BROOKFIELD ASSET MGMT-A (BAM) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:BAM • CA1130041058

52.9 USD
+1.42 (+2.76%)
At close: Feb 10, 2026
52.99 USD
+0.09 (+0.17%)
After Hours: 2/10/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Taking everything into account, BAM scores 5 out of 10 in our fundamental rating. BAM was compared to 238 industry peers in the Capital Markets industry. BAM is in great health and has no worries on liquidiy or solvency at all, but the profibility rating is only average. BAM has a expensive valuation and it also scores bad on growth.


Dividend Valuation Growth Profitability Health

6

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.
  • Of the past 5 years BAM 4 years were profitable.
  • The reported operating cash flow has been mixed in the past 5 years: BAM reported negative operating cash flow in multiple years.
BAM Yearly Net Income VS EBIT VS OCF VS FCFBAM Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2B 4B 6B 8B

1.2 Ratios

  • BAM has a better Return On Assets (12.11%) than 89.50% of its industry peers.
  • BAM's Return On Equity of 19.96% is amongst the best of the industry. BAM outperforms 85.29% of its industry peers.
  • BAM's Return On Invested Capital of 10.57% is amongst the best of the industry. BAM outperforms 86.55% 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 7.26%.
  • 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 RankSector 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%
BAM Yearly ROA, ROE, ROICBAM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15 20

1.3 Margins

  • Looking at the Profit Margin, with a value of 56.90%, BAM belongs to the top of the industry, outperforming 91.60% of the companies in the same industry.
  • In the last couple of years the Profit Margin of BAM has grown nicely.
  • BAM has a Operating Margin of 53.34%. This is amongst the best in the industry. BAM outperforms 92.44% of its industry peers.
  • In the last couple of years the Operating Margin of BAM has declined.
Industry RankSector 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
BAM Yearly Profit, Operating, Gross MarginsBAM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 200 400 600 800 1K

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ROAROEROICOperating and Profit MarginShow most profitable peers

7

2. Health

2.1 Basic Checks

  • BAM has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
BAM Yearly Shares OutstandingBAM Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B 1.5B
BAM Yearly Total Debt VS Total AssetsBAM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 100B 200B 300B

2.2 Solvency

  • An Altman-Z score of 8.42 indicates that BAM is not in any danger for bankruptcy at the moment.
  • With an excellent Altman-Z score value of 8.42, BAM belongs to the best of the industry, outperforming 92.86% of the companies in the same industry.
  • BAM has a debt to FCF ratio of 1.85. This is a very positive value and a sign of high solvency as it would only need 1.85 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 1.85, BAM belongs to the top of the industry, outperforming 86.97% of the companies in the same industry.
  • A Debt/Equity ratio of 0.28 indicates that BAM is not too dependend on debt financing.
  • BAM has a better Debt to Equity ratio (0.28) than 73.95% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.28
Debt/FCF 1.85
Altman-Z 8.42
ROIC/WACCN/A
WACCN/A
BAM Yearly LT Debt VS Equity VS FCFBAM Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 50B 100B

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.
  • The Current ratio of BAM (1.43) is better than 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.
  • With a decent Quick ratio value of 1.43, BAM is doing good in the industry, outperforming 67.23% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.43
Quick Ratio 1.43
BAM Yearly Current Assets VS Current LiabilitesBAM Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2020 2021 2022 2023 2024 2B 4B 6B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an nice 17.24% over the past year.
EPS 1Y (TTM)17.24%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%17.5%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%42.24%

3.2 Future

  • Based on estimates for the next years, BAM will show a quite strong growth in Earnings Per Share. The EPS will grow by 14.34% on average per year.
  • 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 Y9.52%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
EPS Next 5Y14.34%
Revenue Next Year13.76%
Revenue Next 2Y14.34%
Revenue Next 3Y14.06%
Revenue Next 5Y13.18%

3.3 Evolution

BAM Yearly Revenue VS EstimatesBAM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 20B 40B 60B
BAM Yearly EPS VS EstimatesBAM Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 0 1 2

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Find the best growth stocksShow best growing peers

2

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 31.12, BAM can be considered very expensive at the moment.
  • 74.79% of the companies in the same industry are cheaper than BAM, based on the Price/Earnings ratio.
  • When comparing the Price/Earnings ratio of BAM to the average of the S&P500 Index (28.03), we can say BAM is valued inline with the index average.
  • With a Price/Forward Earnings ratio of 28.41, BAM can be considered very expensive at the moment.
  • Based on the Price/Forward Earnings ratio, BAM is valued a bit more expensive than the industry average as 65.97% of the companies are valued more cheaply.
  • When comparing the Price/Forward Earnings ratio of BAM to the average of the S&P500 Index (27.97), we can say BAM is valued inline with the index average.
Industry RankSector Rank
PE 31.12
Fwd PE 28.41
BAM Price Earnings VS Forward Price EarningsBAM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • The rest of the industry has a similar Price/Free Cash Flow ratio as BAM.
Industry RankSector Rank
P/FCF 56.33
EV/EBITDA N/A
BAM Per share dataBAM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6

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.
  • A more expensive valuation may be justified as BAM's earnings are expected to grow with 15.89% in the coming years.
PEG (NY)3.27
PEG (5Y)N/A
EPS Next 2Y13.19%
EPS Next 3Y15.89%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

4

5. Dividend

5.1 Amount

  • BAM has a Yearly Dividend Yield of 2.97%. Purely for dividend investing, there may be better candidates out there.
  • BAM's Dividend Yield is comparable with the industry average which is at 6.12.
  • Compared to an average S&P500 Dividend Yield of 1.80, BAM pays a better dividend.
Industry RankSector Rank
Dividend Yield 2.97%

5.2 History

  • BAM has paid a dividend for at least 10 years, which is 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
BAM Yearly Dividends per shareBAM Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.5 1 1.5

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 2Y13.19%
EPS Next 3Y15.89%
BAM Yearly Income VS Free CF VS DividendBAM Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 1B 2B 3B
BAM Dividend Payout.BAM Dividend Payout, showing the Payout Ratio.BAM Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

BROOKFIELD ASSET MGMT-A

NYSE:BAM (2/10/2026, 8:04:00 PM)

After market: 52.99 +0.09 (+0.17%)

52.9

+1.42 (+2.76%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-04
Inst Owners17.69%
Inst Owner Change0%
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap86.64B
Revenue(TTM)N/A
Net Income(TTM)2.00B
Analysts70
Price Target63.45 (19.94%)
Short Float %2.92%
Short Ratio4.86
Dividend
Industry RankSector Rank
Dividend Yield 2.97%
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)-2.4%
PT rev (3m)-3.34%
EPS NQ rev (1m)5.87%
EPS NQ rev (3m)5.21%
EPS NY rev (1m)0.36%
EPS NY rev (3m)0.23%
Revenue NQ rev (1m)3.65%
Revenue NQ rev (3m)4.92%
Revenue NY rev (1m)1.77%
Revenue NY rev (3m)1.14%
Valuation
Industry RankSector Rank
PE 31.12
Fwd PE 28.41
P/S 24.64
P/FCF 56.33
P/OCF 56.01
P/B 8.64
P/tB 8.64
EV/EBITDA N/A
EPS(TTM)1.7
EY3.21%
EPS(NY)1.86
Fwd EY3.52%
FCF(TTM)0.94
FCFY1.78%
OCF(TTM)0.94
OCFY1.79%
SpS2.15
BVpS6.12
TBVpS6.12
PEG (NY)3.27
PEG (5Y)N/A
Graham Number15.3
Profitability
Industry RankSector 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 RankSector 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 8.42
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)17.24%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%17.5%
EPS Next Y9.52%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
EPS Next 5Y14.34%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%42.24%
Revenue Next Year13.76%
Revenue Next 2Y14.34%
Revenue Next 3Y14.06%
Revenue Next 5Y13.18%
EBIT growth 1Y2658.82%
EBIT growth 3Y-62.73%
EBIT growth 5Y-39.83%
EBIT Next Year14.52%
EBIT Next 3Y19.83%
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 5 / 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 6 / 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 31.12 and the Price/Book (PB) ratio is 8.64.


Can you provide the financial health for BAM stock?

The financial health rating of BROOKFIELD ASSET MGMT-A (BAM) is 7 / 10.