BROOKFIELD ASSET MGMT-A (BAM.CA) Stock Fundamental Analysis
TSX:BAM • CA1130041058
69.2 CAD
+0.63 (+0.92%)
Last: Feb 20, 2026, 07:00 PM
BAM gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 79 industry peers in the Capital Markets industry. BAM has an average financial health and profitability rating. BAM is valued quite expensive, but it does show an excellent growth. These ratings would make BAM suitable for growth investing!
1. Profitability
1.1 Basic Checks
- BAM had positive earnings in the past year.
- In the past year BAM had a positive cash flow from operations.
- Each year in the past 5 years BAM has been profitable.
- In multiple years BAM reported negative operating cash flow during the last 5 years.
1.2 Ratios
- BAM's Return On Assets of 12.11% is fine compared to the rest of the industry. BAM outperforms 78.48% of its industry peers.
- With an excellent Return On Equity value of 19.96%, BAM belongs to the best of the industry, outperforming 87.34% of the companies in the same industry.
- With an excellent Return On Invested Capital value of 10.99%, BAM belongs to the best of the industry, outperforming 82.28% of the companies in the same industry.
- BAM had an Average Return On Invested Capital over the past 3 years of 6.82%. This is below the industry average of 10.51%.
- The 3 year average ROIC (6.82%) for BAM is below the current ROIC(10.99%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.11% | ||
| ROE | 19.96% | ||
| ROIC | 10.99% |
ROA(3y)13.66%
ROA(5y)9.77%
ROE(3y)20.83%
ROE(5y)16.44%
ROIC(3y)6.82%
ROIC(5y)5.8%
1.3 Margins
- BAM has a Profit Margin of 56.90%. This is amongst the best in the industry. BAM outperforms 81.01% of its industry peers.
- BAM's Profit Margin has improved in the last couple of years.
- BAM has a Operating Margin of 53.34%. This is in the better half of the industry: BAM outperforms 79.75% of its industry peers.
- In the last couple of years the Operating Margin of BAM has declined.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 53.34% | ||
| PM (TTM) | 56.9% | ||
| 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
2. Health
2.1 Basic Checks
- Compared to 1 year ago, BAM has more shares outstanding
- Compared to 5 years ago, BAM has more shares outstanding
- BAM has a worse debt/assets ratio than last year.
2.2 Solvency
- An Altman-Z score of 8.28 indicates that BAM is not in any danger for bankruptcy at the moment.
- With an excellent Altman-Z score value of 8.28, BAM belongs to the best of the industry, outperforming 86.08% of the companies in the same industry.
- The Debt to FCF ratio of BAM is 1.82, which is an excellent value as it means it would take BAM, only 1.82 years of fcf income to pay off all of its debts.
- Looking at the Debt to FCF ratio, with a value of 1.82, BAM is in the better half of the industry, outperforming 78.48% of the companies in the same industry.
- A Debt/Equity ratio of 0.28 indicates that BAM is not too dependend on debt financing.
- BAM has a Debt to Equity ratio (0.28) which is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.82 | ||
| Altman-Z | 8.28 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 1.43 indicates that BAM should not have too much problems paying its short term obligations.
- BAM has a better Current ratio (1.43) than 65.82% of its industry peers.
- BAM has a Quick Ratio of 1.43. 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 1.43, BAM is in the better half of the industry, outperforming 67.09% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.43 | ||
| Quick Ratio | 1.43 |
3. Growth
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.
- BAM shows a strong growth in Revenue. In the last year, the Revenue has grown by 893.98%.
- 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)893.98%
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 14.22% 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 Y9.52%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
EPS Next 5Y14.22%
Revenue Next Year15.52%
Revenue Next 2Y15.48%
Revenue Next 3Y13.51%
Revenue Next 5Y13.18%
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.
- The estimated forward Revenue growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
4. Valuation
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 29.70, which means the current valuation is very expensive for BAM.
- Compared to the rest of the industry, the Price/Earnings ratio of BAM indicates a slightly more expensive valuation: BAM is more expensive than 68.35% of the companies listed in the same industry.
- BAM's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 26.99.
- A Price/Forward Earnings ratio of 27.14 indicates a quite expensive 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.
- Compared to an average S&P500 Price/Forward Earnings ratio of 28.02, BAM is valued at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.7 | ||
| Fwd PE | 27.14 |
4.2 Price Multiples
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of BAM indicates a somewhat cheap valuation: BAM is cheaper than 63.29% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 53.82 | ||
| 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.
- A more expensive valuation may be justified as BAM's earnings are expected to grow with 15.89% in the coming years.
PEG (NY)3.12
PEG (5Y)3.32
EPS Next 2Y13.19%
EPS Next 3Y15.89%
5. Dividend
5.1 Amount
- BAM has a Yearly Dividend Yield of 2.93%.
- Compared to an average industry Dividend Yield of 2.59, BAM pays a bit more dividend than its industry peers.
- Compared to an average S&P500 Dividend Yield of 1.81, BAM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.93% |
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 113.69% of its income as dividend. This is not a sustainable payout ratio.
DP113.69%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
TSX:BAM (2/20/2026, 7:00:00 PM)
69.2
+0.63 (+0.92%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04 2026-02-04/bmo
Earnings (Next)05-04 2026-05-04/bmo
Inst Owners17.69%
Inst Owner ChangeN/A
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap113.35B
Revenue(TTM)4.79B
Net Income(TTM)2.00B
Analysts70
Price Target86.74 (25.35%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.93% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP113.69%
Div Incr Years3
Div Non Decr Years3
Ex-Date02-27 2026-02-27 (0.5025)
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)3.6%
Min EPS beat(2)0.46%
Max EPS beat(2)6.73%
EPS beat(4)3
Avg EPS beat(4)1.88%
Min EPS beat(4)-1.13%
Max EPS beat(4)6.73%
EPS beat(8)5
Avg EPS beat(8)1.58%
EPS beat(12)8
Avg EPS beat(12)2.25%
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)1
Avg Revenue beat(2)1.21%
Min Revenue beat(2)-0.85%
Max Revenue beat(2)3.27%
Revenue beat(4)1
Avg Revenue beat(4)-8.1%
Min Revenue beat(4)-17.67%
Max Revenue beat(4)3.27%
Revenue beat(8)1
Avg Revenue beat(8)-4.53%
Revenue beat(12)2
Avg Revenue beat(12)-6.19%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)-2.96%
PT rev (3m)-5.69%
EPS NQ rev (1m)2.51%
EPS NQ rev (3m)5.6%
EPS NY rev (1m)0.43%
EPS NY rev (3m)-0.96%
Revenue NQ rev (1m)0.55%
Revenue NQ rev (3m)4.17%
Revenue NY rev (1m)2.52%
Revenue NY rev (3m)2.84%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.7 | ||
| Fwd PE | 27.14 | ||
| P/S | 23.54 | ||
| P/FCF | 53.82 | ||
| P/OCF | 53.51 | ||
| P/B | 8.26 | ||
| P/tB | 8.26 | ||
| EV/EBITDA | N/A |
EPS(TTM)2.33
EY3.37%
EPS(NY)2.55
Fwd EY3.68%
FCF(TTM)1.29
FCFY1.86%
OCF(TTM)1.29
OCFY1.87%
SpS2.94
BVpS8.38
TBVpS8.38
PEG (NY)3.12
PEG (5Y)3.32
Graham Number20.96
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.11% | ||
| ROE | 19.96% | ||
| ROCE | 14.29% | ||
| ROIC | 10.99% | ||
| ROICexc | 11.9% | ||
| ROICexgc | 12.46% | ||
| OM | 53.34% | ||
| PM (TTM) | 56.9% | ||
| GM | N/A | ||
| FCFM | 43.73% |
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 Turnover0.21
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.82 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | 0.26% | ||
| Interest Coverage | 23.45 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 76.86% | ||
| Current Ratio | 1.43 | ||
| Quick Ratio | 1.43 | ||
| Altman-Z | 8.28 |
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
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 Y9.52%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
EPS Next 5Y14.22%
Revenue 1Y (TTM)893.98%
Revenue growth 3Y406.83%
Revenue growth 5Y17.46%
Sales Q2Q%42.24%
Revenue Next Year15.52%
Revenue Next 2Y15.48%
Revenue Next 3Y13.51%
Revenue Next 5Y13.18%
EBIT growth 1Y2658.82%
EBIT growth 3Y1306.77%
EBIT growth 5Y15.34%
EBIT Next Year21.93%
EBIT Next 3Y19.03%
EBIT Next 5Y17.45%
FCF growth 1Y177.12%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y160.44%
OCF growth 3YN/A
OCF growth 5YN/A
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 6 / 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.
Can you provide the profitability details for BROOKFIELD ASSET MGMT-A?
BROOKFIELD ASSET MGMT-A (BAM.CA) has a profitability rating of 6 / 10.
What are the PE and PB ratios of BROOKFIELD ASSET MGMT-A (BAM.CA) stock?
The Price/Earnings (PE) ratio for BROOKFIELD ASSET MGMT-A (BAM.CA) is 29.7 and the Price/Book (PB) ratio is 8.26.
Can you provide the financial health for BAM stock?
The financial health rating of BROOKFIELD ASSET MGMT-A (BAM.CA) is 6 / 10.