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

TSX:BAM • CA1130041058

71.7 CAD
+0.95 (+1.34%)
Last: Feb 13, 2026, 07:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

BAM gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 82 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. BAM does not seem to be growing, but still is valued expensively.


Dividend Valuation Growth Profitability Health

6

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.
  • Of the past 5 years BAM 4 years were profitable.
  • The reported operating cash flow has been mixed in the past 5 years: BAM reported negative operating cash flow in multiple 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 0 500M 1B 1.5B 2B

1.2 Ratios

  • BAM's Return On Assets of 12.11% is fine compared to the rest of the industry. BAM outperforms 76.83% of its industry peers.
  • BAM has a Return On Equity of 19.96%. This is amongst the best in the industry. BAM outperforms 85.37% of its industry peers.
  • BAM has a Return On Invested Capital of 9.63%. This is amongst the best in the industry. BAM outperforms 81.71% 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 10.50%.
  • 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 RankSector 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%
BAM.CA Yearly ROA, ROE, ROICBAM.CA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2019 2020 2021 2022 2023 2024 5 10 15 20

1.3 Margins

  • Looking at the Profit Margin, with a value of 56.90%, BAM is in the better half of the industry, outperforming 79.27% 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 78.05% of the companies in the same industry.
  • In the last couple of years the Operating Margin of BAM has declined.
Industry RankSector 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
BAM.CA Yearly Profit, Operating, Gross MarginsBAM.CA Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2019 2020 2021 2022 2023 2024 20 40 60 80 100

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

6

2. Health

2.1 Basic Checks

  • BAM has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
BAM.CA Yearly Shares OutstandingBAM.CA Yearly Shares OutstandingYearly Shares Outstanding 2020 2021 2022 2023 2024 100M 200M 300M 400M
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 5B 10B 15B 20B 25B

2.2 Solvency

  • An Altman-Z score of 8.59 indicates that BAM is not in any danger for bankruptcy at the moment.
  • BAM's Altman-Z score of 8.59 is amongst the best of the industry. BAM outperforms 85.37% of its industry peers.
  • 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 has a better Debt to FCF ratio (1.85) than 76.83% 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 of 0.28. This is comparable to the rest of the industry: BAM outperforms 52.44% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.28
Debt/FCF 1.85
Altman-Z 8.59
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 0 2B 4B 6B 8B

2.3 Liquidity

  • A Current Ratio of 1.43 indicates that BAM should not have too much problems paying its short term obligations.
  • BAM has a better Current ratio (1.43) than 62.20% of its industry peers.
  • 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.
  • BAM has a Quick ratio of 1.43. This is in the better half of the industry: BAM outperforms 63.41% of its industry peers.
Industry RankSector Rank
Current Ratio 1.43
Quick Ratio 1.43
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 2B 4B 6B

More info and screens

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

3

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an nice 17.24% over the past year.
EPS 1Y (TTM)17.24%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%17.5%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%42.24%

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 14.22% yearly.
  • Based on estimates for the next years, BAM will show a quite strong growth in Revenue. The Revenue will grow by 13.18% on average per year.
EPS Next Y9.52%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
EPS Next 5Y14.22%
Revenue Next Year13.76%
Revenue Next 2Y14.34%
Revenue Next 3Y14.06%
Revenue Next 5Y13.18%

3.3 Evolution

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

More info and screens

Find the best growth stocksShow best growing peers

3

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 30.91, the valuation of BAM can be described as expensive.
  • BAM's Price/Earnings ratio is a bit more expensive when compared to the industry. BAM is more expensive than 68.29% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of BAM to the average of the S&P500 Index (26.68), we can say BAM is valued inline with the index average.
  • BAM is valuated quite expensively with a Price/Forward Earnings ratio of 28.27.
  • BAM's Price/Forward Earnings is on the same level as the industry average.
  • BAM's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 28.06.
Industry RankSector Rank
PE 30.91
Fwd PE 28.27
BAM.CA Price Earnings VS Forward Price EarningsBAM.CA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60 80 100

4.2 Price Multiples

  • 60.98% 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 56.05
EV/EBITDA N/A
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 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 15.89% in the coming years.
PEG (NY)3.25
PEG (5Y)N/A
EPS Next 2Y13.19%
EPS Next 3Y15.89%

More info and screens

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

3

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 2.84%, BAM has a reasonable but not impressive dividend return.
  • BAM's Dividend Yield is comparable with the industry average which is at 3.11.
  • Compared to an average S&P500 Dividend Yield of 1.84, BAM pays a better dividend.
Industry RankSector Rank
Dividend Yield 2.84%

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

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 2Y13.19%
EPS Next 3Y15.89%
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 0 500M 1B 1.5B
BAM.CA Dividend Payout.BAM.CA Dividend Payout, showing the Payout Ratio.BAM.CA Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

BROOKFIELD ASSET MGMT-A

TSX:BAM (2/13/2026, 7:00:00 PM)

71.7

+0.95 (+1.34%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-04
Inst Owners17.69%
Inst Owner ChangeN/A
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap117.44B
Revenue(TTM)N/A
Net Income(TTM)2.00B
Analysts70
Price Target86.74 (20.98%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 2.84%
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)-3.31%
PT rev (3m)-5.78%
EPS NQ rev (1m)4.01%
EPS NQ rev (3m)5.21%
EPS NY rev (1m)0.36%
EPS NY rev (3m)0.23%
Revenue NQ rev (1m)1.9%
Revenue NQ rev (3m)4.92%
Revenue NY rev (1m)0.8%
Revenue NY rev (3m)1.14%
Valuation
Industry RankSector Rank
PE 30.91
Fwd PE 28.27
P/S 24.51
P/FCF 56.05
P/OCF 55.72
P/B 8.6
P/tB 8.6
EV/EBITDA N/A
EPS(TTM)2.32
EY3.24%
EPS(NY)2.54
Fwd EY3.54%
FCF(TTM)1.28
FCFY1.78%
OCF(TTM)1.29
OCFY1.79%
SpS2.93
BVpS8.34
TBVpS8.34
PEG (NY)3.25
PEG (5Y)N/A
Graham Number20.86
Profitability
Industry RankSector 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 RankSector 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 8.59
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)17.24%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%17.5%
EPS Next Y9.52%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
EPS Next 5Y14.22%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%42.24%
Revenue Next Year13.76%
Revenue Next 2Y14.34%
Revenue Next 3Y14.06%
Revenue Next 5Y13.18%
EBIT growth 1Y2658.82%
EBIT growth 3Y-62.73%
EBIT growth 5Y-39.83%
EBIT Next Year14.52%
EBIT Next 3Y19.83%
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 3 / 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 30.91 and the Price/Book (PB) ratio is 8.6.


Can you provide the financial health for BAM stock?

The financial health rating of BROOKFIELD ASSET MGMT-A (BAM.CA) is 6 / 10.