Brookfield Finance I (UK) plc - 4.50% NT PERPETUAL USD 25

Brookfield Finance I (UK) plc - 4.50% NT PERPETUAL USD 25

BNJ

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Market Cap$93.02B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Brookfield Finance I (UK) plc - 4.50% NT PERPETUAL USD 25Brookfield Finance I (UK) plc - 4.50% NT PERPETUAL USD 2574.30.62%3%0.55.7

Earnings Call Q2 2026

August 13, 2026 - AI Summary

Strong earnings + fundraising momentum (core “good news”) - Distributable earnings (DE) before realizations: $1.4B in Q2 (+15% YoY, $0.61/share); $5.7B over last 12 months. - Asset Management DE: $740M in the quarter (+20% fee-related earnings YoY); fundraising record $77B in the quarter. - Wealth Solutions DE (incl. insurance/wealth business): $480M (+23% YoY), driven by organic inflows and first full quarter contribution from Just Group.
Capital deployment, monetizations, and liquidity (investor-friendly balance sheet posture) - Capital raised (1H): $98B; deployed: $100B; asset monetizations: $40B; plus $130B assets financed. - Record “deployable” capital: $210B, giving flexibility to invest through cycles. - Financing activity: $130B financings YTD; example highlighted CAD $750M 10- and 30-year notes (noted 4x oversubscribed). - Shareholder returns: $270M dividends + repurchases in the quarter; $580M BN shares repurchased YTD (avg $42 per share).
Wealth Solutions / Just Group integration: early results + key levers - Just Group acquisition impact: added ~$45B of insurance assets at closing (total insurance assets > $190B). - Just earnings since acquisition: ~$29M earnings in the first quarter of ownership, cited as ~12% going-in ROE. - Near-term levers: (1) simplify + exit early-stage DTC / unprofitable initiatives, (2) reduce cost base (they claim Just’s costs are 2–3x higher than key competitors and this must change). - Investment lever: bring Brookfield origination/investment capabilities into the pension risk transfer book to improve yields/spreads.

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$70.37

Current Fair Value

367% upside

Undervalued by 367% based on the discounted cash flow analysis.

Share Statistics

Market cap$93.02 Billion
Enterprise Value$343.12 Billion
Dividend Yield$1.13 (0.62%)
Earnings per Share$0.5
Beta0.45
Outstanding Shares2,367,000,000

Return

Return on Equity3.04%ROE
Return on Assets0.27%
Return on Invested Capital4.94%

Valuation & Multiples

P/E Ratio74.26P/E Ratio
PEG244.08PEG
Price to Sales0.47Price to Sales
Price to Book Ratio0.22Price to Book Ratio
Enterprise Value to Revenue4.41
Enterprise Value to EBIT15.05
Enterprise Value to Net Income242
Total Debt to Enterprise0.77
Debt to Equity5.69Debt to Equity

Revenue Sources

No data

Insider Trades

Institutional Sentiment (Put/Call)

No data available for the latest quarter.

Institutional Ownership

No data available for the latest quarter.

ESG Score

No data

About Brookfield Finance I (UK) plc