(BAM) Brookfield Asset Management - Overview
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: CA1125851040
Stock:
Total Rating 37
Risk 65
Buy Signal -0.99
| Risk 5d forecast | |
|---|---|
| Volatility | 38.3% |
| Relative Tail Risk | 0.33% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.36 |
| Alpha | -34.96 |
| Character TTM | |
|---|---|
| Beta | 1.245 |
| Beta Downside | 0.982 |
| Drawdowns 3y | |
|---|---|
| Max DD | 29.54% |
| CAGR/Max DD | 0.51 |
EPS (Earnings per Share)
Revenue
Description: BAM Brookfield Asset Management
Brookfield Asset Management Ltd. is a private equity firm specializing in acquisitions and growth capital investments. The firm typically invests in renewable power and transition, and infrastructure sectors. Within infrastructure sector, it seeks to invest across the transport, data, utilities and midstream sectors. Within renewable power and transition sector, it seeks to invest in hydro, wind, solar, distributed energy storage and sustainable solutions. It also invests in industrials, infrastructure services and business services sectors. Within business services, it seeks to invest in financial, healthcare, technology and real estate services. The firm is geography-agnostic. was incorporated in 2022 and is based in New York, New York. Brookfield Asset Management Ltd. operates as a subsidiary of Brookfield Corporation.
Piotroski VR‑10 (Strict, 0-10) 5.0
| Net Income: 2.49b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.09 > 0.02 and ΔFCF/TA -33.39 > 1.0 |
| NWC/Revenue: -0.87% < 20% (prev -3.22%; Δ 2.34% < -1%) |
| CFO/TA 0.09 > 3% & CFO 1.54b > Net Income 2.49b |
| Net Debt (1.35b) to EBITDA (3.09b): 0.44 < 3 |
| Current Ratio: 0.99 > 1.5 & < 3 |
| Outstanding Shares: last quarter (1.63b) vs 12m ago -3.13% < -2% |
| Gross Margin: 84.60% > 18% (prev 0.71%; Δ 8389 % > 0.5%) |
| Asset Turnover: 45.08% > 50% (prev 90.74%; Δ -45.67% > 0%) |
| Interest Coverage Ratio: 11.13 > 6 (EBITDA TTM 3.09b / Interest Expense TTM 273.0m) |
Altman Z'' 3.15
| 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 3.04b / Avg Total Assets 10.70b) |
| D: 1.32 (Book Value of Equity 8.90b / Total Liabilities 6.73b) |
| Altman-Z'' Score: 3.15 = A |
Beneish M
| DSRI: 0.62 (Receivables 729.7m/968.0m, Revenue 4.82b/3.98b) |
| GMI: 0.84 (GM 84.60% / 71.01%) |
| AQI: none (AQ_t none / AQ_t-1 none) |
| SGI: 1.21 (Revenue 4.82b / 3.98b) |
| TATA: 0.06 (NI 2.49b - CFO 1.54b) / TA 17.02b) |
| Beneish M-Score: cannot calculate (missing components) |
What is the price of BAM shares?
As of February 28, 2026, the stock is trading at USD 46.75 with a total of 5,579,142 shares traded.
Over the past week, the price has changed by -6.58%, over one month by -8.64%, over three months by -10.44% and over the past year by -13.29%.
Over the past week, the price has changed by -6.58%, over one month by -8.64%, over three months by -10.44% and over the past year by -13.29%.
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.
- 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 | 61.2 | 31% |
| Analysts Target Price | 61.2 | 31% |
BAM Fundamental Data Overview February 23, 2026
P/E Trailing = 33.2632
P/E Forward = 24.7525
P/S = 16.9406
P/B = 10.8158
P/EG = 1.4826
Revenue TTM = 4.82b USD
EBIT TTM = 3.04b USD
EBITDA TTM = 3.09b 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 = 82.96b USD (81.60b + Debt 2.93b - CCE 1.58b)
Interest Coverage Ratio = 11.13 (Ebit TTM 3.04b / Interest Expense TTM 273.0m)
EV/FCF = 54.04x (Enterprise Value 82.96b / FCF TTM 1.53b)
FCF Yield = 1.85% (FCF TTM 1.53b / Enterprise Value 82.96b)
FCF Margin = 31.82% (FCF TTM 1.53b / Revenue TTM 4.82b)
Net Margin = 51.52% (Net Income TTM 2.49b / Revenue TTM 4.82b)
Gross Margin = 84.60% ((Revenue TTM 4.82b - Cost of Revenue TTM 742.9m) / Revenue TTM)
Gross Margin QoQ = none% (prev none%)
Tobins Q-Ratio = 4.87 (Enterprise Value 82.96b / Total Assets 17.02b)
Interest Expense / Debt = 2.04% (Interest Expense 60.0m / Debt 2.93b)
Taxrate = 32.71% (303.6m / 928.0m)
NOPAT = 2.04b (EBIT 3.04b * (1 - 32.71%))
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 = 0.44 (Net Debt 1.35b / EBITDA 3.09b)
Debt / FCF = 0.88 (Net Debt 1.35b / FCF TTM 1.53b)
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 = 26.38% (EBIT 3.04b / Capital Employed (Equity 8.58b + L.T.Debt 2.94b))
RoIC = 20.37% (NOPAT 2.04b / Invested Capital 10.04b)
WACC = 10.18% (E(81.60b)/V(84.54b) * Re(10.50%) + D(2.93b)/V(84.54b) * Rd(2.04%) * (1-Tc(0.33)))
Discount Rate = 10.50% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 2.33%
[DCF] Terminal Value 61.06% ; FCFF base≈1.67b ; Y1≈1.09b ; Y5≈498.7m
[DCF] Fair Price = 3.57 (EV 7.10b - Net Debt 1.35b = Equity 5.75b / Shares 1.61b; r=10.18% [WACC]; 5y FCF grow -40.0% → 2.90% )
EPS Correlation: -44.94 | EPS CAGR: -11.08% | SUE: 2.19 | # QB: 1
Revenue Correlation: 70.87 | Revenue CAGR: 14.95% | SUE: -1.81 | # QB: 0
EPS next Quarter (2026-03-31): EPS=0.43 | Chg7d=+0.003 | Chg30d=+0.011 | Revisions Net=+3 | Analysts=13
EPS current Year (2026-12-31): EPS=1.87 | Chg7d=+0.008 | Chg30d=+0.041 | Revisions Net=+2 | Growth EPS=+13.4% | Growth Revenue=+28.8%
EPS next Year (2027-12-31): EPS=2.22 | Chg7d=+0.010 | Chg30d=+0.078 | Revisions Net=+5 | Growth EPS=+18.8% | Growth Revenue=+15.4%
[Analyst] Revisions Ratio: +0.27 (7 Up / 4 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 7.5% (Discount Rate 10.5% - Earnings Yield 3.0%)
[Growth] Growth Spread = +27.1% (Analyst 34.6% - Implied 7.5%)
P/E Forward = 24.7525
P/S = 16.9406
P/B = 10.8158
P/EG = 1.4826
Revenue TTM = 4.82b USD
EBIT TTM = 3.04b USD
EBITDA TTM = 3.09b 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 = 82.96b USD (81.60b + Debt 2.93b - CCE 1.58b)
Interest Coverage Ratio = 11.13 (Ebit TTM 3.04b / Interest Expense TTM 273.0m)
EV/FCF = 54.04x (Enterprise Value 82.96b / FCF TTM 1.53b)
FCF Yield = 1.85% (FCF TTM 1.53b / Enterprise Value 82.96b)
FCF Margin = 31.82% (FCF TTM 1.53b / Revenue TTM 4.82b)
Net Margin = 51.52% (Net Income TTM 2.49b / Revenue TTM 4.82b)
Gross Margin = 84.60% ((Revenue TTM 4.82b - Cost of Revenue TTM 742.9m) / Revenue TTM)
Gross Margin QoQ = none% (prev none%)
Tobins Q-Ratio = 4.87 (Enterprise Value 82.96b / Total Assets 17.02b)
Interest Expense / Debt = 2.04% (Interest Expense 60.0m / Debt 2.93b)
Taxrate = 32.71% (303.6m / 928.0m)
NOPAT = 2.04b (EBIT 3.04b * (1 - 32.71%))
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 = 0.44 (Net Debt 1.35b / EBITDA 3.09b)
Debt / FCF = 0.88 (Net Debt 1.35b / FCF TTM 1.53b)
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 = 26.38% (EBIT 3.04b / Capital Employed (Equity 8.58b + L.T.Debt 2.94b))
RoIC = 20.37% (NOPAT 2.04b / Invested Capital 10.04b)
WACC = 10.18% (E(81.60b)/V(84.54b) * Re(10.50%) + D(2.93b)/V(84.54b) * Rd(2.04%) * (1-Tc(0.33)))
Discount Rate = 10.50% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 2.33%
[DCF] Terminal Value 61.06% ; FCFF base≈1.67b ; Y1≈1.09b ; Y5≈498.7m
[DCF] Fair Price = 3.57 (EV 7.10b - Net Debt 1.35b = Equity 5.75b / Shares 1.61b; r=10.18% [WACC]; 5y FCF grow -40.0% → 2.90% )
EPS Correlation: -44.94 | EPS CAGR: -11.08% | SUE: 2.19 | # QB: 1
Revenue Correlation: 70.87 | Revenue CAGR: 14.95% | SUE: -1.81 | # QB: 0
EPS next Quarter (2026-03-31): EPS=0.43 | Chg7d=+0.003 | Chg30d=+0.011 | Revisions Net=+3 | Analysts=13
EPS current Year (2026-12-31): EPS=1.87 | Chg7d=+0.008 | Chg30d=+0.041 | Revisions Net=+2 | Growth EPS=+13.4% | Growth Revenue=+28.8%
EPS next Year (2027-12-31): EPS=2.22 | Chg7d=+0.010 | Chg30d=+0.078 | Revisions Net=+5 | Growth EPS=+18.8% | Growth Revenue=+15.4%
[Analyst] Revisions Ratio: +0.27 (7 Up / 4 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 7.5% (Discount Rate 10.5% - Earnings Yield 3.0%)
[Growth] Growth Spread = +27.1% (Analyst 34.6% - Implied 7.5%)