BROOKFIELD ASSET MGMT-A (BAM.CA) Stock Fundamental Analysis
Canada - TSX:BAM - CA1130041058 - Common Stock
75.19 CAD
-1 (-1.31%)
We assign a fundamental rating of 5 out of 10 to BAM. BAM was compared to 81 industry peers in the Capital Markets industry. BAM has only an average score on both its financial health and profitability. BAM is valied quite expensively at the moment, while it does show a decent growth rate.
1. Profitability
1.1 Basic Checks
BAM had positive earnings in the past year.
BAM had a positive operating cash flow in the past year.
Each year in the past 5 years BAM has been profitable.
Of the past 5 years BAM 4 years had a positive operating cash flow.
1.2 Ratios
BAM has a Return On Assets of 8.71%. This is in the better half of the industry: BAM outperforms 77.78% of its industry peers.
The Return On Equity of BAM (13.61%) is better than 81.48% of its industry peers.
BAM has a better Return On Invested Capital (6.57%) than 75.31% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for BAM is significantly below the industry average of 10.03%.
The last Return On Invested Capital (6.57%) for BAM is above the 3 year average (1.27%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.71% | ||
| ROE | 13.61% | ||
| ROIC | 6.57% |
ROA(3y)9%
ROA(5y)7.21%
ROE(3y)13.06%
ROE(5y)12.5%
ROIC(3y)1.27%
ROIC(5y)3.38%
1.3 Margins
The Profit Margin of BAM (57.13%) is better than 79.01% of its industry peers.
BAM's Profit Margin has improved in the last couple of years.
The Operating Margin of BAM (51.12%) is better than 79.01% of its industry peers.
BAM's Operating Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 51.12% | ||
| PM (TTM) | 57.13% | ||
| GM | N/A |
OM growth 3Y-30.79%
OM growth 5Y-18.69%
PM growth 3Y22.85%
PM growth 5Y4.98%
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
Compared to 1 year ago, BAM has more shares outstanding
Compared to 1 year ago, BAM has an improved debt to assets ratio.
2.2 Solvency
BAM has an Altman-Z score of 9.44. This indicates that BAM is financially healthy and has little risk of bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 9.44, BAM belongs to the top of the industry, outperforming 87.65% of the companies in the same industry.
BAM has a debt to FCF ratio of 2.32. This is a good value and a sign of high solvency as BAM would need 2.32 years to pay back of all of its debts.
The Debt to FCF ratio of BAM (2.32) is better than 81.48% of its industry peers.
A Debt/Equity ratio of 0.22 indicates that BAM is not too dependend on debt financing.
BAM has a Debt to Equity ratio (0.22) which is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 2.32 | ||
| Altman-Z | 9.44 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
BAM has a Current Ratio of 1.31. This is a normal value and indicates that BAM is financially healthy and should not expect problems in meeting its short term obligations.
The Current ratio of BAM (1.31) is better than 64.20% of its industry peers.
BAM has a Quick Ratio of 1.31. This is a normal value and indicates that BAM is financially healthy and should not expect problems in meeting its short term obligations.
Looking at the Quick ratio, with a value of 1.31, BAM is in the better half of the industry, outperforming 64.20% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.31 | ||
| Quick Ratio | 1.31 |
3. Growth
3.1 Past
BAM shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 15.94%, which is quite good.
Measured over the past years, BAM shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -22.95% on average per year.
The Revenue has grown by 531.03% in the past year. This is a very strong growth!
The Revenue for BAM have been decreasing by -26.01% on average. This is quite bad
EPS 1Y (TTM)15.94%
EPS 3Y-34.73%
EPS 5Y-22.95%
EPS Q2Q%23.53%
Revenue 1Y (TTM)531.03%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%-5.05%
3.2 Future
The Earnings Per Share is expected to grow by 15.47% 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 13.17% on average per year.
EPS Next Y12.39%
EPS Next 2Y14.01%
EPS Next 3Y15.47%
EPS Next 5YN/A
Revenue Next Year11.75%
Revenue Next 2Y12.68%
Revenue Next 3Y13.17%
Revenue Next 5YN/A
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.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 33.42, which means the current valuation is very expensive for BAM.
Compared to the rest of the industry, the Price/Earnings ratio of BAM indicates a slightly more expensive valuation: BAM is more expensive than 62.96% of the companies listed in the same industry.
The average S&P500 Price/Earnings ratio is at 25.67. BAM is valued slightly more expensive when compared to this.
A Price/Forward Earnings ratio of 28.31 indicates a quite expensive valuation of BAM.
Compared to the rest of the industry, the Price/Forward Earnings ratio of BAM is on the same level as its industry peers.
BAM is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 31.86, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 33.42 | ||
| Fwd PE | 28.31 |
4.2 Price Multiples
60.49% of the companies in the same industry are more expensive than BAM, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 90.65 | ||
| EV/EBITDA | N/A |
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 15.47% in the coming years.
PEG (NY)2.7
PEG (5Y)N/A
EPS Next 2Y14.01%
EPS Next 3Y15.47%
5. Dividend
5.1 Amount
BAM has a Yearly Dividend Yield of 2.33%. Purely for dividend investing, there may be better candidates out there.
BAM's Dividend Yield is comparable with the industry average which is at 5.41.
BAM's Dividend Yield is comparable with the S&P500 average which is at 2.40.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.33% |
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
5.3 Sustainability
BAM pays out 122.97% of its income as dividend. This is not a sustainable payout ratio.
DP122.97%
EPS Next 2Y14.01%
EPS Next 3Y15.47%
TSX:BAM (11/6/2025, 7:00:00 PM)
75.19
-1 (-1.31%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners17.36%
Inst Owner ChangeN/A
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap123.14B
Revenue(TTM)2.46B
Net Income(TTM)1.41B
Analysts67.27
Price Target91.5 (21.69%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.33% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP122.97%
Div Incr Years3
Div Non Decr Years3
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)2.8%
Min EPS beat(2)-1.13%
Max EPS beat(2)6.73%
EPS beat(4)3
Avg EPS beat(4)3.2%
Min EPS beat(4)-1.13%
Max EPS beat(4)6.73%
EPS beat(8)5
Avg EPS beat(8)2.65%
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)0
Avg Revenue beat(2)-16.78%
Min Revenue beat(2)-17.67%
Max Revenue beat(2)-15.9%
Revenue beat(4)0
Avg Revenue beat(4)-12.82%
Min Revenue beat(4)-17.67%
Max Revenue beat(4)-0.58%
Revenue beat(8)0
Avg Revenue beat(8)-9.19%
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)1.23%
PT rev (3m)12.64%
EPS NQ rev (1m)-1.81%
EPS NQ rev (3m)-1.21%
EPS NY rev (1m)-0.74%
EPS NY rev (3m)-1.23%
Revenue NQ rev (1m)0.07%
Revenue NQ rev (3m)0.22%
Revenue NY rev (1m)0.02%
Revenue NY rev (3m)-0.04%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 33.42 | ||
| Fwd PE | 28.31 | ||
| P/S | 35.51 | ||
| P/FCF | 90.65 | ||
| P/OCF | 90.46 | ||
| P/B | 8.46 | ||
| P/tB | 8.46 | ||
| EV/EBITDA | N/A |
EPS(TTM)2.25
EY2.99%
EPS(NY)2.66
Fwd EY3.53%
FCF(TTM)0.83
FCFY1.1%
OCF(TTM)0.83
OCFY1.11%
SpS2.12
BVpS8.89
TBVpS8.89
PEG (NY)2.7
PEG (5Y)N/A
Graham Number21.21
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.71% | ||
| ROE | 13.61% | ||
| ROCE | 9.83% | ||
| ROIC | 6.57% | ||
| ROICexc | 6.81% | ||
| ROICexgc | 7.12% | ||
| OM | 51.12% | ||
| PM (TTM) | 57.13% | ||
| GM | N/A | ||
| FCFM | 39.17% |
ROA(3y)9%
ROA(5y)7.21%
ROE(3y)13.06%
ROE(5y)12.5%
ROIC(3y)1.27%
ROIC(5y)3.38%
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)1.93%
ROCE(5y)4.85%
ROICexgc growth 3Y-36.28%
ROICexgc growth 5YN/A
ROICexc growth 3Y-36.35%
ROICexc growth 5YN/A
OM growth 3Y-30.79%
OM growth 5Y-18.69%
PM growth 3Y22.85%
PM growth 5Y4.98%
GM growth 3YN/A
GM growth 5YN/A
F-Score5
Asset Turnover0.15
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 2.32 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | N/A | ||
| Interest Coverage | 21.69 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 68.56% | ||
| Current Ratio | 1.31 | ||
| Quick Ratio | 1.31 | ||
| Altman-Z | 9.44 |
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)18.12%
Cap/Sales(5y)11.28%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)15.94%
EPS 3Y-34.73%
EPS 5Y-22.95%
EPS Q2Q%23.53%
EPS Next Y12.39%
EPS Next 2Y14.01%
EPS Next 3Y15.47%
EPS Next 5YN/A
Revenue 1Y (TTM)531.03%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%-5.05%
Revenue Next Year11.75%
Revenue Next 2Y12.68%
Revenue Next 3Y13.17%
Revenue Next 5YN/A
EBIT growth 1Y2319.23%
EBIT growth 3Y-62.73%
EBIT growth 5Y-39.83%
EBIT Next Year14.6%
EBIT Next 3Y17.48%
EBIT Next 5YN/A
FCF growth 1Y139.98%
FCF growth 3Y-25.34%
FCF growth 5Y-6.68%
OCF growth 1Y140.66%
OCF growth 3Y-24.26%
OCF growth 5Y-5.43%
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 5 / 10 to BAM.CA.
What is the valuation status of BROOKFIELD ASSET MGMT-A (BAM.CA) stock?
ChartMill assigns a valuation rating of 2 / 10 to BROOKFIELD ASSET MGMT-A (BAM.CA). This can be considered as Overvalued.
What is the profitability of BAM stock?
BROOKFIELD ASSET MGMT-A (BAM.CA) has a profitability rating of 6 / 10.
Can you provide the PE and PB ratios for BAM stock?
The Price/Earnings (PE) ratio for BROOKFIELD ASSET MGMT-A (BAM.CA) is 33.42 and the Price/Book (PB) ratio is 8.46.
What is the earnings growth outlook for BROOKFIELD ASSET MGMT-A?
The Earnings per Share (EPS) of BROOKFIELD ASSET MGMT-A (BAM.CA) is expected to grow by 12.39% in the next year.