BROOKFIELD ASSET MGMT-A (BAM) Stock Fundamental Analysis
USA - NYSE:BAM - CA1130041058 - Common Stock
51.58 USD
+0.02 (+0.04%)
We assign a fundamental rating of 5 out of 10 to BAM. BAM was compared to 237 industry peers in the Capital Markets industry. BAM is in great health and has no worries on liquidiy or solvency at all, but the profibility rating is only average. BAM is valied quite expensively at the moment, while it does show a decent growth rate.
1. Profitability
1.1 Basic Checks
BAM had positive earnings in the past year.
BAM had a positive operating cash flow in the past year.
BAM had positive earnings in each of the past 5 years.
BAM had a positive operating cash flow in 4 of the past 5 years.
1.2 Ratios
BAM has a Return On Assets of 8.71%. This is amongst the best in the industry. BAM outperforms 86.92% of its industry peers.
Looking at the Return On Equity, with a value of 13.61%, BAM is in the better half of the industry, outperforming 72.57% of the companies in the same industry.
Looking at the Return On Invested Capital, with a value of 7.21%, BAM is in the better half of the industry, outperforming 79.75% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital for BAM is significantly below the industry average of 7.11%.
The 3 year average ROIC (1.40%) for BAM is below the current ROIC(7.21%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.71% | ||
| ROE | 13.61% | ||
| ROIC | 7.21% |
ROA(3y)9%
ROA(5y)7.21%
ROE(3y)13.06%
ROE(5y)12.5%
ROIC(3y)1.4%
ROIC(5y)3.71%
1.3 Margins
Looking at the Profit Margin, with a value of 57.13%, BAM belongs to the top of the industry, outperforming 91.98% of the companies in the same industry.
BAM's Profit Margin has improved in the last couple of years.
The Operating Margin of BAM (51.12%) is better than 89.03% 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
Compared to 1 year ago, BAM has more shares outstanding
The number of shares outstanding for BAM has been reduced compared to 5 years ago.
Compared to 1 year ago, BAM has an improved debt to assets ratio.
2.2 Solvency
An Altman-Z score of 9.14 indicates that BAM is not in any danger for bankruptcy at the moment.
With an excellent Altman-Z score value of 9.14, BAM belongs to the best of the industry, outperforming 94.09% of the companies in the same industry.
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.
Looking at the Debt to FCF ratio, with a value of 2.32, BAM belongs to the top of the industry, outperforming 85.23% of the companies in the same industry.
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 fine compared to the rest of the industry. BAM outperforms 74.26% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.22 | ||
| Debt/FCF | 2.32 | ||
| Altman-Z | 9.14 |
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 comparable to the rest of the industry: BAM outperforms 59.49% 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.
With a decent Quick ratio value of 1.31, BAM is doing good in the industry, outperforming 60.34% 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 15.60%, which is quite good.
Measured over the past years, BAM shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -22.95% on average per year.
Looking at the last year, BAM shows a very strong growth in Revenue. The Revenue has grown by 578.74%.
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)15.6%
EPS 3Y-15.34%
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%14.88%
3.2 Future
The Earnings Per Share is expected to grow by 15.35% on average over the next years. This is quite good.
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
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.
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
With a Price/Earnings ratio of 31.64, BAM can be considered very expensive at the moment.
BAM's Price/Earnings ratio is a bit more expensive when compared to the industry. BAM is more expensive than 73.42% of the companies in the same industry.
When comparing the Price/Earnings ratio of BAM to the average of the S&P500 Index (25.89), we can say BAM is valued slightly more expensively.
BAM is valuated quite expensively with a Price/Forward Earnings ratio of 27.44.
Based on the Price/Forward Earnings ratio, BAM is valued a bit more expensive than the industry average as 68.35% of the companies are valued more cheaply.
BAM's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 34.59.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 31.64 | ||
| Fwd PE | 27.44 |
4.2 Price Multiples
BAM's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 87.63 | ||
| 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)2.62
PEG (5Y)N/A
EPS Next 2Y13.86%
EPS Next 3Y15.35%
5. Dividend
5.1 Amount
BAM has a Yearly Dividend Yield of 2.41%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 8.53, BAM has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 2.44, BAM has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.41% |
5.2 History
BAM has been paying a dividend for at least 10 years, so it has a reliable track record.
As BAM did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
Dividend Growth(5Y)N/A
Div Incr Years6
Div Non Decr Years6
5.3 Sustainability
122.97% of the earnings are spent on dividend by BAM. This is not a sustainable payout ratio.
DP122.97%
EPS Next 2Y13.86%
EPS Next 3Y15.35%
NYSE:BAM (11/17/2025, 10:18:09 AM)
51.58
+0.02 (+0.04%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners17.36%
Inst Owner Change-99.92%
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap84.48B
Revenue(TTM)3.54B
Net Income(TTM)1.41B
Analysts67.27
Price Target65.64 (27.26%)
Short Float %3.83%
Short Ratio7.9
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.41% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP122.97%
Div Incr Years6
Div Non Decr Years6
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)8
Avg EPS beat(12)3.3%
EPS beat(16)10
Avg EPS beat(16)14.49%
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)1
Avg Revenue beat(12)-15.43%
Revenue beat(16)3
Avg Revenue beat(16)127.5%
PT rev (1m)0.7%
PT rev (3m)6.58%
EPS NQ rev (1m)-1.31%
EPS NQ rev (3m)-1.59%
EPS NY rev (1m)-1.01%
EPS NY rev (3m)-1.5%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.15%
Revenue NY rev (1m)0.02%
Revenue NY rev (3m)-0.04%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 31.64 | ||
| Fwd PE | 27.44 | ||
| P/S | 34.33 | ||
| P/FCF | 87.63 | ||
| P/OCF | 87.45 | ||
| P/B | 8.18 | ||
| P/tB | 8.18 | ||
| EV/EBITDA | N/A |
EPS(TTM)1.63
EY3.16%
EPS(NY)1.88
Fwd EY3.64%
FCF(TTM)0.59
FCFY1.14%
OCF(TTM)0.59
OCFY1.14%
SpS1.5
BVpS6.31
TBVpS6.31
PEG (NY)2.62
PEG (5Y)N/A
Graham Number15.21
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.71% | ||
| ROE | 13.61% | ||
| ROCE | 9.83% | ||
| ROIC | 7.21% | ||
| ROICexc | 7.47% | ||
| ROICexgc | 7.81% | ||
| 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)1.4%
ROIC(5y)3.71%
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 | 9.14 |
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-15.34%
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%14.88%
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 FAQ
Can you provide the ChartMill fundamental rating for BROOKFIELD ASSET MGMT-A?
ChartMill assigns a fundamental rating of 5 / 10 to BAM.
What is the valuation status of BROOKFIELD ASSET MGMT-A (BAM) stock?
ChartMill assigns a valuation rating of 2 / 10 to BROOKFIELD ASSET MGMT-A (BAM). This can be considered as Overvalued.
What is the profitability of BAM stock?
BROOKFIELD ASSET MGMT-A (BAM) 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) is 31.64 and the Price/Book (PB) ratio is 8.18.
What is the earnings growth outlook for BROOKFIELD ASSET MGMT-A?
The Earnings per Share (EPS) of BROOKFIELD ASSET MGMT-A (BAM) is expected to grow by 12.09% in the next year.