BAM Stock Analysis: Brookfield Asset Management | NYSE
Asset Management | NYSE, USA | Market Cap: 82.290m USD | 12M Return: -8.1% | CA1130041058 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 128M
EPS Trend: 98.3%
Qual. Beats: 0
Rev. Trend: 85.0%
Qual. Beats: 0
Warnings
Tailwinds
No distinct edge detected
Seasonality 5.4 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Brookfield Asset Management Ltd. (NYSE: BAM) is an alternative asset manager that invests across real estate, infrastructure, renewable power, private equity, and credit. Founded in 2022 and headquartered in New York, the firm was created when Brookfield Corporation spun off its asset management business, and it continues to operate as a subsidiary of that parent. It serves a global institutional client base, including public and corporate pension plans, sovereign wealth funds, insurance companies, endowments, and foundations.
BAM structures its offerings through client-focused public and private funds, listed partnerships, separate accounts, and co-investments, and it applies fundamental and operational analysis to source and manage deals. As part of the Financials sector and the Asset Management & Custody Banks sub-industry, it competes in the broader alternatives industry, where managers earn fees from capital pools dedicated to illiquid, long-duration assets such as infrastructure and real estate rather than from traditional liquid security holdings.
- Fee-bearing capital surpasses $500B amid record fundraising momentum
- Real asset inflows accelerate as institutions boost alternatives allocation
- Insurance acquisitions expand perpetual capital base and fee streams
| Net Income: 2.79b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.00 > 0.02 and ΔFCF/TA -2.76 > 1.0 |
| NWC/Revenue: 499.8% < 20% (prev 48.43%; Δ 451.4% < -1%) |
| CFO/TA 0.00 > 3% & CFO 2.18b > Net Income 2.79b |
| Net Debt (258b) to EBITDA (3.74b): 69.04 < 3 |
| Current Ratio: 1.34 > 1.5 & < 3 |
| Outstanding Shares: last quarter (1.62b) vs 12m ago 5.37% < -2% |
| Gross Margin: 80.17% > 18% (prev 70.93%; Δ 9.25% > 0.5%) |
| Asset Turnover: 2.00% > 50% (prev 26.95%; Δ -24.96% > 0%) |
| Interest Coverage Ratio: 13.67 > 6 (EBIT TTM 3.68b / Interest Expense TTM 269.3m) |
| A: 0.05 (Total Current Assets 105b - Total Current Liabilities 78.4b) / Total Assets 526b |
| B: -0.00 (Retained Earnings -950.0m / Total Assets 526b) |
| C: 0.01 (EBIT TTM 3.68b / Avg Total Assets 271b) |
| D: 0.13 (Book Value of Equity 46.6b / Total Liabilities 359b) |
| Altman-Z'' = 0.56 = B |
| DSRI: 3.0 (Receivables 48.6b/5.48b, Revenue 5.40b/4.35b) |
| GMI: 0.88 (GM 70.93% / 80.17%) |
| AQI: 0.77 (AQ_t 0.49 / AQ_t-1 0.63) |
| SGI: 1.24 (Revenue 5.40b / 4.35b) |
| TATA: 0.00 (NI 2.79b - CFO 2.18b) / TA 526b) |
| Beneish M = -1.44 (Cap -4..+1) = D |
As of August 22, 2026, the stock is trading at USD 52.30 with a total of 1,570,037 shares traded. Over the past week, the price has changed by -3.70%, over one month by +12.38%, over three months by +8.86% and over the past year by -8.09%.
Current recommended Stop Loss: 48.60 (which is 7.1% or 2.4 ATR below the current price).
Brookfield Asset Management has received a consensus analysts rating of 3.59. Therefore, it is recommended to hold BAM.
- StrongBuy: 6
- Buy: 3
- Hold: 5
- Sell: 1
- StrongSell: 2
| Analysts Target Price | 57.2 | 9.3% |
P/E Trailing = 30.3059
P/E Forward = 28.169
P/S = 14.3438
P/B = 11.1933
P/EG = 1.3479
Revenue TTM = 5.40b USD
EBIT TTM = 3.68b USD
EBITDA TTM = 3.74b USD
Long Term Debt = 4.67b USD (from longTermDebt, last quarter)
Short Term Debt = 14.7b USD (from shortTermDebt, last quarter)
Debt = 273b USD (from shortLongTermDebtTotal, last quarter) + Leases 8.22b
Net Debt = 258b USD (calculated: Debt 273b - CCE 14.9b)
Enterprise Value = 341b USD (82.3b + Debt 273b - CCE 14.9b)
Interest Coverage Ratio = 13.67 (Ebit TTM 3.68b / Interest Expense TTM 269.3m)
EV/FCF = 156.3x (Enterprise Value 341b / FCF TTM 2.18b)
FCF Yield = 0.64% (FCF TTM 2.18b / Enterprise Value 341b)
FCF Margin = 40.32% (FCF TTM 2.18b / Revenue TTM 5.40b)
Net Margin = 51.60% (Net Income TTM 2.79b / Revenue TTM 5.40b)
Gross Margin = 80.17% ((Revenue TTM 5.40b - Cost of Revenue TTM 1.07b) / Revenue TTM)
Gross Margin QoQ = 92.53% (prev 82.29%)
Tobins Q-Ratio = 0.65 (Enterprise Value 341b / Total Assets 526b)
Interest Expense / Debt = 0.10% (Interest Expense 269.3m / Debt 273b)
Taxrate = 17.48% (647.5m / 3.70b)
NOPAT = 3.04b (EBIT 3.68b * (1 - 17.48%))
Current Ratio = 1.34 (Total Current Assets 105b / Total Current Liabilities 78.4b)
Debt / Equity = 5.87 (Debt 273b / totalStockholderEquity, last quarter 46.6b)
Debt / EBITDA = 69.04 (Net Debt 258b / EBITDA 3.74b)
Debt / FCF = 118.6 (Net Debt 258b / FCF TTM 2.18b)
Total Stockholder Equity = 17.9b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.03% (Net Income 2.79b / Total Assets 526b)
RoE = 15.59% (Net Income TTM 2.79b / Total Stockholder Equity 17.9b)
RoCE = 16.32% (EBIT 3.68b / Capital Employed (Equity 17.9b + L.T.Debt 4.67b))
RoIC = 0.66% (NOPAT 3.04b / Invested Capital 462b)
WACC = 2.68% (E(82.3b)/V(355b) * Re(11.31%) + D(273b)/V(355b) * Rd(0.10%) * (1-Tc(0.17)))
Discount Rate = 11.31% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 22.34 | Cagr: 0.76%
[DCF] Terminal Value 77.97% ; FCFF base≈1.51b ; Y1≈1.73b ; Y5≈2.55b
[DCF] Fair Price = N/A (negative equity: EV 38.4b - Net Debt 258b = -220b; debt exceeds intrinsic value)
EPS Correlation: 98.32 | EPS CAGR: 10.19% | SUE: 0.49 | # QB: 0
Revenue Correlation: 85.05 | Revenue CAGR: 9.79% | SUE: 0.83 | # QB: 0
EPS current Quarter (2026-09-30): EPS=0.46 | Chg30d=-0.66% | Revisions=-15% | Analysts=13
EPS current Year (2026-12-31): EPS=1.83 | Chg30d=+0.15% | Revisions=+0% | GrowthEPS=+11.2% | GrowthRev=+25.7%
EPS next Year (2027-12-31): EPS=2.17 | Chg30d=+0.07% | Revisions=-12% | GrowthEPS=+18.4% | GrowthRev=+16.4%
[Analyst] Revisions Ratio: -10% (up=17, down=21)