BROOKFIELD ASSET MGMT-A (BAM) Stock Fundamental Analysis

NYSE:BAM • CA1130041058

49.48 USD
+1.02 (+2.1%)
At close: Feb 25, 2026
49.8 USD
+0.32 (+0.65%)
After Hours: 2/25/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

6

Overall BAM gets a fundamental rating of 6 out of 10. We evaluated BAM against 238 industry peers in the Capital Markets industry. BAM scores excellent on profitability, but there are some minor concerns on its financial health. BAM is valued quite expensively, but it does show have an excellent growth rating. These ratings could make BAM a good candidate for growth investing.


Dividend Valuation Growth Profitability Health

7

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.
  • Each year in the past 5 years BAM has been 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 2025 0 2B 4B 6B 8B

1.2 Ratios

  • With an excellent Return On Assets value of 12.11%, BAM belongs to the best of the industry, outperforming 88.66% of the companies in the same industry.
  • BAM has a better Return On Equity (19.96%) than 85.71% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 10.99%, BAM belongs to the top of the industry, outperforming 86.55% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for BAM is in line with the industry average of 7.31%.
  • The 3 year average ROIC (6.82%) for BAM is below the current ROIC(10.99%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 12.11%
ROE 19.96%
ROIC 10.99%
ROA(3y)13.66%
ROA(5y)9.77%
ROE(3y)20.83%
ROE(5y)16.44%
ROIC(3y)6.82%
ROIC(5y)5.8%
BAM Yearly ROA, ROE, ROICBAM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15 20

1.3 Margins

  • With an excellent Profit Margin value of 56.90%, BAM belongs to the best of the industry, outperforming 91.60% 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 amongst the best of the industry. BAM outperforms 92.44% of its industry peers.
  • BAM's Operating Margin has declined in the last couple of years.
Industry RankSector Rank
OM 53.34%
PM (TTM) 56.9%
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
BAM Yearly Profit, Operating, Gross MarginsBAM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200 400 600 800 1K

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ROAROEROICOperating and Profit MarginShow most profitable peers

6

2. Health

2.1 Basic Checks

  • Compared to 1 year ago, BAM has more shares outstanding
  • The number of shares outstanding for BAM has been increased compared to 5 years ago.
  • BAM has a worse debt/assets ratio than last year.
BAM Yearly Shares OutstandingBAM Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 100B 200B 300B

2.2 Solvency

  • An Altman-Z score of 8.12 indicates that BAM is not in any danger for bankruptcy at the moment.
  • BAM's Altman-Z score of 8.12 is amongst the best of the industry. BAM outperforms 91.18% of its industry peers.
  • The Debt to FCF ratio of BAM is 1.82, which is an excellent value as it means it would take BAM, only 1.82 years of fcf income to pay off all of its debts.
  • The Debt to FCF ratio of BAM (1.82) is better than 86.55% 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's Debt to Equity ratio of 0.28 is fine compared to the rest of the industry. BAM outperforms 73.11% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.28
Debt/FCF 1.82
Altman-Z 8.12
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 2025 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 66.39% of its industry peers.
  • 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.
  • BAM has a Quick ratio of 1.43. This is in the better half of the industry: BAM outperforms 66.81% of its industry peers.
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 2025 2B 4B 6B

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

7

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.
  • Looking at the last year, BAM shows a very strong growth in Revenue. The Revenue has grown by 893.98%.
  • The Revenue has been growing by 17.46% on average over the past years. This is quite good.
EPS 1Y (TTM)17.24%
EPS 3Y212.1%
EPS 5Y8.95%
EPS Q2Q%17.5%
Revenue 1Y (TTM)893.98%
Revenue growth 3Y406.83%
Revenue growth 5Y17.46%
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 14.22% on average per year.
  • BAM is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 13.18% yearly.
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.
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 29.11, BAM can be considered very expensive at the moment.
  • Based on the Price/Earnings ratio, BAM is valued a bit more expensive than the industry average as 73.95% of the companies are valued more cheaply.
  • The average S&P500 Price/Earnings ratio is at 27.05. BAM is around the same levels.
  • Based on the Price/Forward Earnings ratio of 26.57, the valuation of BAM can be described as expensive.
  • Based on the Price/Forward Earnings ratio, BAM is valued a bit more expensive than the industry average as 64.71% of the companies are valued more cheaply.
  • The average S&P500 Price/Forward Earnings ratio is at 28.03. BAM is around the same levels.
Industry RankSector Rank
PE 29.11
Fwd PE 26.57
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

  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of BAM is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 52.7
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 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 15.89% in the coming years. This may justify a more expensive valuation.
PEG (NY)3.06
PEG (5Y)3.25
EPS Next 2Y13.19%
EPS Next 3Y15.89%

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

4

5. Dividend

5.1 Amount

  • BAM has a Yearly Dividend Yield of 2.93%. Purely for dividend investing, there may be better candidates out there.
  • BAM's Dividend Yield is comparable with the industry average which is at 6.18.
  • Compared to an average S&P500 Dividend Yield of 1.80, BAM pays a better dividend.
Industry RankSector Rank
Dividend Yield 2.93%

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
BAM Yearly Dividends per shareBAM Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • BAM pays out 113.69% of its income as dividend. 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 2025 0 1B 2B 3B
BAM Dividend Payout.BAM Dividend Payout, showing the Payout Ratio.BAM Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

BROOKFIELD ASSET MGMT-A

NYSE:BAM (2/25/2026, 8:04:00 PM)

After market: 49.8 +0.32 (+0.65%)

49.48

+1.02 (+2.1%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-04
Inst Owners17.69%
Inst Owner Change494.99%
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap81.05B
Revenue(TTM)4.79B
Net Income(TTM)2.00B
Analysts70
Price Target63.45 (28.23%)
Short Float %2.69%
Short Ratio3.83
Dividend
Industry RankSector Rank
Dividend Yield 2.93%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP113.69%
Div Incr Years6
Div Non Decr Years6
Ex-Date02-27
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)-1.49%
PT rev (3m)-3.11%
EPS NQ rev (1m)2.51%
EPS NQ rev (3m)5.6%
EPS NY rev (1m)0.43%
EPS NY rev (3m)-0.96%
Revenue NQ rev (1m)0.55%
Revenue NQ rev (3m)4.17%
Revenue NY rev (1m)2.52%
Revenue NY rev (3m)2.84%
Valuation
Industry RankSector Rank
PE 29.11
Fwd PE 26.57
P/S 23.04
P/FCF 52.7
P/OCF 52.39
P/B 8.09
P/tB 8.09
EV/EBITDA N/A
EPS(TTM)1.7
EY3.44%
EPS(NY)1.86
Fwd EY3.76%
FCF(TTM)0.94
FCFY1.9%
OCF(TTM)0.94
OCFY1.91%
SpS2.15
BVpS6.12
TBVpS6.12
PEG (NY)3.06
PEG (5Y)3.25
Graham Number15.3
Profitability
Industry RankSector Rank
ROA 12.11%
ROE 19.96%
ROCE 14.29%
ROIC 10.99%
ROICexc 11.9%
ROICexgc 12.46%
OM 53.34%
PM (TTM) 56.9%
GM N/A
FCFM 43.73%
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 RankSector Rank
Debt/Equity 0.28
Debt/FCF 1.82
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 8.12
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)893.98%
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 1Y2658.82%
EBIT growth 3Y1306.77%
EBIT growth 5Y15.34%
EBIT Next Year21.93%
EBIT Next 3Y19.03%
EBIT Next 5Y17.45%
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 29.11 and the Price/Book (PB) ratio is 8.09.


Can you provide the financial health for BAM stock?

The financial health rating of BROOKFIELD ASSET MGMT-A (BAM) is 6 / 10.