BROOKFIELD ASSET MGMT-A (BAM) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:BAM - CA1130041058 - Common Stock
51.92 USD
+0.87 (+1.7%)
Overall BAM gets a fundamental rating of 6 out of 10. We evaluated BAM against 238 industry peers in the Capital Markets industry. BAM has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. While showing a medium growth rate, BAM is valued expensive at the moment. This makes BAM very considerable for quality 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.
- Of the past 5 years BAM 4 years had a positive operating cash flow.
1.2 Ratios
- Looking at the Return On Assets, with a value of 12.11%, BAM belongs to the top of the industry, outperforming 89.50% of the companies in the same industry.
- BAM has a better Return On Equity (19.96%) than 87.39% of its industry peers.
- The Return On Invested Capital of BAM (10.57%) is better than 86.55% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for BAM is significantly below the industry average of 7.27%.
- The 3 year average ROIC (1.40%) for BAM is below the current ROIC(10.57%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.11% | ||
| ROE | 19.96% | ||
| ROIC | 10.57% |
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
- With an excellent Profit Margin value of 56.90%, BAM belongs to the best of the industry, outperforming 91.60% of the companies in the same industry.
- In the last couple of years the Profit Margin of BAM has grown nicely.
- With an excellent Operating Margin value of 53.34%, BAM belongs to the best of the industry, outperforming 92.44% of the companies in the same industry.
- BAM's Operating Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 53.34% | ||
| PM (TTM) | 56.9% | ||
| 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
- The number of shares outstanding for BAM has been increased compared to 1 year ago.
- Compared to 5 years ago, BAM has less shares outstanding
- Compared to 1 year ago, BAM has an improved debt to assets ratio.
2.2 Solvency
- An Altman-Z score of 8.35 indicates that BAM is not in any danger for bankruptcy at the moment.
- BAM has a better Altman-Z score (8.35) than 92.44% of its industry peers.
- The Debt to FCF ratio of BAM is 1.85, which is an excellent value as it means it would take BAM, only 1.85 years of fcf income to pay off all of its debts.
- The Debt to FCF ratio of BAM (1.85) is better than 86.97% of its industry peers.
- BAM has a Debt/Equity ratio of 0.28. This is a healthy value indicating a solid balance between debt and equity.
- Looking at the Debt to Equity ratio, with a value of 0.28, BAM is in the better half of the industry, outperforming 73.95% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.85 | ||
| Altman-Z | 8.35 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- BAM has a Current 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 Current ratio, with a value of 1.43, BAM is in the better half of the industry, outperforming 66.81% 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 67.23% 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 15.60% over the past year.
- The earnings per share for BAM have been decreasing by -22.95% on average. This is quite bad
- BAM shows a strong growth in Revenue. In the last year, the Revenue has grown by 573.75%.
- BAM shows a very negative growth in Revenue. Measured over the last years, the Revenue has been decreasing by -26.01% yearly.
EPS 1Y (TTM)15.6%
EPS 3Y-15.34%
EPS 5Y-22.95%
EPS Q2Q%7.89%
Revenue 1Y (TTM)573.75%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%14.88%
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 14.91% 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 13.15% on average per year.
EPS Next Y11.94%
EPS Next 2Y13.29%
EPS Next 3Y14.45%
EPS Next 5Y14.91%
Revenue Next Year12.12%
Revenue Next 2Y13.13%
Revenue Next 3Y13.52%
Revenue Next 5Y13.15%
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 31.85, BAM can be considered very expensive at the moment.
- Compared to the rest of the industry, the Price/Earnings ratio of BAM indicates a slightly more expensive valuation: BAM is more expensive than 75.21% 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 27.32.
- BAM is valuated quite expensively with a Price/Forward Earnings ratio of 27.90.
- Based on the Price/Forward Earnings ratio, BAM is valued a bit more expensive than 64.71% of the companies in the same industry.
- BAM's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 24.30.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 31.85 | ||
| Fwd PE | 27.9 |
4.2 Price Multiples
- BAM's Price/Free Cash Flow is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 55.29 | ||
| 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 14.45% in the coming years.
PEG (NY)2.67
PEG (5Y)N/A
EPS Next 2Y13.29%
EPS Next 3Y14.45%
5. Dividend
5.1 Amount
- BAM has a Yearly Dividend Yield of 2.42%. Purely for dividend investing, there may be better candidates out there.
- Compared to an average industry Dividend Yield of 6.12, BAM has a dividend in line with its industry peers.
- BAM's Dividend Yield is a higher than the S&P500 average which is at 1.86.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.42% |
5.2 History
- BAM has paid a dividend for at least 10 years, which is a reliable track record.
- BAM has not decreased its dividend in the past 5 years, so it has a somewhat stable track record.
Dividend Growth(5Y)N/A
Div Incr Years6
Div Non Decr Years6
5.3 Sustainability
- BAM pays out 113.69% of its income as dividend. This is not a sustainable payout ratio.
DP113.69%
EPS Next 2Y13.29%
EPS Next 3Y14.45%
NYSE:BAM (1/22/2026, 12:03:07 PM)
51.92
+0.87 (+1.7%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)11-07 2025-11-07/bmo
Earnings (Next)02-04 2026-02-04/bmo
Inst Owners17.69%
Inst Owner Change0%
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap85.04B
Revenue(TTM)3.52B
Net Income(TTM)2.00B
Analysts70
Price Target64.41 (24.06%)
Short Float %3.61%
Short Ratio5.7
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.42% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP113.69%
Div Incr Years6
Div Non Decr Years6
Ex-DateN/A
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)-0.74%
PT rev (3m)-1.19%
EPS NQ rev (1m)2.08%
EPS NQ rev (3m)0.61%
EPS NY rev (1m)-0.64%
EPS NY rev (3m)-1.14%
Revenue NQ rev (1m)1.79%
Revenue NQ rev (3m)2.97%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.36%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 31.85 | ||
| Fwd PE | 27.9 | ||
| P/S | 24.18 | ||
| P/FCF | 55.29 | ||
| P/OCF | 54.97 | ||
| P/B | 8.48 | ||
| P/tB | 8.48 | ||
| EV/EBITDA | N/A |
EPS(TTM)1.63
EY3.14%
EPS(NY)1.86
Fwd EY3.58%
FCF(TTM)0.94
FCFY1.81%
OCF(TTM)0.94
OCFY1.82%
SpS2.15
BVpS6.12
TBVpS6.12
PEG (NY)2.67
PEG (5Y)N/A
Graham Number14.98
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.11% | ||
| ROE | 19.96% | ||
| ROCE | 14.29% | ||
| ROIC | 10.57% | ||
| ROICexc | 11.43% | ||
| ROICexgc | 11.97% | ||
| OM | 53.34% | ||
| PM (TTM) | 56.9% | ||
| GM | N/A | ||
| FCFM | 43.73% |
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-Score6
Asset Turnover0.21
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.28 | ||
| Debt/FCF | 1.85 | ||
| 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 | 8.35 |
F-Score6
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 Y11.94%
EPS Next 2Y13.29%
EPS Next 3Y14.45%
EPS Next 5Y14.91%
Revenue 1Y (TTM)573.75%
Revenue growth 3Y-46.15%
Revenue growth 5Y-26.01%
Sales Q2Q%14.88%
Revenue Next Year12.12%
Revenue Next 2Y13.13%
Revenue Next 3Y13.52%
Revenue Next 5Y13.15%
EBIT growth 1Y2658.82%
EBIT growth 3Y-62.73%
EBIT growth 5Y-39.83%
EBIT Next Year12.97%
EBIT Next 3Y19.79%
EBIT Next 5Y17.37%
FCF growth 1Y135.24%
FCF growth 3Y-25.34%
FCF growth 5Y-6.68%
OCF growth 1Y135.73%
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 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 31.85 and the Price/Book (PB) ratio is 8.48.
Can you provide the financial health for BAM stock?
The financial health rating of BROOKFIELD ASSET MGMT-A (BAM) is 7 / 10.