BEP's second-quarter 2025 results are expected to continue to gain from a diversified portfolio and investments in renewable power.
Brookfield Renewable Partners offers robust, inflation-hedged cash flows and consistent distribution growth, making it attractive for passive income investors. The surge in AI and data center energy demand provides long-term tailwinds for BEP's cash flow and distribution growth outlook. BEP's diversified global asset base, stable payout ratio, and long-term contracts ensure predictable, low-risk income for investors.
Brookfield Corp. (BN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
As it races to build ever larger data centers, Google on Tuesday said it has agreed to pay more than $3 billion to source carbon-free hydropower from Brookfield Asset Management's company, Brookfield Renewable Energy Partners.
Brookfield Asset Management's (BAM 1.60%) fortunes are tied to Wall Street in many ways. And with the S&P 500 index (^GSPC 0.14%) near all-time highs, some investors may be worried about the Canadian asset manager's future.
Brookfield Infrastructure Partners offers global exposure to critical infrastructure assets, driving sustainable FFO and distribution growth for long-term passive income investors. The data center segment is a major growth catalyst, with AI-driven demand expected to more than double FFO in this area over the next few years. BIP boasts a secure 5% yield, underpinned by a conservative 52% payout ratio and consistent dividend increases, ensuring strong income safety.
Brookfield Infrastructure Partners offers a resilient, high-yield investment, well-protected against macro risks like recession and geopolitical turmoil due to essential, fee-based assets. Recent results show strong underlying business growth, with funds from operations up 5% and double-digit growth in key segments when adjusted for currency and divestment effects. Despite a 15% share price increase since my last buy call, BIP remains attractively valued at just 10x FFO, with room for multiple expansion.
Brookfield Renewable stands out in the clean energy sector with stable, growing cash flows from a diversified, global asset base. Long-term contracts, capital recycling, and inflation-indexed revenues underpin strong growth visibility and mid-teens return potential through the end of the decade. Shares trade at a reasonable 16x EV/EBITDA, justified by superior growth prospects, active management, and exposure to nuclear via Westinghouse.
Brookfield Infrastructure Partners offers a diversified, recession-resilient portfolio with stable cash flows and strong long-term growth prospects, especially in data and AI infrastructure. The company boasts a solid dividend yield of 5.2%, consistent dividend growth, and a sustainable payout ratio, making it attractive for income-focused investors. Despite recent earnings volatility, BIP's wide economic moat is underpinned by long-term contracts and high barriers to entry in its core infrastructure segments.
We had suggested that BEP has become undervalued in our previous article. The stock has outperformed the broader market significantly since then. We go over the recent results, macro risks and tell you why we think the fixed income choices are better today.
BPYPP offers an enticing 11.11% yield, underpinned by Brookfield's global scale and sector diversification, but the high payout signals market skepticism. Brookfield is actively pivoting into private credit and resilient real estate sectors, yet faces structural revenue declines and ongoing office sector stress. Liquidity is being maintained by asset sales, but shrinking income and sub-1× interest coverage raise sustainability concerns for preferred distributions.
BEP's valuation multiples remain depressed. Yet, the underlying cash flows just keep growing. Q1, 2025 was yet another proof of that.