BROOKFIELD ASSET MGMT-A (BAM.CA) Stock Fundamental Analysis
Canada - TSX:BAM - CA1130041058 - Common Stock
76.13 CAD
+0.93 (+1.24%)
Taking everything into account, BAM scores 5 out of 10 in our fundamental rating. BAM was compared to 78 industry peers in the Capital Markets industry. BAM has only an average score on both its financial health and profitability. BAM is quite expensive at the moment. It does show a decent growth rate.
1. Profitability
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.
1.2 Ratios
Looking at the Return On Assets, with a value of 8.71%, BAM is in the better half of the industry, outperforming 75.64% of the companies in the same industry.
With a decent Return On Equity value of 13.61%, BAM is doing good in the industry, outperforming 78.21% of the companies in the same industry.
Looking at the Return On Invested Capital, with a value of 6.57%, BAM is in the better half of the industry, outperforming 73.08% of the companies in the same industry.
BAM had an Average Return On Invested Capital over the past 3 years of 1.27%. This is significantly below the industry average of 10.38%.
The last Return On Invested Capital (6.57%) for BAM is above the 3 year average (1.27%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.71% | ||
| ROE | 13.61% | ||
| ROIC | 6.57% |
ROA(3y)9%
ROA(5y)7.21%
ROE(3y)13.06%
ROE(5y)12.5%
ROIC(3y)1.27%
ROIC(5y)3.38%
1.3 Margins
BAM's Profit Margin of 57.13% is fine compared to the rest of the industry. BAM outperforms 78.21% of its industry peers.
In the last couple of years the Profit Margin of BAM has grown nicely.
BAM has a better Operating Margin (51.12%) than 76.92% of its industry peers.
In the last couple of years the Operating Margin of BAM has declined.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 51.12% | ||
| PM (TTM) | 57.13% | ||
| 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.
Compared to 1 year ago, BAM has an improved debt to assets ratio.
2.2 Solvency
An Altman-Z score of 9.60 indicates that BAM is not in any danger for bankruptcy at the moment.
BAM's Altman-Z score of 9.60 is amongst the best of the industry. BAM outperforms 87.18% of its industry peers.
BAM has a debt to FCF ratio of 2.32. This is a good value and a sign of high solvency as BAM would need 2.32 years to pay back of all of its debts.
BAM has a Debt to FCF ratio of 2.32. This is amongst the best in the industry. BAM outperforms 80.77% of its industry peers.
BAM has a Debt/Equity ratio of 0.22. This is a healthy value indicating a solid balance between debt and equity.
BAM's Debt to Equity ratio of 0.22 is in line compared to the rest of the industry. BAM outperforms 57.69% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 2.32 | ||
| Altman-Z | 9.6 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 1.31 indicates that BAM should not have too much problems paying its short term obligations.
BAM has a Current ratio of 1.31. This is in the better half of the industry: BAM outperforms 62.82% of its industry peers.
BAM has a Quick Ratio of 1.31. 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 Quick ratio, with a value of 1.31, BAM is in the better half of the industry, outperforming 62.82% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.31 | ||
| Quick Ratio | 1.31 |
3. Growth
3.1 Past
BAM shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 15.94%, which is quite good.
The earnings per share for BAM have been decreasing by -22.95% on average. This is quite bad
The Revenue has grown by 531.03% in the past year. This is a very strong growth!
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)15.94%
EPS 3Y-34.73%
EPS 5Y-22.95%
EPS Q2Q%23.53%
Revenue 1Y (TTM)531.03%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%-5.05%
3.2 Future
The Earnings Per Share is expected to grow by 15.47% on average over the next years. This is quite good.
Based on estimates for the next years, BAM will show a quite strong growth in Revenue. The Revenue will grow by 13.17% on average per year.
EPS Next Y12.39%
EPS Next 2Y14.01%
EPS Next 3Y15.47%
EPS Next 5YN/A
Revenue Next Year11.75%
Revenue Next 2Y12.68%
Revenue Next 3Y13.17%
Revenue Next 5YN/A
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 33.99, the valuation of BAM can be described as expensive.
Compared to the rest of the industry, the Price/Earnings ratio of BAM indicates a slightly more expensive valuation: BAM is more expensive than 64.10% of the companies listed in the same industry.
BAM's Price/Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 27.08.
The Price/Forward Earnings ratio is 28.80, which means the current valuation is very expensive for BAM.
BAM's Price/Forward Earnings is on the same level as the industry average.
When comparing the Price/Forward Earnings ratio of BAM to the average of the S&P500 Index (23.09), we can say BAM is valued slightly more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 33.99 | ||
| Fwd PE | 28.8 |
4.2 Price Multiples
BAM's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. BAM is cheaper than 61.54% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 92.22 | ||
| EV/EBITDA | N/A |
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 15.47% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.74
PEG (5Y)N/A
EPS Next 2Y14.01%
EPS Next 3Y15.47%
5. Dividend
5.1 Amount
BAM has a Yearly Dividend Yield of 2.33%. Purely for dividend investing, there may be better candidates out there.
BAM's Dividend Yield is comparable with the industry average which is at 5.43.
BAM's Dividend Yield is comparable with the S&P500 average which is at 2.30.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.33% |
5.2 History
BAM has been paying a dividend for over 5 years, so it has already some track record.
BAM has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)N/A
Div Incr Years3
Div Non Decr Years3
5.3 Sustainability
BAM pays out 122.97% of its income as dividend. This is not a sustainable payout ratio.
DP122.97%
EPS Next 2Y14.01%
EPS Next 3Y15.47%
TSX:BAM (10/24/2025, 7:00:00 PM)
76.13
+0.93 (+1.24%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners17.36%
Inst Owner ChangeN/A
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap124.68B
Revenue(TTM)2.46B
Net Income(TTM)1.41B
Analysts67.27
Price Target90.83 (19.31%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.33% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP122.97%
Div Incr Years3
Div Non Decr Years3
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)2.8%
Min EPS beat(2)-1.13%
Max EPS beat(2)6.73%
EPS beat(4)3
Avg EPS beat(4)3.2%
Min EPS beat(4)-1.13%
Max EPS beat(4)6.73%
EPS beat(8)5
Avg EPS beat(8)2.65%
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)0
Avg Revenue beat(2)-16.78%
Min Revenue beat(2)-17.67%
Max Revenue beat(2)-15.9%
Revenue beat(4)0
Avg Revenue beat(4)-12.82%
Min Revenue beat(4)-17.67%
Max Revenue beat(4)-0.58%
Revenue beat(8)0
Avg Revenue beat(8)-9.19%
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0.49%
PT rev (3m)11.81%
EPS NQ rev (1m)-0.7%
EPS NQ rev (3m)0.13%
EPS NY rev (1m)-0.74%
EPS NY rev (3m)-1.23%
Revenue NQ rev (1m)0.07%
Revenue NQ rev (3m)0.22%
Revenue NY rev (1m)-0.47%
Revenue NY rev (3m)0.11%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 33.99 | ||
| Fwd PE | 28.8 | ||
| P/S | 36.12 | ||
| P/FCF | 92.22 | ||
| P/OCF | 92.03 | ||
| P/B | 8.61 | ||
| P/tB | 8.61 | ||
| EV/EBITDA | N/A |
EPS(TTM)2.24
EY2.94%
EPS(NY)2.64
Fwd EY3.47%
FCF(TTM)0.83
FCFY1.08%
OCF(TTM)0.83
OCFY1.09%
SpS2.11
BVpS8.85
TBVpS8.85
PEG (NY)2.74
PEG (5Y)N/A
Graham Number21.11
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.71% | ||
| ROE | 13.61% | ||
| ROCE | 9.83% | ||
| ROIC | 6.57% | ||
| ROICexc | 6.81% | ||
| ROICexgc | 7.12% | ||
| OM | 51.12% | ||
| PM (TTM) | 57.13% | ||
| GM | N/A | ||
| FCFM | 39.17% |
ROA(3y)9%
ROA(5y)7.21%
ROE(3y)13.06%
ROE(5y)12.5%
ROIC(3y)1.27%
ROIC(5y)3.38%
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-Score5
Asset Turnover0.15
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 2.32 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | N/A | ||
| Interest Coverage | 21.69 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 68.56% | ||
| Current Ratio | 1.31 | ||
| Quick Ratio | 1.31 | ||
| Altman-Z | 9.6 |
F-Score5
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)15.94%
EPS 3Y-34.73%
EPS 5Y-22.95%
EPS Q2Q%23.53%
EPS Next Y12.39%
EPS Next 2Y14.01%
EPS Next 3Y15.47%
EPS Next 5YN/A
Revenue 1Y (TTM)531.03%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%-5.05%
Revenue Next Year11.75%
Revenue Next 2Y12.68%
Revenue Next 3Y13.17%
Revenue Next 5YN/A
EBIT growth 1Y2319.23%
EBIT growth 3Y-62.73%
EBIT growth 5Y-39.83%
EBIT Next Year14.6%
EBIT Next 3Y17.48%
EBIT Next 5YN/A
FCF growth 1Y139.98%
FCF growth 3Y-25.34%
FCF growth 5Y-6.68%
OCF growth 1Y140.66%
OCF growth 3Y-24.26%
OCF growth 5Y-5.43%
BROOKFIELD ASSET MGMT-A / BAM.CA FAQ
Can you provide the ChartMill fundamental rating for BROOKFIELD ASSET MGMT-A?
ChartMill assigns a fundamental rating of 5 / 10 to BAM.CA.
What is the valuation status of BROOKFIELD ASSET MGMT-A (BAM.CA) stock?
ChartMill assigns a valuation rating of 2 / 10 to BROOKFIELD ASSET MGMT-A (BAM.CA). This can be considered as Overvalued.
What is the profitability of BAM stock?
BROOKFIELD ASSET MGMT-A (BAM.CA) has a profitability rating of 6 / 10.
Can you provide the PE and PB ratios for BAM stock?
The Price/Earnings (PE) ratio for BROOKFIELD ASSET MGMT-A (BAM.CA) is 33.99 and the Price/Book (PB) ratio is 8.61.
What is the earnings growth outlook for BROOKFIELD ASSET MGMT-A?
The Earnings per Share (EPS) of BROOKFIELD ASSET MGMT-A (BAM.CA) is expected to grow by 12.39% in the next year.