BROOKFIELD ASSET MGMT-A (BAM) Stock Fundamental Analysis

NYSE:BAM • CA1130041058

46.75 USD
-1.98 (-4.06%)
At close: Feb 27, 2026
46.75 USD
0 (0%)
After Hours: 2/27/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

6

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. 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. With these ratings, BAM could be worth investigating further 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.
  • In the past 5 years BAM has always been profitable.
  • In multiple years BAM reported negative operating cash flow during the last 5 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

  • The Return On Assets of BAM (12.78%) is better than 88.75% of its industry peers.
  • The Return On Equity of BAM (21.06%) is better than 86.67% of its industry peers.
  • BAM's Return On Invested Capital of 10.70% is amongst the best of the industry. BAM outperforms 86.67% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital 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 RankSector 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%
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

  • BAM's Profit Margin of 60.89% is amongst the best of the industry. BAM outperforms 92.50% of its industry peers.
  • BAM's Profit Margin has improved in the last couple of years.
  • BAM's Operating Margin of 52.67% is amongst the best of the industry. BAM outperforms 90.83% of its industry peers.
  • BAM's Operating Margin has declined in the last couple of years.
Industry RankSector 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
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 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 90.83% 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.
  • With an excellent Debt to FCF ratio value of 1.82, BAM belongs to the best of the industry, outperforming 86.25% of the companies in the same industry.
  • 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 73.33% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.28
Debt/FCF 1.82
Altman-Z 7.69
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.
  • BAM's Current ratio of 1.43 is fine compared to the rest of the industry. BAM outperforms 65.83% 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.
  • Looking at the Quick ratio, with a value of 1.43, BAM is in the better half of the industry, outperforming 66.25% 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 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 883.61%.
  • 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

  • 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

  • BAM is valuated quite expensively with a Price/Earnings ratio of 27.50.
  • Based on the Price/Earnings ratio, BAM is valued a bit more expensive than 72.08% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.07, BAM is valued at the same level.
  • The Price/Forward Earnings ratio is 25.11, which means the current valuation is very expensive for BAM.
  • Based on the Price/Forward Earnings ratio, BAM is valued a bit more expensive than 63.33% 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 28.05.
Industry RankSector Rank
PE 27.5
Fwd PE 25.11
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

  • BAM's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 49.79
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)2.89
PEG (5Y)3.07
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 3.02%. Purely for dividend investing, there may be better candidates out there.
  • BAM's Dividend Yield is comparable with the industry average which is at 6.42.
  • Compared to an average S&P500 Dividend Yield of 1.82, BAM pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.02%

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 2026 0.5 1 1.5

5.3 Sustainability

  • 107.77% of the earnings are spent on dividend by BAM. This is not a sustainable payout ratio.
DP107.77%
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

More info and screens

Find the best dividend stocksShow peers with best dividend

BROOKFIELD ASSET MGMT-A

NYSE:BAM (2/27/2026, 8:04:00 PM)

After market: 46.75 0 (0%)

46.75

-1.98 (-4.06%)

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 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 RankSector 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
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 RankSector 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 RankSector 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 RankSector 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.