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

NYSE:BAM • CA1130041058

Current stock price

43.18 USD
-0.49 (-1.12%)
At close:
43 USD
-0.18 (-0.42%)
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.
  • 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.
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

  • With an excellent Return On Assets value of 14.57%, BAM belongs to the best of the industry, outperforming 94.56% of the companies in the same industry.
  • With an excellent Return On Equity value of 24.10%, BAM belongs to the best of the industry, outperforming 88.70% of the companies in the same industry.
  • BAM has a Return On Invested Capital of 15.70%. This is amongst the best in the industry. BAM outperforms 88.70% 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 7.28%.
  • The last Return On Invested Capital (15.70%) for BAM is above the 3 year average (6.82%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 14.57%
ROE 24.1%
ROIC 15.7%
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 Profit Margin of 52.42%. This is amongst the best in the industry. BAM outperforms 90.38% of its industry peers.
  • BAM's Profit Margin has improved in the last couple of years.
  • The Operating Margin of BAM (57.12%) is better than 94.56% of its industry peers.
  • BAM's Operating Margin has declined in the last couple of years.
Industry RankSector Rank
OM 57.12%
PM (TTM) 52.42%
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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5

2. BAM Health Analysis

2.1 Basic Checks

  • The number of shares outstanding for BAM has been increased compared to 1 year ago.
  • BAM has more shares outstanding than it did 5 years ago.
  • Compared to 1 year ago, BAM has a worse debt to assets ratio.
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

  • BAM has a debt to FCF ratio of 1.75. This is a very positive value and a sign of high solvency as it would only need 1.75 years to pay back of all of its debts.
  • BAM's Debt to FCF ratio of 1.75 is amongst the best of the industry. BAM outperforms 84.52% of its industry peers.
  • BAM has a Debt/Equity ratio of 0.35. This is a healthy value indicating a solid balance between debt and equity.
  • BAM has a better Debt to Equity ratio (0.35) than 71.55% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.35
Debt/FCF 1.75
Altman-Z N/A
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 1.54. This is a normal value and indicates that BAM is financially healthy and should not expect problems in meeting its short term obligations.
  • BAM has a Current ratio of 1.54. This is in the better half of the industry: BAM outperforms 69.04% of its industry peers.
  • A Quick Ratio of 1.54 indicates that BAM should not have too much problems paying its short term obligations.
  • The Quick ratio of BAM (1.54) is better than 69.04% of its industry peers.
Industry RankSector Rank
Current Ratio 1.54
Quick Ratio 1.54
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

  • The Earnings Per Share has grown by an nice 17.24% over the past year.
  • Measured over the past years, BAM shows a quite strong growth in Earnings Per Share. The EPS has been growing by 8.95% on average per year.
  • BAM shows a strong growth in Revenue. In the last year, the Revenue has grown by 883.61%.
  • Measured over the past years, BAM shows a quite strong growth in Revenue. The Revenue has been growing by 17.46% on average per year.
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.
  • 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

  • The Price/Earnings ratio is 25.40, which means the current valuation is very expensive for BAM.
  • Based on the Price/Earnings ratio, BAM is valued a bit more expensive than 71.55% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 24.88. BAM is around the same levels.
  • The Price/Forward Earnings ratio is 22.95, which indicates a rather expensive current valuation of BAM.
  • BAM's Price/Forward Earnings ratio is a bit more expensive when compared to the industry. BAM is more expensive than 63.60% of the companies in the same industry.
  • BAM's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 22.19.
Industry RankSector Rank
PE 25.4
Fwd PE 22.95
BAM Price Earnings VS Forward Price EarningsBAM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of BAM indicates a somewhat cheap valuation: BAM is cheaper than 64.02% of the companies listed in the same industry.
  • BAM's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 33.81
EV/EBITDA 26.52
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)2.38
PEG (5Y)2.84
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

  • With a Yearly Dividend Yield of 3.37%, BAM has a reasonable but not impressive dividend return.
  • BAM's Dividend Yield is comparable with the industry average which is at 6.73.
  • Compared to an average S&P500 Dividend Yield of 1.90, BAM pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.37%

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 2026 0.5 1 1.5

5.3 Sustainability

  • BAM pays out 113.40% of its income as dividend. This is not a sustainable payout ratio.
DP113.4%
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 (3/27/2026, 8:04:00 PM)

After market: 43 -0.18 (-0.42%)

43.18

-0.49 (-1.12%)

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 Cap70.73B
Revenue(TTM)4.74B
Net Income(TTM)2.48B
Analysts70.91
Price Target62.14 (43.91%)
Short Float %5.5%
Short Ratio5.81
Dividend
Industry RankSector Rank
Dividend Yield 3.37%
Yearly Dividend2.74
Dividend Growth(5Y)N/A
DP113.4%
Div Incr Years6
Div Non Decr Years6
Ex-Date02-27
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)3.2%
Min EPS beat(2)0.46%
Max EPS beat(2)5.95%
EPS beat(4)3
Avg EPS beat(4)3%
Min EPS beat(4)-1.13%
Max EPS beat(4)6.73%
EPS beat(8)5
Avg EPS beat(8)1.63%
EPS beat(12)8
Avg EPS beat(12)2.63%
EPS beat(16)11
Avg EPS beat(16)1.23%
Revenue beat(2)2
Avg Revenue beat(2)3.77%
Min Revenue beat(2)3.27%
Max Revenue beat(2)4.28%
Revenue beat(4)2
Avg Revenue beat(4)-2.74%
Min Revenue beat(4)-17.67%
Max Revenue beat(4)4.28%
Revenue beat(8)2
Avg Revenue beat(8)-3.95%
Revenue beat(12)2
Avg Revenue beat(12)-6.3%
Revenue beat(16)3
Avg Revenue beat(16)-17.26%
PT rev (1m)-2.07%
PT rev (3m)-4.25%
EPS NQ rev (1m)0.62%
EPS NQ rev (3m)0.7%
EPS NY rev (1m)1.04%
EPS NY rev (3m)0.04%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)1.17%
Revenue NY rev (1m)0.3%
Revenue NY rev (3m)1.89%
Valuation
Industry RankSector Rank
PE 25.4
Fwd PE 22.95
P/S 14.92
P/FCF 33.81
P/OCF 33.66
P/B 6.86
P/tB 6.86
EV/EBITDA 26.52
EPS(TTM)1.7
EY3.94%
EPS(NY)1.88
Fwd EY4.36%
FCF(TTM)1.28
FCFY2.96%
OCF(TTM)1.28
OCFY2.97%
SpS2.89
BVpS6.29
TBVpS6.29
PEG (NY)2.38
PEG (5Y)2.84
Graham Number15.52
Profitability
Industry RankSector Rank
ROA 14.57%
ROE 24.1%
ROCE 20.18%
ROIC 15.7%
ROICexc 17.68%
ROICexgc 17.68%
OM 57.12%
PM (TTM) 52.42%
GM N/A
FCFM 44.13%
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 Turnover0.28
Health
Industry RankSector Rank
Debt/Equity 0.35
Debt/FCF 1.75
Debt/EBITDA 1.33
Cap/Depr 22.5%
Cap/Sales 0.19%
Interest Coverage 6.36
Cash Conversion 76.46%
Profit Quality 84.19%
Current Ratio 1.54
Quick Ratio 1.54
Altman-Z N/A
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)6.47%
Cap/Sales(5y)11.13%
Profit Quality(3y)98.68%
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 1Y2430.84%
EBIT growth 3Y1306.77%
EBIT growth 5Y15.34%
EBIT Next Year25.37%
EBIT Next 3Y18.62%
EBIT Next 5Y17.15%
FCF growth 1Y257%
FCF growth 3YN/A
FCF growth 5Y3.45%
OCF growth 1Y235.09%
OCF growth 3YN/A
OCF growth 5Y3.3%

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 25.4 and the Price/Book (PB) ratio is 6.86.


Can you provide the financial health for BAM stock?

The financial health rating of BROOKFIELD ASSET MGMT-A (BAM) is 5 / 10.