BROOKFIELD ASSET MGMT-A (BAM) Stock Fundamental Analysis

NYSE:BAM • CA1130041058

52.65 USD
+0.67 (+1.29%)
At close: Feb 13, 2026
52.65 USD
0 (0%)
After Hours: 2/13/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

BAM gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 237 industry peers in the Capital Markets industry. While BAM has a great health rating, its profitability is only average at the moment. BAM does not seem to be growing, but still is valued expensively.


Dividend Valuation Growth Profitability Health

6

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 4 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 0 2B 4B 6B 8B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 12.11%, BAM belongs to the top of the industry, outperforming 89.03% of the companies in the same industry.
  • BAM has a better Return On Equity (19.96%) than 85.65% of its industry peers.
  • BAM has a better Return On Invested Capital (10.57%) than 86.50% 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 7.29%.
  • The 3 year average ROIC (1.40%) for BAM is below the current ROIC(10.57%), indicating increased profibility in the last year.
Industry RankSector 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%
BAM Yearly ROA, ROE, ROICBAM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15 20

1.3 Margins

  • The Profit Margin of BAM (56.90%) is better than 91.56% of its industry peers.
  • In the last couple of years the Profit Margin of BAM has grown nicely.
  • Looking at the Operating Margin, with a value of 53.34%, BAM belongs to the top of the industry, outperforming 92.41% of the companies in the same industry.
  • In the last couple of years the Operating Margin of BAM has declined.
Industry RankSector 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
BAM Yearly Profit, Operating, Gross MarginsBAM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 200 400 600 800 1K

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

7

2. Health

2.1 Basic Checks

  • There is no outstanding debt for BAM. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
BAM Yearly Shares OutstandingBAM Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 100B 200B 300B

2.2 Solvency

  • BAM has an Altman-Z score of 8.60. This indicates that BAM is financially healthy and has little risk of bankruptcy at the moment.
  • The Altman-Z score of BAM (8.60) is better than 91.14% 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 86.92% of its industry peers.
  • BAM has a Debt/Equity ratio of 0.28. This is a healthy value indicating a solid balance between debt and equity.
  • The Debt to Equity ratio of BAM (0.28) is better than 73.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.28
Debt/FCF 1.85
Altman-Z 8.6
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 0 50B 100B

2.3 Liquidity

  • A Current Ratio of 1.43 indicates that BAM should not have too much problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 1.43, BAM is in the better half of the industry, outperforming 66.67% of the companies in the same industry.
  • A Quick Ratio of 1.43 indicates that BAM should not have too much problems paying 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 67.09% 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 2B 4B 6B

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

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.
EPS 1Y (TTM)17.24%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%17.5%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%42.24%

3.2 Future

  • BAM is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 14.22% yearly.
  • 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 Year13.76%
Revenue Next 2Y14.34%
Revenue Next 3Y14.06%
Revenue Next 5Y13.18%

3.3 Evolution

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

More info and screens

Find the best growth stocksShow best growing peers

2

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 30.97 indicates a quite expensive valuation of BAM.
  • BAM's Price/Earnings ratio is a bit more expensive when compared to the industry. BAM is more expensive than 74.26% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.19. BAM is around the same levels.
  • Based on the Price/Forward Earnings ratio of 28.28, the valuation of BAM can be described as expensive.
  • 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 67.09% of the companies listed in the same industry.
  • When comparing the Price/Forward Earnings ratio of BAM to the average of the S&P500 Index (28.06), we can say BAM is valued inline with the index average.
Industry RankSector Rank
PE 30.97
Fwd PE 28.28
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 ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 56.07
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 an expensive valuation of the company.
  • 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)3.25
PEG (5Y)N/A
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

  • With a Yearly Dividend Yield of 2.84%, BAM has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 6.03, BAM has a dividend in line with its industry peers.
  • BAM's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 2.84%

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 0.5 1 1.5

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 2Y13.19%
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 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 (2/13/2026, 8:04:00 PM)

After market: 52.65 0 (0%)

52.65

+0.67 (+1.29%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-04
Inst Owners17.69%
Inst Owner Change0%
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap86.24B
Revenue(TTM)N/A
Net Income(TTM)2.00B
Analysts70
Price Target63.45 (20.51%)
Short Float %2.92%
Short Ratio4.86
Dividend
Industry RankSector Rank
Dividend Yield 2.84%
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)-2.4%
PT rev (3m)-3.34%
EPS NQ rev (1m)4.01%
EPS NQ rev (3m)5.21%
EPS NY rev (1m)0.36%
EPS NY rev (3m)0.23%
Revenue NQ rev (1m)1.9%
Revenue NQ rev (3m)4.92%
Revenue NY rev (1m)0.8%
Revenue NY rev (3m)1.14%
Valuation
Industry RankSector Rank
PE 30.97
Fwd PE 28.28
P/S 24.52
P/FCF 56.07
P/OCF 55.75
P/B 8.6
P/tB 8.6
EV/EBITDA N/A
EPS(TTM)1.7
EY3.23%
EPS(NY)1.86
Fwd EY3.54%
FCF(TTM)0.94
FCFY1.78%
OCF(TTM)0.94
OCFY1.79%
SpS2.15
BVpS6.12
TBVpS6.12
PEG (NY)3.25
PEG (5Y)N/A
Graham Number15.3
Profitability
Industry RankSector 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 RankSector 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 8.6
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)17.24%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%17.5%
EPS Next Y9.52%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
EPS Next 5Y14.22%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%42.24%
Revenue Next Year13.76%
Revenue Next 2Y14.34%
Revenue Next 3Y14.06%
Revenue Next 5Y13.18%
EBIT growth 1Y2658.82%
EBIT growth 3Y-62.73%
EBIT growth 5Y-39.83%
EBIT Next Year14.52%
EBIT Next 3Y19.83%
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 5 / 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 6 / 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 30.97 and the Price/Book (PB) ratio is 8.6.


Can you provide the financial health for BAM stock?

The financial health rating of BROOKFIELD ASSET MGMT-A (BAM) is 7 / 10.