(BAM) Brookfield Asset Management - Overview
Sector: Financial ServicesIndustry: Asset Management | Exchange NYSE (USA) | Currency USD | Market Cap: 71.539m | Total Return -7.8% in 12m
Stock: Infrastructure, Energy, Real Estate, Services, Investments
Total Rating 50
Risk 87
Buy Signal -0.72
| Risk 5d forecast | |
|---|---|
| Volatility | 29.2% |
| Relative Tail Risk | 0.09% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.34 |
| Alpha | -27.94 |
| Character TTM | |
|---|---|
| Beta | 1.396 |
| Beta Downside | 1.792 |
| Drawdowns 3y | |
|---|---|
| Max DD | 30.37% |
| CAGR/Max DD | 0.45 |
EPS (Earnings per Share)
Revenue
Description: BAM Brookfield Asset Management March 05, 2026
Brookfield Asset Management Inc. (BAM) is a private equity firm focused on acquisitions and growth capital investments. It specializes in real asset strategies, a common approach in the private equity industry.
BAM primarily invests in renewable power, transition, and infrastructure sectors. Within infrastructure, it targets transport, data, utilities, and midstream assets, which are typically long-lived and generate stable cash flows. Renewable power investments include hydro, wind, solar, and energy storage, reflecting the global shift towards sustainable energy sources.
The firm also invests in industrials, infrastructure services, and business services, including financial, healthcare, technology, and real estate services. BAM is headquartered in New York and operates globally, a characteristic of many large asset managers. It was established in 2022 as a subsidiary of Brookfield Corporation. To gain a deeper understanding of BAMs financial performance and valuation, further research on platforms like ValueRay is recommended.
Headlines to watch out for
- Global infrastructure spending increases BAMs asset under management
- Renewable energy investment growth boosts BAMs fee-related earnings
- Interest rate fluctuations impact private equity valuations
- Regulatory changes in infrastructure sectors affect investment returns
Piotroski VR‑10 (Strict, 0-10) 5.5
| Net Income: 2.49b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.13 > 0.02 and ΔFCF/TA -29.39 > 1.0 |
| NWC/Revenue: 78.35% < 20% (prev -3.22%; Δ 81.57% < -1%) |
| CFO/TA 0.13 > 3% & CFO 2.25b > Net Income 2.49b |
| Net Debt (2.07b) to EBITDA (3.09b): 0.67 < 3 |
| Current Ratio: 4.20 > 1.5 & < 3 |
| Outstanding Shares: last quarter (1.63b) vs 12m ago -3.13% < -2% |
| Gross Margin: 84.60% > 18% (prev 0.71%; Δ 8.39k% > 0.5%) |
| Asset Turnover: 44.67% > 50% (prev 90.74%; Δ -46.07% > 0%) |
| Interest Coverage Ratio: 9.35 > 6 (EBITDA TTM 3.09b / Interest Expense TTM 325.0m) |
Altman Z'' 4.39
| A: 0.22 (Total Current Assets 4.96b - Total Current Liabilities 1.18b) / Total Assets 17.21b |
| B: -0.05 (Retained Earnings -851.0m / Total Assets 17.21b) |
| C: 0.28 (EBIT TTM 3.04b / Avg Total Assets 10.80b) |
| D: 1.16 (Book Value of Equity 8.06b / Total Liabilities 6.92b) |
| Altman-Z'' Score: 4.39 = AA |
Beneish M -3.36
| DSRI: 0.62 (Receivables 729.7m/968.0m, Revenue 4.82b/3.98b) |
| GMI: 0.84 (GM 84.60% / 71.01%) |
| AQI: 0.93 (AQ_t 0.71 / AQ_t-1 0.76) |
| SGI: 1.21 (Revenue 4.82b / 3.98b) |
| TATA: 0.01 (NI 2.49b - CFO 2.25b) / TA 17.21b) |
| Beneish M-Score: -3.36 (Cap -4..+1) = AA |
What is the price of BAM shares?
As of March 30, 2026, the stock is trading at USD 43.18 with a total of 2,974,213 shares traded.
Over the past week, the price has changed by -0.37%, over one month by -7.64%, over three months by -18.17% and over the past year by -7.80%.
Over the past week, the price has changed by -0.37%, over one month by -7.64%, over three months by -18.17% and over the past year by -7.80%.
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 | 60.6 | 40.4% |
| Analysts Target Price | 60.6 | 40.4% |
BAM Fundamental Data Overview March 28, 2026
P/E Trailing = 28.3571
P/E Forward = 23.9808
P/S = 14.8513
P/B = 8.657
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 = 1.18b USD (from shortTermDebt, last quarter)
Debt = 3.65b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 2.07b USD (from netDebt column, last quarter)
Enterprise Value = 73.61b USD (71.54b + Debt 3.65b - CCE 1.58b)
Interest Coverage Ratio = 9.35 (Ebit TTM 3.04b / Interest Expense TTM 325.0m)
EV/FCF = 32.85x (Enterprise Value 73.61b / FCF TTM 2.24b)
FCF Yield = 3.04% (FCF TTM 2.24b / Enterprise Value 73.61b)
FCF Margin = 46.45% (FCF TTM 2.24b / 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 = 4.28 (Enterprise Value 73.61b / Total Assets 17.21b)
Interest Expense / Debt = 1.42% (Interest Expense 52.0m / Debt 3.65b)
Taxrate = 32.71% (303.6m / 928.0m)
NOPAT = 2.04b (EBIT 3.04b * (1 - 32.71%))
Current Ratio = 4.20 (Total Current Assets 4.96b / Total Current Liabilities 1.18b)
Debt / Equity = 0.41 (Debt 3.65b / totalStockholderEquity, last quarter 8.90b)
Debt / EBITDA = 0.67 (Net Debt 2.07b / EBITDA 3.09b)
Debt / FCF = 0.93 (Net Debt 2.07b / FCF TTM 2.24b)
Total Stockholder Equity = 8.58b (last 4 quarters mean from totalStockholderEquity)
RoA = 23.02% (Net Income 2.49b / Total Assets 17.21b)
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 = 19.54% (NOPAT 2.04b / Invested Capital 10.46b)
WACC = 10.41% (E(71.54b)/V(75.19b) * Re(10.89%) + D(3.65b)/V(75.19b) * Rd(1.42%) * (1-Tc(0.33)))
Discount Rate = 10.89% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 2.33%
[DCF] Terminal Value 60.60% ; FCFF base≈2.09b ; Y1≈1.37b ; Y5≈627.1m
[DCF] Fair Price = 4.09 (EV 8.77b - Net Debt 2.07b = Equity 6.70b / Shares 1.64b; r=10.41% [WACC]; 5y FCF grow -40.0% → 3.0% )
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 (2026-06-30): EPS=0.45 | Chg7d=+0.001 | Chg30d=+0.001 | Revisions Net=+1 | Analysts=12
EPS current Year (2026-12-31): EPS=1.87 | Chg7d=-0.001 | Chg30d=-0.002 | Revisions Net=+0 | Growth EPS=+13.3% | Growth Revenue=+28.8%
EPS next Year (2027-12-31): EPS=2.22 | Chg7d=-0.001 | Chg30d=-0.002 | Revisions Net=+2 | Growth EPS=+18.8% | Growth Revenue=+15.4%
[Analyst] Revisions Ratio: +0.20 (3 Up / 2 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 7.4% (Discount Rate 10.9% - Earnings Yield 3.5%)
[Growth] Growth Spread = +32.7% (Analyst 40.0% - Implied 7.4%)
P/E Forward = 23.9808
P/S = 14.8513
P/B = 8.657
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 = 1.18b USD (from shortTermDebt, last quarter)
Debt = 3.65b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 2.07b USD (from netDebt column, last quarter)
Enterprise Value = 73.61b USD (71.54b + Debt 3.65b - CCE 1.58b)
Interest Coverage Ratio = 9.35 (Ebit TTM 3.04b / Interest Expense TTM 325.0m)
EV/FCF = 32.85x (Enterprise Value 73.61b / FCF TTM 2.24b)
FCF Yield = 3.04% (FCF TTM 2.24b / Enterprise Value 73.61b)
FCF Margin = 46.45% (FCF TTM 2.24b / 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 = 4.28 (Enterprise Value 73.61b / Total Assets 17.21b)
Interest Expense / Debt = 1.42% (Interest Expense 52.0m / Debt 3.65b)
Taxrate = 32.71% (303.6m / 928.0m)
NOPAT = 2.04b (EBIT 3.04b * (1 - 32.71%))
Current Ratio = 4.20 (Total Current Assets 4.96b / Total Current Liabilities 1.18b)
Debt / Equity = 0.41 (Debt 3.65b / totalStockholderEquity, last quarter 8.90b)
Debt / EBITDA = 0.67 (Net Debt 2.07b / EBITDA 3.09b)
Debt / FCF = 0.93 (Net Debt 2.07b / FCF TTM 2.24b)
Total Stockholder Equity = 8.58b (last 4 quarters mean from totalStockholderEquity)
RoA = 23.02% (Net Income 2.49b / Total Assets 17.21b)
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 = 19.54% (NOPAT 2.04b / Invested Capital 10.46b)
WACC = 10.41% (E(71.54b)/V(75.19b) * Re(10.89%) + D(3.65b)/V(75.19b) * Rd(1.42%) * (1-Tc(0.33)))
Discount Rate = 10.89% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 2.33%
[DCF] Terminal Value 60.60% ; FCFF base≈2.09b ; Y1≈1.37b ; Y5≈627.1m
[DCF] Fair Price = 4.09 (EV 8.77b - Net Debt 2.07b = Equity 6.70b / Shares 1.64b; r=10.41% [WACC]; 5y FCF grow -40.0% → 3.0% )
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 (2026-06-30): EPS=0.45 | Chg7d=+0.001 | Chg30d=+0.001 | Revisions Net=+1 | Analysts=12
EPS current Year (2026-12-31): EPS=1.87 | Chg7d=-0.001 | Chg30d=-0.002 | Revisions Net=+0 | Growth EPS=+13.3% | Growth Revenue=+28.8%
EPS next Year (2027-12-31): EPS=2.22 | Chg7d=-0.001 | Chg30d=-0.002 | Revisions Net=+2 | Growth EPS=+18.8% | Growth Revenue=+15.4%
[Analyst] Revisions Ratio: +0.20 (3 Up / 2 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 7.4% (Discount Rate 10.9% - Earnings Yield 3.5%)
[Growth] Growth Spread = +32.7% (Analyst 40.0% - Implied 7.4%)