Stock Evaluator: Brookfield Asset Management Ltd. (BAM)

Brookfield Asset Management Ltd. BAM

$52.65 1.18 2.29%
August 19, 2026 4:00:02 PM EST November 10, 2021 Volume: 2,579,611
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) $82,309.3 $3,060.7 96%
Shares Out (Mil) 1,612.5 79.0 96%
Institutional Ownership 84.5% 77.3% 53%
Float (Mil) 324.4 74.0 81%
Beta 1.25 0.93 74%
Avg Daily Volume (000s) 2,726 424 86%
Price Change
(52-week)
(14.2%) 74.5% 33%
Growth BAM Industry
Median
Percentile
(All Stocks)
Sales (5yr) 17.5% 8.4% 78%
Net Income (5yr) 44.2% 8.9% 92%
EPS (5yr) na 9.3% na
Dividends (5yr) 0.0% 1.1% 89%
Cash Flow (5yr) na 0.5% na
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 13 16 17
Current EPS $0.463 $1.834 $2.171
Month Ago EPS $0.464 $1.831 $2.169
# Rev Up 0 0 0
# Rev Down 1 1 1
Three Months Ago EPS $0.469 $1.838 $2.181
Year/Year Chg (17.3%) 20.7% 65.7%
Financials BAM Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $5,737 $873 76%
Net Income (TTM) (Mil) $2,805 $102 94%
EPS (TTM) $1.746 $0.900 69%
Operating Cash Flow (TTM) (Mil) $2,341 $72 89%
Net Cash Flow (TTM) (Mil) $1,023 $15 95%
Long-Term Debt (Q1) (Mil) $3,626 $163 82%
Enterprise Value (Q1) (Mil) $95,278 $1,320 96%
Valuation BAM Industry
Median
Percentile
(All Stocks)
P/B 10.96 2.69 91%
P/E 30.0 19.5 69%
Dividend Yield 3.9% 0.9% 90%
PEG (5yr hist) na 1.4 na
Ratios BAM Industry
Median
Percentile
(All Stocks)
Gross Margin 74.4% 74.7% 85%
Net Margin 48.9% 15.8% 96%
ROA 15.5% 1.8% 94%
ROE 35.1% 13.0% 90%
Liabilities to Assets 40.9% 59.0% 31%
F-Score 6 5 67%

Brookfield Asset Management Ltd. did not pass any screens on 8/20/2026.

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.

Ⓒ 2026 American Association of Individual Investors