BROOKFIELD ASSET MGMT-A (BAM) Stock Fundamental Analysis
USA - NYSE:BAM - CA1130041058 - Common Stock
54.498 USD
+0.73 (+1.35%)
We assign a fundamental rating of 5 out of 10 to BAM. BAM was compared to 236 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 is valied quite expensively at the moment, while it does show a decent growth rate.
1. Profitability
1.1 Basic Checks
In the past year BAM was profitable.
BAM had a positive operating cash flow in the past year.
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 (8.71%) than 85.17% of its industry peers.
The Return On Equity of BAM (13.61%) is better than 71.19% of its industry peers.
BAM's Return On Invested Capital of 7.21% is fine compared to the rest of the industry. BAM outperforms 79.24% of its industry peers.
BAM had an Average Return On Invested Capital over the past 3 years of 1.40%. This is significantly below the industry average of 7.57%.
The last Return On Invested Capital (7.21%) for BAM is above the 3 year average (1.40%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.71% | ||
| ROE | 13.61% | ||
| ROIC | 7.21% |
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
The Profit Margin of BAM (57.13%) is better than 94.49% of its industry peers.
BAM's Profit Margin has improved in the last couple of years.
BAM has a better Operating Margin (51.12%) than 86.44% of its industry peers.
In the last couple of years the Operating Margin of BAM has declined.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 51.12% | ||
| PM (TTM) | 57.13% | ||
| 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
The number of shares outstanding for BAM has been reduced compared to 5 years ago.
Compared to 1 year ago, BAM has an improved debt to assets ratio.
2.2 Solvency
BAM has an Altman-Z score of 9.51. This indicates that BAM is financially healthy and has little risk of bankruptcy at the moment.
BAM has a better Altman-Z score (9.51) than 94.07% of its industry peers.
BAM has a debt to FCF ratio of 2.32. This is a good value and a sign of high solvency as BAM would need 2.32 years to pay back of all of its debts.
The Debt to FCF ratio of BAM (2.32) is better than 86.02% of its industry peers.
A Debt/Equity ratio of 0.22 indicates that BAM is not too dependend on debt financing.
BAM has a Debt to Equity ratio of 0.22. This is in the better half of the industry: BAM outperforms 75.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 2.32 | ||
| Altman-Z | 9.51 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 1.31 indicates that BAM should not have too much problems paying its short term obligations.
BAM's Current ratio of 1.31 is in line compared to the rest of the industry. BAM outperforms 58.90% of its industry peers.
BAM has a Quick Ratio of 1.31. 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 Quick ratio of 1.31 is in line compared to the rest of the industry. BAM outperforms 59.75% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.31 | ||
| Quick Ratio | 1.31 |
3. Growth
3.1 Past
BAM shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 15.94%, which is quite good.
BAM shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -22.95% yearly.
BAM shows a strong growth in Revenue. In the last year, the Revenue has grown by 531.03%.
BAM shows a very negative growth in Revenue. Measured over the last years, the Revenue has been decreasing by -26.01% yearly.
EPS 1Y (TTM)15.94%
EPS 3Y-15.34%
EPS 5Y-22.95%
EPS Q2Q%23.53%
Revenue 1Y (TTM)531.03%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%-5.05%
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 15.67% 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 13.22% on average per year.
EPS Next Y13.23%
EPS Next 2Y14.68%
EPS Next 3Y15.67%
EPS Next 5YN/A
Revenue Next Year11.73%
Revenue Next 2Y12.84%
Revenue Next 3Y13.22%
Revenue Next 5YN/A
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.
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 34.06.
Based on the Price/Earnings ratio, BAM is valued a bit more expensive than the industry average as 74.58% of the companies are valued more cheaply.
BAM is valuated rather expensively when we compare the Price/Earnings ratio to 26.83, which is the current average of the S&P500 Index.
The Price/Forward Earnings ratio is 28.58, which means the current valuation is very expensive for BAM.
BAM's Price/Forward Earnings ratio is a bit more expensive when compared to the industry. BAM is more expensive than 70.34% of the companies in the same industry.
Compared to an average S&P500 Price/Forward Earnings ratio of 22.82, BAM is valued a bit more expensive.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 34.06 | ||
| Fwd PE | 28.58 |
4.2 Price Multiples
BAM's Price/Free Cash Flow is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 92.59 | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
BAM has a very decent profitability rating, which may justify a higher PE ratio.
BAM's earnings are expected to grow with 15.67% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.57
PEG (5Y)N/A
EPS Next 2Y14.68%
EPS Next 3Y15.67%
5. Dividend
5.1 Amount
BAM has a Yearly Dividend Yield of 2.30%.
Compared to an average industry Dividend Yield of 8.53, BAM has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 2.34, BAM has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.3% |
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
BAM pays out 122.97% of its income as dividend. This is not a sustainable payout ratio.
DP122.97%
EPS Next 2Y14.68%
EPS Next 3Y15.67%
NYSE:BAM (10/24/2025, 10:54:43 AM)
54.498
+0.73 (+1.35%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners17.36%
Inst Owner Change0%
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap89.26B
Revenue(TTM)2.46B
Net Income(TTM)1.41B
Analysts67.27
Price Target65.18 (19.6%)
Short Float %3.87%
Short Ratio7.67
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.3% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP122.97%
Div Incr Years6
Div Non Decr Years6
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)2.8%
Min EPS beat(2)-1.13%
Max EPS beat(2)6.73%
EPS beat(4)3
Avg EPS beat(4)3.2%
Min EPS beat(4)-1.13%
Max EPS beat(4)6.73%
EPS beat(8)5
Avg EPS beat(8)2.65%
EPS beat(12)8
Avg EPS beat(12)3.3%
EPS beat(16)10
Avg EPS beat(16)14.49%
Revenue beat(2)0
Avg Revenue beat(2)-16.78%
Min Revenue beat(2)-17.67%
Max Revenue beat(2)-15.9%
Revenue beat(4)0
Avg Revenue beat(4)-12.82%
Min Revenue beat(4)-17.67%
Max Revenue beat(4)-0.58%
Revenue beat(8)0
Avg Revenue beat(8)-9.19%
Revenue beat(12)1
Avg Revenue beat(12)-15.43%
Revenue beat(16)3
Avg Revenue beat(16)127.5%
PT rev (1m)-0.24%
PT rev (3m)10.09%
EPS NQ rev (1m)-0.7%
EPS NQ rev (3m)0.11%
EPS NY rev (1m)0.57%
EPS NY rev (3m)-0.5%
Revenue NQ rev (1m)0.07%
Revenue NQ rev (3m)0.37%
Revenue NY rev (1m)-0.48%
Revenue NY rev (3m)0.09%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 34.06 | ||
| Fwd PE | 28.58 | ||
| P/S | 36.27 | ||
| P/FCF | 92.59 | ||
| P/OCF | 92.4 | ||
| P/B | 8.64 | ||
| P/tB | 8.64 | ||
| EV/EBITDA | N/A |
EPS(TTM)1.6
EY2.94%
EPS(NY)1.91
Fwd EY3.5%
FCF(TTM)0.59
FCFY1.08%
OCF(TTM)0.59
OCFY1.08%
SpS1.5
BVpS6.31
TBVpS6.31
PEG (NY)2.57
PEG (5Y)N/A
Graham Number15.07
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.71% | ||
| ROE | 13.61% | ||
| ROCE | 9.83% | ||
| ROIC | 7.21% | ||
| ROICexc | 7.47% | ||
| ROICexgc | 7.81% | ||
| OM | 51.12% | ||
| PM (TTM) | 57.13% | ||
| GM | N/A | ||
| FCFM | 39.17% |
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-Score5
Asset Turnover0.15
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 2.32 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | N/A | ||
| Interest Coverage | 21.69 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 68.56% | ||
| Current Ratio | 1.31 | ||
| Quick Ratio | 1.31 | ||
| Altman-Z | 9.51 |
F-Score5
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)15.94%
EPS 3Y-15.34%
EPS 5Y-22.95%
EPS Q2Q%23.53%
EPS Next Y13.23%
EPS Next 2Y14.68%
EPS Next 3Y15.67%
EPS Next 5YN/A
Revenue 1Y (TTM)531.03%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%-5.05%
Revenue Next Year11.73%
Revenue Next 2Y12.84%
Revenue Next 3Y13.22%
Revenue Next 5YN/A
EBIT growth 1Y2319.23%
EBIT growth 3Y-62.73%
EBIT growth 5Y-39.83%
EBIT Next Year14.6%
EBIT Next 3Y17.48%
EBIT Next 5YN/A
FCF growth 1Y139.98%
FCF growth 3Y-25.34%
FCF growth 5Y-6.68%
OCF growth 1Y140.66%
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 of BROOKFIELD ASSET MGMT-A (BAM) stock?
ChartMill assigns a valuation rating of 1 / 10 to BROOKFIELD ASSET MGMT-A (BAM). This can be considered as Overvalued.
What is the profitability of BAM stock?
BROOKFIELD ASSET MGMT-A (BAM) has a profitability rating of 6 / 10.
Can you provide the PE and PB ratios for BAM stock?
The Price/Earnings (PE) ratio for BROOKFIELD ASSET MGMT-A (BAM) is 34.06 and the Price/Book (PB) ratio is 8.64.
What is the earnings growth outlook for BROOKFIELD ASSET MGMT-A?
The Earnings per Share (EPS) of BROOKFIELD ASSET MGMT-A (BAM) is expected to grow by 13.23% in the next year.