BROOKFIELD ASSET MGMT-A (BAM.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:BAM - CA1130041058 - Common Stock
72.38 CAD
+0.29 (+0.4%)
Taking everything into account, BAM scores 5 out of 10 in our fundamental rating. BAM was compared to 79 industry peers in the Capital Markets industry. BAM has an average financial health and profitability rating. 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.
- 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's Return On Assets of 12.11% is fine compared to the rest of the industry. BAM outperforms 75.95% of its industry peers.
- BAM has a better Return On Equity (19.96%) than 84.81% of its industry peers.
- The Return On Invested Capital of BAM (9.63%) is better than 81.01% 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 10.48%.
- The 3 year average ROIC (1.27%) for BAM is below the current ROIC(9.63%), indicating increased profibility in the last year.
| 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
- Looking at the Profit Margin, with a value of 56.90%, BAM is in the better half of the industry, outperforming 78.48% of the companies in the same industry.
- In the last couple of years the Profit Margin of BAM has grown nicely.
- Looking at the Operating Margin, with a value of 53.34%, BAM is in the better half of the industry, outperforming 75.95% of the companies in the same industry.
- 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
- The number of shares outstanding for BAM has been increased compared to 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 8.51 indicates that BAM is not in any danger for bankruptcy at the moment.
- With an excellent Altman-Z score value of 8.51, BAM belongs to the best of the industry, outperforming 84.81% of the companies in the same industry.
- BAM has a debt to FCF ratio of 1.85. This is a very positive value and a sign of high solvency as it would only need 1.85 years to pay back of all of its debts.
- BAM's Debt to FCF ratio of 1.85 is fine compared to the rest of the industry. BAM outperforms 77.22% of its industry peers.
- BAM has a Debt/Equity ratio of 0.28. This is a healthy value indicating a solid balance between debt and equity.
- BAM has a Debt to Equity ratio of 0.28. This is comparable to the rest of the industry: BAM outperforms 53.16% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.85 | ||
| Altman-Z | 8.51 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 1.43 indicates that BAM should not have too much problems paying its short term obligations.
- Looking at the Current ratio, with a value of 1.43, BAM is in the better half of the industry, outperforming 63.29% of the companies in the same industry.
- 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 64.56% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.43 | ||
| Quick Ratio | 1.43 |
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 573.75%.
- Measured over the past years, BAM shows a very negative growth in Revenue. The Revenue has been decreasing by -26.01% on average per year.
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
- BAM is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 14.91% yearly.
- 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 5Y14.91%
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 31.89, 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 70.89% of the companies in the same industry.
- Compared to an average S&P500 Price/Earnings ratio of 27.54, BAM is valued at the same level.
- With a Price/Forward Earnings ratio of 27.97, BAM can be considered very expensive at the moment.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of BAM is on the same level as its industry peers.
- When comparing the Price/Forward Earnings ratio of BAM to the average of the S&P500 Index (24.31), we can say BAM is valued inline with the index average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 31.89 | ||
| Fwd PE | 27.97 |
4.2 Price Multiples
- BAM's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 55.44 | ||
| 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.
- A more expensive valuation may be justified as BAM's earnings are expected to grow with 14.45% in the coming years.
PEG (NY)2.67
PEG (5Y)N/A
EPS Next 2Y13.29%
EPS Next 3Y14.45%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 2.35%, BAM has a reasonable but not impressive dividend return.
- Compared to an average industry Dividend Yield of 3.55, BAM has a dividend in line with its industry peers.
- Compared to an average S&P500 Dividend Yield of 1.92, BAM pays a bit more dividend than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.35% |
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 (1/15/2026, 7:00:00 PM)
72.38
+0.29 (+0.4%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)11-07 2025-11-07/bmo
Earnings (Next)02-04 2026-02-04/bmo
Inst Owners17.69%
Inst Owner ChangeN/A
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap118.55B
Revenue(TTM)3.52B
Net Income(TTM)2.00B
Analysts70
Price Target89.71 (23.94%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.35% |
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)-1%
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 | 31.89 | ||
| Fwd PE | 27.97 | ||
| P/S | 24.24 | ||
| P/FCF | 55.44 | ||
| P/OCF | 55.11 | ||
| P/B | 8.51 | ||
| P/tB | 8.51 | ||
| EV/EBITDA | N/A |
EPS(TTM)2.27
EY3.14%
EPS(NY)2.59
Fwd EY3.57%
FCF(TTM)1.31
FCFY1.8%
OCF(TTM)1.31
OCFY1.81%
SpS2.99
BVpS8.51
TBVpS8.51
PEG (NY)2.67
PEG (5Y)N/A
Graham Number20.85
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 | 8.51 |
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 5Y14.91%
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 31.89 and the Price/Book (PB) ratio is 8.51.
Can you provide the financial health for BAM stock?
The financial health rating of BROOKFIELD ASSET MGMT-A (BAM.CA) is 6 / 10.