BROOKFIELD ASSET MGMT-A (BAM.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:BAM - CA1130041058 - Common Stock
73.13 CAD
-0.16 (-0.22%)
Overall BAM gets a fundamental rating of 5 out of 10. We evaluated BAM against 82 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.
1. Profitability
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.
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 8.71%, BAM is doing good in the industry, outperforming 74.39% of the companies in the same industry.
With a decent Return On Equity value of 13.61%, BAM is doing good in the industry, outperforming 76.83% of the companies in the same industry.
The Return On Invested Capital of BAM (6.57%) is better than 74.39% 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 10.02%.
The last Return On Invested Capital (6.57%) for BAM is above the 3 year average (1.27%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.71% | ||
| ROE | 13.61% | ||
| ROIC | 6.57% |
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
Looking at the Profit Margin, with a value of 57.13%, BAM is in the better half of the industry, outperforming 79.27% of the companies in the same industry.
BAM's Profit Margin has improved in the last couple of years.
With a decent Operating Margin value of 51.12%, BAM is doing good in the industry, outperforming 75.61% 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 | 51.12% | ||
| PM (TTM) | 57.13% | ||
| 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
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.
2.2 Solvency
BAM has an Altman-Z score of 9.40. This indicates that BAM is financially healthy and has little risk of bankruptcy at the moment.
The Altman-Z score of BAM (9.40) is better than 87.80% of its industry peers.
The Debt to FCF ratio of BAM is 2.32, which is a good value as it means it would take BAM, 2.32 years of fcf income to pay off all of its debts.
BAM has a better Debt to FCF ratio (2.32) than 75.61% of its industry peers.
BAM has a Debt/Equity ratio of 0.22. This is a healthy value indicating a solid balance between debt and equity.
BAM has a Debt to Equity ratio (0.22) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 2.32 | ||
| Altman-Z | 9.4 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
BAM has a Current Ratio of 1.31. This is a normal value and indicates that BAM is financially healthy and should not expect problems in meeting its short term obligations.
The Current ratio of BAM (1.31) is better than 62.20% of its industry peers.
A Quick Ratio of 1.31 indicates that BAM should not have too much problems paying its short term obligations.
With a decent Quick ratio value of 1.31, BAM is doing good in the industry, outperforming 63.41% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.31 | ||
| Quick Ratio | 1.31 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an nice 15.60% over the past year.
Measured over the past years, BAM shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -22.95% on average per year.
BAM shows a strong growth in Revenue. In the last year, the Revenue has grown by 578.74%.
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)578.74%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%14.88%
3.2 Future
The Earnings Per Share is expected to grow by 15.57% on average over the next years. This is quite good.
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 Y12.65%
EPS Next 2Y13.89%
EPS Next 3Y14.81%
EPS Next 5Y15.57%
Revenue Next Year12.12%
Revenue Next 2Y13.37%
Revenue Next 3Y13.63%
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.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
BAM is valuated quite expensively with a Price/Earnings ratio of 32.79.
Compared to the rest of the industry, the Price/Earnings ratio of BAM indicates a slightly more expensive valuation: BAM is more expensive than 70.73% of the companies listed in the same industry.
BAM's Price/Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 26.59.
With a Price/Forward Earnings ratio of 28.38, BAM can be considered very expensive at the moment.
BAM's Price/Forward Earnings ratio is in line with the industry average.
Compared to an average S&P500 Price/Forward Earnings ratio of 24.03, BAM is valued at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.79 | ||
| Fwd PE | 28.38 |
4.2 Price Multiples
The rest of the industry has a similar Price/Free Cash Flow ratio as BAM.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 90.69 | ||
| 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.
BAM has a very decent profitability rating, which may justify a higher PE ratio.
BAM's earnings are expected to grow with 14.81% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.59
PEG (5Y)N/A
EPS Next 2Y13.89%
EPS Next 3Y14.81%
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 1.78, BAM pays a bit more dividend than its industry peers.
BAM's Dividend Yield is a higher than the S&P500 average which is at 1.87.
| 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
122.97% of the earnings are spent on dividend by BAM. This is not a sustainable payout ratio.
DP122.97%
EPS Next 2Y13.89%
EPS Next 3Y14.81%
TSX:BAM (12/24/2025, 7:00:00 PM)
73.13
-0.16 (-0.22%)
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 Cap119.78B
Revenue(TTM)3.54B
Net Income(TTM)1.41B
Analysts69.09
Price TargetN/A
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.43% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP122.97%
Div Incr Years3
Div Non Decr Years3
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)2.8%
Min EPS beat(2)-1.13%
Max EPS beat(2)6.73%
EPS beat(4)3
Avg EPS beat(4)3.2%
Min EPS beat(4)-1.13%
Max EPS beat(4)6.73%
EPS beat(8)5
Avg EPS beat(8)2.65%
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)0
Avg Revenue beat(2)-9.26%
Min Revenue beat(2)-17.67%
Max Revenue beat(2)-0.85%
Revenue beat(4)0
Avg Revenue beat(4)-9.06%
Min Revenue beat(4)-17.67%
Max Revenue beat(4)-0.58%
Revenue beat(8)0
Avg Revenue beat(8)-7.31%
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)-1.56%
PT rev (3m)0.26%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-2%
EPS NY rev (1m)0.51%
EPS NY rev (3m)0.06%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.07%
Revenue NY rev (1m)0.34%
Revenue NY rev (3m)-0.13%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.79 | ||
| Fwd PE | 28.38 | ||
| P/S | 35.52 | ||
| P/FCF | 90.69 | ||
| P/OCF | 90.5 | ||
| P/B | 8.46 | ||
| P/tB | 8.46 | ||
| EV/EBITDA | N/A |
EPS(TTM)2.23
EY3.05%
EPS(NY)2.58
Fwd EY3.52%
FCF(TTM)0.81
FCFY1.1%
OCF(TTM)0.81
OCFY1.1%
SpS2.06
BVpS8.64
TBVpS8.64
PEG (NY)2.59
PEG (5Y)N/A
Graham Number20.82
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.71% | ||
| ROE | 13.61% | ||
| ROCE | 9.83% | ||
| ROIC | 6.57% | ||
| ROICexc | 6.81% | ||
| ROICexgc | 7.12% | ||
| OM | 51.12% | ||
| PM (TTM) | 57.13% | ||
| GM | N/A | ||
| FCFM | 39.17% |
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-Score5
Asset Turnover0.15
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 2.32 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | N/A | ||
| Interest Coverage | 21.69 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 68.56% | ||
| Current Ratio | 1.31 | ||
| Quick Ratio | 1.31 | ||
| Altman-Z | 9.4 |
F-Score5
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 Y12.65%
EPS Next 2Y13.89%
EPS Next 3Y14.81%
EPS Next 5Y15.57%
Revenue 1Y (TTM)578.74%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%14.88%
Revenue Next Year12.12%
Revenue Next 2Y13.37%
Revenue Next 3Y13.63%
Revenue Next 5Y13.15%
EBIT growth 1Y2319.23%
EBIT growth 3Y-62.73%
EBIT growth 5Y-39.83%
EBIT Next Year12.97%
EBIT Next 3Y19.79%
EBIT Next 5Y17.37%
FCF growth 1Y139.98%
FCF growth 3Y-25.34%
FCF growth 5Y-6.68%
OCF growth 1Y140.66%
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 of BROOKFIELD ASSET MGMT-A (BAM.CA) stock?
ChartMill assigns a valuation rating of 2 / 10 to BROOKFIELD ASSET MGMT-A (BAM.CA). This can be considered as Overvalued.
What is the profitability of BAM stock?
BROOKFIELD ASSET MGMT-A (BAM.CA) has a profitability rating of 6 / 10.
Can you provide the PE and PB ratios for BAM stock?
The Price/Earnings (PE) ratio for BROOKFIELD ASSET MGMT-A (BAM.CA) is 32.79 and the Price/Book (PB) ratio is 8.46.
What is the earnings growth outlook for BROOKFIELD ASSET MGMT-A?
The Earnings per Share (EPS) of BROOKFIELD ASSET MGMT-A (BAM.CA) is expected to grow by 12.65% in the next year.