BROOKFIELD ASSET MGMT-A (BAM) Stock Fundamental Analysis
NYSE:BAM • CA1130041058
46.75 USD
-1.98 (-4.06%)
At close: Feb 27, 2026
46 USD
-0.75 (-1.6%)
Pre-Market: 3/2/2026, 5:43:41 AM
Overall BAM gets a fundamental rating of 6 out of 10. We evaluated BAM against 238 industry peers in the Capital Markets industry. While BAM has a great profitability rating, there are some minor concerns on its financial health. BAM is valued quite expensive, but it does show an excellent growth. These ratings could make BAM a good candidate for growth 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.
- In the past 5 years BAM has always been profitable.
- The reported operating cash flow has been mixed in the past 5 years: BAM reported negative operating cash flow in multiple years.
1.2 Ratios
- BAM's Return On Assets of 12.78% is amongst the best of the industry. BAM outperforms 88.66% of its industry peers.
- With an excellent Return On Equity value of 21.06%, BAM belongs to the best of the industry, outperforming 86.55% of the companies in the same industry.
- BAM's Return On Invested Capital of 10.70% is amongst the best of the industry. BAM outperforms 86.55% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for BAM is in line with the industry average of 7.32%.
- The 3 year average ROIC (6.82%) for BAM is below the current ROIC(10.70%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.78% | ||
| ROE | 21.06% | ||
| ROIC | 10.7% |
ROA(3y)13.66%
ROA(5y)9.77%
ROE(3y)20.83%
ROE(5y)16.44%
ROIC(3y)6.82%
ROIC(5y)5.8%
1.3 Margins
- With an excellent Profit Margin value of 60.89%, BAM belongs to the best of the industry, outperforming 92.86% of the companies in the same industry.
- In the last couple of years the Profit Margin of BAM has grown nicely.
- BAM's Operating Margin of 52.67% is amongst the best of the industry. BAM outperforms 91.18% of its industry peers.
- BAM's Operating Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 52.67% | ||
| PM (TTM) | 60.89% | ||
| 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
2. Health
2.1 Basic Checks
- BAM has more shares outstanding than it did 1 year ago.
- The number of shares outstanding for BAM has been increased compared to 5 years ago.
- Compared to 1 year ago, BAM has a worse debt to assets ratio.
2.2 Solvency
- An Altman-Z score of 7.69 indicates that BAM is not in any danger for bankruptcy at the moment.
- BAM has a better Altman-Z score (7.69) than 90.76% of its industry peers.
- BAM has a debt to FCF ratio of 1.82. This is a very positive value and a sign of high solvency as it would only need 1.82 years to pay back of all of its debts.
- BAM has a better Debt to FCF ratio (1.82) than 86.13% of its industry peers.
- A Debt/Equity ratio of 0.28 indicates that BAM is not too dependend on debt financing.
- Looking at the Debt to Equity ratio, with a value of 0.28, BAM is in the better half of the industry, outperforming 73.11% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.82 | ||
| Altman-Z | 7.69 |
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.
- With a decent Current ratio value of 1.43, BAM is doing good in the industry, outperforming 65.97% of the companies in the same industry.
- BAM has a Quick 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.
- The Quick ratio of BAM (1.43) is better than 66.39% 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 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.
- 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 14.22% yearly.
- The Revenue is expected to grow by 13.18% on average over the next years. This is quite good.
EPS Next Y9.52%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
EPS Next 5Y14.22%
Revenue Next Year15.52%
Revenue Next 2Y15.48%
Revenue Next 3Y13.51%
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.
4. Valuation
4.1 Price/Earnings Ratio
- Based on the Price/Earnings ratio of 27.50, the valuation of BAM can be described as expensive.
- Compared to the rest of the industry, the Price/Earnings ratio of BAM indicates a slightly more expensive valuation: BAM is more expensive than 71.85% of the companies listed in the same industry.
- BAM is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.07, which is the current average of the S&P500 Index.
- With a Price/Forward Earnings ratio of 25.11, BAM can be considered very expensive at the moment.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of BAM indicates a slightly more expensive valuation: BAM is more expensive than 63.45% of the companies listed in the same industry.
- BAM is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 28.05, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 27.5 | ||
| Fwd PE | 25.11 |
4.2 Price Multiples
- BAM's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 49.79 | ||
| 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.
- BAM has a very decent profitability rating, which may justify a higher PE ratio.
- BAM's earnings are expected to grow with 15.89% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.89
PEG (5Y)3.07
EPS Next 2Y13.19%
EPS Next 3Y15.89%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 3.02%, BAM has a reasonable but not impressive dividend return.
- Compared to an average industry Dividend Yield of 6.42, BAM has a dividend in line with its industry peers.
- Compared to an average S&P500 Dividend Yield of 1.82, BAM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.02% |
5.2 History
- BAM has been paying a dividend for at least 10 years, so it has a reliable track record.
- As BAM did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
Dividend Growth(5Y)N/A
Div Incr Years6
Div Non Decr Years6
5.3 Sustainability
- BAM pays out 107.77% of its income as dividend. This is not a sustainable payout ratio.
DP107.77%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
46.75
-1.98 (-4.06%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04 2026-02-04/bmo
Earnings (Next)05-04 2026-05-04/bmo
Inst Owners17.69%
Inst Owner Change494.99%
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap76.57B
Revenue(TTM)4.74B
Net Income(TTM)2.11B
Analysts70
Price Target62.14 (32.92%)
Short Float %2.69%
Short Ratio3.83
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.02% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP107.77%
Div Incr Years6
Div Non Decr Years6
Ex-Date02-27 2026-02-27 (0.5025)
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)-3.53%
PT rev (3m)-5.12%
EPS NQ rev (1m)1.42%
EPS NQ rev (3m)5.58%
EPS NY rev (1m)0.43%
EPS NY rev (3m)-0.96%
Revenue NQ rev (1m)0.55%
Revenue NQ rev (3m)4.09%
Revenue NY rev (1m)2.52%
Revenue NY rev (3m)2.84%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 27.5 | ||
| Fwd PE | 25.11 | ||
| P/S | 22.09 | ||
| P/FCF | 49.79 | ||
| P/OCF | 49.5 | ||
| P/B | 7.64 | ||
| P/tB | 7.64 | ||
| EV/EBITDA | N/A |
EPS(TTM)1.7
EY3.64%
EPS(NY)1.86
Fwd EY3.98%
FCF(TTM)0.94
FCFY2.01%
OCF(TTM)0.94
OCFY2.02%
SpS2.12
BVpS6.12
TBVpS6.12
PEG (NY)2.89
PEG (5Y)3.07
Graham Number15.3
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.78% | ||
| ROE | 21.06% | ||
| ROCE | 13.91% | ||
| ROIC | 10.7% | ||
| ROICexc | 11.58% | ||
| ROICexgc | 12.13% | ||
| OM | 52.67% | ||
| PM (TTM) | 60.89% | ||
| GM | N/A | ||
| FCFM | 44.36% |
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 Turnover0.21
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.82 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | 0.26% | ||
| Interest Coverage | 22.83 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 72.86% | ||
| Current Ratio | 1.43 | ||
| Quick Ratio | 1.43 | ||
| Altman-Z | 7.69 |
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
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 Y9.52%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
EPS Next 5Y14.22%
Revenue 1Y (TTM)883.61%
Revenue growth 3Y406.83%
Revenue growth 5Y17.46%
Sales Q2Q%42.24%
Revenue Next Year15.52%
Revenue Next 2Y15.48%
Revenue Next 3Y13.51%
Revenue Next 5Y13.18%
EBIT growth 1Y2585.29%
EBIT growth 3Y1306.77%
EBIT growth 5Y15.34%
EBIT Next Year25.37%
EBIT Next 3Y18.62%
EBIT Next 5Y17.15%
FCF growth 1Y177.12%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y160.44%
OCF growth 3YN/A
OCF growth 5YN/A
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 27.5 and the Price/Book (PB) ratio is 7.64.
Can you provide the financial health for BAM stock?
The financial health rating of BROOKFIELD ASSET MGMT-A (BAM) is 6 / 10.