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

TSX:BAM • CA1130041058

Current stock price

65.88 CAD
-1.68 (-2.49%)
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

  • 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.
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

  • Looking at the Return On Assets, with a value of 14.57%, BAM belongs to the top of the industry, outperforming 86.84% of the companies in the same industry.
  • The Return On Equity of BAM (24.10%) is better than 89.47% of its industry peers.
  • BAM's Return On Invested Capital of 15.70% is amongst the best of the industry. BAM outperforms 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 last Return On Invested Capital (15.70%) for BAM is above the 3 year average (6.82%), which is a sign of increasing profitability.
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

  • Looking at the Profit Margin, with a value of 52.42%, BAM is in the better half of 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.
  • BAM's Operating Margin has declined in the last couple of years.
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

  • The number of shares outstanding for BAM has been increased compared to 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

  • The Debt to FCF ratio of BAM is 1.75, which is an excellent value as it means it would take BAM, only 1.75 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 1.75, BAM is in the better half of the industry, outperforming 77.63% of the companies in the same industry.
  • A Debt/Equity ratio of 0.35 indicates that BAM is not too dependend on debt financing.
  • BAM has a Debt to Equity ratio of 0.35. This is comparable to the rest of the industry: BAM outperforms 48.68% of its industry peers.
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's Current ratio of 1.54 is in line compared to the rest of the industry. BAM outperforms 59.21% of its industry peers.
  • BAM has a Quick 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.
  • Looking at the Quick ratio, with a value of 1.54, BAM is in the better half of 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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7

3. BAM.CA Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 17.24% over the past year.
  • BAM shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 8.95% yearly.
  • The Revenue has grown by 883.61% in the past year. This is a very strong growth!
  • BAM shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 17.46% yearly.
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

  • BAM is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 14.19% yearly.
  • Based on estimates for the next years, BAM will show a quite strong growth in Revenue. The Revenue will grow by 13.18% on average per year.
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.
  • The estimated forward Revenue growth is still strong, although it is decreasing when compared to the stronger growth in 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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3

4. BAM.CA Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 28.27, BAM can be considered very expensive at the moment.
  • BAM's Price/Earnings ratio is rather expensive when compared to the industry. BAM is more expensive than 81.58% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.71, BAM is valued at the same level.
  • A Price/Forward Earnings ratio of 25.36 indicates a quite expensive valuation of BAM.
  • BAM's Price/Forward Earnings is on the same level as the industry average.
  • The average S&P500 Price/Forward Earnings ratio is at 38.09. BAM is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 28.27
Fwd PE 25.36
BAM.CA Price Earnings VS Forward Price EarningsBAM.CA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • BAM's Enterprise Value to EBITDA ratio is in line with the industry average.
  • Based on the Price/Free Cash Flow ratio, BAM is valued a bit cheaper than the industry average as 68.42% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 37.67
EV/EBITDA 29.62
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.
  • BAM's earnings are expected to grow with 15.00% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.44
PEG (5Y)3.16
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

  • BAM has a Yearly Dividend Yield of 4.14%, which is a nice return.
  • Compared to an average industry Dividend Yield of 1.78, BAM pays a better dividend. On top of this BAM pays more dividend than 86.84% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.81, BAM pays a better dividend.
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

  • 113.40% of the earnings are spent on dividend by BAM. 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

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BAM.CA Fundamentals: All Metrics, Ratios and Statistics

BROOKFIELD ASSET MGMT-A

TSX:BAM (4/21/2026, 7:00:00 PM)

65.88

-1.68 (-2.49%)

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 Cap107.92B
Revenue(TTM)4.74B
Net Income(TTM)2.48B
Analysts70.91
Price Target81.94 (24.38%)
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 28.27
Fwd PE 25.36
P/S 16.62
P/FCF 37.67
P/OCF 37.51
P/B 7.64
P/tB 7.64
EV/EBITDA 29.62
EPS(TTM)2.33
EY3.54%
EPS(NY)2.6
Fwd EY3.94%
FCF(TTM)1.75
FCFY2.65%
OCF(TTM)1.76
OCFY2.67%
SpS3.96
BVpS8.62
TBVpS8.62
PEG (NY)2.44
PEG (5Y)3.16
Graham Number21.2567 (-67.73%)
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%.