BROOKFIELD ASSET MGMT-A (BAM.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:BAM - CA1130041058 - Common Stock
73.39 CAD
+1.49 (+2.07%)
BAM gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 80 industry peers in the Capital Markets industry. Both the profitability and the financial health of BAM get a neutral evaluation. Nothing too spectacular is happening here. While showing a medium growth rate, BAM is valued expensive at the moment.
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
The Return On Assets of BAM (12.11%) is better than 78.75% of its industry peers.
With an excellent Return On Equity value of 19.96%, BAM belongs to the best of the industry, outperforming 88.75% of the companies in the same industry.
BAM's Return On Invested Capital of 9.63% is amongst the best of the industry. BAM outperforms 82.50% of its industry peers.
BAM had an Average Return On Invested Capital over the past 3 years of 1.27%. This is significantly below the industry average of 10.19%.
The last Return On Invested Capital (9.63%) for BAM is above the 3 year average (1.27%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.11% | ||
| ROE | 19.96% | ||
| ROIC | 9.63% |
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 an excellent Profit Margin value of 56.90%, BAM belongs to the best of the industry, outperforming 81.25% of the companies in the same industry.
In the last couple of years the Profit Margin of BAM has grown nicely.
BAM's Operating Margin of 53.34% is fine compared to the rest of the industry. BAM outperforms 77.50% of its industry peers.
BAM's Operating Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 53.34% | ||
| PM (TTM) | 56.9% | ||
| 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
BAM has more shares outstanding than it did 1 year ago.
The debt/assets ratio for BAM has been reduced compared to a year ago.
2.2 Solvency
An Altman-Z score of 8.74 indicates that BAM is not in any danger for bankruptcy at the moment.
The Altman-Z score of BAM (8.74) is better than 86.25% of its industry peers.
The Debt to FCF ratio of BAM is 1.85, which is an excellent value as it means it would take BAM, only 1.85 years of fcf income to pay off all of its debts.
The Debt to FCF ratio of BAM (1.85) is better than 76.25% of its industry peers.
A Debt/Equity ratio of 0.28 indicates that BAM is not too dependend on debt financing.
BAM has a Debt to Equity ratio (0.28) which is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.85 | ||
| Altman-Z | 8.74 |
ROIC/WACCN/A
WACCN/A
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's Current ratio of 1.43 is fine compared to the rest of the industry. BAM outperforms 62.50% of its industry peers.
A Quick Ratio of 1.43 indicates that BAM should not have too much problems paying its short term obligations.
With a decent Quick ratio value of 1.43, BAM is doing good in the industry, outperforming 63.75% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.43 | ||
| Quick Ratio | 1.43 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an nice 15.60% over the past year.
The earnings per share for BAM have been decreasing by -22.95% on average. This is quite bad
The Revenue has grown by 573.75% 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)15.6%
EPS 3Y-34.73%
EPS 5Y-22.95%
EPS Q2Q%7.89%
Revenue 1Y (TTM)573.75%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%14.88%
3.2 Future
Based on estimates for the next years, BAM will show a quite strong growth in Earnings Per Share. The EPS will grow by 15.57% on average per year.
The Revenue is expected to grow by 13.15% on average over the next years. This is quite good.
EPS Next Y11.94%
EPS Next 2Y13.29%
EPS Next 3Y14.45%
EPS Next 5Y15.57%
Revenue Next Year11.06%
Revenue Next 2Y13.1%
Revenue Next 3Y13.36%
Revenue Next 5Y13.15%
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
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 32.91, which means the current valuation is very expensive for BAM.
BAM's Price/Earnings ratio is a bit more expensive when compared to the industry. BAM is more expensive than 68.75% of the companies in the same industry.
When comparing the Price/Earnings ratio of BAM to the average of the S&P500 Index (26.60), we can say BAM is valued slightly more expensively.
A Price/Forward Earnings ratio of 28.80 indicates a quite expensive valuation of BAM.
The rest of the industry has a similar Price/Forward Earnings ratio as BAM.
When comparing the Price/Forward Earnings ratio of BAM to the average of the S&P500 Index (23.23), we can say BAM is valued slightly more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.91 | ||
| Fwd PE | 28.8 |
4.2 Price Multiples
Compared to the rest of the industry, the Price/Free Cash Flow ratio of BAM is on the same level as its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 57.08 | ||
| 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.
BAM has a very decent profitability rating, which may justify a higher PE ratio.
BAM's earnings are expected to grow with 14.45% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.76
PEG (5Y)N/A
EPS Next 2Y13.29%
EPS Next 3Y14.45%
5. Dividend
5.1 Amount
BAM has a Yearly Dividend Yield of 2.43%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 3.62, BAM has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 1.94, BAM pays a bit more dividend than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.43% |
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
113.69% of the earnings are spent on dividend by BAM. This is not a sustainable payout ratio.
DP113.69%
EPS Next 2Y13.29%
EPS Next 3Y14.45%
TSX:BAM (1/2/2026, 7:00:00 PM)
73.39
+1.49 (+2.07%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners17.69%
Inst Owner ChangeN/A
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap120.20B
Revenue(TTM)3.52B
Net Income(TTM)2.00B
Analysts69.09
Price Target89.71 (22.24%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.43% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP113.69%
Div Incr Years3
Div Non Decr Years3
Ex-DateN/A
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)-2.46%
PT rev (3m)-1.23%
EPS NQ rev (1m)-0.27%
EPS NQ rev (3m)-2.48%
EPS NY rev (1m)-0.64%
EPS NY rev (3m)-1.14%
Revenue NQ rev (1m)0.14%
Revenue NQ rev (3m)1.08%
Revenue NY rev (1m)-0.95%
Revenue NY rev (3m)-0.6%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.91 | ||
| Fwd PE | 28.8 | ||
| P/S | 24.96 | ||
| P/FCF | 57.08 | ||
| P/OCF | 56.75 | ||
| P/B | 8.76 | ||
| P/tB | 8.76 | ||
| EV/EBITDA | N/A |
EPS(TTM)2.23
EY3.04%
EPS(NY)2.55
Fwd EY3.47%
FCF(TTM)1.29
FCFY1.75%
OCF(TTM)1.29
OCFY1.76%
SpS2.94
BVpS8.38
TBVpS8.38
PEG (NY)2.76
PEG (5Y)N/A
Graham Number20.5
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.11% | ||
| ROE | 19.96% | ||
| ROCE | 14.29% | ||
| ROIC | 9.63% | ||
| ROICexc | 10.42% | ||
| ROICexgc | 10.91% | ||
| OM | 53.34% | ||
| PM (TTM) | 56.9% | ||
| GM | N/A | ||
| FCFM | 43.73% |
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-Score6
Asset Turnover0.21
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.85 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | 0.26% | ||
| Interest Coverage | 23.45 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 76.86% | ||
| Current Ratio | 1.43 | ||
| Quick Ratio | 1.43 | ||
| Altman-Z | 8.74 |
F-Score6
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 Y11.94%
EPS Next 2Y13.29%
EPS Next 3Y14.45%
EPS Next 5Y15.57%
Revenue 1Y (TTM)573.75%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%14.88%
Revenue Next Year11.06%
Revenue Next 2Y13.1%
Revenue Next 3Y13.36%
Revenue Next 5Y13.15%
EBIT growth 1Y2658.82%
EBIT growth 3Y-62.73%
EBIT growth 5Y-39.83%
EBIT Next Year12.97%
EBIT Next 3Y19.79%
EBIT Next 5Y17.37%
FCF growth 1Y135.24%
FCF growth 3Y-25.34%
FCF growth 5Y-6.68%
OCF growth 1Y135.73%
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 for BAM stock?
ChartMill assigns a valuation rating of 2 / 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 32.91 and the Price/Book (PB) ratio is 8.76.
Can you provide the financial health for BAM stock?
The financial health rating of BROOKFIELD ASSET MGMT-A (BAM.CA) is 6 / 10.