BROOKFIELD ASSET MGMT-A (BAM) Fundamental Analysis & Valuation

NYSE:BAM • CA1130041058

47.26 USD
+0.65 (+1.39%)
At close: Mar 5, 2026
46.57 USD
-0.69 (-1.46%)
Pre-Market: 3/6/2026, 8:42:21 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This BAM fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

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 has an excellent profitability rating, but there are some minor concerns on its financial health. BAM is valued quite expensive, but it does show an excellent growth. This makes BAM very considerable for growth investing!


Dividend Valuation Growth Profitability Health

7

1. BAM Profitability Analysis

1.1 Basic Checks

  • In the past year BAM was profitable.
  • In the past year BAM had a positive cash flow from operations.
  • BAM had positive earnings in each of the past 5 years.
  • 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

  • The Return On Assets of BAM (12.78%) is better than 88.66% of its industry peers.
  • The Return On Equity of BAM (21.06%) is better than 86.13% of its industry peers.
  • BAM has a better Return On Invested Capital (10.70%) than 86.55% 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 7.26%.
  • The last Return On Invested Capital (10.70%) for BAM is above the 3 year average (6.82%), which is a sign of increasing profitability.
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 has a better Profit Margin (60.89%) than 92.44% of its industry peers.
  • BAM's Profit Margin has improved in the last couple of years.
  • Looking at the Operating Margin, with a value of 52.67%, BAM belongs to the top of the industry, outperforming 91.18% of the companies in the same industry.
  • 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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6

2. BAM Health Analysis

2.1 Basic Checks

  • The number of shares outstanding for BAM has been increased compared to 1 year ago.
  • The number of shares outstanding for BAM has been increased compared to 5 years ago.
  • The debt/assets ratio for BAM is higher compared to a year ago.
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 7.77 indicates that BAM is not in any danger for bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 7.77, BAM belongs to the top of the industry, outperforming 91.18% of the companies in the same industry.
  • 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.
  • BAM has a Debt to FCF ratio of 1.82. This is amongst the best in the industry. BAM outperforms 86.13% of its industry peers.
  • A Debt/Equity ratio of 0.28 indicates that BAM is not too dependend on debt financing.
  • BAM has a better Debt to Equity ratio (0.28) than 73.11% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.28
Debt/FCF 1.82
Altman-Z 7.77
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 65.97% 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's Quick ratio of 1.43 is fine compared to the rest of the industry. BAM outperforms 66.39% 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. BAM Growth Analysis

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.
  • BAM shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 8.95% yearly.
  • 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.
  • The Revenue is expected to grow by 13.18% on average over the next years. This is quite good.
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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2

4. BAM Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 27.80, 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 71.85% of the companies are valued more cheaply.
  • The average S&P500 Price/Earnings ratio is at 26.69. BAM is around the same levels.
  • BAM is valuated quite expensively with a Price/Forward Earnings ratio of 25.38.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of BAM indicates a slightly more expensive valuation: BAM is more expensive than 63.87% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 24.79. BAM is around the same levels.
Industry RankSector Rank
PE 27.8
Fwd PE 25.38
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 50.33
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.
  • BAM has a very decent profitability rating, which 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)2.92
PEG (5Y)3.1
EPS Next 2Y13.19%
EPS Next 3Y15.89%

More info and screens

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

4

5. BAM Dividend Analysis

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 6.33.
  • BAM's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 3.02%

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 107.77% of its income as dividend. 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

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BAM Fundamentals: All Metrics, Ratios and Statistics

BROOKFIELD ASSET MGMT-A

NYSE:BAM (3/5/2026, 8:04:00 PM)

Premarket: 46.57 -0.69 (-1.46%)

47.26

+0.65 (+1.39%)

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 Cap77.41B
Revenue(TTM)4.74B
Net Income(TTM)2.11B
Analysts70
Price Target62.14 (31.49%)
Short Float %3.76%
Short Ratio4.79
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 27.8
Fwd PE 25.38
P/S 22.33
P/FCF 50.33
P/OCF 50.04
P/B 7.72
P/tB 7.72
EV/EBITDA N/A
EPS(TTM)1.7
EY3.6%
EPS(NY)1.86
Fwd EY3.94%
FCF(TTM)0.94
FCFY1.99%
OCF(TTM)0.94
OCFY2%
SpS2.12
BVpS6.12
TBVpS6.12
PEG (NY)2.92
PEG (5Y)3.1
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 7.77
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 27.8 and the Price/Book (PB) ratio is 7.72.


Can you provide the financial health for BAM stock?

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