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Brookfield Business Partners LP (BBU)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
BMG162341090
CUSIP
G16234109
IPO Date
Jun 17, 2016

Highlights

Market Cap
$2.78B
Enterprise Value
$44.23B
EPS (TTM)
-$0.16
Total Revenue (TTM)
$27.57B
Gross Profit (TTM)
$5.33B
EBITDA (TTM)
$5.94B
Year Range
$18.63 - $37.75
Target Price
$42.00
ROA (TTM)
-0.02%
ROE (TTM)
-0.60%

Share Price Chart


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Brookfield Business Partners LP

Often compared with BBU:
BBU vs. BN

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Brookfield Business Partners LP, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Brookfield Business Partners LP (BBU) has returned -10.44% so far this year and 35.28% over the past 12 months.


Brookfield Business Partners LP

1D
0.00%
1M
-7.49%
YTD
-10.44%
6M
-3.14%
1Y
35.28%
3Y*
20.48%
5Y*
14.84%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 17, 2016, BBU's average daily return is +0.08%, while the average monthly return is +1.72%. At this rate, your investment would double in approximately 3.4 years.

Historically, 52% of months were positive and 48% were negative. The best month was Mar 2022 with a return of +76.0%, while the worst month was Jun 2016 at -34.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BBU closed higher 48% of trading days. The best single day was Mar 15, 2022 with a return of +64.3%, while the worst single day was Jun 20, 2016 at -26.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.51%-2.68%-7.49%-10.44%
2025-6.32%14.37%-6.27%-5.75%13.87%3.25%-6.86%11.68%21.18%8.22%-1.18%1.12%51.69%
20245.10%-0.92%3.39%-14.96%-3.45%4.26%8.12%0.40%14.22%-4.46%19.04%-11.41%15.15%
202322.39%-12.93%3.39%-10.06%11.92%-7.76%-0.75%-11.81%1.20%-18.55%34.62%23.98%23.17%
2022-4.69%-1.92%75.95%-22.49%-0.87%-9.98%-7.27%10.70%-10.28%16.34%-15.97%-10.55%-8.39%
2021-3.70%13.61%-2.02%8.79%4.47%1.43%-4.97%-2.82%7.62%5.88%-7.04%2.08%23.39%

Benchmark Metrics

Brookfield Business Partners LP has an annualized alpha of 5.02%, beta of 1.16, and R² of 0.22 versus S&P 500 Index. Calculated based on daily prices since June 20, 2016.

  • This stock captured 146.35% of S&P 500 Index gains and 145.57% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • R² of 0.22 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
5.02%
Beta
1.16
0.22
Upside Capture
146.35%
Downside Capture
145.57%

Return for Risk

Risk / Return Rank

BBU ranks 68 for risk / return — better than 68% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


BBU Risk / Return Rank: 6868
Overall Rank
BBU Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
BBU Sortino Ratio Rank: 6565
Sortino Ratio Rank
BBU Omega Ratio Rank: 6363
Omega Ratio Rank
BBU Calmar Ratio Rank: 7171
Calmar Ratio Rank
BBU Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Brookfield Business Partners LP (BBU) and compare them to a chosen benchmark (S&P 500 Index).


BBUBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.85

0.90

-0.04

Sortino ratio

Return per unit of downside risk

1.42

1.39

+0.03

Omega ratio

Gain probability vs. loss probability

1.18

1.21

-0.03

Calmar ratio

Return relative to maximum drawdown

1.53

1.40

+0.13

Martin ratio

Return relative to average drawdown

4.36

6.61

-2.25

Explore BBU risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Brookfield Business Partners LP provided a 0.79% dividend yield over the last twelve months, with an annual payout of $0.25 per share. The company has been increasing its dividends for 2 consecutive years.


0.00%20.00%40.00%60.00%80.00%$0.00$5.00$10.00$15.002016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$0.25$0.25$0.25$0.25$14.78$0.16$0.16$0.16$0.16$0.16$0.09

Dividend yield

0.79%0.71%1.07%1.21%87.16%0.54%0.67%0.61%0.82%0.72%0.55%

Monthly Dividends

The table displays the monthly dividend distributions for Brookfield Business Partners LP. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.06$0.06
2025$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.25
2024$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.25
2023$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.25
2022$0.00$0.04$14.56$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$14.78
2021$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.16

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Brookfield Business Partners LP. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Brookfield Business Partners LP was 59.11%, occurring on Mar 23, 2020. Recovery took 282 trading sessions.

The current Brookfield Business Partners LP drawdown is 15.18%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.11%Feb 20, 202023Mar 23, 2020282May 5, 2021305
-59.03%Mar 31, 2022399Oct 31, 2023476Sep 25, 2025875
-37.36%Jun 20, 20167Jun 28, 2016280Aug 8, 2017287
-34.29%Oct 1, 201865Jan 3, 2019281Feb 14, 2020346
-23.9%Nov 15, 202178Mar 8, 20225Mar 15, 202283

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Brookfield Business Partners LP over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Brookfield Business Partners LP is priced in the market compared to other companies in the Conglomerates industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BBU relative to other companies in the Conglomerates industry. Currently, BBU has a P/S ratio of 0.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BBU in comparison with other companies in the Conglomerates industry. Currently, BBU has a P/B value of 1.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items