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

TSX:BAM • CA1130041058

Current stock price

64.97 CAD
-0.49 (-0.75%)
Last:

This BAM.CA fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. BAM.CA Profitability Analysis

1.1 Basic Checks

  • BAM had positive earnings in the past year.
  • BAM had a positive operating cash flow in the past year.
  • 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 2025 0 500M 1B 1.5B 2B 2.5B

1.2 Ratios

  • The Return On Assets of BAM (14.57%) is better than 86.84% of its industry peers.
  • The Return On Equity of BAM (24.10%) is better than 89.47% of its industry peers.
  • BAM has a better Return On Invested Capital (15.70%) than 90.79% of its industry peers.
  • BAM had an Average Return On Invested Capital over the past 3 years of 6.82%. This is below the industry average of 8.84%.
  • The 3 year average ROIC (6.82%) for BAM is below the current ROIC(15.70%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 14.57%
ROE 24.1%
ROIC 15.7%
ROA(3y)13.66%
ROA(5y)9.77%
ROE(3y)20.83%
ROE(5y)16.44%
ROIC(3y)6.82%
ROIC(5y)5.8%
BAM.CA Yearly ROA, ROE, ROICBAM.CA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2019 2020 2021 2022 2023 2024 2025 5 10 15 20

1.3 Margins

  • With a decent Profit Margin value of 52.42%, BAM is doing good in the industry, outperforming 73.68% 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 57.12%, BAM is in the better half of the industry, outperforming 72.37% of the companies in the same industry.
  • In the last couple of years the Operating Margin of BAM has declined.
Industry RankSector Rank
OM 57.12%
PM (TTM) 52.42%
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
BAM.CA Yearly Profit, Operating, Gross MarginsBAM.CA Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2019 2020 2021 2022 2023 2024 2025 20 40 60 80 100

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4

2. BAM.CA Health Analysis

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.
BAM.CA Yearly Shares OutstandingBAM.CA Yearly Shares OutstandingYearly Shares Outstanding 2020 2021 2022 2023 2024 2025 500M 1B 1.5B
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 2025 5B 10B 15B 20B 25B

2.2 Solvency

  • BAM has a debt to FCF ratio of 1.75. This is a very positive value and a sign of high solvency as it would only need 1.75 years to pay back of all of its debts.
  • The Debt to FCF ratio of BAM (1.75) is better than 77.63% of its industry peers.
  • BAM has a Debt/Equity ratio of 0.35. This is a healthy value indicating a solid balance between debt and equity.
  • The Debt to Equity ratio of BAM (0.35) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.35
Debt/FCF 1.75
Altman-Z N/A
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 2025 0 2B 4B 6B 8B 10B

2.3 Liquidity

  • BAM has a Current Ratio of 1.54. 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 Current ratio (1.54) which is in line with its industry peers.
  • A Quick Ratio of 1.54 indicates that BAM should not have too much problems paying its short term obligations.
  • With a decent Quick ratio value of 1.54, BAM is doing good in the industry, outperforming 60.53% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.54
Quick Ratio 1.54
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 2025 2B 4B 6B

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

7

3. BAM.CA Growth Analysis

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.
  • The Earnings Per Share has been growing by 8.95% on average over the past years. This is quite good.
  • Looking at the last year, BAM shows a very strong growth in Revenue. The Revenue has grown by 883.61%.
  • Measured over the past years, BAM shows a quite strong growth in Revenue. The Revenue has been growing by 17.46% on average per year.
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

  • The Earnings Per Share is expected to grow by 14.19% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 13.18% on average over the next years. This is quite good.
EPS Next Y11.58%
EPS Next 2Y14.96%
EPS Next 3Y15%
EPS Next 5Y14.19%
Revenue Next Year15.91%
Revenue Next 2Y15.31%
Revenue Next 3Y13.97%
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.
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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Find the best growth stocksShow best growing peers

3

4. BAM.CA Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 28.00 indicates a quite expensive valuation of BAM.
  • 80.26% of the companies in the same industry are cheaper than BAM, based on the Price/Earnings ratio.
  • When comparing the Price/Earnings ratio of BAM to the average of the S&P500 Index (27.42), we can say BAM is valued inline with the index average.
  • The Price/Forward Earnings ratio is 25.06, which means the current valuation is very expensive for BAM.
  • The rest of the industry has a similar Price/Forward Earnings ratio as BAM.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 22.24, BAM is valued at the same level.
Industry RankSector Rank
PE 28
Fwd PE 25.06
BAM.CA Price Earnings VS Forward Price EarningsBAM.CA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • BAM's Enterprise Value to EBITDA is on the same level as the industry average.
  • Based on the Price/Free Cash Flow ratio, BAM is valued a bit cheaper than 68.42% of the companies in the same industry.
Industry RankSector Rank
P/FCF 37.22
EV/EBITDA 29.04
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.
  • 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 15.00% in the coming years.
PEG (NY)2.42
PEG (5Y)3.13
EPS Next 2Y14.96%
EPS Next 3Y15%

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

5

5. BAM.CA Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 4.14%, BAM is a good candidate for dividend investing.
  • BAM's Dividend Yield is rather good when compared to the industry average which is at 1.78. BAM pays more dividend than 86.84% of the companies in the same industry.
  • BAM's Dividend Yield is rather good when compared to the S&P500 average which is at 1.81.
Industry RankSector Rank
Dividend Yield 4.14%

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 Years4
Div Non Decr Years4
BAM.CA Yearly Dividends per shareBAM.CA Yearly Dividends per shareYearly Dividends per share 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • BAM pays out 113.40% of its income as dividend. This is not a sustainable payout ratio.
DP113.4%
EPS Next 2Y14.96%
EPS Next 3Y15%
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 2025 0 500M 1B 1.5B 2B 2.5B
BAM.CA Dividend Payout.BAM.CA Dividend Payout, showing the Payout Ratio.BAM.CA Dividend Payout.PayoutRetained Earnings

More info and screens

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BAM.CA Fundamentals: All Metrics, Ratios and Statistics

BROOKFIELD ASSET MGMT-A

TSX:BAM (4/24/2026, 7:00:00 PM)

64.97

-0.49 (-0.75%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-08
Inst Owners17%
Inst Owner ChangeN/A
Ins Owners2.18%
Ins Owner ChangeN/A
Market Cap106.43B
Revenue(TTM)4.74B
Net Income(TTM)2.48B
Analysts70.91
Price Target81.94 (26.12%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 4.14%
Yearly Dividend3.74
Dividend Growth(5Y)N/A
DP113.4%
Div Incr Years4
Div Non Decr Years4
Ex-Date02-27
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)3.2%
Min EPS beat(2)0.46%
Max EPS beat(2)5.95%
EPS beat(4)3
Avg EPS beat(4)3%
Min EPS beat(4)-1.13%
Max EPS beat(4)6.73%
EPS beat(8)5
Avg EPS beat(8)1.63%
EPS beat(12)8
Avg EPS beat(12)2.63%
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)2
Avg Revenue beat(2)3.77%
Min Revenue beat(2)3.27%
Max Revenue beat(2)4.28%
Revenue beat(4)2
Avg Revenue beat(4)-2.74%
Min Revenue beat(4)-17.67%
Max Revenue beat(4)4.28%
Revenue beat(8)2
Avg Revenue beat(8)-3.95%
Revenue beat(12)2
Avg Revenue beat(12)-6.3%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)-3.74%
PT rev (3m)-8.32%
EPS NQ rev (1m)0.23%
EPS NQ rev (3m)1.44%
EPS NY rev (1m)0.82%
EPS NY rev (3m)1.93%
Revenue NQ rev (1m)-0.14%
Revenue NQ rev (3m)1.87%
Revenue NY rev (1m)0.03%
Revenue NY rev (3m)2.37%
Valuation
Industry RankSector Rank
PE 28
Fwd PE 25.06
P/S 16.42
P/FCF 37.22
P/OCF 37.06
P/B 7.55
P/tB 7.55
EV/EBITDA 29.04
EPS(TTM)2.32
EY3.57%
EPS(NY)2.59
Fwd EY3.99%
FCF(TTM)1.75
FCFY2.69%
OCF(TTM)1.75
OCFY2.7%
SpS3.96
BVpS8.6
TBVpS8.6
PEG (NY)2.42
PEG (5Y)3.13
Graham Number21.1921 (-67.38%)
Profitability
Industry RankSector Rank
ROA 14.57%
ROE 24.1%
ROCE 20.18%
ROIC 15.7%
ROICexc 17.68%
ROICexgc 17.68%
OM 57.12%
PM (TTM) 52.42%
GM N/A
FCFM 44.13%
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 Turnover0.28
Health
Industry RankSector Rank
Debt/Equity 0.35
Debt/FCF 1.75
Debt/EBITDA 1.33
Cap/Depr 22.5%
Cap/Sales 0.19%
Interest Coverage 6.36
Cash Conversion 76.46%
Profit Quality 84.19%
Current Ratio 1.54
Quick Ratio 1.54
Altman-Z N/A
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)6.47%
Cap/Sales(5y)11.13%
Profit Quality(3y)98.68%
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 Y11.58%
EPS Next 2Y14.96%
EPS Next 3Y15%
EPS Next 5Y14.19%
Revenue 1Y (TTM)883.61%
Revenue growth 3Y406.83%
Revenue growth 5Y17.46%
Sales Q2Q%42.24%
Revenue Next Year15.91%
Revenue Next 2Y15.31%
Revenue Next 3Y13.97%
Revenue Next 5Y13.18%
EBIT growth 1Y2430.84%
EBIT growth 3Y1306.77%
EBIT growth 5Y15.34%
EBIT Next Year26.11%
EBIT Next 3Y17.9%
EBIT Next 5Y17.15%
FCF growth 1Y257%
FCF growth 3YN/A
FCF growth 5Y3.45%
OCF growth 1Y235.09%
OCF growth 3YN/A
OCF growth 5Y3.3%

BROOKFIELD ASSET MGMT-A / BAM.CA Fundamental Analysis 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.


How profitable is BROOKFIELD ASSET MGMT-A (BAM.CA) stock?

BROOKFIELD ASSET MGMT-A (BAM.CA) has a profitability rating of 6 / 10.


Can you provide the expected EPS growth for BAM stock?

The Earnings per Share (EPS) of BROOKFIELD ASSET MGMT-A (BAM.CA) is expected to grow by 11.58% in the next year.


Can you provide the dividend sustainability for BAM stock?

The dividend rating of BROOKFIELD ASSET MGMT-A (BAM.CA) is 5 / 10 and the dividend payout ratio is 113.4%.