BROOKFIELD ASSET MGMT-A (BAM) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:BAM - CA1130041058 - Common Stock
51.62 USD
+0.57 (+1.12%)
51.62 USD
0 (0%)
Taking everything into account, BAM scores 6 out of 10 in our fundamental rating. BAM was compared to 238 industry peers in the Capital Markets industry. BAM has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. BAM is quite expensive at the moment. It does show a decent growth rate. These ratings would make BAM suitable for quality investing!
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.
- 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
- BAM has a better Return On Assets (12.11%) than 89.50% of its industry peers.
- Looking at the Return On Equity, with a value of 19.96%, BAM belongs to the top of the industry, outperforming 87.39% of the companies in the same industry.
- With an excellent Return On Invested Capital value of 10.57%, BAM belongs to the best of the industry, outperforming 86.55% of the companies in the same industry.
- Measured over the past 3 years, the Average Return On Invested Capital for BAM is significantly below the industry average of 7.27%.
- The last Return On Invested Capital (10.57%) for BAM is above the 3 year average (1.40%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.11% | ||
| ROE | 19.96% | ||
| ROIC | 10.57% |
ROA(3y)9%
ROA(5y)7.21%
ROE(3y)13.06%
ROE(5y)12.5%
ROIC(3y)1.4%
ROIC(5y)3.71%
1.3 Margins
- BAM has a better Profit Margin (56.90%) than 91.60% of its industry peers.
- In the last couple of years the Profit Margin of BAM has grown nicely.
- Looking at the Operating Margin, with a value of 53.34%, BAM belongs to the top of the industry, outperforming 92.44% of the companies in the same industry.
- BAM's Operating Margin has declined in the last couple of years.
| 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
- The number of shares outstanding for BAM has been increased compared to 1 year ago.
- Compared to 5 years ago, BAM has less shares outstanding
- BAM has a better debt/assets ratio than last year.
2.2 Solvency
- BAM has an Altman-Z score of 8.35. This indicates that BAM is financially healthy and has little risk of bankruptcy at the moment.
- BAM has a Altman-Z score of 8.35. This is amongst the best in the industry. BAM outperforms 92.44% 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 has a better Debt to FCF ratio (1.85) than 86.97% 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.
- BAM has a better Debt to Equity ratio (0.28) than 73.95% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.85 | ||
| Altman-Z | 8.35 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 1.43 indicates that BAM should not have too much problems paying its short term obligations.
- BAM's Current ratio of 1.43 is fine compared to the rest of the industry. BAM outperforms 66.81% of its industry peers.
- A Quick Ratio of 1.43 indicates that BAM should not have too much problems paying its short term obligations.
- BAM's Quick ratio of 1.43 is fine compared to the rest of the industry. BAM outperforms 67.23% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.43 | ||
| Quick Ratio | 1.43 |
3. Growth
3.1 Past
- BAM shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 15.60%, which is quite good.
- 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!
- Measured over the past years, BAM shows a very negative growth in Revenue. The Revenue has been decreasing by -26.01% on average per year.
EPS 1Y (TTM)15.6%
EPS 3Y-15.34%
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
- The Earnings Per Share is expected to grow by 14.91% 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 Y11.94%
EPS Next 2Y13.29%
EPS Next 3Y14.45%
EPS Next 5Y14.91%
Revenue Next Year12.12%
Revenue Next 2Y13.13%
Revenue Next 3Y13.52%
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 31.67.
- Compared to the rest of the industry, the Price/Earnings ratio of BAM indicates a slightly more expensive valuation: BAM is more expensive than 75.21% of the companies listed in the same industry.
- The average S&P500 Price/Earnings ratio is at 27.32. BAM is around the same levels.
- Based on the Price/Forward Earnings ratio of 27.74, the valuation of BAM can be described as expensive.
- Based on the Price/Forward Earnings ratio, BAM is valued a bit more expensive than 64.71% of the companies in the same industry.
- Compared to an average S&P500 Price/Forward Earnings ratio of 24.32, BAM is valued at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 31.67 | ||
| Fwd PE | 27.74 |
4.2 Price Multiples
- BAM's Price/Free Cash Flow is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 54.97 | ||
| 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.
- 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)2.65
PEG (5Y)N/A
EPS Next 2Y13.29%
EPS Next 3Y14.45%
5. Dividend
5.1 Amount
- BAM has a Yearly Dividend Yield of 2.42%.
- BAM's Dividend Yield is comparable with the industry average which is at 6.10.
- Compared to an average S&P500 Dividend Yield of 1.83, BAM pays a bit more dividend than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.42% |
5.2 History
- BAM has been paying a dividend for at least 10 years, so it has a reliable track record.
- BAM has not decreased its dividend in the past 5 years, so it has a somewhat stable track record.
Dividend Growth(5Y)N/A
Div Incr Years6
Div Non Decr Years6
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%
51.62
+0.57 (+1.12%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)11-07 2025-11-07/bmo
Earnings (Next)02-04 2026-02-04/bmo
Inst Owners17.69%
Inst Owner Change0%
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap84.55B
Revenue(TTM)3.52B
Net Income(TTM)2.00B
Analysts70
Price Target64.41 (24.78%)
Short Float %3.61%
Short Ratio5.7
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.42% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP113.69%
Div Incr Years6
Div Non Decr Years6
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)11
Avg EPS beat(16)17.61%
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)3
Avg Revenue beat(16)-4.58%
PT rev (1m)-0.74%
PT rev (3m)-1.19%
EPS NQ rev (1m)2.08%
EPS NQ rev (3m)0.61%
EPS NY rev (1m)-0.64%
EPS NY rev (3m)-1.14%
Revenue NQ rev (1m)1.79%
Revenue NQ rev (3m)2.97%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.36%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 31.67 | ||
| Fwd PE | 27.74 | ||
| P/S | 24.04 | ||
| P/FCF | 54.97 | ||
| P/OCF | 54.65 | ||
| P/B | 8.44 | ||
| P/tB | 8.44 | ||
| EV/EBITDA | N/A |
EPS(TTM)1.63
EY3.16%
EPS(NY)1.86
Fwd EY3.61%
FCF(TTM)0.94
FCFY1.82%
OCF(TTM)0.94
OCFY1.83%
SpS2.15
BVpS6.12
TBVpS6.12
PEG (NY)2.65
PEG (5Y)N/A
Graham Number14.98
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.11% | ||
| ROE | 19.96% | ||
| ROCE | 14.29% | ||
| ROIC | 10.57% | ||
| ROICexc | 11.43% | ||
| ROICexgc | 11.97% | ||
| 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)1.4%
ROIC(5y)3.71%
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 | 8.35 |
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-15.34%
EPS 5Y-22.95%
EPS Q2Q%7.89%
EPS Next Y11.94%
EPS Next 2Y13.29%
EPS Next 3Y14.45%
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 Year12.12%
Revenue Next 2Y13.13%
Revenue Next 3Y13.52%
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 FAQ
Can you provide the ChartMill fundamental rating for BROOKFIELD ASSET MGMT-A?
ChartMill assigns a fundamental rating of 6 / 10 to BAM.
What is the valuation status for BAM stock?
ChartMill assigns a valuation rating of 2 / 10 to BROOKFIELD ASSET MGMT-A (BAM). This can be considered as Overvalued.
Can you provide the profitability details for BROOKFIELD ASSET MGMT-A?
BROOKFIELD ASSET MGMT-A (BAM) has a profitability rating of 7 / 10.
What are the PE and PB ratios of BROOKFIELD ASSET MGMT-A (BAM) stock?
The Price/Earnings (PE) ratio for BROOKFIELD ASSET MGMT-A (BAM) is 31.67 and the Price/Book (PB) ratio is 8.44.
Can you provide the financial health for BAM stock?
The financial health rating of BROOKFIELD ASSET MGMT-A (BAM) is 7 / 10.