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

NYSE:BAM • CA1130041058

Current stock price

47.57 USD
-0.23 (-0.48%)
At close:
47.2 USD
-0.37 (-0.78%)
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.
  • In the past year BAM had a positive cash flow from operations.
  • In the past 5 years BAM has always been profitable.
  • Of the past 5 years BAM 4 years had a positive operating cash flow.
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

  • BAM's Return On Assets of 14.57% is amongst the best of the industry. BAM outperforms 94.17% of its industry peers.
  • BAM's Return On Equity of 24.10% is amongst the best of the industry. BAM outperforms 89.17% of its industry peers.
  • BAM has a better Return On Invested Capital (15.70%) than 88.33% 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 7.30%.
  • 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

  • With an excellent Profit Margin value of 52.42%, BAM belongs to the best of the industry, outperforming 90.42% of the companies in the same industry.
  • BAM's Profit Margin has improved in the last couple of years.
  • BAM has a Operating Margin of 57.12%. This is amongst the best in the industry. BAM outperforms 94.58% 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

  • Compared to 1 year ago, BAM has more shares outstanding
  • 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

  • The Debt to FCF ratio of BAM is 1.75, which is an excellent value as it means it would take BAM, only 1.75 years of fcf income to pay off all of its debts.
  • BAM has a better Debt to FCF ratio (1.75) than 85.00% 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 71.67% 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

  • A Current Ratio of 1.54 indicates that BAM should not have too much problems paying its short term obligations.
  • BAM has a Current ratio of 1.54. This is in the better half of the industry: BAM outperforms 69.58% of its industry peers.
  • BAM has a Quick 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.
  • With a decent Quick ratio value of 1.54, BAM is doing good in the industry, outperforming 69.58% of the companies in the same industry.
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

  • 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

  • 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 Y11.58%
EPS Next 2Y14.96%
EPS Next 3Y15%
EPS Next 5Y14.19%
Revenue Next Year15.91%
Revenue Next 2Y15.31%
Revenue Next 3Y13.97%
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

  • With a Price/Earnings ratio of 27.98, BAM can be considered very expensive at the moment.
  • Based on the Price/Earnings ratio, BAM is valued a bit more expensive than 73.33% of the companies in the same industry.
  • BAM's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 27.42.
  • With a Price/Forward Earnings ratio of 25.08, BAM can be considered very expensive at the moment.
  • Based on the Price/Forward Earnings ratio, BAM is valued a bit more expensive than 66.25% 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 22.24.
Industry RankSector Rank
PE 27.98
Fwd PE 25.08
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 64.17% of the companies listed in the same industry.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of BAM is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 37.25
EV/EBITDA 28.99
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.
  • BAM has a very decent profitability rating, which may justify a higher PE ratio.
  • BAM's earnings are expected to grow with 15.00% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.42
PEG (5Y)3.13
EPS Next 2Y14.96%
EPS Next 3Y15%

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

5

5. BAM Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 4.14%, BAM is a good candidate for dividend investing.
  • BAM's Dividend Yield is comparable with the industry average which is at 6.46.
  • Compared to an average S&P500 Dividend Yield of 1.81, BAM pays a better dividend.
Industry RankSector Rank
Dividend Yield 4.14%

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 Years7
Div Non Decr Years7
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 2Y14.96%
EPS Next 3Y15%
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 (4/24/2026, 8:22:30 PM)

After market: 47.2 -0.37 (-0.78%)

47.57

-0.23 (-0.48%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-08
Inst Owners17%
Inst Owner Change0%
Ins Owners2.18%
Ins Owner ChangeN/A
Market Cap77.93B
Revenue(TTM)4.74B
Net Income(TTM)2.48B
Analysts70.91
Price Target59.46 (24.99%)
Short Float %4.72%
Short Ratio4.23
Dividend
Industry RankSector Rank
Dividend Yield 4.14%
Yearly Dividend2.74
Dividend Growth(5Y)N/A
DP113.4%
Div Incr Years7
Div Non Decr Years7
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)-4.31%
PT rev (3m)-7.69%
EPS NQ rev (1m)0.23%
EPS NQ rev (3m)1.44%
EPS NY rev (1m)0.82%
EPS NY rev (3m)1.93%
Revenue NQ rev (1m)-0.14%
Revenue NQ rev (3m)1.87%
Revenue NY rev (1m)0.03%
Revenue NY rev (3m)2.37%
Valuation
Industry RankSector Rank
PE 27.98
Fwd PE 25.08
P/S 16.44
P/FCF 37.25
P/OCF 37.09
P/B 7.56
P/tB 7.56
EV/EBITDA 28.99
EPS(TTM)1.7
EY3.57%
EPS(NY)1.9
Fwd EY3.99%
FCF(TTM)1.28
FCFY2.68%
OCF(TTM)1.28
OCFY2.7%
SpS2.89
BVpS6.29
TBVpS6.29
PEG (NY)2.42
PEG (5Y)3.13
Graham Number15.5155 (-67.38%)
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 Y11.58%
EPS Next 2Y14.96%
EPS Next 3Y15%
EPS Next 5Y14.19%
Revenue 1Y (TTM)883.61%
Revenue growth 3Y406.83%
Revenue growth 5Y17.46%
Sales Q2Q%42.24%
Revenue Next Year15.91%
Revenue Next 2Y15.31%
Revenue Next 3Y13.97%
Revenue Next 5Y13.18%
EBIT growth 1Y2430.84%
EBIT growth 3Y1306.77%
EBIT growth 5Y15.34%
EBIT Next Year26.11%
EBIT Next 3Y17.9%
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.


How profitable is BROOKFIELD ASSET MGMT-A (BAM) stock?

BROOKFIELD ASSET MGMT-A (BAM) has a profitability rating of 7 / 10.


Can you provide the expected EPS growth for BAM stock?

The Earnings per Share (EPS) of BROOKFIELD ASSET MGMT-A (BAM) is expected to grow by 11.58% in the next year.


Can you provide the dividend sustainability for BAM stock?

The dividend rating of BROOKFIELD ASSET MGMT-A (BAM) is 5 / 10 and the dividend payout ratio is 113.4%.