(BAM) Brookfield Asset Management - Overview
Stock: Renewable Power, Infrastructure, Private Equity, Real Estate, Business Services
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 3.11% |
| Yield on Cost 5y | 4.48% |
| Yield CAGR 5y | 16.99% |
| Payout Consistency | 100.0% |
| Payout Ratio | 147.2% |
| Risk 5d forecast | |
|---|---|
| Volatility | 36.3% |
| Relative Tail Risk | 0.00% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.31 |
| Alpha | -30.06 |
| Character TTM | |
|---|---|
| Beta | 1.271 |
| Beta Downside | 1.266 |
| Drawdowns 3y | |
|---|---|
| Max DD | 29.54% |
| CAGR/Max DD | 0.57 |
Description: BAM Brookfield Asset Management January 27, 2026
Brookfield Asset Management Ltd. (NYSE:BAM) is a New-York-based, geography-agnostic private-equity-style asset manager that operates as a subsidiary of Brookfield Corporation. Its investment mandate spans renewable power & transition (hydro, wind, solar, distributed storage, sustainable solutions), core infrastructure (transport, data, utilities, midstream), industrial and infrastructure services, and business services (financial, healthcare, technology, real-estate services). The firm’s structure mirrors a diversified “one-stop shop” for long-term, capital-intensive assets.
Key up-to-date metrics (as of Q4 2025):
• Assets under management (AUM) reached **$945 billion**, up ~7 % YoY, driven largely by new commitments to renewable-energy funds.
• Renewable-power earnings grew **13 % YoY**, reflecting higher capacity factors in wind and solar assets acquired in 2023-24.
• Infrastructure capital spending in North America and Europe is projected to exceed **$1.2 trillion** through 2027, providing a macro tailwind for BAM’s transport and utilities investments.
From a risk-adjusted perspective, BAM’s exposure to climate-transition assets aligns with the **global renewable-capacity pipeline**, which the International Energy Agency now estimates will add **3,200 GW** of new capacity by 2030-a growth rate that historically correlates with higher asset-level cash flows for firms with long-dated power purchase agreements.
**If you’re interested in quantifying how BAM’s sector mix translates into expected cash-flow volatility, a quick look at ValueRay’s proprietary risk-adjusted return models could be a useful next step.**
Piotroski VR‑10 (Strict, 0-10) 6.0
| Net Income: 2.60b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.12 > 0.02 and ΔFCF/TA -30.38 > 1.0 |
| NWC/Revenue: 79.05% < 20% (prev -3.39%; Δ 82.43% < -1%) |
| CFO/TA 0.16 > 3% & CFO 2.58b > Net Income 2.60b |
| Net Debt (1.74b) to EBITDA (2.76b): 0.63 < 3 |
| Current Ratio: 2.19 > 1.5 & < 3 |
| Outstanding Shares: last quarter (1.63b) vs 12m ago -4.84% < -2% |
| Gross Margin: 68.35% > 18% (prev 0.71%; Δ 6764 % > 0.5%) |
| Asset Turnover: 42.91% > 50% (prev 93.59%; Δ -50.69% > 0%) |
| Interest Coverage Ratio: 9.00 > 6 (EBITDA TTM 2.76b / Interest Expense TTM 301.0m) |
Altman Z'' 4.56
| A: 0.21 (Total Current Assets 6.52b - Total Current Liabilities 2.98b) / Total Assets 16.52b |
| B: -0.04 (Retained Earnings -704.0m / Total Assets 16.52b) |
| C: 0.26 (EBIT TTM 2.71b / Avg Total Assets 10.42b) |
| D: 1.48 (Book Value of Equity 8.64b / Total Liabilities 5.85b) |
| Altman-Z'' Score: 4.56 = AA |
Beneish M 0.54
| DSRI: 5.35 (Receivables 5.46b/923.0m, Revenue 4.47b/4.05b) |
| GMI: 1.04 (GM 68.35% / 71.31%) |
| AQI: 0.79 (AQ_t 0.60 / AQ_t-1 0.77) |
| SGI: 1.11 (Revenue 4.47b / 4.05b) |
| TATA: 0.00 (NI 2.60b - CFO 2.58b) / TA 16.52b) |
| Beneish M-Score: 0.54 (Cap -4..+1) = D |
What is the price of BAM shares?
Over the past week, the price has changed by -0.20%, over one month by -10.03%, over three months by -6.08% and over the past year by -11.57%.
Is BAM a buy, sell or hold?
- StrongBuy: 6
- Buy: 3
- Hold: 5
- Sell: 1
- StrongSell: 2
What are the forecasts/targets for the BAM price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 61.7 | 24.3% |
| Analysts Target Price | 61.7 | 24.3% |
| ValueRay Target Price | 55.5 | 11.8% |
BAM Fundamental Data Overview February 03, 2026
P/E Forward = 25.7069
P/S = 17.8848
P/B = 9.6602
P/EG = 1.4826
Revenue TTM = 4.47b USD
EBIT TTM = 2.71b USD
EBITDA TTM = 2.76b USD
Long Term Debt = 2.35b USD (from longTermDebt, last quarter)
Short Term Debt = 453.0m USD (from shortTermDebt, last quarter)
Debt = 2.80b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.74b USD (from netDebt column, last quarter)
Enterprise Value = 81.97b USD (80.23b + Debt 2.80b - CCE 1.06b)
Interest Coverage Ratio = 9.00 (Ebit TTM 2.71b / Interest Expense TTM 301.0m)
EV/FCF = 42.63x (Enterprise Value 81.97b / FCF TTM 1.92b)
FCF Yield = 2.35% (FCF TTM 1.92b / Enterprise Value 81.97b)
FCF Margin = 43.00% (FCF TTM 1.92b / Revenue TTM 4.47b)
Net Margin = 58.25% (Net Income TTM 2.60b / Revenue TTM 4.47b)
Gross Margin = 68.35% ((Revenue TTM 4.47b - Cost of Revenue TTM 1.42b) / Revenue TTM)
Gross Margin QoQ = 61.53% (prev 62.94%)
Tobins Q-Ratio = 4.96 (Enterprise Value 81.97b / Total Assets 16.52b)
Interest Expense / Debt = 2.14% (Interest Expense 60.0m / Debt 2.80b)
Taxrate = 10.13% (77.1m / 761.5m)
NOPAT = 2.43b (EBIT 2.71b * (1 - 10.13%))
Current Ratio = 2.19 (Total Current Assets 6.52b / Total Current Liabilities 2.98b)
Debt / Equity = 0.33 (Debt 2.80b / totalStockholderEquity, last quarter 8.46b)
Debt / EBITDA = 0.63 (Net Debt 1.74b / EBITDA 2.76b)
Debt / FCF = 0.91 (Net Debt 1.74b / FCF TTM 1.92b)
Total Stockholder Equity = 7.17b (last 4 quarters mean from totalStockholderEquity)
RoA = 24.99% (Net Income 2.60b / Total Assets 16.52b)
RoE = 36.35% (Net Income TTM 2.60b / Total Stockholder Equity 7.17b)
RoCE = 28.46% (EBIT 2.71b / Capital Employed (Equity 7.17b + L.T.Debt 2.35b))
RoIC = 29.00% (NOPAT 2.43b / Invested Capital 8.39b)
WACC = 10.31% (E(80.23b)/V(83.03b) * Re(10.60%) + D(2.80b)/V(83.03b) * Rd(2.14%) * (1-Tc(0.10)))
Discount Rate = 10.60% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 2.33%
[DCF Debug] Terminal Value 60.59% ; FCFF base≈1.88b ; Y1≈1.23b ; Y5≈563.3m
Fair Price DCF = 3.82 (EV 7.91b - Net Debt 1.74b = Equity 6.17b / Shares 1.61b; r=10.31% [WACC]; 5y FCF grow -40.0% → 2.90% )
EPS Correlation: -60.19 | EPS CAGR: -11.92% | SUE: 0.0 | # QB: 0
Revenue Correlation: 67.46 | Revenue CAGR: 10.31% | SUE: -0.45 | # QB: 0
EPS next Quarter (2026-03-31): EPS=0.42 | Chg30d=-0.002 | Revisions Net=-2 | Analysts=13
EPS next Year (2026-12-31): EPS=1.84 | Chg30d=-0.001 | Revisions Net=-3 | Growth EPS=+13.6% | Growth Revenue=+13.5%