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

TSX:BAM • CA1130041058

Current stock price

63 CAD
-1.02 (-1.59%)
Last:

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

6

1. BAM.CA 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.CA Yearly Net Income VS EBIT VS OCF VS FCFBAM.CA Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B 2B 2.5B

1.2 Ratios

  • With an excellent Return On Assets value of 14.57%, BAM belongs to the best of the industry, outperforming 87.01% of the companies in the same industry.
  • Looking at the Return On Equity, with a value of 24.10%, BAM belongs to the top of the industry, outperforming 88.31% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 15.70%, BAM belongs to the top of the industry, outperforming 90.91% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for BAM is below the industry average of 9.33%.
  • 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.CA Yearly ROA, ROE, ROICBAM.CA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2019 2020 2021 2022 2023 2024 2025 5 10 15 20

1.3 Margins

  • With a decent Profit Margin value of 52.42%, BAM is doing good in the industry, outperforming 71.43% of the companies in the same industry.
  • In the last couple of years the Profit Margin of BAM has grown nicely.
  • With a decent Operating Margin value of 57.12%, BAM is doing good in the industry, outperforming 71.43% of the companies in the same industry.
  • 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.CA Yearly Profit, Operating, Gross MarginsBAM.CA Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2019 2020 2021 2022 2023 2024 2025 20 40 60 80 100

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4

2. BAM.CA 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.
  • BAM has a worse debt/assets ratio than last year.
BAM.CA Yearly Shares OutstandingBAM.CA Yearly Shares OutstandingYearly Shares Outstanding 2020 2021 2022 2023 2024 2025 500M 1B 1.5B
BAM.CA Yearly Total Debt VS Total AssetsBAM.CA Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B 25B

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.
  • Looking at the Debt to FCF ratio, with a value of 1.75, BAM is in the better half of the industry, outperforming 77.92% of the companies in the same industry.
  • 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 Debt to Equity ratio of 0.35. This is comparable to the rest of the industry: BAM outperforms 46.75% 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.CA Yearly LT Debt VS Equity VS FCFBAM.CA Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2019 2020 2021 2022 2023 2024 2025 0 2B 4B 6B 8B 10B

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.
  • Looking at the Current ratio, with a value of 1.54, BAM is in line with its industry, outperforming 58.44% of the companies in the same industry.
  • 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.
  • BAM has a Quick ratio (1.54) which is in line with its industry peers.
Industry RankSector Rank
Current Ratio 1.54
Quick Ratio 1.54
BAM.CA Yearly Current Assets VS Current LiabilitesBAM.CA 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.CA 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.
  • The Earnings Per Share has been growing by 8.95% on average over the past years. This is quite good.
  • The Revenue has grown by 883.61% in the past year. This is a very strong growth!
  • 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

  • Based on estimates for the next years, BAM will show a quite strong growth in Earnings Per Share. The EPS will grow by 15.30% on average per year.
  • Based on estimates for the next years, BAM will show a quite strong growth in Revenue. The Revenue will grow by 13.45% on average per year.
EPS Next Y11.58%
EPS Next 2Y14.96%
EPS Next 3Y15%
EPS Next 5Y15.3%
Revenue Next Year15.91%
Revenue Next 2Y15.31%
Revenue Next 3Y13.97%
Revenue Next 5Y13.45%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • 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.CA Yearly Revenue VS EstimatesBAM.CA Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2B 4B 6B 8B 10B
BAM.CA Yearly EPS VS EstimatesBAM.CA Yearly EPS VS EstimatesYearly EPS VS Estimates 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 1 2 3 4

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3

4. BAM.CA Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 27.16, which means the current valuation is very expensive for BAM.
  • Based on the Price/Earnings ratio, BAM is valued expensively inside the industry as 80.52% of the companies are valued cheaper.
  • BAM is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 26.54, which is the current average of the S&P500 Index.
  • The Price/Forward Earnings ratio is 24.29, which indicates a rather expensive current valuation of BAM.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of BAM is on the same level as its industry peers.
  • BAM is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 21.68, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 27.16
Fwd PE 24.29
BAM.CA Price Earnings VS Forward Price EarningsBAM.CA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • BAM's Enterprise Value to EBITDA ratio is in line with the industry average.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of BAM indicates a somewhat cheap valuation: BAM is cheaper than 67.53% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 36.08
EV/EBITDA 28.22
BAM.CA Per share dataBAM.CA EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6 8

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.
  • A more expensive valuation may be justified as BAM's earnings are expected to grow with 15.00% in the coming years.
PEG (NY)2.35
PEG (5Y)3.03
EPS Next 2Y14.96%
EPS Next 3Y15%

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5

5. BAM.CA Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 4.21%, BAM is a good candidate for dividend investing.
  • BAM's Dividend Yield is rather good when compared to the industry average which is at 1.80. BAM pays more dividend than 87.01% of the companies in the same industry.
  • BAM's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 4.21%

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 Years4
Div Non Decr Years4
BAM.CA Yearly Dividends per shareBAM.CA Yearly Dividends per shareYearly Dividends per share 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • 113.40% of the earnings are spent on dividend by BAM. This is not a sustainable payout ratio.
DP113.4%
EPS Next 2Y14.96%
EPS Next 3Y15%
BAM.CA Yearly Income VS Free CF VS DividendBAM.CA Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B 2B 2.5B
BAM.CA Dividend Payout.BAM.CA Dividend Payout, showing the Payout Ratio.BAM.CA Dividend Payout.PayoutRetained Earnings

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BAM.CA Fundamentals: All Metrics, Ratios and Statistics

BROOKFIELD ASSET MGMT-A

TSX:BAM (4/29/2026, 7:00:00 PM)

63

-1.02 (-1.59%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Industry Strength29.19
Industry Growth54.66
Earnings (Last)02-04
Earnings (Next)05-08
Inst Owners17%
Inst Owner ChangeN/A
Ins Owners2.18%
Ins Owner ChangeN/A
Market Cap103.20B
Revenue(TTM)4.74B
Net Income(TTM)2.48B
Analysts70.91
Price Target81.94 (30.06%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 4.21%
Yearly Dividend3.75
Dividend Growth(5Y)N/A
DP113.4%
Div Incr Years4
Div Non Decr Years4
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)N/A
Avg EPS beat(16)N/A
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)N/A
Avg Revenue beat(16)N/A
PT rev (1m)-3.74%
PT rev (3m)-8.32%
EPS NQ rev (1m)0.23%
EPS NQ rev (3m)2.24%
EPS NY rev (1m)0.82%
EPS NY rev (3m)2.32%
Revenue NQ rev (1m)-0.14%
Revenue NQ rev (3m)2.8%
Revenue NY rev (1m)0.03%
Revenue NY rev (3m)2.86%
Valuation
Industry RankSector Rank
PE 27.16
Fwd PE 24.29
P/S 15.92
P/FCF 36.08
P/OCF 35.92
P/B 7.32
P/tB 7.32
EV/EBITDA 28.22
EPS(TTM)2.32
EY3.68%
EPS(NY)2.59
Fwd EY4.12%
FCF(TTM)1.75
FCFY2.77%
OCF(TTM)1.75
OCFY2.78%
SpS3.96
BVpS8.61
TBVpS8.61
PEG (NY)2.35
PEG (5Y)3.03
Graham Number21.1951 (-66.36%)
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 5Y15.3%
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 5Y13.45%
EBIT growth 1Y2430.84%
EBIT growth 3Y1306.77%
EBIT growth 5Y15.34%
EBIT Next Year26.11%
EBIT Next 3Y17.9%
EBIT Next 5Y16.78%
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.CA Fundamental Analysis 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 for BAM stock?

ChartMill assigns a valuation rating of 3 / 10 to BROOKFIELD ASSET MGMT-A (BAM.CA). This can be considered as Overvalued.


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

BROOKFIELD ASSET MGMT-A (BAM.CA) has a profitability rating of 6 / 10.


Can you provide the expected EPS growth for BAM stock?

The Earnings per Share (EPS) of BROOKFIELD ASSET MGMT-A (BAM.CA) 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.CA) is 5 / 10 and the dividend payout ratio is 113.4%.