BROOKFIELD ASSET MGMT-A (BAM.CA) Stock Fundamental Analysis
Canada - TSX:BAM - CA1130041058 - Common Stock
70.74 CAD
-0.45 (-0.63%)
Overall BAM gets a fundamental rating of 5 out of 10. We evaluated BAM against 78 industry peers in the Capital Markets industry. BAM has an average financial health and profitability rating. BAM is valied quite expensively at the moment, while it does show a decent growth rate.
1. Profitability
1.1 Basic Checks
In the past year BAM was profitable.
BAM had a positive operating cash flow in the past year.
BAM had positive earnings in each of the past 5 years.
Of the past 5 years BAM 4 years had a positive operating cash flow.
1.2 Ratios
BAM's Return On Assets of 8.71% is fine compared to the rest of the industry. BAM outperforms 76.92% of its industry peers.
Looking at the Return On Equity, with a value of 13.61%, BAM is in the better half of the industry, outperforming 76.92% of the companies in the same industry.
The Return On Invested Capital of BAM (6.57%) is better than 74.36% of its industry peers.
The Average Return On Invested Capital over the past 3 years for BAM is significantly below the industry average of 10.39%.
The 3 year average ROIC (1.27%) for BAM is below the current ROIC(6.57%), indicating increased profibility in the last year.
| 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
With a decent Profit Margin value of 57.13%, BAM is doing good in the industry, outperforming 79.49% of the companies in the same industry.
In the last couple of years the Profit Margin of BAM has grown nicely.
With a decent Operating Margin value of 51.12%, BAM is doing good in the industry, outperforming 79.49% of the companies in the same industry.
In the last couple of years the Operating Margin of BAM has declined.
| 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
The number of shares outstanding for BAM has been increased compared to 1 year ago.
BAM has a better debt/assets ratio than last year.
2.2 Solvency
BAM has an Altman-Z score of 8.93. This indicates that BAM is financially healthy and has little risk of bankruptcy at the moment.
BAM's Altman-Z score of 8.93 is amongst the best of the industry. BAM outperforms 87.18% of its industry peers.
The Debt to FCF ratio of BAM is 2.32, which is a good value as it means it would take BAM, 2.32 years of fcf income to pay off all of its debts.
BAM's Debt to FCF ratio of 2.32 is fine compared to the rest of the industry. BAM outperforms 78.21% of its industry peers.
A Debt/Equity ratio of 0.22 indicates that BAM is not too dependend on debt financing.
BAM's Debt to Equity ratio of 0.22 is in line compared to the rest of the industry. BAM outperforms 56.41% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 2.32 | ||
| Altman-Z | 8.93 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 1.31 indicates that BAM should not have too much problems paying its short term obligations.
BAM has a Current ratio of 1.31. This is in the better half of the industry: BAM outperforms 62.82% 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.
The Quick ratio of BAM (1.31) is better than 62.82% of its industry peers.
| 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 15.60%, which is quite good.
BAM shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -22.95% yearly.
BAM shows a strong growth in Revenue. In the last year, the Revenue has grown by 578.74%.
The Revenue for BAM have been decreasing by -26.01% on average. This is quite bad
EPS 1Y (TTM)15.6%
EPS 3Y-34.73%
EPS 5Y-22.95%
EPS Q2Q%7.89%
Revenue 1Y (TTM)578.74%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%14.88%
3.2 Future
BAM is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 15.35% yearly.
The Revenue is expected to grow by 13.17% on average over the next years. This is quite good.
EPS Next Y12.09%
EPS Next 2Y13.86%
EPS Next 3Y15.35%
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
With a Price/Earnings ratio of 30.89, BAM can be considered very expensive at the moment.
Based on the Price/Earnings ratio, BAM is valued a bit more expensive than the industry average as 66.67% of the companies are valued more cheaply.
Compared to an average S&P500 Price/Earnings ratio of 25.45, BAM is valued a bit more expensive.
With a Price/Forward Earnings ratio of 26.76, BAM can be considered very expensive at the moment.
The rest of the industry has a similar Price/Forward Earnings ratio as BAM.
Compared to an average S&P500 Price/Forward Earnings ratio of 34.46, BAM is valued a bit cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 30.89 | ||
| Fwd PE | 26.76 |
4.2 Price Multiples
Compared to the rest of the industry, the Price/Free Cash Flow ratio of BAM indicates a somewhat cheap valuation: BAM is cheaper than 62.82% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 85.45 | ||
| 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.
BAM's earnings are expected to grow with 15.35% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.56
PEG (5Y)N/A
EPS Next 2Y13.86%
EPS Next 3Y15.35%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 2.41%, BAM has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 5.09, BAM has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 2.45, BAM has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.41% |
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
122.97% of the earnings are spent on dividend by BAM. This is not a sustainable payout ratio.
DP122.97%
EPS Next 2Y13.86%
EPS Next 3Y15.35%
TSX:BAM (11/20/2025, 7:00:00 PM)
70.74
-0.45 (-0.63%)
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 Cap115.86B
Revenue(TTM)3.54B
Net Income(TTM)1.41B
Analysts67.27
Price Target92.06 (30.14%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.41% |
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)1.35%
PT rev (3m)11.09%
EPS NQ rev (1m)-1.31%
EPS NQ rev (3m)-1.59%
EPS NY rev (1m)-1.01%
EPS NY rev (3m)-1.5%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.15%
Revenue NY rev (1m)0.02%
Revenue NY rev (3m)-0.04%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 30.89 | ||
| Fwd PE | 26.76 | ||
| P/S | 33.47 | ||
| P/FCF | 85.45 | ||
| P/OCF | 85.27 | ||
| P/B | 7.98 | ||
| P/tB | 7.98 | ||
| EV/EBITDA | N/A |
EPS(TTM)2.29
EY3.24%
EPS(NY)2.64
Fwd EY3.74%
FCF(TTM)0.83
FCFY1.17%
OCF(TTM)0.83
OCFY1.17%
SpS2.11
BVpS8.87
TBVpS8.87
PEG (NY)2.56
PEG (5Y)N/A
Graham Number21.38
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 | 8.93 |
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)15.6%
EPS 3Y-34.73%
EPS 5Y-22.95%
EPS Q2Q%7.89%
EPS Next Y12.09%
EPS Next 2Y13.86%
EPS Next 3Y15.35%
EPS Next 5YN/A
Revenue 1Y (TTM)578.74%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%14.88%
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 3 / 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 30.89 and the Price/Book (PB) ratio is 7.98.
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 12.09% in the next year.