BROOKFIELD ASSET MGMT-A (BAM.CA) Fundamental Analysis & Valuation

TSX:BAM • CA1130041058

Current stock price

62.61 CAD
+1.53 (+2.5%)
Last:

This BAM.CA fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. BAM.CA Profitability Analysis

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.
  • BAM had a positive operating cash flow in 4 of the past 5 years.
BAM.CA Yearly Net Income VS EBIT VS OCF VS FCFBAM.CA Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B 2B 2.5B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 14.57%, BAM belongs to the top of the industry, outperforming 85.33% of the companies in the same industry.
  • BAM has a better Return On Equity (24.10%) than 92.00% of its industry peers.
  • The Return On Invested Capital of BAM (15.70%) is better than 92.00% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for BAM is below the industry average of 10.56%.
  • The 3 year average ROIC (6.82%) for BAM is below the current ROIC(15.70%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 14.57%
ROE 24.1%
ROIC 15.7%
ROA(3y)13.66%
ROA(5y)9.77%
ROE(3y)20.83%
ROE(5y)16.44%
ROIC(3y)6.82%
ROIC(5y)5.8%
BAM.CA Yearly ROA, ROE, ROICBAM.CA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2019 2020 2021 2022 2023 2024 2025 5 10 15 20

1.3 Margins

  • BAM has a Profit Margin of 52.42%. This is in the better half of the industry: BAM outperforms 77.33% of its industry peers.
  • BAM's Profit Margin has improved in the last couple of years.
  • BAM has a Operating Margin of 57.12%. This is in the better half of the industry: BAM outperforms 76.00% of its industry peers.
  • BAM's Operating Margin has declined in the last couple of years.
Industry RankSector Rank
OM 57.12%
PM (TTM) 52.42%
GM N/A
OM growth 3Y177.57%
OM growth 5Y-1.81%
PM growth 3Y0.15%
PM growth 5Y22.8%
GM growth 3YN/A
GM growth 5YN/A
BAM.CA Yearly Profit, Operating, Gross MarginsBAM.CA Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2019 2020 2021 2022 2023 2024 2025 20 40 60 80 100

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4

2. BAM.CA Health Analysis

2.1 Basic Checks

  • BAM has more shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, BAM has more shares outstanding
  • Compared to 1 year ago, BAM has a worse debt to assets ratio.
BAM.CA Yearly Shares OutstandingBAM.CA Yearly Shares OutstandingYearly Shares Outstanding 2020 2021 2022 2023 2024 2025 500M 1B 1.5B
BAM.CA Yearly Total Debt VS Total AssetsBAM.CA Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B 25B

2.2 Solvency

  • The Debt to FCF ratio of BAM is 1.75, which is an excellent value as it means it would take BAM, only 1.75 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 1.75, BAM is in the better half of the industry, outperforming 74.67% of the companies in the same industry.
  • BAM has a Debt/Equity ratio of 0.35. This is a healthy value indicating a solid balance between debt and equity.
  • BAM's Debt to Equity ratio of 0.35 is in line compared to the rest of the industry. BAM outperforms 49.33% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.35
Debt/FCF 1.75
Altman-Z N/A
ROIC/WACCN/A
WACCN/A
BAM.CA Yearly LT Debt VS Equity VS FCFBAM.CA Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2019 2020 2021 2022 2023 2024 2025 0 2B 4B 6B 8B 10B

2.3 Liquidity

  • A Current Ratio of 1.54 indicates that BAM should not have too much problems paying its short term obligations.
  • BAM has a Current ratio of 1.54. This is in the better half of the industry: BAM outperforms 61.33% of its industry peers.
  • A Quick Ratio of 1.54 indicates that BAM should not have too much problems paying its short term obligations.
  • BAM's Quick ratio of 1.54 is fine compared to the rest of the industry. BAM outperforms 62.67% of its industry peers.
Industry RankSector Rank
Current Ratio 1.54
Quick Ratio 1.54
BAM.CA Yearly Current Assets VS Current LiabilitesBAM.CA Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2020 2021 2022 2023 2024 2025 2B 4B 6B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

3. BAM.CA Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 17.24% over the past year.
  • Measured over the past years, BAM shows a quite strong growth in Earnings Per Share. The EPS has been growing by 8.95% on average per year.
  • BAM shows a strong growth in Revenue. In the last year, the Revenue has grown by 883.61%.
  • BAM shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 17.46% yearly.
EPS 1Y (TTM)17.24%
EPS 3Y212.1%
EPS 5Y8.95%
EPS Q2Q%17.5%
Revenue 1Y (TTM)883.61%
Revenue growth 3Y406.83%
Revenue growth 5Y17.46%
Sales Q2Q%42.24%

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 14.19% on average per year.
  • BAM is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 13.18% yearly.
EPS Next Y10.67%
EPS Next 2Y14.58%
EPS Next 3Y15.68%
EPS Next 5Y14.19%
Revenue Next Year16.23%
Revenue Next 2Y15.66%
Revenue Next 3Y13.89%
Revenue Next 5Y13.18%

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.
  • Although the future Revenue growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
BAM.CA Yearly Revenue VS EstimatesBAM.CA Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2B 4B 6B 8B
BAM.CA Yearly EPS VS EstimatesBAM.CA Yearly EPS VS EstimatesYearly EPS VS Estimates 2022 2023 2024 2025 2026 2027 2028 2029 0.5 1 1.5 2 2.5

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3

4. BAM.CA Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 26.42, 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 76.00% of the companies are valued more cheaply.
  • Compared to an average S&P500 Price/Earnings ratio of 26.91, BAM is valued at the same level.
  • A Price/Forward Earnings ratio of 23.92 indicates a rather expensive valuation of BAM.
  • BAM's Price/Forward Earnings is on the same level as the industry average.
  • BAM is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 23.69, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 26.42
Fwd PE 23.92
BAM.CA Price Earnings VS Forward Price EarningsBAM.CA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • The rest of the industry has a similar Enterprise Value to EBITDA ratio as BAM.
  • 66.67% of the companies in the same industry are more expensive than BAM, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 35.24
EV/EBITDA 26.66
BAM.CA Per share dataBAM.CA EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6 8

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates BAM does not grow enough to justify the current Price/Earnings ratio.
  • BAM has a very decent profitability rating, which may justify a higher PE ratio.
  • BAM's earnings are expected to grow with 15.68% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.48
PEG (5Y)2.95
EPS Next 2Y14.58%
EPS Next 3Y15.68%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. BAM.CA Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 4.65%, BAM is a good candidate for dividend investing.
  • BAM's Dividend Yield is rather good when compared to the industry average which is at 1.96. BAM pays more dividend than 85.33% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.89, BAM pays a better dividend.
Industry RankSector Rank
Dividend Yield 4.65%

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 Years4
Div Non Decr Years4
BAM.CA Yearly Dividends per shareBAM.CA Yearly Dividends per shareYearly Dividends per share 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • BAM pays out 113.40% of its income as dividend. This is not a sustainable payout ratio.
DP113.4%
EPS Next 2Y14.58%
EPS Next 3Y15.68%
BAM.CA Yearly Income VS Free CF VS DividendBAM.CA Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B 2B 2.5B
BAM.CA Dividend Payout.BAM.CA Dividend Payout, showing the Payout Ratio.BAM.CA Dividend Payout.PayoutRetained Earnings

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BAM.CA Fundamentals: All Metrics, Ratios and Statistics

BROOKFIELD ASSET MGMT-A

TSX:BAM (4/8/2026, 7:00:00 PM)

62.61

+1.53 (+2.5%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-04
Inst Owners17.03%
Inst Owner ChangeN/A
Ins Owners2.31%
Ins Owner ChangeN/A
Market Cap102.55B
Revenue(TTM)4.74B
Net Income(TTM)2.48B
Analysts70.91
Price Target85.13 (35.97%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 4.65%
Yearly Dividend3.81
Dividend Growth(5Y)N/A
DP113.4%
Div Incr Years4
Div Non Decr Years4
Ex-Date02-27
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)3.2%
Min EPS beat(2)0.46%
Max EPS beat(2)5.95%
EPS beat(4)3
Avg EPS beat(4)3%
Min EPS beat(4)-1.13%
Max EPS beat(4)6.73%
EPS beat(8)5
Avg EPS beat(8)1.63%
EPS beat(12)8
Avg EPS beat(12)2.63%
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)2
Avg Revenue beat(2)3.77%
Min Revenue beat(2)3.27%
Max Revenue beat(2)4.28%
Revenue beat(4)2
Avg Revenue beat(4)-2.74%
Min Revenue beat(4)-17.67%
Max Revenue beat(4)4.28%
Revenue beat(8)2
Avg Revenue beat(8)-3.95%
Revenue beat(12)2
Avg Revenue beat(12)-6.3%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0%
PT rev (3m)-5.11%
EPS NQ rev (1m)1.26%
EPS NQ rev (3m)1.79%
EPS NY rev (1m)0%
EPS NY rev (3m)1.1%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)1.59%
Revenue NY rev (1m)0.3%
Revenue NY rev (3m)2.7%
Valuation
Industry RankSector Rank
PE 26.42
Fwd PE 23.92
P/S 15.55
P/FCF 35.24
P/OCF 35.09
P/B 7.15
P/tB 7.15
EV/EBITDA 26.66
EPS(TTM)2.37
EY3.79%
EPS(NY)2.62
Fwd EY4.18%
FCF(TTM)1.78
FCFY2.84%
OCF(TTM)1.78
OCFY2.85%
SpS4.03
BVpS8.76
TBVpS8.76
PEG (NY)2.48
PEG (5Y)2.95
Graham Number21.61
Profitability
Industry RankSector Rank
ROA 14.57%
ROE 24.1%
ROCE 20.18%
ROIC 15.7%
ROICexc 17.68%
ROICexgc 17.68%
OM 57.12%
PM (TTM) 52.42%
GM N/A
FCFM 44.13%
ROA(3y)13.66%
ROA(5y)9.77%
ROE(3y)20.83%
ROE(5y)16.44%
ROIC(3y)6.82%
ROIC(5y)5.8%
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)8.83%
ROCE(5y)7.44%
ROICexgc growth 3YN/A
ROICexgc growth 5Y19.59%
ROICexc growth 3YN/A
ROICexc growth 5Y20.1%
OM growth 3Y177.57%
OM growth 5Y-1.81%
PM growth 3Y0.15%
PM growth 5Y22.8%
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.28
Health
Industry RankSector Rank
Debt/Equity 0.35
Debt/FCF 1.75
Debt/EBITDA 1.33
Cap/Depr 22.5%
Cap/Sales 0.19%
Interest Coverage 6.36
Cash Conversion 76.46%
Profit Quality 84.19%
Current Ratio 1.54
Quick Ratio 1.54
Altman-Z N/A
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)6.47%
Cap/Sales(5y)11.13%
Profit Quality(3y)98.68%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)17.24%
EPS 3Y212.1%
EPS 5Y8.95%
EPS Q2Q%17.5%
EPS Next Y10.67%
EPS Next 2Y14.58%
EPS Next 3Y15.68%
EPS Next 5Y14.19%
Revenue 1Y (TTM)883.61%
Revenue growth 3Y406.83%
Revenue growth 5Y17.46%
Sales Q2Q%42.24%
Revenue Next Year16.23%
Revenue Next 2Y15.66%
Revenue Next 3Y13.89%
Revenue Next 5Y13.18%
EBIT growth 1Y2430.84%
EBIT growth 3Y1306.77%
EBIT growth 5Y15.34%
EBIT Next Year25.37%
EBIT Next 3Y18.62%
EBIT Next 5Y17.15%
FCF growth 1Y257%
FCF growth 3YN/A
FCF growth 5Y3.45%
OCF growth 1Y235.09%
OCF growth 3YN/A
OCF growth 5Y3.3%

BROOKFIELD ASSET MGMT-A / BAM.CA Fundamental Analysis 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 3 / 10 to BROOKFIELD ASSET MGMT-A (BAM.CA). This can be considered as Overvalued.


How profitable is BROOKFIELD ASSET MGMT-A (BAM.CA) stock?

BROOKFIELD ASSET MGMT-A (BAM.CA) has a profitability rating of 6 / 10.


Can you provide the expected EPS growth for BAM stock?

The Earnings per Share (EPS) of BROOKFIELD ASSET MGMT-A (BAM.CA) is expected to grow by 10.67% in the next year.


Can you provide the dividend sustainability for BAM stock?

The dividend rating of BROOKFIELD ASSET MGMT-A (BAM.CA) is 5 / 10 and the dividend payout ratio is 113.4%.