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

Canada • Toronto Stock Exchange • TSX:BAM • CA1130041058

64.53 CAD
-4.86 (-7%)
Last: Feb 3, 2026, 07:00 PM
Fundamental Rating

5

Taking everything into account, BAM scores 5 out of 10 in our fundamental rating. BAM was compared to 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.


Dividend Valuation Growth Profitability Health

6

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.
  • Each year in the past 5 years BAM has been profitable.
  • Of the past 5 years BAM 4 years had a positive operating cash flow.
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

  • The Return On Assets of BAM (12.11%) is better than 75.95% of its industry peers.
  • BAM has a better Return On Equity (19.96%) than 84.81% of its industry peers.
  • With an excellent Return On Invested Capital value of 9.63%, BAM belongs to the best of the industry, outperforming 81.01% of the companies in the same industry.
  • BAM had an Average Return On Invested Capital over the past 3 years of 1.27%. This is significantly below the industry average of 10.83%.
  • The 3 year average ROIC (1.27%) for BAM is below the current ROIC(9.63%), indicating increased profibility in the last year.
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

  • BAM's Profit Margin of 56.90% is fine compared to the rest of the industry. BAM outperforms 77.22% of its industry peers.
  • In the last couple of years the Profit Margin of BAM has grown nicely.
  • BAM has a better Operating Margin (53.34%) than 75.95% of its industry peers.
  • BAM's Operating Margin has declined in the last couple of years.
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

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6

2. Health

2.1 Basic Checks

  • The number of shares outstanding for BAM has been increased compared to 1 year ago.
  • The debt/assets ratio for BAM has been reduced compared to a year ago.
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

  • BAM has an Altman-Z score of 8.32. This indicates that BAM is financially healthy and has little risk of bankruptcy at the moment.
  • BAM has a Altman-Z score of 8.32. This is amongst the best in the industry. BAM outperforms 84.81% of its industry peers.
  • The Debt to FCF ratio of BAM is 1.85, which is an excellent value as it means it would take BAM, only 1.85 years of fcf income to pay off all of its debts.
  • BAM's Debt to FCF ratio of 1.85 is fine compared to the rest of the industry. BAM outperforms 74.68% of its industry peers.
  • BAM has a Debt/Equity ratio of 0.28. This is a healthy value indicating a solid balance between debt and equity.
  • With a Debt to Equity ratio value of 0.28, BAM perfoms like the industry average, outperforming 50.63% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.28
Debt/FCF 1.85
Altman-Z 8.32
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.
  • Looking at the Current ratio, with a value of 1.43, BAM is in the better half of the industry, outperforming 62.03% 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 has a Quick ratio of 1.43. This is in the better half of the industry: BAM outperforms 63.29% 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

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5

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
  • The Revenue has grown by 573.75% in the past year. This is a very strong growth!
  • 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

  • Based on estimates for the next years, BAM will show a quite strong growth in Earnings Per Share. The EPS will grow by 14.91% on average per year.
  • Based on estimates for the next years, BAM will show a quite strong growth in Revenue. The Revenue will grow by 13.15% on average per year.
EPS Next Y10.98%
EPS Next 2Y13.07%
EPS Next 3Y14.56%
EPS Next 5Y14.91%
Revenue Next Year12.25%
Revenue Next 2Y12.86%
Revenue Next 3Y13.55%
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.
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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2

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 29.07, the valuation of BAM can be described as expensive.
  • Based on the Price/Earnings ratio, BAM is valued a bit more expensive than 69.62% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 28.18, BAM is valued at the same level.
  • Based on the Price/Forward Earnings ratio of 25.51, the valuation of BAM can be described as expensive.
  • BAM's Price/Forward Earnings is on the same level as the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 25.51, BAM is valued at the same level.
Industry RankSector Rank
PE 29.07
Fwd PE 25.51
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

  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of BAM is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 50.36
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 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 14.56% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.65
PEG (5Y)N/A
EPS Next 2Y13.07%
EPS Next 3Y14.56%

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3

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 2.56%, BAM has a reasonable but not impressive dividend return.
  • BAM's Dividend Yield is a higher than the industry average which is at 1.78.
  • Compared to an average S&P500 Dividend Yield of 1.83, BAM pays a bit more dividend than the S&P500 average.
Industry RankSector Rank
Dividend Yield 2.56%

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 2Y13.07%
EPS Next 3Y14.56%
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

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BROOKFIELD ASSET MGMT-A

TSX:BAM (2/3/2026, 7:00:00 PM)

64.53

-4.86 (-7%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)11-07
Earnings (Next)02-04
Inst Owners17.69%
Inst Owner ChangeN/A
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap105.69B
Revenue(TTM)3.52B
Net Income(TTM)2.00B
Analysts70
Price Target89.38 (38.51%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 2.56%
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)-0.37%
PT rev (3m)-2.32%
EPS NQ rev (1m)4.39%
EPS NQ rev (3m)3.74%
EPS NY rev (1m)-0.85%
EPS NY rev (3m)-1.26%
Revenue NQ rev (1m)3.07%
Revenue NQ rev (3m)4.34%
Revenue NY rev (1m)1.07%
Revenue NY rev (3m)0.45%
Valuation
Industry RankSector Rank
PE 29.07
Fwd PE 25.51
P/S 22.02
P/FCF 50.36
P/OCF 50.07
P/B 7.73
P/tB 7.73
EV/EBITDA N/A
EPS(TTM)2.22
EY3.44%
EPS(NY)2.53
Fwd EY3.92%
FCF(TTM)1.28
FCFY1.99%
OCF(TTM)1.29
OCFY2%
SpS2.93
BVpS8.35
TBVpS8.35
PEG (NY)2.65
PEG (5Y)N/A
Graham Number20.42
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 8.32
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 Y10.98%
EPS Next 2Y13.07%
EPS Next 3Y14.56%
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 Year12.25%
Revenue Next 2Y12.86%
Revenue Next 3Y13.55%
Revenue Next 5Y13.15%
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 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 29.07 and the Price/Book (PB) ratio is 7.73.


Can you provide the financial health for BAM stock?

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