Stock Evaluator: Brookfield Asset Management Ltd. (BAM)

Brookfield Asset Management Ltd. BAM

$48.40 0.44 0.92%
July 31, 2026 4:00:02 PM EST November 10, 2021 Volume: 2,717,147
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NYSE | DELAYED PRICE
SECTOR INDUSTRY
Financials Capital Markets

A+ Stock Grade Summary:

VALUE:
GROWTH:
MOMENTUM:
EPS REVISIONS:
QUALITY:
COMPANY SUMMARY
Brookfield Asset Management Ltd. is a private equity firm specializing in acquisitions and growth capital investments. The firm primarily provides its services to institutional clients, high net worth individuals, financial institutions, public and private pension plans, sovereign wealth funds, endowments, and foundations. The firm manages separate client-focused public and private fund portfolios, listed partnerships, separate accounts, and co-investments. The firm invests in real assets, including real estate, infrastructure, renewable power, private equity, and credit. The firm employs fundamental and operational analysis to make its investments. The firm uses both in-house and external research to complement its investment process. It was founded in 2022 and is based in New York. Brookfield Asset Management Ltd. operates as a subsidiary of Brookfield Corporation.

Commentary & Analysis


Financial Summary

Share Statistics BAM Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $77,233.4 $2,836.7 96%
Shares Out (Mil) 1,619.3 74.1 96%
Institutional Ownership 84.5% 79.1% 52%
Float (Mil) 323.9 69.7 81%
Beta 1.25 0.94 73%
Avg Daily Volume (000s) 2,139 445 83%
Price Change
(52-week)
(22.2%) 72.7% 30%
Growth BAM Industry
Median
Percentile
(All Stocks)
Sales (5yr) 17.5% 7.7% 78%
Net Income (5yr) 44.2% 8.9% 92%
EPS (5yr) na 9.6% na
Dividends (5yr) 0.0% 1.3% 88%
Cash Flow (5yr) na 0.9% na
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 15 17 17
Current EPS $0.438 $1.838 $2.166
Month Ago EPS $0.439 $1.836 $2.179
# Rev Up 0 0 1
# Rev Down 1 1 1
Three Months Ago EPS $0.444 $1.840 $2.189
Year/Year Chg 15.3% 20.9% 64.9%
Financials BAM Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $5,074 $871 75%
Net Income (TTM) (Mil) $2,521 $85 93%
EPS (TTM) $1.565 $1.000 67%
Operating Cash Flow (TTM) (Mil) $2,325 $64 89%
Net Cash Flow (TTM) (Mil) $764 $25 94%
Long-Term Debt (Q1) (Mil) $2,512 $209 77%
Enterprise Value (Q1) (Mil) $82,748 $1,297 95%
Valuation BAM Industry
Median
Percentile
(All Stocks)
P/B 10.21 2.69 90%
P/E 31.4 19.1 70%
Dividend Yield 4.2% 0.9% 91%
PEG (5yr hist) na 1.4 na
Ratios BAM Industry
Median
Percentile
(All Stocks)
Gross Margin 71.0% 75.0% 82%
Net Margin 49.7% 15.8% 97%
ROA 15.3% 2.1% 94%
ROE 31.4% 13.4% 88%
Liabilities to Assets 37.4% 59.1% 28%
F-Score 4 5 34%

Brookfield Asset Management Ltd. did not pass any screens on 7/31/2026.

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

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