(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
Dividends
| Dividend Yield | 3.26% |
| Yield on Cost 5y | 4.48% |
| Yield CAGR 5y | 18.75% |
| Payout Consistency | 100.0% |
| Payout Ratio | 110.2% |
| Risk via 10d forecast | |
|---|---|
| Volatility | 29.5% |
| Value at Risk 5%th | 48.3% |
| Relative Tail Risk | -0.59% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.13 |
| Alpha | -20.43 |
| CAGR/Max DD | 1.03 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.495 |
| Beta | 1.283 |
| Beta Downside | 1.376 |
| Drawdowns 3y | |
|---|---|
| Max DD | 29.54% |
| Mean DD | 6.60% |
| Median DD | 5.95% |
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 |
| (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 |
| Total Rating: 4.56 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 80.29
| 1. Piotroski 5.0pt |
| 2. FCF Yield 2.19% |
| 3. FCF Margin 42.96% |
| 4. Debt/Equity 0.33 |
| 5. Debt/Ebitda 0.63 |
| 6. ROIC - WACC (= 18.54)% |
| 7. RoE 36.35% |
| 8. Rev. Trend 67.46% |
| 9. EPS Trend -60.19% |
What is the price of BAM shares?
As of December 13, 2025, the stock is trading at USD 53.79 with a total of 1,378,997 shares traded.
Over the past week, the price has changed by +1.00%, over one month by -0.79%, over three months by -4.11% and over the past year by -3.94%.
Over the past week, the price has changed by +1.00%, over one month by -0.79%, over three months by -4.11% and over the past year by -3.94%.
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 | 63.3 | 17.6% |
| Analysts Target Price | 63.3 | 17.6% |
| ValueRay Target Price | 60.9 | 13.2% |
BAM Fundamental Data Overview December 09, 2025
Market Cap USD = 85.98b (85.98b USD * 1.0 USD.USD)
P/E Trailing = 34.3613
P/E Forward = 24.7525
P/S = 19.1669
P/B = 10.1392
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 = 87.72b USD (85.98b + Debt 2.80b - CCE 1.06b)
Interest Coverage Ratio = 9.00 (Ebit TTM 2.71b / Interest Expense TTM 301.0m)
FCF Yield = 2.19% (FCF TTM 1.92b / Enterprise Value 87.72b)
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 = 5.31 (Enterprise Value 87.72b / 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 = 10.46% (E(85.98b)/V(88.79b) * Re(10.74%) + D(2.80b)/V(88.79b) * Rd(2.14%) * (1-Tc(0.10)))
Discount Rate = 10.74% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 2.33%
[DCF Debug] Terminal Value 59.35% ; FCFE base≈1.83b ; Y1≈1.20b ; Y5≈548.8m
Fair Price DCF = 4.59 (DCF Value 7.39b / 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=+0.000 | Revisions Net=+1 | Analysts=11
EPS next Year (2026-12-31): EPS=1.85 | Chg30d=-0.005 | Revisions Net=+3 | Growth EPS=+16.7% | Growth Revenue=+15.5%
P/E Trailing = 34.3613
P/E Forward = 24.7525
P/S = 19.1669
P/B = 10.1392
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 = 87.72b USD (85.98b + Debt 2.80b - CCE 1.06b)
Interest Coverage Ratio = 9.00 (Ebit TTM 2.71b / Interest Expense TTM 301.0m)
FCF Yield = 2.19% (FCF TTM 1.92b / Enterprise Value 87.72b)
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 = 5.31 (Enterprise Value 87.72b / 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 = 10.46% (E(85.98b)/V(88.79b) * Re(10.74%) + D(2.80b)/V(88.79b) * Rd(2.14%) * (1-Tc(0.10)))
Discount Rate = 10.74% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 2.33%
[DCF Debug] Terminal Value 59.35% ; FCFE base≈1.83b ; Y1≈1.20b ; Y5≈548.8m
Fair Price DCF = 4.59 (DCF Value 7.39b / 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=+0.000 | Revisions Net=+1 | Analysts=11
EPS next Year (2026-12-31): EPS=1.85 | Chg30d=-0.005 | Revisions Net=+3 | Growth EPS=+16.7% | Growth Revenue=+15.5%
Additional Sources for BAM Stock
News:
Wall Street Journal |
Benzinga |
Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle