BROOKFIELD ASSET MGMT-A (BAM) Stock Fundamental Analysis

NYSE:BAM • CA1130041058

51.98 USD
-0.38 (-0.73%)
At close: Feb 12, 2026
51.98 USD
0 (0%)
After Hours: 2/12/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Overall BAM gets a fundamental rating of 5 out of 10. We evaluated BAM against 238 industry peers in the Capital Markets industry. While BAM has a great health rating, its profitability is only average at the moment. BAM has a expensive valuation and it also scores bad on growth.


Dividend Valuation Growth Profitability Health

6

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.
  • BAM had positive earnings in 4 of the past 5 years.
  • In multiple years BAM reported negative operating cash flow during the last 5 years.
BAM Yearly Net Income VS EBIT VS OCF VS FCFBAM Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2B 4B 6B 8B

1.2 Ratios

  • With an excellent Return On Assets value of 12.11%, BAM belongs to the best of the industry, outperforming 89.50% of the companies in the same industry.
  • BAM has a Return On Equity of 19.96%. This is amongst the best in the industry. BAM outperforms 85.29% of its industry peers.
  • With an excellent Return On Invested Capital value of 10.57%, BAM belongs to the best of the industry, outperforming 86.97% of the companies in the same industry.
  • BAM had an Average Return On Invested Capital over the past 3 years of 1.40%. This is significantly below the industry average of 7.22%.
  • The 3 year average ROIC (1.40%) for BAM is below the current ROIC(10.57%), indicating increased profibility in the last year.
Industry RankSector 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%
BAM Yearly ROA, ROE, ROICBAM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15 20

1.3 Margins

  • BAM has a Profit Margin of 56.90%. This is amongst the best in the industry. BAM outperforms 92.02% of its industry peers.
  • In the last couple of years the Profit Margin of BAM has grown nicely.
  • BAM has a Operating Margin of 53.34%. This is amongst the best in the industry. BAM outperforms 92.44% of its industry peers.
  • BAM's Operating Margin has declined in the last couple of years.
Industry RankSector 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
BAM Yearly Profit, Operating, Gross MarginsBAM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 200 400 600 800 1K

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ROAROEROICOperating and Profit MarginShow most profitable peers

7

2. Health

2.1 Basic Checks

  • There is no outstanding debt for BAM. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
BAM Yearly Shares OutstandingBAM Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B 1.5B
BAM Yearly Total Debt VS Total AssetsBAM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 100B 200B 300B

2.2 Solvency

  • An Altman-Z score of 8.55 indicates that BAM is not in any danger for bankruptcy at the moment.
  • BAM's Altman-Z score of 8.55 is amongst the best of the industry. BAM outperforms 92.44% of its industry peers.
  • BAM has a debt to FCF ratio of 1.85. This is a very positive value and a sign of high solvency as it would only need 1.85 years to pay back of all of its debts.
  • BAM's Debt to FCF ratio of 1.85 is amongst the best of the industry. BAM outperforms 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 RankSector Rank
Debt/Equity 0.28
Debt/FCF 1.85
Altman-Z 8.55
ROIC/WACCN/A
WACCN/A
BAM Yearly LT Debt VS Equity VS FCFBAM Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 50B 100B

2.3 Liquidity

  • A Current Ratio of 1.43 indicates that BAM should not have too much problems paying its short term obligations.
  • With a decent Current ratio value of 1.43, BAM is doing good in the industry, outperforming 67.23% 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.
  • BAM has a Quick ratio of 1.43. This is in the better half of the industry: BAM outperforms 67.65% of its industry peers.
Industry RankSector Rank
Current Ratio 1.43
Quick Ratio 1.43
BAM Yearly Current Assets VS Current LiabilitesBAM Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2020 2021 2022 2023 2024 2B 4B 6B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an nice 17.24% over the past year.
EPS 1Y (TTM)17.24%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%17.5%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%42.24%

3.2 Future

  • BAM is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 14.22% yearly.
  • The Revenue is expected to grow by 13.18% on average over the next years. This is quite good.
EPS Next Y9.52%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
EPS Next 5Y14.22%
Revenue Next Year13.76%
Revenue Next 2Y14.34%
Revenue Next 3Y14.06%
Revenue Next 5Y13.18%

3.3 Evolution

BAM Yearly Revenue VS EstimatesBAM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 20B 40B 60B
BAM Yearly EPS VS EstimatesBAM Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 0 1 2

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Find the best growth stocksShow best growing peers

2

4. Valuation

4.1 Price/Earnings Ratio

  • BAM is valuated quite expensively with a Price/Earnings ratio of 30.58.
  • Based on the Price/Earnings ratio, BAM is valued a bit more expensive than 75.63% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.67. BAM is around the same levels.
  • A Price/Forward Earnings ratio of 27.92 indicates a quite expensive valuation of BAM.
  • BAM's Price/Forward Earnings ratio is a bit more expensive when compared to the industry. BAM is more expensive than 66.39% 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 27.69.
Industry RankSector Rank
PE 30.58
Fwd PE 27.92
BAM Price Earnings VS Forward Price EarningsBAM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • BAM's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 55.36
EV/EBITDA N/A
BAM Per share dataBAM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6

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 15.89% in the coming years. This may justify a more expensive valuation.
PEG (NY)3.21
PEG (5Y)N/A
EPS Next 2Y13.19%
EPS Next 3Y15.89%

More info and screens

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

4

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 2.80%, BAM has a reasonable but not impressive dividend return.
  • 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 rather good when compared to the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 2.8%

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
BAM Yearly Dividends per shareBAM Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.5 1 1.5

5.3 Sustainability

  • 113.69% of the earnings are spent on dividend by BAM. This is not a sustainable payout ratio.
DP113.69%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
BAM Yearly Income VS Free CF VS DividendBAM Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 1B 2B 3B
BAM Dividend Payout.BAM Dividend Payout, showing the Payout Ratio.BAM Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

BROOKFIELD ASSET MGMT-A

NYSE:BAM (2/12/2026, 8:04:00 PM)

After market: 51.98 0 (0%)

51.98

-0.38 (-0.73%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-04
Inst Owners17.69%
Inst Owner Change0%
Ins Owners1.9%
Ins Owner ChangeN/A
Market Cap85.14B
Revenue(TTM)N/A
Net Income(TTM)2.00B
Analysts70
Price Target63.45 (22.07%)
Short Float %2.92%
Short Ratio4.86
Dividend
Industry RankSector Rank
Dividend Yield 2.8%
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)-2.4%
PT rev (3m)-3.34%
EPS NQ rev (1m)5.87%
EPS NQ rev (3m)5.21%
EPS NY rev (1m)0.36%
EPS NY rev (3m)0.23%
Revenue NQ rev (1m)3.65%
Revenue NQ rev (3m)4.92%
Revenue NY rev (1m)1.77%
Revenue NY rev (3m)1.14%
Valuation
Industry RankSector Rank
PE 30.58
Fwd PE 27.92
P/S 24.21
P/FCF 55.36
P/OCF 55.04
P/B 8.49
P/tB 8.49
EV/EBITDA N/A
EPS(TTM)1.7
EY3.27%
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)3.21
PEG (5Y)N/A
Graham Number15.3
Profitability
Industry RankSector 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 RankSector 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 8.55
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)17.24%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%17.5%
EPS Next Y9.52%
EPS Next 2Y13.19%
EPS Next 3Y15.89%
EPS Next 5Y14.22%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%42.24%
Revenue Next Year13.76%
Revenue Next 2Y14.34%
Revenue Next 3Y14.06%
Revenue Next 5Y13.18%
EBIT growth 1Y2658.82%
EBIT growth 3Y-62.73%
EBIT growth 5Y-39.83%
EBIT Next Year14.52%
EBIT Next 3Y19.83%
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 5 / 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 6 / 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 30.58 and the Price/Book (PB) ratio is 8.49.


Can you provide the financial health for BAM stock?

The financial health rating of BROOKFIELD ASSET MGMT-A (BAM) is 7 / 10.