in equity commitments, having already received $5 billion at launch, including contributions from Brookfield and Nvidia [5]. - The company aims to leverage the capital raised to acquire up to $100 billion in AI infrastructure assets, focusing on energy, land, data centers, and compute power [5]. Market Potential - An estimated $7 trillion is needed globally for AI infrastructure over the next decade to fully realize AI's potential [2]. - Brookfield's strategy includes building specialized AI data centers and ensuring the necessary power-generating capacity to support these facilities [2]. Initial Investments - One of the fund's initial investments is Radiant, a new Nvidia cloud partner that will build AI factories based on Nvidia's design to provide AI services [6]. Growth Drivers - Brookfield's extensive investments in infrastructure and power through other funds position it well to support AI infrastructure projects [9]. - The company anticipates a 25% annual growth rate in earnings per share over the next five years, with current shares trading at a discount to their estimated value [10]. Competitive Position - Brookfield is emerging as a leader in AI infrastructure, supported by its partnership with Nvidia, which enhances its ability to deliver robust earnings growth [11].

经济观察网根据达能于2026年2月20日发布的2025年全年业绩报告，其财报亮点主要体现在整体业绩、 区域市场表现以及对未来发展的指引上。 业绩经营情况 2025年，达能全球销售收入同比增长4.5%，规模超过2200亿元人民币。公司预计2026年全年销售收入 同口径增长在3%至5%之间，且经常性经营利润增速将高于销售收入增速。 业务进展情况 该地区是达能业绩增长的重要引擎。 第四季度强劲增长：销售收入同比增长10.4%，主要由销量与组合驱动(增长10.6%)。 全年业务表现：专业特殊营养业务(含婴幼儿配方奶粉和医学营养品)2025年收入为27.68亿欧元，同比增 长13.2%；饮用水和饮料业务收入为7.77亿欧元，同比增长6.1%。 近期事件 婴幼儿配方奶粉事件影响：财报提及，针对近期部分市场的奶粉召回事件，公司评估其财务影响"并不 重大"，预计对2026年第一季度净销售额的影响约为0.5%至1%。公司强调其在华官方渠道销售的产品未 受影响，并将工作重心放在重建信任上。 脉动品牌焕新计划：公司表示已为2026销售季在中国市场准备了"力度空前的产品焕新计划"，目前正有 意将库存降至最低水平以配合新品推出。 以上 ...

Core Insights - The company achieved a like-for-like sales growth of +4.5% in FY 2025, driven by positive volume/mix and pricing strategies [6][9][19] - Recurring operating income increased by +3.0% to €3,665 million, with a recurring operating margin of 13.4%, up +44 basis points from the previous year [2][19] - The company reported a net income of €1,825 million, a decrease of -9.7% compared to FY 2024, primarily due to non-recurring expenses [2][21] Financial Performance - FY 2025 sales were €27,283 million, reflecting a -0.3% change on a reported basis, while like-for-like sales grew by +4.5% [2][9] - Recurring net income attributable to the Group increased by +5.0% to €2,461 million, with recurring diluted EPS rising by +4.6% to €3.80 [2][20] - Free cash flow decreased by -6.8% to €2,799 million, with cash flow from operating activities at €3,779 million, down -1.3% [2][21] Operational Highlights - Strong sales growth was observed across all categories and geographies, particularly in China, North Asia & Oceania, and Europe [4][12][14] - The company continued to invest in capabilities, science, and innovation while maintaining a focus on sustainability, achieving CDP 'Triple A' List recognition and B Corp certification [4][31] - The proposed dividend for FY 2025 is €2.25 per share, representing a +4.7% increase from the previous year [22] Strategic Initiatives - The company is advancing its "Renew Danone" strategy, focusing on scaling U.S. Medical Nutrition, enhancing dairy operations, and accelerating digitalization [5][31] - Guidance for 2026 indicates expected like-for-like sales growth between +3% and +5%, with recurring operating income anticipated to grow faster than sales [25][31] - The company is actively reshaping its portfolio and addressing areas requiring further progress, particularly in North America [5][11]

Brookfield Corporation (NYSE: BN) is a wealth-compounding machine. The global investment firm has delivered an annualized return of around 19% over the past three-plus decades, absolutely crushing the S&P 500's 11% annualized return. To put that in perspective, if you invested $250 a month into Brookfield stock, you'd have made over $3.1 million in the past 30 years. The company's target is to deliver 15%+ compounded returns for its shareholders over the long term. It's in a strong position to exceed that ...

Core Viewpoint - Brookfield Corporation (BN) is perceived as complex by some investors, leading them to avoid investing in the company, while others see potential opportunities within it [1]. Group 1: Company Overview - The company has a diverse range of operations that may be challenging for some investors to understand, resulting in a divide among potential investors [1]. Group 2: Investment Strategy - The investment approach combines value and growth strategies, focusing on companies that are undervalued due to negative sentiment and those with hidden potential [1]. - The analysis emphasizes the importance of thorough research, including detailed examination of financial reports and footnotes, to uncover insights that may not be immediately apparent [1].

Core Viewpoint - Brookfield Renewable is positioned to benefit from the increasing demand for electricity driven by AI, making it a notable energy stock for investors [1]. Group 1: Company Overview - Brookfield Renewable has a market capitalization of $7.9 billion and a current stock price of $43.80, with a dividend yield of 3.40% [2]. - The company has a diverse portfolio that includes hydroelectric, wind, solar assets, energy storage, and distributed generation, aligning with trends in rising electricity demand, decarbonization, and the need for reliable power [2]. Group 2: Financial Performance - In its latest earnings report, Brookfield Renewable reported a 10% growth in funds from operations and has $4.6 billion in available liquidity, indicating strong financial health [4]. - The company has seen its stock price increase by 12% year-to-date and 62% over the past 12 months, significantly outperforming the S&P 500 [5]. Group 3: Strategic Partnerships and Future Outlook - Brookfield Renewable is collaborating with major technology companies such as Microsoft, Google, and Amazon, enhancing its market position [4]. - The company is expected to be one of the most durable renewable energy firms globally in the coming years, with a robust pipeline and the ability to scale its assets effectively [4].

Group 1 - The forward P/E of the S&P 500 is currently concerning, indicating potential market challenges ahead [1] - The analysis emphasizes a fundamental approach to identify undervalued stocks with growth potential [1]

Core Insights - The article discusses the author's extensive experience in executive management, particularly in the insurance and reinsurance sectors, as well as knowledge in climate change and ESG [1] Group 1 - The author has 36 years of experience in executive management, focusing on insurance/reinsurance and global markets [1] - The author holds an honours degree in economics and politics, emphasizing economic development [1] - The author invests personally, indicating a hands-on approach to investment [1]

Core Insights - Brookfield Corporation is expected to continue enriching its investors in the coming years, having achieved strong financial performance in 2025 [1][11] Financial Performance - In 2025, Brookfield Corporation grew its distributable earnings by 11% to a record $5.4 billion, outperforming the S&P 500's return of 18% with a total return of 21% [2] - Over the past three decades, Brookfield has delivered a 19% annual return, significantly exceeding the S&P 500's average annual return of 11% [2] Business Segments - The company's asset management business increased its fee-bearing capital to $603 billion, resulting in a 22% rise in fee-related earnings to $3 billion [5] - Brookfield's wealth solutions business saw a 24% growth in earnings, driven by strong investment performance and expansion of its insurance asset base [5] - The operating businesses, including infrastructure, renewable power, industrial services, and real estate, continue to generate increasing cash flows [5] Strategic Actions - Brookfield sold a record $91 billion in assets in the previous year, leveraging favorable market conditions to realize value from its operations-oriented investment strategy [6] - The company deployed $126 billion into new investments and repurchased over $1 billion of its shares at an average price of $36, which is a 50% discount to its estimated intrinsic value of $68 per share [6] - Brookfield recently increased its dividend payout by 17% [6] Thematic Investment Strategy - Brookfield is focusing on large-scale infrastructure investments to support AI growth, estimating a need for $7 trillion in investments over the next decade for data centers, power generation, and related infrastructure [8] - The company is partnering with Nvidia to build AI factories and has secured significant power agreements with Google and Microsoft [9] - This thematic investment strategy positions Brookfield to grow its earnings per share by over 20% annually in the next five years, aiming for total returns exceeding 15% annually [10]