BROOKFIELD ASSET MGMT-A (BAM.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:BAM - CA1130041058 - Common Stock
73.9 CAD
-0.13 (-0.18%)
We assign a fundamental rating of 5 out of 10 to BAM. BAM was compared to 79 industry peers in the Capital Markets industry. BAM has only an average score on both its financial health and profitability. BAM is quite expensive at the moment. 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.
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 74.68% of its industry peers.
BAM has a better Return On Equity (13.61%) than 75.95% of its industry peers.
With a decent Return On Invested Capital value of 6.57%, BAM is doing good in the industry, outperforming 73.42% of the companies in the same industry.
BAM had an Average Return On Invested Capital over the past 3 years of 1.27%. This is significantly below the industry average of 10.13%.
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
BAM has a Profit Margin of 57.13%. This is in the better half of the industry: BAM outperforms 79.75% of its industry peers.
BAM's Profit Margin has improved in the last couple of years.
Looking at the Operating Margin, with a value of 51.12%, BAM is in the better half of the industry, outperforming 77.22% 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
BAM has more shares outstanding than it did 1 year ago.
Compared to 1 year ago, BAM has an improved debt to assets ratio.
2.2 Solvency
An Altman-Z score of 9.37 indicates that BAM is not in any danger for bankruptcy at the moment.
With an excellent Altman-Z score value of 9.37, BAM belongs to the best of the industry, outperforming 86.08% of the companies in the same industry.
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 77.22% of its industry peers.
BAM has a Debt/Equity ratio of 0.22. This is a healthy value indicating a solid balance between debt and equity.
BAM's Debt to Equity ratio of 0.22 is in line compared to the rest of the industry. BAM outperforms 53.16% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 2.32 | ||
| Altman-Z | 9.37 |
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.
BAM has a better Current ratio (1.31) than 62.03% 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.
BAM has a Quick ratio of 1.31. This is in the better half of the industry: BAM outperforms 62.03% 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.
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.
Looking at the last year, BAM shows a very strong growth in Revenue. 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%3.47%
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 Y12.09%
EPS Next 2Y13.86%
EPS Next 3Y15.35%
EPS Next 5Y15.57%
Revenue Next Year11.75%
Revenue Next 2Y12.68%
Revenue Next 3Y13.17%
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.
The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
BAM is valuated quite expensively with a Price/Earnings ratio of 32.41.
Based on the Price/Earnings ratio, BAM is valued a bit more expensive than the industry average as 68.35% of the companies are valued more cheaply.
The average S&P500 Price/Earnings ratio is at 26.41. BAM is valued slightly more expensive when compared to this.
The Price/Forward Earnings ratio is 28.14, which means the current valuation is very expensive for BAM.
BAM's Price/Forward Earnings is on the same level as the industry average.
The average S&P500 Price/Forward Earnings ratio is at 35.40. BAM is valued slightly cheaper when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.41 | ||
| Fwd PE | 28.14 |
4.2 Price Multiples
BAM's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 89.87 | ||
| 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)2.68
PEG (5Y)N/A
EPS Next 2Y13.86%
EPS Next 3Y15.35%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 2.38%, BAM has a reasonable but not impressive dividend return.
BAM's Dividend Yield is a higher than the industry average which is at 2.95.
Compared to an average S&P500 Dividend Yield of 2.32, BAM has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.38% |
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 2Y13.86%
EPS Next 3Y15.35%
TSX:BAM (12/4/2025, 7:00:00 PM)
73.9
-0.13 (-0.18%)
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 Cap121.04B
Revenue(TTM)3.54B
Net Income(TTM)1.41B
Analysts67.27
Price Target91.97 (24.45%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.38% |
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)1.26%
PT rev (3m)3.7%
EPS NQ rev (1m)-0.19%
EPS NQ rev (3m)-2.14%
EPS NY rev (1m)-0.27%
EPS NY rev (3m)-0.44%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.07%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.3%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.41 | ||
| Fwd PE | 28.14 | ||
| P/S | 35.2 | ||
| P/FCF | 89.87 | ||
| P/OCF | 89.68 | ||
| P/B | 8.39 | ||
| P/tB | 8.39 | ||
| EV/EBITDA | N/A |
EPS(TTM)2.28
EY3.09%
EPS(NY)2.63
Fwd EY3.55%
FCF(TTM)0.82
FCFY1.11%
OCF(TTM)0.82
OCFY1.12%
SpS2.1
BVpS8.81
TBVpS8.81
PEG (NY)2.68
PEG (5Y)N/A
Graham Number21.26
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 | 9.37 |
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 5Y15.57%
Revenue 1Y (TTM)578.74%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%3.47%
Revenue Next Year11.75%
Revenue Next 2Y12.68%
Revenue Next 3Y13.17%
Revenue Next 5Y13.15%
EBIT growth 1Y2319.23%
EBIT growth 3Y-62.73%
EBIT growth 5Y-39.83%
EBIT Next Year14.6%
EBIT Next 3Y17.48%
EBIT Next 5Y17.37%
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 32.41 and the Price/Book (PB) ratio is 8.39.
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.