(BAM) Brookfield Asset Management - Overview
Stock: Renewable Power, Infrastructure, Private Equity, Real Estate, Business Services
| Risk 5d forecast | |
|---|---|
| Volatility | 34.0% |
| Relative Tail Risk | 0.26% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.12 |
| Alpha | -18.53 |
| Character TTM | |
|---|---|
| Beta | 1.272 |
| Beta Downside | 1.269 |
| Drawdowns 3y | |
|---|---|
| Max DD | 29.54% |
| CAGR/Max DD | 0.63 |
EPS (Earnings per Share)
Revenue
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) 5.0
| Net Income: 2.49b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.11 > 0.02 and ΔFCF/TA -30.15 > 1.0 |
| NWC/Revenue: -0.86% < 20% (prev -3.22%; Δ 2.36% < -1%) |
| CFO/TA 0.11 > 3% & CFO 1.93b > Net Income 2.49b |
| Net Debt (1.35b) to EBITDA (3.04b): 0.45 < 3 |
| Current Ratio: 0.99 > 1.5 & < 3 |
| Outstanding Shares: last quarter (1.63b) vs 12m ago -3.13% < -2% |
| Gross Margin: 94.58% > 18% (prev 0.71%; Δ 9387 % > 0.5%) |
| Asset Turnover: 45.79% > 50% (prev 90.74%; Δ -44.95% > 0%) |
| Interest Coverage Ratio: 10.88 > 6 (EBITDA TTM 3.04b / Interest Expense TTM 273.0m) |
Altman Z'' 3.10
| A: -0.00 (Total Current Assets 6.52b - Total Current Liabilities 6.56b) / Total Assets 17.02b |
| B: -0.04 (Retained Earnings -704.0m / Total Assets 17.02b) |
| C: 0.28 (EBIT TTM 2.97b / Avg Total Assets 10.70b) |
| D: 1.32 (Book Value of Equity 8.90b / Total Liabilities 6.73b) |
| Altman-Z'' Score: 3.10 = A |
What is the price of BAM shares?
Over the past week, the price has changed by +6.13%, over one month by +0.29%, over three months by +2.36% and over the past year by -5.63%.
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 | 61.8 | 17.3% |
| Analysts Target Price | 61.8 | 17.3% |
| ValueRay Target Price | 59.8 | 13.6% |
BAM Fundamental Data Overview February 15, 2026
P/E Forward = 27.5482
P/S = 17.2489
P/B = 8.976
P/EG = 1.4826
Revenue TTM = 4.90b USD
EBIT TTM = 2.97b USD
EBITDA TTM = 3.04b USD
Long Term Debt = 2.94b USD (from longTermDebt, last quarter)
Short Term Debt = 2.93b USD (from shortTermDebt, last quarter)
Debt = 2.93b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.35b USD (from netDebt column, last quarter)
Enterprise Value = 84.44b USD (83.09b + Debt 2.93b - CCE 1.58b)
Interest Coverage Ratio = 10.88 (Ebit TTM 2.97b / Interest Expense TTM 273.0m)
EV/FCF = 44.00x (Enterprise Value 84.44b / FCF TTM 1.92b)
FCF Yield = 2.27% (FCF TTM 1.92b / Enterprise Value 84.44b)
FCF Margin = 39.15% (FCF TTM 1.92b / Revenue TTM 4.90b)
Net Margin = 50.71% (Net Income TTM 2.49b / Revenue TTM 4.90b)
Gross Margin = 94.58% ((Revenue TTM 4.90b - Cost of Revenue TTM 265.6m) / Revenue TTM)
Gross Margin QoQ = none% (prev 61.53%)
Tobins Q-Ratio = 4.96 (Enterprise Value 84.44b / Total Assets 17.02b)
Interest Expense / Debt = 2.04% (Interest Expense 60.0m / Debt 2.93b)
Taxrate = 31.18% (303.6m / 973.7m)
NOPAT = 2.04b (EBIT 2.97b * (1 - 31.18%))
Current Ratio = 0.99 (Total Current Assets 6.52b / Total Current Liabilities 6.56b)
Debt / Equity = 0.33 (Debt 2.93b / totalStockholderEquity, last quarter 8.90b)
Debt / EBITDA = 0.45 (Net Debt 1.35b / EBITDA 3.04b)
Debt / FCF = 0.71 (Net Debt 1.35b / FCF TTM 1.92b)
Total Stockholder Equity = 8.58b (last 4 quarters mean from totalStockholderEquity)
RoA = 23.22% (Net Income 2.49b / Total Assets 17.02b)
RoE = 28.97% (Net Income TTM 2.49b / Total Stockholder Equity 8.58b)
RoCE = 25.79% (EBIT 2.97b / Capital Employed (Equity 8.58b + L.T.Debt 2.94b))
RoIC = 20.37% (NOPAT 2.04b / Invested Capital 10.04b)
WACC = 10.29% (E(83.09b)/V(86.02b) * Re(10.60%) + D(2.93b)/V(86.02b) * Rd(2.04%) * (1-Tc(0.31)))
Discount Rate = 10.60% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 2.33%
[DCF Debug] Terminal Value 60.67% ; FCFF base≈1.88b ; Y1≈1.23b ; Y5≈562.5m
Fair Price DCF = 4.07 (EV 7.92b - Net Debt 1.35b = Equity 6.56b / Shares 1.61b; r=10.29% [WACC]; 5y FCF grow -40.0% → 2.90% )
EPS Correlation: -44.94 | EPS CAGR: -11.08% | SUE: 2.19 | # QB: 1
Revenue Correlation: 70.80 | Revenue CAGR: 16.58% | SUE: -1.81 | # QB: 0
EPS next Quarter (2026-03-31): EPS=0.43 | Chg30d=+0.004 | Revisions Net=+3 | Analysts=13
EPS current Year (2026-12-31): EPS=1.86 | Chg30d=+0.023 | Revisions Net=+3 | Growth EPS=+12.8% | Growth Revenue=+28.0%
EPS next Year (2027-12-31): EPS=2.21 | Chg30d=+0.063 | Revisions Net=-2 | Growth EPS=+18.9% | Growth Revenue=+15.4%