BROOKFIELD ASSET MGMT-A (BAM.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:BAM - CA1130041058 - Common Stock
73.43 CAD
+1.05 (+1.45%)
BAM gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 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.
- In the past year BAM had a positive cash flow from operations.
- Each year in the past 5 years BAM has been profitable.
- BAM had a positive operating cash flow in 4 of the past 5 years.
1.2 Ratios
- BAM has a better Return On Assets (12.11%) than 75.95% of its industry peers.
- With an excellent Return On Equity value of 19.96%, BAM belongs to the best of the industry, outperforming 84.81% of the companies in the same industry.
- BAM's Return On Invested Capital of 9.63% is amongst the best of the industry. BAM outperforms 81.01% 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 10.48%.
- 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 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.
- BAM's Profit Margin has improved in the last couple of years.
- BAM has a Operating Margin of 53.34%. This is in the better half of the industry: BAM outperforms 75.95% of its industry peers.
- In the last couple of years the Operating Margin of BAM has declined.
| 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
- Compared to 1 year ago, BAM has more shares outstanding
- Compared to 1 year ago, BAM has an improved debt to assets ratio.
2.2 Solvency
- An Altman-Z score of 8.51 indicates that BAM is not in any danger for bankruptcy at the moment.
- BAM has a better Altman-Z score (8.51) than 84.81% 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'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.
- A Debt/Equity ratio of 0.28 indicates that BAM is not too dependend on debt financing.
- Looking at the Debt to Equity ratio, with a value of 0.28, BAM is in line with its industry, outperforming 53.16% of the companies in the same industry.
| 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.
- BAM has a Current ratio of 1.43. This is in the better half of the industry: BAM outperforms 63.29% of its industry peers.
- A Quick Ratio of 1.43 indicates that BAM should not have too much problems paying its short term obligations.
- BAM's Quick ratio of 1.43 is fine compared to the rest of the industry. BAM outperforms 64.56% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.43 | ||
| Quick Ratio | 1.43 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an nice 15.60% over the past year.
- The earnings per share for BAM have been decreasing by -22.95% on average. This is quite bad
- BAM shows a strong growth in Revenue. In the last year, the Revenue has grown by 573.75%.
- BAM shows a very negative growth in Revenue. Measured over the last years, the Revenue has been decreasing by -26.01% yearly.
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
- The Earnings Per Share is expected to grow by 14.91% on average over the next years. This is quite good.
- 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.
- 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
- With a Price/Earnings ratio of 32.35, BAM can be considered very expensive at the moment.
- Based on the Price/Earnings ratio, BAM is valued a bit more expensive than 70.89% of the companies in the same industry.
- When comparing the Price/Earnings ratio of BAM to the average of the S&P500 Index (27.47), we can say BAM is valued inline with the index average.
- BAM is valuated quite expensively with a Price/Forward Earnings ratio of 28.38.
- The rest of the industry has a similar Price/Forward Earnings ratio as BAM.
- When comparing the Price/Forward Earnings ratio of BAM to the average of the S&P500 Index (24.26), we can say BAM is valued inline with the index average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.35 | ||
| Fwd PE | 28.38 |
4.2 Price Multiples
- BAM's Price/Free Cash Flow is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 56.24 | ||
| EV/EBITDA | N/A |
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.
- A more expensive valuation may be justified as BAM's earnings are expected to grow with 14.45% in the coming years.
PEG (NY)2.71
PEG (5Y)N/A
EPS Next 2Y13.29%
EPS Next 3Y14.45%
5. Dividend
5.1 Amount
- BAM has a Yearly Dividend Yield of 2.42%. Purely for dividend investing, there may be better candidates out there.
- BAM's Dividend Yield is comparable with the industry average which is at 3.55.
- BAM's Dividend Yield is a higher than the S&P500 average which is at 1.89.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.42% |
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 (1/16/2026, 7:00:00 PM)
73.43
+1.05 (+1.45%)
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 Cap120.27B
Revenue(TTM)3.52B
Net Income(TTM)2.00B
Analysts70
Price Target89.38 (21.72%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.42% |
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 | 32.35 | ||
| Fwd PE | 28.38 | ||
| P/S | 24.59 | ||
| P/FCF | 56.24 | ||
| P/OCF | 55.91 | ||
| P/B | 8.63 | ||
| P/tB | 8.63 | ||
| EV/EBITDA | N/A |
EPS(TTM)2.27
EY3.09%
EPS(NY)2.59
Fwd EY3.52%
FCF(TTM)1.31
FCFY1.78%
OCF(TTM)1.31
OCFY1.79%
SpS2.99
BVpS8.51
TBVpS8.51
PEG (NY)2.71
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 32.35 and the Price/Book (PB) ratio is 8.63.
Can you provide the financial health for BAM stock?
The financial health rating of BROOKFIELD ASSET MGMT-A (BAM.CA) is 6 / 10.