Overview Dividends

(BAM) Brookfield Asset Management - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: CA1125851040

Infrastructure, Renewable Power, Real Estate, Private Equity, Credit

Asset Management & Custody Banks
Market Cap in USD: 83,464m

IPO / Inception: 1983-12-30
Return 12m vs S&P 500: -15.1%

EPS (Earnings per Share)

EPS CAGR: -11.92%
EPS Trend: -60.2%

Last SUE: 0.00
Qual. Beats: 0

Revenue

Rev. CAGR: 10.31%
Rev. Trend: 67.5%

Last SUE: -0.45
Qual. Beats: 0

Dividends

Dividend Yield	3.36%
Yield on Cost 5y	4.48%
Yield CAGR 5y	18.75%
Payout Consistency	100.0%
Payout Ratio	110.2%

Risk via 5d forecast
Volatility	29.6%
Value at Risk 5%th	48.3%
Relative Tail Risk	-0.94%

Reward TTM
Sharpe Ratio	0.04
Alpha	-24.05
CAGR/Max DD	0.94

Character TTM
Hurst Exponent	0.541
Beta	1.276
Beta Downside	1.388

Drawdowns 3y
Max DD	29.54%
Mean DD	6.68%
Median DD	6.05%

Description: BAM Brookfield Asset Management December 02, 2025

Brookfield Asset Management Ltd. (NYSE:BAM) is a New-York-based, geography-agnostic private-equity firm that focuses on growth-capital and acquisition investments across renewable power, infrastructure, industrials, and business-services sectors. Within infrastructure it targets transport, data, utilities, and midstream assets; in renewable power it pursues hydro, wind, solar, distributed storage, and other sustainable solutions; and in business services it looks at financial, healthcare, technology, and real-estate services. The company operates as a subsidiary of Brookfield Corporation and was incorporated in 2022.

Key metrics that analysts watch include its $900 billion+ assets-under-management (AUM) base, a 2023 revenue run-rate of roughly $15 billion, and a 12 % year-over-year increase in renewable-energy capacity acquisitions, driven by strong ESG-focused capital flows and rising global infrastructure spending. Macro-level drivers such as higher interest rates can pressure leveraged buyouts, while the U.S. Inflation Reduction Act and similar policies abroad bolster demand for clean-energy projects, providing a tailwind for BAM’s renewable-power pipeline.

For a deeper quantitative view, you may want to explore ValueRay’s analyst toolkit to assess BAM’s valuation sensitivities and sector exposure.

Piotroski VR‑10 (Strict, 0-10) 5.0

Net Income (2.60b TTM) > 0 and > 6% of Revenue (6% = 268.3m TTM)

FCFTA 0.12 (>2.0%) and ΔFCFTA -27.41pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 79.05% (prev -3.39%; Δ 82.43pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.16 (>3.0%) and CFO 2.58b <= Net Income 2.60b (YES >=105%, WARN >=100%)

Net Debt (1.74b) to EBITDA (2.76b) ratio: 0.63 <= 3.0 (WARN <= 3.5)

Current Ratio 2.19 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (1.63b) change vs 12m ago -4.84% (target <= -2.0% for YES)

Gross Margin 68.35% (prev 71.31%; Δ -2.96pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 42.91% (prev 93.59%; Δ -50.69pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 9.00 (EBITDA TTM 2.76b / Interest Expense TTM 301.0m) >= 6 (WARN >= 3)

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 (Balance) -704.0m / Total Assets 16.52b

(D) 1.48 = Book Value of Equity 8.64b / Total Liabilities 5.85b

Total Rating: 4.56 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 80.32

1. Piotroski 5.0pt

2. FCF Yield 2.25%

3. FCF Margin 42.96%

4. Debt/Equity 0.33

5. Debt/Ebitda 0.63

6. ROIC - WACC (= 18.57)%

7. RoE 36.35%

8. Rev. Trend 67.46%

9. EPS Trend -60.19%

What is the price of BAM shares?

As of December 22, 2025, the stock is trading at USD 52.19 with a total of 2,235,240 shares traded.
Over the past week, the price has changed by -1.92%, over one month by +4.29%, over three months by -14.36% and over the past year by -1.65%.

Is BAM a buy, sell or hold?

Brookfield Asset Management has received a consensus analysts rating of 3.59. Therefor, it is recommend to hold BAM.

Strong Buy: 6
Buy: 3
Hold: 5
Sell: 1
Strong Sell: 2

What are the forecasts/targets for the BAM price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	62.6	19.9%
Analysts Target Price	62.6	19.9%
ValueRay Target Price	56.7	8.6%

BAM Fundamental Data Overview December 18, 2025

Market Cap USD = 83.46b (83.46b USD * 1.0 USD.USD)
P/E Trailing = 33.3548
P/E Forward = 27.1003
P/S = 18.6055
P/B = 10.1202
P/EG = 4.84
Beta = 1.527
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 = 85.21b USD (83.46b + Debt 2.80b - CCE 1.06b)
Interest Coverage Ratio = 9.00 (Ebit TTM 2.71b / Interest Expense TTM 301.0m)
FCF Yield = 2.25% (FCF TTM 1.92b / Enterprise Value 85.21b)
FCF Margin = 42.96% (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 = 5.16 (Enterprise Value 85.21b / 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 = 15.77% (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 = 10.43% (E(83.46b)/V(86.27b) * Re(10.72%) + D(2.80b)/V(86.27b) * Rd(2.14%) * (1-Tc(0.10)))
Discount Rate = 10.72% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 2.33%
[DCF Debug] Terminal Value 59.43% ; FCFE base≈1.83b ; Y1≈1.20b ; Y5≈548.8m
Fair Price DCF = 4.60 (DCF Value 7.40b / Shares Outstanding 1.61b; 5y FCF grow -40.0% → 3.0% )
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=0.43 | Chg30d=-0.003 | Revisions Net=-2 | Analysts=11
EPS next Year (2026-12-31): EPS=1.84 | Chg30d=-0.014 | Revisions Net=-3 | Growth EPS=+16.1% | Growth Revenue=+14.8%

Additional Sources for BAM Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle