BROOKFIELD ASSET MGMT-A (BAM) Stock Fundamental Analysis
NYSE:BAM • CA1130041058
47.14 USD
+0.39 (+0.83%)
At close: Mar 2, 2026
46 USD
-1.14 (-2.42%)
Pre-Market: 3/3/2026, 5:20:07 AM
BAM gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 238 industry peers in the Capital Markets industry. BAM has an excellent profitability rating, but there are some minor concerns on its financial health. BAM is valued quite expensive, but it does show an excellent growth. This makes BAM very considerable 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.
- In the past 5 years BAM has always been profitable.
- In multiple years BAM reported negative operating cash flow during the last 5 years.
1.2 Ratios
- The Return On Assets of BAM (12.78%) is better than 88.66% of its industry peers.
- BAM has a better Return On Equity (21.06%) than 86.55% of its industry peers.
- The Return On Invested Capital of BAM (10.70%) is better than 86.55% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for BAM is in line with the industry average of 7.32%.
- The last Return On Invested Capital (10.70%) for BAM is above the 3 year average (6.82%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.78% | ||
| ROE | 21.06% | ||
| ROIC | 10.7% |
ROA(3y)13.66%
ROA(5y)9.77%
ROE(3y)20.83%
ROE(5y)16.44%
ROIC(3y)6.82%
ROIC(5y)5.8%
1.3 Margins
- BAM has a better Profit Margin (60.89%) than 92.44% of its industry peers.
- BAM's Profit Margin has improved in the last couple of years.
- The Operating Margin of BAM (52.67%) is better than 91.18% of its industry peers.
- BAM's Operating Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 52.67% | ||
| PM (TTM) | 60.89% | ||
| 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
- BAM has more shares outstanding than it did 1 year ago.
- BAM has more shares outstanding than it did 5 years ago.
- Compared to 1 year ago, BAM has a worse debt to assets ratio.
2.2 Solvency
- An Altman-Z score of 7.75 indicates that BAM is not in any danger for bankruptcy at the moment.
- BAM's Altman-Z score of 7.75 is amongst the best of the industry. BAM outperforms 90.76% of its industry peers.
- 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 belongs to the top of the industry, outperforming 86.13% 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's Debt to Equity ratio of 0.28 is fine compared to the rest of the industry. BAM outperforms 73.11% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.82 | ||
| Altman-Z | 7.75 |
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.
- Looking at the Current ratio, with a value of 1.43, BAM is in the better half of the industry, outperforming 65.97% of the companies in the same industry.
- A Quick Ratio of 1.43 indicates that BAM should not have too much problems paying 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 66.39% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.43 | ||
| Quick Ratio | 1.43 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an nice 17.24% over the past year.
- 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 883.61%.
- 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
- The Earnings Per Share is expected to grow by 14.22% 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 13.18% 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
- 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.
4. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 27.73, BAM can be considered very expensive at the moment.
- 71.85% of the companies in the same industry are cheaper than BAM, based on the Price/Earnings ratio.
- BAM's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 27.13.
- Based on the Price/Forward Earnings ratio of 25.32, the valuation of BAM can be described as expensive.
- Based on the Price/Forward Earnings ratio, BAM is valued a bit more expensive than the industry average as 63.87% of the companies are valued more cheaply.
- The average S&P500 Price/Forward Earnings ratio is at 28.11. BAM is around the same levels.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 27.73 | ||
| Fwd PE | 25.32 |
4.2 Price Multiples
- BAM's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 50.2 | ||
| EV/EBITDA | N/A |
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.
- 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)2.91
PEG (5Y)3.1
EPS Next 2Y13.19%
EPS Next 3Y15.89%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 3.02%, BAM has a reasonable but not impressive dividend return.
- Compared to an average industry Dividend Yield of 6.45, BAM has a dividend in line with its industry peers.
- Compared to an average S&P500 Dividend Yield of 1.82, BAM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.02% |
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
- 107.77% of the earnings are spent on dividend by BAM. This is not a sustainable payout ratio.
DP107.77%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
47.14
+0.39 (+0.83%)
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 Change494.99%
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap77.21B
Revenue(TTM)4.74B
Net Income(TTM)2.11B
Analysts70
Price Target62.14 (31.82%)
Short Float %3.76%
Short Ratio4.79
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.02% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP107.77%
Div Incr Years6
Div Non Decr Years6
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)11
Avg EPS beat(16)17.61%
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)3
Avg Revenue beat(16)-4.58%
PT rev (1m)-3.53%
PT rev (3m)-5.12%
EPS NQ rev (1m)1.42%
EPS NQ rev (3m)5.58%
EPS NY rev (1m)0.43%
EPS NY rev (3m)-0.96%
Revenue NQ rev (1m)0.55%
Revenue NQ rev (3m)4.09%
Revenue NY rev (1m)2.52%
Revenue NY rev (3m)2.84%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 27.73 | ||
| Fwd PE | 25.32 | ||
| P/S | 22.27 | ||
| P/FCF | 50.2 | ||
| P/OCF | 49.91 | ||
| P/B | 7.7 | ||
| P/tB | 7.7 | ||
| EV/EBITDA | N/A |
EPS(TTM)1.7
EY3.61%
EPS(NY)1.86
Fwd EY3.95%
FCF(TTM)0.94
FCFY1.99%
OCF(TTM)0.94
OCFY2%
SpS2.12
BVpS6.12
TBVpS6.12
PEG (NY)2.91
PEG (5Y)3.1
Graham Number15.3
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.78% | ||
| ROE | 21.06% | ||
| ROCE | 13.91% | ||
| ROIC | 10.7% | ||
| ROICexc | 11.58% | ||
| ROICexgc | 12.13% | ||
| OM | 52.67% | ||
| PM (TTM) | 60.89% | ||
| GM | N/A | ||
| FCFM | 44.36% |
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 | 22.83 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 72.86% | ||
| Current Ratio | 1.43 | ||
| Quick Ratio | 1.43 | ||
| Altman-Z | 7.75 |
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)883.61%
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 1Y2585.29%
EBIT growth 3Y1306.77%
EBIT growth 5Y15.34%
EBIT Next Year25.37%
EBIT Next 3Y18.62%
EBIT Next 5Y17.15%
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 FAQ
Can you provide the ChartMill fundamental rating for BROOKFIELD ASSET MGMT-A?
ChartMill assigns a fundamental rating of 6 / 10 to BAM.
What is the valuation status for BAM stock?
ChartMill assigns a valuation rating of 2 / 10 to BROOKFIELD ASSET MGMT-A (BAM). This can be considered as Overvalued.
Can you provide the profitability details for BROOKFIELD ASSET MGMT-A?
BROOKFIELD ASSET MGMT-A (BAM) has a profitability rating of 7 / 10.
What are the PE and PB ratios of BROOKFIELD ASSET MGMT-A (BAM) stock?
The Price/Earnings (PE) ratio for BROOKFIELD ASSET MGMT-A (BAM) is 27.73 and the Price/Book (PB) ratio is 7.7.
Can you provide the financial health for BAM stock?
The financial health rating of BROOKFIELD ASSET MGMT-A (BAM) is 6 / 10.