Brookfield Business (BBUC)
Market Price (12/4/2025): $35.71 | Market Cap: $2.5 BilSector: Financials | Industry: Asset Management & Custody Banks
Brookfield Business (BBUC)
Market Price (12/4/2025): $35.71Market Cap: $2.5 BilSector: FinancialsIndustry: Asset Management & Custody Banks
Investment Highlights
Why It Matters
Which of these 2 stories sounds closer for this stock?
1. Generates cash flow
The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.
2. Riding a trend
Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow
| Low stock price volatilityVol 12M is 40% | Trading close to highsDist 52W High is -4.4%, Dist 3Y High is -4.4% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 314% |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, and Sustainable Infrastructure. Themes include Solar Energy Generation, Wind Energy Development, Show more. | Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 14.02 | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 26x |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -2.9%, Rev Chg QQuarterly Revenue Change % is -24% | ||
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -49% |
| Low stock price volatilityVol 12M is 40% |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, and Sustainable Infrastructure. Themes include Solar Energy Generation, Wind Energy Development, Show more. |
| Trading close to highsDist 52W High is -4.4%, Dist 3Y High is -4.4% |
| Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 14.02 |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 314% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 26x |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -2.9%, Rev Chg QQuarterly Revenue Change % is -24% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -49% |
Valuation, Metrics & Events
BBUC Stock
Why The Stock Moved
Qualitative Assessment
AI Generated Analysis | Feedback
The stock of Brookfield Business (BBUC) experienced an upward movement during the approximate period from August 31, 2025, to December 4, 2025, influenced by several key developments. 1. Corporate Structure Simplification: Brookfield Business Partners announced plans to simplify its corporate structure by converting all limited partnership units and BBUC shares into a single publicly traded Canadian corporation. This initiative, announced in September 2025 and further detailed in November 2025, was met with positive investor reception, leading to an increase in the consolidated market capitalization. 2. Strategic Acquisition of a Canadian Mortgage Lender: In October 2025, the company completed the acquisition of First National Financial Corporation, a prominent Canadian residential and multi-family mortgage lender, for $2.6 billion. This strategic move was positively received by investors as a step towards business growth. 3.
Show moreStock Movement Drivers
Return vs. Risk
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BBUC Return | - | - | - | 26% | 5% | 49% | 97% |
| Peers Return | 23% | 18% | -13% | 10% | 1% | 1% | 42% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 16% | 112% |
Monthly Win Rates [3] | |||||||
| BBUC Win Rate | - | - | 22% | 58% | 50% | 60% | |
| Peers Win Rate | 67% | 50% | 35% | 56% | 48% | 45% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 70% | |
Max Drawdowns [4] | |||||||
| BBUC Max Drawdown | - | - | - | -24% | -20% | -9% | |
| Peers Max Drawdown | -39% | -13% | -31% | -11% | -12% | -16% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: VRTS, SLRC, DHIL, GEG, BLKS.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/3/2025 (YTD)
How Low Can It Go
| Event | BBUC | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -58.3% | -25.4% |
| % Gain to Breakeven | 140.0% | 34.1% |
| Time to Breakeven | 665 days | 464 days |
Compare to VRTS, SLRC, DHIL, GEG, BLKS
In The Past
Brookfield Business's stock fell -58.3% during the 2022 Inflation Shock from a high on 3/25/2022. A -58.3% loss requires a 140.0% gain to breakeven.
Preserve Wealth
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Asset Allocation
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Latest Trefis Analyses
Trade Ideas
Select past ideas related to BBUC. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | WU | Western Union | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 3.4% | 3.4% | -0.4% |
| 11212025 | COIN | Coinbase Global | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 9.5% | 9.5% | 0.0% |
| 11142025 | PYPL | PayPal | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 0.1% | 0.1% | -7.5% |
| 11142025 | V | Visa | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -0.1% | -0.1% | -2.7% |
| 11072025 | WD | Walker & Dunlop | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -7.7% | -7.7% | -11.0% |
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | WU | Western Union | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 3.4% | 3.4% | -0.4% |
| 11212025 | COIN | Coinbase Global | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 9.5% | 9.5% | 0.0% |
| 11142025 | PYPL | PayPal | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 0.1% | 0.1% | -7.5% |
| 11142025 | V | Visa | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -0.1% | -0.1% | -2.7% |
| 11072025 | WD | Walker & Dunlop | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -7.7% | -7.7% | -11.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Brookfield Business
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 35.70 |
| Mkt Cap | 0.9 |
| Rev LTM | 152 |
| Op Inc LTM | 68 |
| FCF LTM | 30 |
| FCF 3Y Avg | 71 |
| CFO LTM | 34 |
| CFO 3Y Avg | 75 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -2.9% |
| Rev Chg 3Y Avg | 9.9% |
| Rev Chg Q | -4.8% |
| QoQ Delta Rev Chg LTM | -1.2% |
| Op Mgn LTM | 10.8% |
| Op Mgn 3Y Avg | 12.0% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | -6.2% |
| CFO/Rev 3Y Avg | 13.6% |
| FCF/Rev LTM | -7.6% |
| FCF/Rev 3Y Avg | 12.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.9 |
| P/S | 2.5 |
| P/EBIT | 6.1 |
| P/E | 8.1 |
| P/CFO | 0.9 |
| Total Yield | 16.6% |
| Dividend Yield | 4.3% |
| FCF Yield 3Y Avg | 5.8% |
| D/E | 1.4 |
| Net D/E | 0.9 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 1.8% |
| 3M Rtn | -14.0% |
| 6M Rtn | 0.7% |
| 12M Rtn | 5.6% |
| 3Y Rtn | 31.3% |
| 1M Excs Rtn | 1.8% |
| 3M Excs Rtn | -18.7% |
| 6M Excs Rtn | -14.1% |
| 12M Excs Rtn | -8.0% |
| 3Y Excs Rtn | -43.4% |
Returns Analyses
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 11062025 | 6-K 9/30/2025 |
| 6302025 | 8082025 | 6-K 6/30/2025 |
| 3312025 | 5062025 | 6-K 3/31/2025 |
| 12312024 | 4012025 | 20-F 12/31/2024 |
| 9302024 | 11132024 | 6-K 9/30/2024 |
| 6302024 | 8082024 | 6-K 6/30/2024 |
| 3312024 | 5072024 | 6-K 3/31/2024 |
| 12312023 | 3012024 | 20-F 12/31/2023 |
| 9302023 | 11072023 | 6-K 9/30/2023 |
| 6302023 | 8092023 | 6-K 6/30/2023 |
| 3312023 | 5092023 | 6-K 3/31/2023 |
| 12312022 | 3172023 | 20-F 12/31/2022 |
| 9302022 | 11072022 | 6-K 9/30/2022 |
| 6302022 | 8052022 | 6-K 6/30/2022 |
| 3312022 | 5132022 | 6-K 3/31/2022 |
| 12312021 | 3302022 | 20-F 12/31/2021 |
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