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BAM

NYSE
Strong · 83/100

BROOKFIELD ASSET MANAGEMENT LTD

Financials
Financial Services

$47.08

2.6%

Updated Today 12:11 PM ET

Report Card

BAM at a glance — five pillars scored 0–100 from real filed financials.

Value
0
Growth
0
Profitability
0
Health
0
Dividends
0

Overall: Strong · 83/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Price — Past Year

▼ Down 16.7% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$73.24B

P/E

29.05x

Forward P/E (est.)

26.06x

ROE

26.4%

Revenue Growth

261.4%

EPS Growth

11.5%

Profit Margin

50.3%

FCF Yield

10.5%

Debt / Equity

0.36x

ROIC

Interest Coverage

Current Ratio

Dividend Yield

4.4%

Implied Growth (rev. DCF)

Rating Score

83/100

Business Overview
Research

BROOKFIELD ASSET MANAGEMENT LTD (BAM) is a large-cap company in the Financial Services industry, part of the Financials sector of the S&P 500, with a market value around $73.24B.

In its latest reported year it generated about $3.94B in revenue and $2.40B in net profit.

Our model rates BAM Strong (83/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what BAM's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. BAM trades near $47.08, below its 50-day average ($47.35) and 200-day average ($50.39). Price below both averages is a downtrend — momentum is against buyers for now.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 51 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.

Volatility — ATR. Average True Range is the typical daily move. BAM's is $1.32 (~2.8% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month BAM found buyers near $43.60 (support) and sellers near $49.69 (resistance); its 52-week range is $42.20–$64.10. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.2× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Revenue Growth
Research

2Y CAGR

12.0%

3/4 checks passedRevenue growingRevenue growth beats sector midpointEPS growingEPS growing faster than revenue

Revenue moved from $3.14B in 2023 to $3.94B in 2025, a 12.0% compound annual growth rate. The most recent year grew a strong 261.4% year over year. Consistent top-line growth is one sign of healthy demand.

Profitability
Research
3/3 checks passedProfitableNet margin above sector midpointROE above 12%

Gross Margin

Operating Margin

55.5%

Net Margin

60.8%

ROE

26.4%

BROOKFIELD ASSET MANAGEMENT LTD keeps about 50.3% of each sales dollar as net profit. Return on equity is 26.4%. Margins this wide usually signal pricing power or a cost advantage.

Debt Analysis
Research
2/2 checks passedDebt under 1× equityDebt under 2× equity

Total Debt

$2.95B

Net Debt

$1.91B

Net Debt / EBITDA

Debt / Equity

0.36x

Leverage: debt-to-equity is 0.4x. That is a conservative balance sheet — a cushion in downturns. It carries roughly $2.95B of total debt against $1.04B of cash.

Cash Flow Analysis
Research
2/2 checks passedPositive free cash flowFCF yield above 2%

Operating CF

$2.10B

Free Cash Flow

$2.10B

FCF Margin

53.3%

In the latest year BROOKFIELD ASSET MANAGEMENT LTD produced about $2.10B of operating cash flow and $2.10B of free cash flow after capital spending. That is a free-cash-flow yield of about 10.5% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.

Valuation Analysis
Research
2/3 checks passedPositive earnings (P/E meaningful)P/E below sector's upper bandForward P/E below trailing (earnings growing)

P/E

29.05x

P/S

15.21x

P/B

8.32x

EV / EBITDA

BAM trades at 29.1x trailing earnings (about 26.1x on estimated forward earnings), 15.2x sales, and 8.3x book value. That is a premium multiple that needs growth to justify it.

Metrics vs. Sector Range

Where BAM sits versus its Financials sector peers in the S&P 500.

TTM P/E
29.1xExpensive
Forward P/E
26.1xExpensive
P/S ratio
15.2xExpensive
Revenue growth
261.4%Strong
EPS growth
11.5%Average
Gross margin
Net margin
50.3%Strong
ROE
26.4%Strong

Bands show the middle half (25th–75th percentile) of the 95 Financials companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.

Sector Peer Comparison

How BAM stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.

In the Financials sector (181 S&P 500 companies), BAM ranks #4 of 181 by our overall rating. It trades at a premium versus the sector on earnings (29.1x P/E vs. 15.3x median) with a higher return on equity (26.4% vs. 13.6%) and faster revenue growth (261.4% vs. 15.5%).

P/E vs sector

29.1x

median 15.3x

ROE vs sector

26.4%

median 13.6%

Growth vs sector

261.4%

median 15.5%

Sector rank

#4

of 181 by rating

CompanyP/ERev Gr.Rating
BAMThis stock29.1x261.4%Strong· 83
DB8.4x96.6%Favorable· 64
BN72.6x-6.6%Weak· 26
IX14.8x15.9%Favorable· 61
KSPI7.4xStrong· 72
ALLY10x37.4%Favorable· 69
FUTU10.4x53.0%Strong· 93
CRBG54.1x17.0%Weak· 37
Financials median15.3x15.5%26/100

Valuation vs. quality map

sector medianDBBNIXKSPIALLYFUTUCRBGBAMP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Financials companies by sub-industry and size. Sector median is across all 181 S&P 500 names in the sector. Educational, not a recommendation.

Bull Case

The case for BAM:

  • Revenue is growing 261.4% a year, a sign of real demand.
  • High net margins (50.3%) point to pricing power or efficiency.
  • Strong return on equity (26.4%) shows capital is put to work well.
  • Healthy free-cash-flow yield (~10.5%) funds buybacks and dividends.
  • A conservative balance sheet (debt/equity 0.4x) lowers risk.
  • Pays a 4.4% dividend on top of any price gains.
  • Our model's overall read is Strong (83/100).
Bear Case

The case against BAM:

  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the fundamentals screen favourably: BROOKFIELD ASSET MANAGEMENT LTD is a large-cap financials business still growing nicely, with solid profitability, and a sound balance sheet. It trades at 29.1x earnings, which our model scores Strong (83/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

BAM — frequently asked questions

Is BAM a good stock to buy?

We don't give buy or sell advice. Our model rates BROOKFIELD ASSET MANAGEMENT LTD Strong (83/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.

What is BAM's rating on The Stocks School?

BROOKFIELD ASSET MANAGEMENT LTD currently scores 83/100 (Strong) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.

How our ratings work
Where does BAM's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from BROOKFIELD ASSET MANAGEMENT LTD's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for BAM calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this BAM analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell BAM. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.