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

NYSE:BAM • CA1130041058

Current stock price

43.72 USD
+0.79 (+1.84%)
At close:
43.81 USD
+0.09 (+0.21%)
After Hours:

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

7

1. BAM Profitability Analysis

1.1 Basic Checks

  • In the past year BAM was profitable.
  • BAM had a positive operating cash flow in the past year.
  • In the past 5 years BAM has always been profitable.
  • In multiple years BAM reported negative operating cash flow during the last 5 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

  • Looking at the Return On Assets, with a value of 12.78%, BAM belongs to the top of the industry, outperforming 88.84% of the companies in the same industry.
  • BAM's Return On Equity of 21.06% is amongst the best of the industry. BAM outperforms 85.12% of its industry peers.
  • BAM has a better Return On Invested Capital (10.70%) than 86.36% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for BAM is in line with the industry average of 7.15%.
  • 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

  • Looking at the Profit Margin, with a value of 60.89%, BAM belongs to the top of the industry, outperforming 91.32% of the companies in the same industry.
  • BAM's Profit Margin has improved in the last couple of years.
  • BAM has a better Operating Margin (52.67%) than 92.15% of its industry peers.
  • In the last couple of years the Operating Margin of BAM has declined.
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

  • Compared to 1 year ago, BAM has more shares outstanding
  • Compared to 5 years ago, BAM has more shares outstanding
  • BAM has a worse debt/assets ratio than last year.
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 7.11 indicates that BAM is not in any danger for bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 7.11, BAM belongs to the top of the industry, outperforming 90.08% 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.
  • Looking at the Debt to FCF ratio, with a value of 1.82, BAM belongs to the top of the industry, outperforming 85.12% 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 73.14% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.28
Debt/FCF 1.82
Altman-Z 7.11
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

  • A Current Ratio of 1.43 indicates that BAM should not have too much problems paying its short term obligations.
  • BAM has a better Current ratio (1.43) than 64.88% of its industry peers.
  • 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 65.29% 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 2025 2B 4B 6B

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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%.
  • The Revenue has been growing by 17.46% on average over the past years. This is quite good.
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

  • BAM is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 14.19% yearly.
  • BAM is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 13.18% yearly.
EPS Next Y10.67%
EPS Next 2Y14.58%
EPS Next 3Y15.68%
EPS Next 5Y14.19%
Revenue Next Year15.88%
Revenue Next 2Y15.55%
Revenue Next 3Y14.06%
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.
  • Although the future Revenue growth is still strong, it is not able to hold up the even more excellent growth rate of 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

  • The Price/Earnings ratio is 25.72, which means the current valuation is very expensive for BAM.
  • Compared to the rest of the industry, the Price/Earnings ratio of BAM indicates a slightly more expensive valuation: BAM is more expensive than 70.25% of the companies listed in the same industry.
  • BAM is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 25.96, which is the current average of the S&P500 Index.
  • BAM is valuated rather expensively with a Price/Forward Earnings ratio of 23.24.
  • Based on the Price/Forward Earnings ratio, BAM is valued a bit more expensive than 62.81% of the companies in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 24.04, BAM is valued at the same level.
Industry RankSector Rank
PE 25.72
Fwd PE 23.24
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

  • The rest of the industry has a similar Price/Free Cash Flow ratio as BAM.
Industry RankSector Rank
P/FCF 46.56
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 15.68% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.41
PEG (5Y)2.87
EPS Next 2Y14.58%
EPS Next 3Y15.68%

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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 3.42%.
  • Compared to an average industry Dividend Yield of 6.96, BAM has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.91, BAM pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.42%

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
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 2Y14.58%
EPS Next 3Y15.68%
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 (3/16/2026, 8:08:56 PM)

After market: 43.81 +0.09 (+0.21%)

43.72

+0.79 (+1.84%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-04
Inst Owners17.03%
Inst Owner Change494.99%
Ins Owners2.31%
Ins Owner ChangeN/A
Market Cap71.61B
Revenue(TTM)4.74B
Net Income(TTM)2.11B
Analysts70.91
Price Target62.14 (42.13%)
Short Float %5.5%
Short Ratio5.81
Dividend
Industry RankSector Rank
Dividend Yield 3.42%
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)-2.07%
PT rev (3m)-4.25%
EPS NQ rev (1m)0%
EPS NQ rev (3m)5.58%
EPS NY rev (1m)1.04%
EPS NY rev (3m)0.04%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)3.79%
Revenue NY rev (1m)1.86%
Revenue NY rev (3m)1.89%
Valuation
Industry RankSector Rank
PE 25.72
Fwd PE 23.24
P/S 20.66
P/FCF 46.56
P/OCF 46.29
P/B 7.14
P/tB 7.14
EV/EBITDA N/A
EPS(TTM)1.7
EY3.89%
EPS(NY)1.88
Fwd EY4.3%
FCF(TTM)0.94
FCFY2.15%
OCF(TTM)0.94
OCFY2.16%
SpS2.12
BVpS6.12
TBVpS6.12
PEG (NY)2.41
PEG (5Y)2.87
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 7.11
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 Y10.67%
EPS Next 2Y14.58%
EPS Next 3Y15.68%
EPS Next 5Y14.19%
Revenue 1Y (TTM)883.61%
Revenue growth 3Y406.83%
Revenue growth 5Y17.46%
Sales Q2Q%42.24%
Revenue Next Year15.88%
Revenue Next 2Y15.55%
Revenue Next 3Y14.06%
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 Fundamental Analysis 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 25.72 and the Price/Book (PB) ratio is 7.14.


Can you provide the financial health for BAM stock?

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