BROOKFIELD ASSET MGMT-A (BAM.CA) Stock Fundamental Analysis
TSX:BAM • CA1130041058
63.64 CAD
-0.05 (-0.08%)
Last: Mar 3, 2026, 07:00 PM
BAM gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 80 industry peers in the Capital Markets industry. BAM has only an average score on both its financial health and profitability. BAM shows excellent growth, but is valued quite expensive already. These ratings would make BAM suitable for growth investing!
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.
- In multiple years BAM reported negative operating cash flow during the last 5 years.
1.2 Ratios
- BAM has a better Return On Assets (12.78%) than 77.50% of its industry peers.
- Looking at the Return On Equity, with a value of 21.06%, BAM belongs to the top of the industry, outperforming 87.50% of the companies in the same industry.
- Looking at the Return On Invested Capital, with a value of 10.70%, BAM belongs to the top of the industry, outperforming 81.25% of the companies in the same industry.
- Measured over the past 3 years, the Average Return On Invested Capital for BAM is below the industry average of 10.69%.
- The last Return On Invested Capital (10.70%) for BAM is above the 3 year average (6.82%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.78% | ||
| ROE | 21.06% | ||
| ROIC | 10.7% |
ROA(3y)13.66%
ROA(5y)9.77%
ROE(3y)20.83%
ROE(5y)16.44%
ROIC(3y)6.82%
ROIC(5y)5.8%
1.3 Margins
- BAM's Profit Margin of 60.89% is fine compared to the rest of the industry. BAM outperforms 80.00% of its industry peers.
- BAM's Profit Margin has improved in the last couple of years.
- Looking at the Operating Margin, with a value of 52.67%, BAM is in the better half of the industry, outperforming 77.50% of the companies in the same industry.
- In the last couple of years the Operating Margin of BAM has declined.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 52.67% | ||
| PM (TTM) | 60.89% | ||
| 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
2. Health
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
- BAM has a worse debt/assets ratio than last year.
2.2 Solvency
- An Altman-Z score of 7.75 indicates that BAM is not in any danger for bankruptcy at the moment.
- The Altman-Z score of BAM (7.75) is better than 85.00% of its industry peers.
- The Debt to FCF ratio of BAM is 1.82, which is an excellent value as it means it would take BAM, only 1.82 years of fcf income to pay off all of its debts.
- Looking at the Debt to FCF ratio, with a value of 1.82, BAM is in the better half of the industry, outperforming 77.50% of the companies in the same industry.
- 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 (0.28) which is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.82 | ||
| Altman-Z | 7.75 |
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.
- With a decent Current ratio value of 1.43, BAM is doing good in the industry, outperforming 62.50% 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.
- BAM's Quick ratio of 1.43 is fine compared to the rest of the industry. BAM outperforms 63.75% 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 17.24%, which is quite good.
- 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.
- The Revenue has grown by 883.61% in the past year. This is a very strong growth!
- The Revenue has been growing by 17.46% on average over the past years. This is quite good.
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 14.22% 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 Y9.52%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
EPS Next 5Y14.22%
Revenue Next Year15.52%
Revenue Next 2Y15.48%
Revenue Next 3Y13.51%
Revenue Next 5Y13.18%
3.3 Evolution
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
- 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.
4. Valuation
4.1 Price/Earnings Ratio
- BAM is valuated quite expensively with a Price/Earnings ratio of 27.43.
- BAM's Price/Earnings ratio is a bit more expensive when compared to the industry. BAM is more expensive than 68.75% of the companies in the same industry.
- BAM is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 26.83, which is the current average of the S&P500 Index.
- The Price/Forward Earnings ratio is 25.00, which means the current valuation is very expensive for BAM.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of BAM is on the same level as its industry peers.
- BAM's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 24.95.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 27.43 | ||
| Fwd PE | 25 |
4.2 Price Multiples
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of BAM indicates a somewhat cheap valuation: BAM is cheaper than 62.50% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 49.58 | ||
| 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.
- The decent profitability rating of BAM 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)2.88
PEG (5Y)3.06
EPS Next 2Y13.19%
EPS Next 3Y15.89%
5. Dividend
5.1 Amount
- BAM has a Yearly Dividend Yield of 3.02%. Purely for dividend investing, there may be better candidates out there.
- BAM's Dividend Yield is comparable with the industry average which is at 3.09.
- BAM's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.02% |
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
- 107.77% of the earnings are spent on dividend by BAM. This is not a sustainable payout ratio.
DP107.77%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
TSX:BAM (3/3/2026, 7:00:00 PM)
63.64
-0.05 (-0.08%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04 2026-02-04/bmo
Earnings (Next)05-04 2026-05-04/bmo
Inst Owners17.69%
Inst Owner ChangeN/A
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap104.24B
Revenue(TTM)4.74B
Net Income(TTM)2.11B
Analysts70
Price Target85.13 (33.77%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.02% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP107.77%
Div Incr Years3
Div Non Decr Years3
Ex-Date02-27 2026-02-27 (0.5025)
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)-4.76%
PT rev (3m)-7.45%
EPS NQ rev (1m)1.42%
EPS NQ rev (3m)5.58%
EPS NY rev (1m)0.43%
EPS NY rev (3m)-0.96%
Revenue NQ rev (1m)0.55%
Revenue NQ rev (3m)4.09%
Revenue NY rev (1m)2.52%
Revenue NY rev (3m)2.84%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 27.43 | ||
| Fwd PE | 25 | ||
| P/S | 21.99 | ||
| P/FCF | 49.58 | ||
| P/OCF | 49.29 | ||
| P/B | 7.61 | ||
| P/tB | 7.61 | ||
| EV/EBITDA | N/A |
EPS(TTM)2.32
EY3.65%
EPS(NY)2.55
Fwd EY4%
FCF(TTM)1.28
FCFY2.02%
OCF(TTM)1.29
OCFY2.03%
SpS2.89
BVpS8.36
TBVpS8.36
PEG (NY)2.88
PEG (5Y)3.06
Graham Number20.9
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.78% | ||
| ROE | 21.06% | ||
| ROCE | 13.91% | ||
| ROIC | 10.7% | ||
| ROICexc | 11.58% | ||
| ROICexgc | 12.13% | ||
| OM | 52.67% | ||
| PM (TTM) | 60.89% | ||
| GM | N/A | ||
| FCFM | 44.36% |
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 Turnover0.21
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.82 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | 0.26% | ||
| Interest Coverage | 22.83 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 72.86% | ||
| Current Ratio | 1.43 | ||
| Quick Ratio | 1.43 | ||
| Altman-Z | 7.75 |
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
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 Y9.52%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
EPS Next 5Y14.22%
Revenue 1Y (TTM)883.61%
Revenue growth 3Y406.83%
Revenue growth 5Y17.46%
Sales Q2Q%42.24%
Revenue Next Year15.52%
Revenue Next 2Y15.48%
Revenue Next 3Y13.51%
Revenue Next 5Y13.18%
EBIT growth 1Y2585.29%
EBIT growth 3Y1306.77%
EBIT growth 5Y15.34%
EBIT Next Year25.37%
EBIT Next 3Y18.62%
EBIT Next 5Y17.15%
FCF growth 1Y177.12%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y160.44%
OCF growth 3YN/A
OCF growth 5YN/A
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 6 / 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 27.43 and the Price/Book (PB) ratio is 7.61.
Can you provide the financial health for BAM stock?
The financial health rating of BROOKFIELD ASSET MGMT-A (BAM.CA) is 6 / 10.