BROOKFIELD ASSET MGMT-A (BAM) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:BAM - CA1130041058 - Common Stock
52.78 USD
+0.74 (+1.42%)
52.78 USD
0 (0%)
BAM gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 237 industry peers in the Capital Markets industry. Both the health and profitability get an excellent rating, making BAM a very profitable company, without any liquidiy or solvency issues. While showing a medium growth rate, BAM is valued expensive at the moment. This makes BAM very considerable for quality investing!
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.
- BAM had positive earnings in each of the past 5 years.
- Of the past 5 years BAM 4 years had a positive operating cash flow.
1.2 Ratios
- BAM has a better Return On Assets (12.11%) than 93.19% of its industry peers.
- With an excellent Return On Equity value of 19.96%, BAM belongs to the best of the industry, outperforming 87.66% of the companies in the same industry.
- BAM has a better Return On Invested Capital (10.57%) than 86.81% 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 7.16%.
- The 3 year average ROIC (1.40%) for BAM is below the current ROIC(10.57%), indicating increased profibility in the last year.
| 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 Profit Margin of 56.90%. This is amongst the best in the industry. BAM outperforms 91.91% of its industry peers.
- BAM's Profit Margin has improved in the last couple of years.
- With an excellent Operating Margin value of 53.34%, BAM belongs to the best of the industry, outperforming 92.34% 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 | 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
- BAM has more shares outstanding than it did 1 year ago.
- Compared to 5 years ago, BAM has less shares outstanding
- Compared to 1 year ago, BAM has an improved debt to assets ratio.
2.2 Solvency
- BAM has an Altman-Z score of 8.50. This indicates that BAM is financially healthy and has little risk of bankruptcy at the moment.
- BAM has a better Altman-Z score (8.50) than 93.62% 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.
- The Debt to FCF ratio of BAM (1.85) is better than 86.81% of its industry peers.
- A Debt/Equity ratio of 0.28 indicates that BAM is not too dependend on debt financing.
- BAM has a Debt to Equity ratio of 0.28. This is in the better half of the industry: BAM outperforms 74.89% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.85 | ||
| Altman-Z | 8.5 |
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.
- BAM's Current ratio of 1.43 is fine compared to the rest of the industry. BAM outperforms 67.66% 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 better Quick ratio (1.43) than 68.09% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.43 | ||
| Quick Ratio | 1.43 |
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.
- The Revenue has grown by 573.75% in the past year. This is a very strong growth!
- The Revenue for BAM have been decreasing by -26.01% on average. This is quite bad
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
- Based on estimates for the next years, BAM will show a quite strong growth in Earnings Per Share. The EPS will grow by 14.91% on average per year.
- The Revenue is expected to grow by 13.15% on average over the next years. This is quite good.
EPS Next Y11.94%
EPS Next 2Y13.29%
EPS Next 3Y14.45%
EPS Next 5Y14.91%
Revenue Next Year11.06%
Revenue Next 2Y13.1%
Revenue Next 3Y13.36%
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 32.38.
- BAM's Price/Earnings ratio is a bit more expensive when compared to the industry. BAM is more expensive than 71.49% of the companies in the same industry.
- The average S&P500 Price/Earnings ratio is at 27.47. BAM is around the same levels.
- With a Price/Forward Earnings ratio of 28.36, BAM can be considered very expensive at the moment.
- BAM's Price/Forward Earnings ratio is a bit more expensive when compared to the industry. BAM is more expensive than 66.81% of the companies in the same industry.
- BAM's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 24.26.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.38 | ||
| Fwd PE | 28.36 |
4.2 Price Multiples
- BAM's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 56.21 | ||
| 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.
- A more expensive valuation may be justified as BAM's earnings are expected to grow with 14.45% in the coming years.
PEG (NY)2.71
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 6.12.
- BAM's Dividend Yield is a higher than the S&P500 average which is at 1.87.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.42% |
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
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%
52.78
+0.74 (+1.42%)
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 Cap86.45B
Revenue(TTM)3.52B
Net Income(TTM)2.00B
Analysts70
Price Target64.41 (22.03%)
Short Float %3.41%
Short Ratio5.34
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)0.19%
PT rev (3m)-0.27%
EPS NQ rev (1m)-0.27%
EPS NQ rev (3m)-2.48%
EPS NY rev (1m)-0.64%
EPS NY rev (3m)-1.14%
Revenue NQ rev (1m)0.14%
Revenue NQ rev (3m)1.08%
Revenue NY rev (1m)-0.95%
Revenue NY rev (3m)-0.6%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.38 | ||
| Fwd PE | 28.36 | ||
| P/S | 24.58 | ||
| P/FCF | 56.21 | ||
| P/OCF | 55.88 | ||
| P/B | 8.62 | ||
| P/tB | 8.62 | ||
| EV/EBITDA | N/A |
EPS(TTM)1.63
EY3.09%
EPS(NY)1.86
Fwd EY3.53%
FCF(TTM)0.94
FCFY1.78%
OCF(TTM)0.94
OCFY1.79%
SpS2.15
BVpS6.12
TBVpS6.12
PEG (NY)2.71
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 | 8.5 |
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 Year11.06%
Revenue Next 2Y13.1%
Revenue Next 3Y13.36%
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 32.38 and the Price/Book (PB) ratio is 8.62.
Can you provide the financial health for BAM stock?
The financial health rating of BROOKFIELD ASSET MGMT-A (BAM) is 7 / 10.