BROOKFIELD ASSET MGMT-A (BAM) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:BAM - CA1130041058 - Common Stock
50.5 USD
-2.28 (-4.32%)
50.5 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. Both the health and profitability get an excellent rating, making BAM a very profitable company, without any liquidiy or solvency issues. While showing a medium growth rate, BAM is valued expensive at the moment. With these ratings, BAM could be worth investigating further for quality investing!.
1. Profitability
1.1 Basic Checks
- In the past year BAM was profitable.
- BAM had a positive operating cash flow in the past year.
- Each year in the past 5 years BAM has been profitable.
- BAM had a positive operating cash flow in 4 of the past 5 years.
1.2 Ratios
- BAM has a better Return On Assets (12.11%) than 89.50% of its industry peers.
- The Return On Equity of BAM (19.96%) is better than 87.39% of its industry peers.
- Looking at the Return On Invested Capital, with a value of 10.57%, BAM belongs to the top of the industry, outperforming 86.55% of the companies in the same industry.
- Measured over the past 3 years, the Average Return On Invested Capital for BAM is significantly below the industry average of 7.27%.
- The 3 year average ROIC (1.40%) for BAM is below the current ROIC(10.57%), indicating increased profibility in the last year.
| 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
- The Profit Margin of BAM (56.90%) is better than 91.60% of its industry peers.
- In the last couple of years the Profit Margin of BAM has grown nicely.
- With an excellent Operating Margin value of 53.34%, BAM belongs to the best of the industry, outperforming 92.44% of the companies in the same industry.
- In the last couple of years the Operating Margin of BAM has declined.
| 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
- BAM has more shares outstanding than it did 1 year ago.
- The number of shares outstanding for BAM has been reduced compared to 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 8.62. This indicates that BAM is financially healthy and has little risk of bankruptcy at the moment.
- With an excellent Altman-Z score value of 8.62, BAM belongs to the best of the industry, outperforming 93.28% of the companies in the same industry.
- 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.
- 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 73.95% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.85 | ||
| Altman-Z | 8.62 |
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.
- Looking at the Current ratio, with a value of 1.43, BAM is in the better half of the industry, outperforming 66.81% 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.
- BAM's Quick ratio of 1.43 is fine compared to the rest 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%.
- Measured over the past years, BAM shows a very negative growth in Revenue. The Revenue has been decreasing by -26.01% on average per year.
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
- BAM is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 14.91% yearly.
- 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
- With a Price/Earnings ratio of 30.98, BAM can be considered very expensive at the moment.
- 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 26.94, BAM is valued at the same level.
- With a Price/Forward Earnings ratio of 27.14, BAM can be considered very expensive at the moment.
- Based on the Price/Forward Earnings ratio, BAM is valued a bit more expensive than the industry average as 65.55% of the companies are valued more cheaply.
- Compared to an average S&P500 Price/Forward Earnings ratio of 23.94, BAM is valued at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 30.98 | ||
| Fwd PE | 27.14 |
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 | 53.78 | ||
| 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.
- BAM's earnings are expected to grow with 14.45% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.6
PEG (5Y)N/A
EPS Next 2Y13.29%
EPS Next 3Y14.45%
5. Dividend
5.1 Amount
- BAM has a Yearly Dividend Yield of 2.42%. Purely for dividend investing, there may be better candidates out there.
- 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.
- BAM has not decreased its dividend in the past 5 years, so it has a somewhat stable track record.
Dividend Growth(5Y)N/A
Div Incr Years6
Div Non Decr Years6
5.3 Sustainability
- BAM pays out 113.69% of its income as dividend. This is not a sustainable payout ratio.
DP113.69%
EPS Next 2Y13.29%
EPS Next 3Y14.45%
50.5
-2.28 (-4.32%)
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 Cap82.71B
Revenue(TTM)3.52B
Net Income(TTM)2.00B
Analysts70
Price Target64.41 (27.54%)
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 | 30.98 | ||
| Fwd PE | 27.14 | ||
| P/S | 23.52 | ||
| P/FCF | 53.78 | ||
| P/OCF | 53.47 | ||
| P/B | 8.25 | ||
| P/tB | 8.25 | ||
| EV/EBITDA | N/A |
EPS(TTM)1.63
EY3.23%
EPS(NY)1.86
Fwd EY3.69%
FCF(TTM)0.94
FCFY1.86%
OCF(TTM)0.94
OCFY1.87%
SpS2.15
BVpS6.12
TBVpS6.12
PEG (NY)2.6
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 | 8.62 |
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 30.98 and the Price/Book (PB) ratio is 8.25.
Can you provide the financial health for BAM stock?
The financial health rating of BROOKFIELD ASSET MGMT-A (BAM) is 7 / 10.