BROOKFIELD ASSET MGMT-A (BAM.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:BAM - CA1130041058 - Common Stock
73.52 CAD
+0.39 (+0.53%)
Overall BAM gets a fundamental rating of 5 out of 10. We evaluated BAM against 79 industry peers in the Capital Markets industry. BAM has an average financial health and profitability rating. While showing a medium growth rate, BAM is valued expensive at the moment.
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.
BAM had positive earnings in each of the past 5 years.
Of the past 5 years BAM 4 years had a positive operating cash flow.
1.2 Ratios
BAM's Return On Assets of 8.71% is fine compared to the rest of the industry. BAM outperforms 75.95% of its industry peers.
BAM has a Return On Equity of 13.61%. This is in the better half of the industry: BAM outperforms 78.48% of its industry peers.
BAM has a better Return On Invested Capital (6.57%) than 73.42% of its industry peers.
The Average Return On Invested Capital over the past 3 years for BAM is significantly below the industry average of 10.25%.
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
The Profit Margin of BAM (57.13%) is better than 78.48% of its industry peers.
In the last couple of years the Profit Margin of BAM has grown nicely.
With a decent Operating Margin value of 51.12%, BAM is doing good in the industry, outperforming 77.22% of the companies in the same industry.
BAM's Operating Margin has declined in the last couple of years.
| 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
The number of shares outstanding for BAM has been increased compared to 1 year ago.
BAM has a better debt/assets ratio than last year.
2.2 Solvency
An Altman-Z score of 9.27 indicates that BAM is not in any danger for bankruptcy at the moment.
The Altman-Z score of BAM (9.27) is better than 86.08% 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.
The Debt to FCF ratio of BAM (2.32) is better than 77.22% 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 53.16% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 2.32 | ||
| Altman-Z | 9.27 |
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.
With a decent Current ratio value of 1.31, BAM is doing good in the industry, outperforming 62.03% of the companies in the same industry.
A Quick Ratio of 1.31 indicates that BAM should not have too much problems paying its short term obligations.
BAM has a better Quick ratio (1.31) than 62.03% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.31 | ||
| Quick Ratio | 1.31 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an nice 15.60% over the past year.
BAM shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -22.95% yearly.
The Revenue has grown by 578.74% in the past year. This is a very strong growth!
BAM shows a very negative growth in Revenue. Measured over the last years, the Revenue has been decreasing by -26.01% yearly.
EPS 1Y (TTM)15.6%
EPS 3Y-34.73%
EPS 5Y-22.95%
EPS Q2Q%7.89%
Revenue 1Y (TTM)578.74%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%3.47%
3.2 Future
Based on estimates for the next years, BAM will show a quite strong growth in Earnings Per Share. The EPS will grow by 15.35% on average per year.
BAM is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 13.17% yearly.
EPS Next Y12.09%
EPS Next 2Y13.86%
EPS Next 3Y15.35%
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.
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
BAM is valuated quite expensively with a Price/Earnings ratio of 32.10.
Based on the Price/Earnings ratio, BAM is valued a bit more expensive than 68.35% of the companies in the same industry.
BAM's Price/Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 26.15.
BAM is valuated quite expensively with a Price/Forward Earnings ratio of 27.84.
The rest of the industry has a similar Price/Forward Earnings ratio as BAM.
BAM is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 36.12, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.1 | ||
| Fwd PE | 27.84 |
4.2 Price Multiples
BAM's Price/Free Cash Flow is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 88.93 | ||
| 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.
The decent profitability rating of BAM may justify a higher PE ratio.
BAM's earnings are expected to grow with 15.35% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.66
PEG (5Y)N/A
EPS Next 2Y13.86%
EPS Next 3Y15.35%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 2.47%, BAM has a reasonable but not impressive dividend return.
BAM's Dividend Yield is a higher than the industry average which is at 3.00.
Compared to an average S&P500 Dividend Yield of 2.41, BAM has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.47% |
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 2Y13.86%
EPS Next 3Y15.35%
TSX:BAM (11/27/2025, 7:00:00 PM)
73.52
+0.39 (+0.53%)
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 Cap120.41B
Revenue(TTM)3.54B
Net Income(TTM)1.41B
Analysts67.27
Price Target91.97 (25.1%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.47% |
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)1.26%
PT rev (3m)3.7%
EPS NQ rev (1m)-1.31%
EPS NQ rev (3m)-1.2%
EPS NY rev (1m)-0.27%
EPS NY rev (3m)-0.44%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.15%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.3%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.1 | ||
| Fwd PE | 27.84 | ||
| P/S | 34.83 | ||
| P/FCF | 88.93 | ||
| P/OCF | 88.75 | ||
| P/B | 8.3 | ||
| P/tB | 8.3 | ||
| EV/EBITDA | N/A |
EPS(TTM)2.29
EY3.11%
EPS(NY)2.64
Fwd EY3.59%
FCF(TTM)0.83
FCFY1.12%
OCF(TTM)0.83
OCFY1.13%
SpS2.11
BVpS8.86
TBVpS8.86
PEG (NY)2.66
PEG (5Y)N/A
Graham Number21.36
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 | 9.27 |
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)15.6%
EPS 3Y-34.73%
EPS 5Y-22.95%
EPS Q2Q%7.89%
EPS Next Y12.09%
EPS Next 2Y13.86%
EPS Next 3Y15.35%
EPS Next 5YN/A
Revenue 1Y (TTM)578.74%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%3.47%
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 32.1 and the Price/Book (PB) ratio is 8.3.
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 12.09% in the next year.