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Company Analysis

Brookfield Asset Management Inc BAM

A comprehensive view of key metrics, scores, and financial health for Brookfield Asset Management Inc

Overview of Brookfield Asset Management Ltd.

BAM NYQ
Financial Services Asset Management Framework: Asset Management & Capital Markets Large Cap
Brookfield Asset Management Ltd. (BAM), is a Large Cap company, in the Asset Management industry, last closed at $47.72, about 22.8% overvalued vs fair value, -15.6% 1Y return, placing in the top 10% of its sector.
Metrics P/E 34.5× Rev Growth 15.5% ROE 29.5% Gross Margin 70.2% Div Yield 3.34%
USD 47.72
-2.35%
(Delayed)
• Vol 90d: 33.1%
52-Week Range
Market Cap
$73.66B
Enterprise Value
$77.42B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 100%
Confidence: 63%
Updated: Sep 12
Top Beats

Quick Facts

Website https://www.bam.brookfield.com
HQ New York, NY
Fiscal year Dec 31

Next Events

Dividend Sep 29
Earnings Nov 6 Estimated

Fair Value Snapshot

Bear Base Bull
$28
$37
$50
Current: $47.72 -23% vs base

Engine Room Money Flow™

Large Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$4.6B
15.5%%
Operating Income (FRE Proxy)
$3.0B
25.6%%
EBITDA
$3.2B
20.9%%
Net Income
$2.5B
14.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
65.8%
Excellent

Operating Income / Revenue — proxy for Fee-Related Earnings margin

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$3.2B
130.0% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
0/3
Improving
0
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

Evaluating Brookfield Asset Management Inc's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
62
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • High Return on Equity Return on equity ranks highly vs peers (score 0.90).
  • Strong Cash Conversion Cash conversion quality is high (score 0.74).

Key risks

  • Margin Erosion Trend Margin trend is deteriorating (score 0.35).
  • Volatile Earnings Quality Earnings stability is low (score 0.19).

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Fee Revenue Quality

Moderate
69
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Asset Managers, Capital Markets & Exchanges vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing BAM's balance between Growth (28.3%), Profitability (38.9%), and Safety (32.8%). Growth 28% Safety 33% Profitability 39%

Click axes to expand details. Marker shows current allocation.

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Growth

55th percentile vs peers
55
Key Signals
Rev Growth YoY 15.5% 68p EPS CAGR 3Y 2.16 99p Revenue CAGR 3Y 12.7% 56p EPS Growth YoY -70.5% 18p
Strengths
  • EPS CAGR 3Y in top 20% of peers (2.16, 99th percentile)
  • ROE in top 20% of peers (29.5%, 89th percentile)
  • ROA in top 20% of peers (14.2%, 93th percentile)
Risks
  • EPS Growth YoY in bottom 20% of peers (-70.5%)

Profitability

76th percentile vs peers
76
Key Signals
Strengths
Risks
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Safety

64th percentile vs peers
64
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Brookfield Asset Management Inc.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$36.82
- - -
-22.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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