BROOKFIELD ASSET MGMT-A (BAM.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:BAM - CA1130041058 - Common Stock
73.57 CAD
-1.8 (-2.39%)
Taking everything into account, BAM scores 5 out of 10 in our fundamental rating. BAM was compared to 80 industry peers in the Capital Markets industry. BAM has an average financial health and profitability rating. BAM is valied quite expensively at the moment, while 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.
BAM had positive earnings in each of the past 5 years.
BAM had a positive operating cash flow in 4 of the past 5 years.
1.2 Ratios
With a decent Return On Assets value of 12.11%, BAM is doing good in the industry, outperforming 77.50% of the companies in the same industry.
BAM's Return On Equity of 19.96% is amongst the best of the industry. BAM outperforms 87.50% of its industry peers.
The Return On Invested Capital of BAM (9.63%) is better than 82.50% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for BAM is significantly below the industry average of 10.19%.
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
With an excellent Profit Margin value of 56.90%, BAM belongs to the best of the industry, outperforming 81.25% of the companies in the same industry.
BAM's Profit Margin has improved in the last couple of years.
BAM's Operating Margin of 53.34% is fine compared to the rest of the industry. BAM outperforms 77.50% 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
The debt/assets ratio for BAM has been reduced compared to a year ago.
2.2 Solvency
BAM has an Altman-Z score of 9.05. This indicates that BAM is financially healthy and has little risk of bankruptcy at the moment.
BAM has a Altman-Z score of 9.05. This is amongst the best in the industry. BAM outperforms 87.50% 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.
Looking at the Debt to FCF ratio, with a value of 1.85, BAM is in the better half of the industry, outperforming 78.75% 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.
The Debt to Equity ratio of BAM (0.28) is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.85 | ||
| Altman-Z | 9.05 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
BAM has a Current 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 Current ratio of 1.43. This is in the better half of the industry: BAM outperforms 65.00% of its industry peers.
A Quick Ratio of 1.43 indicates that BAM should not have too much problems paying its short term obligations.
The Quick ratio of BAM (1.43) is better than 66.25% 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.
BAM shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -22.95% yearly.
Looking at the last year, BAM shows a very strong growth in Revenue. 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
BAM is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 15.57% yearly.
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 5Y15.57%
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
BAM is valuated quite expensively with a Price/Earnings ratio of 32.99.
Based on the Price/Earnings ratio, BAM is valued a bit more expensive than 68.75% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 26.92, BAM is valued a bit more expensive.
Based on the Price/Forward Earnings ratio of 28.87, the valuation of BAM can be described as expensive.
The rest of the industry has a similar Price/Forward Earnings ratio as BAM.
BAM's Price/Forward Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 23.57.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.99 | ||
| Fwd PE | 28.87 |
4.2 Price Multiples
Based on the Price/Free Cash Flow ratio, BAM is valued a bit cheaper than 61.25% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 57.22 | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
The decent profitability rating of BAM may justify a higher PE ratio.
BAM's earnings are expected to grow with 14.45% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.76
PEG (5Y)N/A
EPS Next 2Y13.29%
EPS Next 3Y14.45%
5. Dividend
5.1 Amount
BAM has a Yearly Dividend Yield of 2.43%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 3.62, BAM has a dividend in line with its industry peers.
BAM's Dividend Yield is a higher than the S&P500 average which is at 1.94.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.43% |
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 (1/7/2026, 7:00:00 PM)
73.57
-1.8 (-2.39%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners17.69%
Inst Owner ChangeN/A
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap120.50B
Revenue(TTM)3.52B
Net Income(TTM)2.00B
Analysts69.09
Price Target89.71 (21.94%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.43% |
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)-2.46%
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 | 32.99 | ||
| Fwd PE | 28.87 | ||
| P/S | 25.02 | ||
| P/FCF | 57.22 | ||
| P/OCF | 56.89 | ||
| P/B | 8.78 | ||
| P/tB | 8.78 | ||
| EV/EBITDA | N/A |
EPS(TTM)2.23
EY3.03%
EPS(NY)2.55
Fwd EY3.46%
FCF(TTM)1.29
FCFY1.75%
OCF(TTM)1.29
OCFY1.76%
SpS2.94
BVpS8.38
TBVpS8.38
PEG (NY)2.76
PEG (5Y)N/A
Graham Number20.5
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 | 9.05 |
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 5Y15.57%
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 32.99 and the Price/Book (PB) ratio is 8.78.
Can you provide the financial health for BAM stock?
The financial health rating of BROOKFIELD ASSET MGMT-A (BAM.CA) is 6 / 10.