BROOKFIELD ASSET MGMT-A (BAM) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:BAM - CA1130041058 - Common Stock
51.62 USD
+0.57 (+1.12%)
51.62 USD
0 (0%)
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. BAM has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. BAM is quite expensive at the moment. It does show a decent growth rate. This makes BAM very considerable for quality investing!
1. Profitability
1.1 Basic Checks
- BAM had positive earnings in the past year.
- BAM had a positive operating cash flow in the past year.
- BAM had positive earnings in each of the past 5 years.
- BAM had a positive operating cash flow in 4 of the past 5 years.
1.2 Ratios
- BAM's Return On Assets of 12.11% is amongst the best of the industry. BAM outperforms 89.50% of its industry peers.
- BAM's Return On Equity of 19.96% is amongst the best of the industry. BAM outperforms 87.39% of its industry peers.
- BAM has a better Return On Invested Capital (10.57%) than 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 7.27%.
- 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 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 better Profit Margin (56.90%) than 91.60% of its industry peers.
- BAM's Profit Margin has improved in the last couple of years.
- BAM has a better Operating Margin (53.34%) than 92.44% of its industry peers.
- BAM's Operating Margin has declined in the last couple of years.
| 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
- Compared to 1 year ago, BAM has more shares outstanding
- BAM has less shares outstanding than it did 5 years ago.
- The debt/assets ratio for BAM has been reduced compared to a year ago.
2.2 Solvency
- BAM has an Altman-Z score of 8.35. This indicates that BAM is financially healthy and has little risk of bankruptcy at the moment.
- The Altman-Z score of BAM (8.35) is better than 92.44% of its industry peers.
- 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.
- With an excellent Debt to FCF ratio value of 1.85, BAM belongs to the best 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's Debt to Equity ratio of 0.28 is fine compared to the rest of the industry. BAM outperforms 73.95% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.85 | ||
| Altman-Z | 8.35 |
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 has a better Current ratio (1.43) than 66.81% 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 67.23% 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.
- BAM shows a strong growth in Revenue. In the last year, the Revenue has grown by 573.75%.
- 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.
- Based on estimates for the next years, BAM will show a quite strong growth in Revenue. The Revenue will grow by 13.15% on average per year.
EPS Next Y11.94%
EPS Next 2Y13.29%
EPS Next 3Y14.45%
EPS Next 5Y14.91%
Revenue Next Year12.12%
Revenue Next 2Y13.13%
Revenue Next 3Y13.52%
Revenue Next 5Y13.15%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
- The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- BAM is valuated quite expensively with a Price/Earnings ratio of 31.67.
- Based on the Price/Earnings ratio, BAM is valued a bit more expensive than 75.21% of the companies in the same industry.
- Compared to an average S&P500 Price/Earnings ratio of 27.32, BAM is valued at the same level.
- A Price/Forward Earnings ratio of 27.74 indicates a quite expensive valuation of BAM.
- Based on the Price/Forward Earnings ratio, BAM is valued a bit more expensive than 64.71% of the companies in the same industry.
- BAM is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 24.32, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 31.67 | ||
| Fwd PE | 27.74 |
4.2 Price Multiples
- The rest of the industry has a similar Price/Free Cash Flow ratio as BAM.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 54.97 | ||
| 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.
- 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 14.45% in the coming years.
PEG (NY)2.65
PEG (5Y)N/A
EPS Next 2Y13.29%
EPS Next 3Y14.45%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 2.42%, BAM has a reasonable but not impressive dividend return.
- Compared to an average industry Dividend Yield of 6.10, BAM has a dividend in line with its industry peers.
- BAM's Dividend Yield is a higher than the S&P500 average which is at 1.83.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.42% |
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
- 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%
51.62
+0.57 (+1.12%)
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 Cap84.55B
Revenue(TTM)3.52B
Net Income(TTM)2.00B
Analysts70
Price Target64.41 (24.78%)
Short Float %3.61%
Short Ratio5.7
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)-0.74%
PT rev (3m)-1.19%
EPS NQ rev (1m)2.08%
EPS NQ rev (3m)0.61%
EPS NY rev (1m)-0.64%
EPS NY rev (3m)-1.14%
Revenue NQ rev (1m)1.79%
Revenue NQ rev (3m)2.97%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.36%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 31.67 | ||
| Fwd PE | 27.74 | ||
| P/S | 24.04 | ||
| P/FCF | 54.97 | ||
| P/OCF | 54.65 | ||
| P/B | 8.44 | ||
| P/tB | 8.44 | ||
| EV/EBITDA | N/A |
EPS(TTM)1.63
EY3.16%
EPS(NY)1.86
Fwd EY3.61%
FCF(TTM)0.94
FCFY1.82%
OCF(TTM)0.94
OCFY1.83%
SpS2.15
BVpS6.12
TBVpS6.12
PEG (NY)2.65
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 | 8.35 |
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 Year12.12%
Revenue Next 2Y13.13%
Revenue Next 3Y13.52%
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 31.67 and the Price/Book (PB) ratio is 8.44.
Can you provide the financial health for BAM stock?
The financial health rating of BROOKFIELD ASSET MGMT-A (BAM) is 7 / 10.