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Company Analysis

Brookfield Business Partners L. BBU

A comprehensive view of key metrics, scores, and financial health for Brookfield Business Partners L.

Overview of Brookfield Business Partners L.P.

BBU NYQ
Industrials Conglomerates Framework: General Corporate Mid Cap
Brookfield Business Partners L.P. (BBU), is a Mid Cap company, in the Conglomerates industry, last closed at $33.22, about 549.0% undervalued vs fair value, -1.9% 1Y return, ranked 326/669 in sector.
Metrics Rev Growth -31.2% ROE -2.3% Gross Margin 19.3%
USD 33.22
-1.66%
(Delayed)
• Vol 90d: 38.5%
52-Week Range
Market Cap
$6.62B
Enterprise Value
$46.75B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Fair
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Fair
Completeness: 100%
Confidence: 97%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.bbu.brookfield.com
HQ Hamilton
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$191
$216
$242
Current: $33.22 +549% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$27.9B
-31.2%%
Gross Profit
$5.4B
-5.9%%
Operating Income
$4.2B
-5.4%%
Net Income
-$26.5M
-276.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2024
50.7x

Operating Cash Flow / Net Income

FCF / Net Income — not a reliable quality signal when net income is near-zero (ratio is inflated by thin margins, not strong cash generation)

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$106.0M
13.9% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
5
Active Leaks
4/5
Improving
1
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Brookfield Business Partners L.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
58
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Cost Leadership Position Operating margin at 76.0th percentile with strong OpEx control demonstrates cost leadership.
  • Operating Expense Control OpEx growth is controlled (score 0.76), demonstrating operating leverage.

Key risks

  • Elevated Debt Risk Debt serviceability is weak (score 0.22), raising refinancing risk.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing BBU's balance between Growth (14.0%), Profitability (53.2%), and Safety (32.9%). Growth 14% Safety 33% Profitability 53%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

15th percentile vs peers
15
Key Signals
TSR 16.2% 64p EPS Growth YoY -1.08 15p Rev Growth YoY -31.2% 6p Revenue CAGR 3Y -21.3% 5p
Strengths
  • Operating Margin in top 20% of peers (15.1%, 82th percentile)
  • Cash Flow to Debt Ratio in top 20% of peers (1.51, 80th percentile)
  • Consistently strong margins across 3 metrics
  • Strong liquidity position vs peers
Risks
  • Growth in bottom 20% of peers (percentile: 15)
  • EPS Growth YoY in bottom 20% of peers (-1.08)
  • Rev Growth YoY in bottom 20% of peers (-31.2%)

Profitability

57th percentile vs peers
58
Key Signals
Strengths
Risks
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Safety

35th percentile vs peers
36
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Brookfield Business Partners L..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$215.60
- - -
+549.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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