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

TSX:BAM • CA1130041058

Current stock price

61.88 CAD
+0.63 (+1.03%)
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

  • BAM had positive earnings in the past year.
  • 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

  • BAM's Return On Assets of 14.57% is amongst the best of the industry. BAM outperforms 84.42% of its industry peers.
  • With an excellent Return On Equity value of 24.10%, BAM belongs to the best of the industry, outperforming 90.91% 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 90.91% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for BAM is below the industry average of 10.68%.
  • The 3 year average ROIC (6.82%) for BAM is below the current ROIC(15.70%), indicating increased profibility in the last year.
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 77.92% 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 in the better half of the industry: BAM outperforms 75.32% of its industry peers.
  • In the last couple of years the Operating Margin of BAM has declined.
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.
  • The number of shares outstanding for BAM has been increased compared to 5 years ago.
  • The debt/assets ratio for BAM is higher compared to a year ago.
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 75.32% of the companies in the same industry.
  • A Debt/Equity ratio of 0.35 indicates that BAM is not too dependend on debt financing.
  • The Debt to Equity ratio of BAM (0.35) is comparable to the rest of the industry.
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

  • A Current Ratio of 1.54 indicates that BAM should not have too much problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 1.54, BAM is in the better half of the industry, outperforming 62.34% of the companies in the same industry.
  • A Quick Ratio of 1.54 indicates that BAM should not have too much problems paying its short term obligations.
  • BAM has a Quick ratio of 1.54. This is in the better half of the industry: BAM outperforms 63.64% of 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

  • 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.
  • The Revenue has grown by 883.61% in the past year. This is a very strong growth!
  • The Revenue has been growing by 17.46% on average over the past years. This is quite good.
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 14.19% on average per year.
  • BAM is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 13.18% 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.CA Yearly Revenue VS EstimatesBAM.CA Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2B 4B 6B 8B
BAM.CA Yearly EPS VS EstimatesBAM.CA Yearly EPS VS EstimatesYearly EPS VS Estimates 2022 2023 2024 2025 2026 2027 2028 2029 0.5 1 1.5 2 2.5

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3

4. BAM.CA Valuation Analysis

4.1 Price/Earnings Ratio

  • BAM is valuated quite expensively with a Price/Earnings ratio of 26.22.
  • BAM's Price/Earnings ratio is a bit more expensive when compared to the industry. BAM is more expensive than 76.62% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 25.60, BAM is valued at the same level.
  • BAM is valuated rather expensively with a Price/Forward Earnings ratio of 23.65.
  • BAM's Price/Forward Earnings ratio is in line with the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 22.84, BAM is valued at the same level.
Industry RankSector Rank
PE 26.22
Fwd PE 23.65
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.
  • 66.23% of the companies in the same industry are more expensive than BAM, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 34.83
EV/EBITDA 27.01
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 an expensive valuation of the company.
  • The decent profitability rating of BAM may justify a higher PE ratio.
  • A more expensive valuation may be justified as BAM's earnings are expected to grow with 15.68% in the coming years.
PEG (NY)2.46
PEG (5Y)2.93
EPS Next 2Y14.58%
EPS Next 3Y15.68%

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

5

5. BAM.CA Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 4.65%, BAM is a good candidate for dividend investing.
  • BAM's Dividend Yield is rather good when compared to the industry average which is at 1.87. 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 1.88.
Industry RankSector Rank
Dividend Yield 4.65%

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
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

  • 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.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 (4/2/2026, 7:00:00 PM)

61.88

+0.63 (+1.03%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-04
Inst Owners17.03%
Inst Owner ChangeN/A
Ins Owners2.31%
Ins Owner ChangeN/A
Market Cap101.36B
Revenue(TTM)4.74B
Net Income(TTM)2.48B
Analysts70.91
Price Target85.13 (37.57%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 4.65%
Yearly Dividend3.81
Dividend Growth(5Y)N/A
DP113.4%
Div Incr Years3
Div Non Decr Years3
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)0%
PT rev (3m)-5.11%
EPS NQ rev (1m)0%
EPS NQ rev (3m)0.52%
EPS NY rev (1m)1.04%
EPS NY rev (3m)1.1%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)1.59%
Revenue NY rev (1m)0.3%
Revenue NY rev (3m)2.39%
Valuation
Industry RankSector Rank
PE 26.22
Fwd PE 23.65
P/S 15.37
P/FCF 34.83
P/OCF 34.68
P/B 7.07
P/tB 7.07
EV/EBITDA 27.01
EPS(TTM)2.36
EY3.81%
EPS(NY)2.62
Fwd EY4.23%
FCF(TTM)1.78
FCFY2.87%
OCF(TTM)1.78
OCFY2.88%
SpS4.03
BVpS8.75
TBVpS8.75
PEG (NY)2.46
PEG (5Y)2.93
Graham Number21.56
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.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 10.67% 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%.