BROOKFIELD ASSET MGMT-A (BAM.CA) Fundamental Analysis & Valuation

TSX:BAM • CA1130041058

61.53 CAD
-0.85 (-1.36%)
Last: Mar 10, 2026, 07:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This BAM.CA fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

6

BAM gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 82 industry peers in the Capital Markets industry. BAM has an average financial health and profitability rating. BAM is valued quite expensive, but it does show an excellent growth. This makes BAM very considerable for growth investing!


Dividend Valuation Growth Profitability Health

6

1. BAM.CA Profitability Analysis

1.1 Basic Checks

  • In the past year BAM was profitable.
  • BAM had a positive operating cash flow in the past year.
  • In the past 5 years BAM has always been profitable.
  • In multiple years BAM reported negative operating cash flow during the last 5 years.
BAM.CA Yearly Net Income VS EBIT VS OCF VS FCFBAM.CA Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B 2B 2.5B

1.2 Ratios

  • BAM's Return On Assets of 12.78% is fine compared to the rest of the industry. BAM outperforms 78.05% of its industry peers.
  • BAM's Return On Equity of 21.06% is amongst the best of the industry. BAM outperforms 87.80% of its industry peers.
  • BAM has a better Return On Invested Capital (10.70%) than 81.71% of its industry peers.
  • BAM had an Average Return On Invested Capital over the past 3 years of 6.82%. This is below the industry average of 10.67%.
  • The last Return On Invested Capital (10.70%) for BAM is above the 3 year average (6.82%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 12.78%
ROE 21.06%
ROIC 10.7%
ROA(3y)13.66%
ROA(5y)9.77%
ROE(3y)20.83%
ROE(5y)16.44%
ROIC(3y)6.82%
ROIC(5y)5.8%
BAM.CA Yearly ROA, ROE, ROICBAM.CA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2019 2020 2021 2022 2023 2024 2025 5 10 15 20

1.3 Margins

  • Looking at the Profit Margin, with a value of 60.89%, BAM is in the better half of the industry, outperforming 78.05% of the companies in the same industry.
  • BAM's Profit Margin has improved in the last couple of years.
  • BAM has a Operating Margin of 52.67%. This is in the better half of the industry: BAM outperforms 76.83% of its industry peers.
  • BAM's Operating Margin has declined in the last couple of years.
Industry RankSector Rank
OM 52.67%
PM (TTM) 60.89%
GM N/A
OM growth 3Y177.57%
OM growth 5Y-1.81%
PM growth 3Y0.15%
PM growth 5Y22.8%
GM growth 3YN/A
GM growth 5YN/A
BAM.CA Yearly Profit, Operating, Gross MarginsBAM.CA Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2019 2020 2021 2022 2023 2024 2025 20 40 60 80 100

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ROAROEROICOperating and Profit MarginShow most profitable peers

6

2. BAM.CA Health Analysis

2.1 Basic Checks

  • The number of shares outstanding for BAM has been increased compared to 1 year ago.
  • The number of shares outstanding for BAM has been increased compared to 5 years ago.
  • BAM has a worse debt/assets ratio than last year.
BAM.CA Yearly Shares OutstandingBAM.CA Yearly Shares OutstandingYearly Shares Outstanding 2020 2021 2022 2023 2024 2025 500M 1B 1.5B
BAM.CA Yearly Total Debt VS Total AssetsBAM.CA Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B 25B

2.2 Solvency

  • An Altman-Z score of 7.57 indicates that BAM is not in any danger for bankruptcy at the moment.
  • The Altman-Z score of BAM (7.57) is better than 82.93% of its industry peers.
  • BAM has a debt to FCF ratio of 1.82. This is a very positive value and a sign of high solvency as it would only need 1.82 years to pay back of all of its debts.
  • BAM has a Debt to FCF ratio of 1.82. This is in the better half of the industry: BAM outperforms 78.05% of its industry peers.
  • A Debt/Equity ratio of 0.28 indicates that BAM is not too dependend on debt financing.
  • With a Debt to Equity ratio value of 0.28, BAM perfoms like the industry average, outperforming 50.00% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.28
Debt/FCF 1.82
Altman-Z 7.57
ROIC/WACCN/A
WACCN/A
BAM.CA Yearly LT Debt VS Equity VS FCFBAM.CA Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2019 2020 2021 2022 2023 2024 2025 0 2B 4B 6B 8B 10B

2.3 Liquidity

  • BAM has a Current Ratio of 1.43. This is a normal value and indicates that BAM is financially healthy and should not expect problems in meeting its short term obligations.
  • BAM has a better Current ratio (1.43) than 62.20% of its industry peers.
  • BAM has a Quick Ratio of 1.43. This is a normal value and indicates that BAM is financially healthy and should not expect problems in meeting its short term obligations.
  • The Quick ratio of BAM (1.43) is better than 63.41% of its industry peers.
Industry RankSector Rank
Current Ratio 1.43
Quick Ratio 1.43
BAM.CA Yearly Current Assets VS Current LiabilitesBAM.CA Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2020 2021 2022 2023 2024 2025 2B 4B 6B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

3. BAM.CA Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 17.24% over the past year.
  • The Earnings Per Share has been growing by 8.95% on average over the past years. This is quite good.
  • Looking at the last year, BAM shows a very strong growth in Revenue. The Revenue has grown by 883.61%.
  • Measured over the past years, BAM shows a quite strong growth in Revenue. The Revenue has been growing by 17.46% on average per year.
EPS 1Y (TTM)17.24%
EPS 3Y212.1%
EPS 5Y8.95%
EPS Q2Q%17.5%
Revenue 1Y (TTM)883.61%
Revenue growth 3Y406.83%
Revenue growth 5Y17.46%
Sales Q2Q%42.24%

3.2 Future

  • The Earnings Per Share is expected to grow by 14.19% on average over the next years. This is quite good.
  • Based on estimates for the next years, BAM will show a quite strong growth in Revenue. The Revenue will grow by 13.18% on average per year.
EPS Next Y10.67%
EPS Next 2Y14.58%
EPS Next 3Y15.68%
EPS Next 5Y14.19%
Revenue Next Year15.88%
Revenue Next 2Y15.55%
Revenue Next 3Y14.06%
Revenue Next 5Y13.18%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • Although the future Revenue growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
BAM.CA Yearly Revenue VS EstimatesBAM.CA Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2B 4B 6B 8B
BAM.CA Yearly EPS VS EstimatesBAM.CA Yearly EPS VS EstimatesYearly EPS VS Estimates 2022 2023 2024 2025 2026 2027 2028 2029 0.5 1 1.5 2 2.5

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Find the best growth stocksShow best growing peers

3

4. BAM.CA Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 26.64 indicates a quite expensive valuation of BAM.
  • Based on the Price/Earnings ratio, BAM is valued a bit more expensive than 68.29% of the companies in the same industry.
  • BAM is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 26.25, which is the current average of the S&P500 Index.
  • BAM is valuated rather expensively with a Price/Forward Earnings ratio of 24.10.
  • BAM's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. BAM is cheaper than 60.98% of the companies in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 24.39, BAM is valued at the same level.
Industry RankSector Rank
PE 26.64
Fwd PE 24.1
BAM.CA Price Earnings VS Forward Price EarningsBAM.CA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60 80 100

4.2 Price Multiples

  • Based on the Price/Free Cash Flow ratio, BAM is valued a bit cheaper than the industry average as 62.20% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 48.29
EV/EBITDA N/A
BAM.CA Per share dataBAM.CA EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6 8

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
  • The decent profitability rating of BAM may justify a higher PE ratio.
  • A more expensive valuation may be justified as BAM's earnings are expected to grow with 15.68% in the coming years.
PEG (NY)2.5
PEG (5Y)2.97
EPS Next 2Y14.58%
EPS Next 3Y15.68%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

4

5. BAM.CA Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 3.11%, BAM has a reasonable but not impressive dividend return.
  • BAM's Dividend Yield is rather good when compared to the industry average which is at 1.69. BAM pays more dividend than 84.15% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.82, BAM pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.11%

5.2 History

  • BAM has been paying a dividend for over 5 years, so it has already some track record.
  • BAM has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)N/A
Div Incr Years3
Div Non Decr Years3
BAM.CA Yearly Dividends per shareBAM.CA Yearly Dividends per shareYearly Dividends per share 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • BAM pays out 107.77% of its income as dividend. This is not a sustainable payout ratio.
DP107.77%
EPS Next 2Y14.58%
EPS Next 3Y15.68%
BAM.CA Yearly Income VS Free CF VS DividendBAM.CA Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B 2B
BAM.CA Dividend Payout.BAM.CA Dividend Payout, showing the Payout Ratio.BAM.CA Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

BAM.CA Fundamentals: All Metrics, Ratios and Statistics

BROOKFIELD ASSET MGMT-A

TSX:BAM (3/10/2026, 7:00:00 PM)

61.53

-0.85 (-1.36%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-04
Inst Owners17.03%
Inst Owner ChangeN/A
Ins Owners2.31%
Ins Owner ChangeN/A
Market Cap100.78B
Revenue(TTM)4.74B
Net Income(TTM)2.11B
Analysts70.91
Price Target85.13 (38.36%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 3.11%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP107.77%
Div Incr Years3
Div Non Decr Years3
Ex-Date02-27
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)3.6%
Min EPS beat(2)0.46%
Max EPS beat(2)6.73%
EPS beat(4)3
Avg EPS beat(4)1.88%
Min EPS beat(4)-1.13%
Max EPS beat(4)6.73%
EPS beat(8)5
Avg EPS beat(8)1.58%
EPS beat(12)8
Avg EPS beat(12)2.25%
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)1
Avg Revenue beat(2)1.21%
Min Revenue beat(2)-0.85%
Max Revenue beat(2)3.27%
Revenue beat(4)1
Avg Revenue beat(4)-8.1%
Min Revenue beat(4)-17.67%
Max Revenue beat(4)3.27%
Revenue beat(8)1
Avg Revenue beat(8)-4.53%
Revenue beat(12)2
Avg Revenue beat(12)-6.19%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)-1.86%
PT rev (3m)-6.06%
EPS NQ rev (1m)0%
EPS NQ rev (3m)5.58%
EPS NY rev (1m)1.04%
EPS NY rev (3m)0.04%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)3.79%
Revenue NY rev (1m)1.86%
Revenue NY rev (3m)1.89%
Valuation
Industry RankSector Rank
PE 26.64
Fwd PE 24.1
P/S 21.42
P/FCF 48.29
P/OCF 48.01
P/B 7.41
P/tB 7.41
EV/EBITDA N/A
EPS(TTM)2.31
EY3.75%
EPS(NY)2.55
Fwd EY4.15%
FCF(TTM)1.27
FCFY2.07%
OCF(TTM)1.28
OCFY2.08%
SpS2.87
BVpS8.3
TBVpS8.3
PEG (NY)2.5
PEG (5Y)2.97
Graham Number20.77
Profitability
Industry RankSector Rank
ROA 12.78%
ROE 21.06%
ROCE 13.91%
ROIC 10.7%
ROICexc 11.58%
ROICexgc 12.13%
OM 52.67%
PM (TTM) 60.89%
GM N/A
FCFM 44.36%
ROA(3y)13.66%
ROA(5y)9.77%
ROE(3y)20.83%
ROE(5y)16.44%
ROIC(3y)6.82%
ROIC(5y)5.8%
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)8.83%
ROCE(5y)7.44%
ROICexgc growth 3YN/A
ROICexgc growth 5Y19.59%
ROICexc growth 3YN/A
ROICexc growth 5Y20.1%
OM growth 3Y177.57%
OM growth 5Y-1.81%
PM growth 3Y0.15%
PM growth 5Y22.8%
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.21
Health
Industry RankSector Rank
Debt/Equity 0.28
Debt/FCF 1.82
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales 0.26%
Interest Coverage 22.83
Cash Conversion N/A
Profit Quality 72.86%
Current Ratio 1.43
Quick Ratio 1.43
Altman-Z 7.57
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)17.24%
EPS 3Y212.1%
EPS 5Y8.95%
EPS Q2Q%17.5%
EPS Next Y10.67%
EPS Next 2Y14.58%
EPS Next 3Y15.68%
EPS Next 5Y14.19%
Revenue 1Y (TTM)883.61%
Revenue growth 3Y406.83%
Revenue growth 5Y17.46%
Sales Q2Q%42.24%
Revenue Next Year15.88%
Revenue Next 2Y15.55%
Revenue Next 3Y14.06%
Revenue Next 5Y13.18%
EBIT growth 1Y2585.29%
EBIT growth 3Y1306.77%
EBIT growth 5Y15.34%
EBIT Next Year25.37%
EBIT Next 3Y18.62%
EBIT Next 5Y17.15%
FCF growth 1Y177.12%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y160.44%
OCF growth 3YN/A
OCF growth 5YN/A

BROOKFIELD ASSET MGMT-A / BAM.CA FAQ

Can you provide the ChartMill fundamental rating for BROOKFIELD ASSET MGMT-A?

ChartMill assigns a fundamental rating of 6 / 10 to BAM.CA.


What is the valuation status for BAM stock?

ChartMill assigns a valuation rating of 3 / 10 to BROOKFIELD ASSET MGMT-A (BAM.CA). This can be considered as Overvalued.


Can you provide the profitability details for BROOKFIELD ASSET MGMT-A?

BROOKFIELD ASSET MGMT-A (BAM.CA) has a profitability rating of 6 / 10.


What are the PE and PB ratios of BROOKFIELD ASSET MGMT-A (BAM.CA) stock?

The Price/Earnings (PE) ratio for BROOKFIELD ASSET MGMT-A (BAM.CA) is 26.64 and the Price/Book (PB) ratio is 7.41.


Can you provide the financial health for BAM stock?

The financial health rating of BROOKFIELD ASSET MGMT-A (BAM.CA) is 6 / 10.