BROOKFIELD ASSET MGMT-A (BAM.CA) Stock Fundamental Analysis
Canada - TSX:BAM - CA1130041058 - Common Stock
76.13 CAD
+0.93 (+1.24%)
Taking everything into account, BAM scores 5 out of 10 in our fundamental rating. BAM was compared to 76 industry peers in the Capital Markets industry. BAM has only an average score on both its financial health and profitability. While showing a medium growth rate, BAM is valued expensive at the moment.
1. Profitability
1.1 Basic Checks
In the past year BAM was profitable.
In the past year BAM had a positive cash flow from operations.
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 has a Return On Assets of 8.71%. This is in the better half of the industry: BAM outperforms 76.32% of its industry peers.
With an excellent Return On Equity value of 13.61%, BAM belongs to the best of the industry, outperforming 80.26% of the companies in the same industry.
The Return On Invested Capital of BAM (6.57%) is better than 75.00% of its industry peers.
The Average Return On Invested Capital over the past 3 years for BAM is significantly below the industry average of 10.25%.
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 better Profit Margin (57.13%) than 77.63% of its industry peers.
In the last couple of years the Profit Margin of BAM has grown nicely.
BAM has a better Operating Margin (51.12%) than 77.63% of its industry peers.
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
Compared to 1 year ago, BAM has more shares outstanding
The debt/assets ratio for BAM has been reduced compared to a year ago.
2.2 Solvency
An Altman-Z score of 9.51 indicates that BAM is not in any danger for bankruptcy at the moment.
BAM has a better Altman-Z score (9.51) than 84.21% of its industry peers.
BAM has a debt to FCF ratio of 2.32. This is a good value and a sign of high solvency as BAM would need 2.32 years to pay back of all of its debts.
BAM has a Debt to FCF ratio of 2.32. This is amongst the best in the industry. BAM outperforms 80.26% of its industry peers.
A Debt/Equity ratio of 0.22 indicates that BAM is not too dependend on debt financing.
BAM has a Debt to Equity ratio (0.22) which is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 2.32 | ||
| Altman-Z | 9.51 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 1.31 indicates that BAM should not have too much problems paying its short term obligations.
The Current ratio of BAM (1.31) is better than 60.53% of its industry peers.
A Quick Ratio of 1.31 indicates that BAM should not have too much problems paying its short term obligations.
BAM's Quick ratio of 1.31 is fine compared to the rest of the industry. BAM outperforms 60.53% 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 15.94%, which is quite good.
BAM shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -22.95% yearly.
Looking at the last year, BAM shows a very strong growth in Revenue. The Revenue has grown by 531.03%.
The Revenue for BAM have been decreasing by -26.01% on average. This is quite bad
EPS 1Y (TTM)15.94%
EPS 3Y-34.73%
EPS 5Y-22.95%
EPS Q2Q%23.53%
Revenue 1Y (TTM)531.03%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%-5.05%
3.2 Future
The Earnings Per Share is expected to grow by 15.67% on average over the next years. This is quite good.
The Revenue is expected to grow by 13.22% on average over the next years. This is quite good.
EPS Next Y13.23%
EPS Next 2Y14.68%
EPS Next 3Y15.67%
EPS Next 5YN/A
Revenue Next Year11.73%
Revenue Next 2Y12.84%
Revenue Next 3Y13.22%
Revenue Next 5YN/A
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.
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 33.99.
Based on the Price/Earnings ratio, BAM is valued a bit more expensive than the industry average as 65.79% of the companies are valued more cheaply.
When comparing the Price/Earnings ratio of BAM to the average of the S&P500 Index (26.91), we can say BAM is valued slightly more expensively.
A Price/Forward Earnings ratio of 28.53 indicates a quite expensive valuation of BAM.
BAM's Price/Forward Earnings ratio is in line with the industry average.
The average S&P500 Price/Forward Earnings ratio is at 22.92. BAM is valued slightly more expensive when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 33.99 | ||
| Fwd PE | 28.53 |
4.2 Price Multiples
Based on the Price/Free Cash Flow ratio, BAM is valued a bit cheaper than the industry average as 60.53% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 92.44 | ||
| 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 15.67% in the coming years.
PEG (NY)2.57
PEG (5Y)N/A
EPS Next 2Y14.68%
EPS Next 3Y15.67%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 2.30%, BAM has a reasonable but not impressive dividend return.
BAM's Dividend Yield is comparable with the industry average which is at 5.47.
BAM's Dividend Yield is comparable with the S&P500 average which is at 2.34.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.3% |
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
122.97% of the earnings are spent on dividend by BAM. This is not a sustainable payout ratio.
DP122.97%
EPS Next 2Y14.68%
EPS Next 3Y15.67%
TSX:BAM (10/24/2025, 7:00:00 PM)
76.13
+0.93 (+1.24%)
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 Cap124.68B
Revenue(TTM)2.46B
Net Income(TTM)1.41B
Analysts67.27
Price Target90.83 (19.31%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.3% |
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)0.49%
PT rev (3m)11.81%
EPS NQ rev (1m)-0.7%
EPS NQ rev (3m)0.11%
EPS NY rev (1m)0.57%
EPS NY rev (3m)-0.5%
Revenue NQ rev (1m)0.07%
Revenue NQ rev (3m)0.37%
Revenue NY rev (1m)-0.48%
Revenue NY rev (3m)0.09%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 33.99 | ||
| Fwd PE | 28.53 | ||
| P/S | 36.21 | ||
| P/FCF | 92.44 | ||
| P/OCF | 92.25 | ||
| P/B | 8.63 | ||
| P/tB | 8.63 | ||
| EV/EBITDA | N/A |
EPS(TTM)2.24
EY2.94%
EPS(NY)2.67
Fwd EY3.5%
FCF(TTM)0.82
FCFY1.08%
OCF(TTM)0.83
OCFY1.08%
SpS2.1
BVpS8.82
TBVpS8.82
PEG (NY)2.57
PEG (5Y)N/A
Graham Number21.09
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 | 9.51 |
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)15.94%
EPS 3Y-34.73%
EPS 5Y-22.95%
EPS Q2Q%23.53%
EPS Next Y13.23%
EPS Next 2Y14.68%
EPS Next 3Y15.67%
EPS Next 5YN/A
Revenue 1Y (TTM)531.03%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%-5.05%
Revenue Next Year11.73%
Revenue Next 2Y12.84%
Revenue Next 3Y13.22%
Revenue Next 5YN/A
EBIT growth 1Y2319.23%
EBIT growth 3Y-62.73%
EBIT growth 5Y-39.83%
EBIT Next Year14.6%
EBIT Next 3Y17.48%
EBIT Next 5YN/A
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 33.99 and the Price/Book (PB) ratio is 8.63.
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 13.23% in the next year.