Stock Analysis
Brookfield Asset Management Ltd.BAM
P/E 25.81×· 5Y range 21.03–190.27×· bottom 14% of history
Sector: Financial Services · Industry: Investment Advice
AnalystsBuy23 analystsP/E 25.8× sits at the 14th percentile of its 5.0978781656399725-year history.
Cash covers 447% of debt · Q3 2024.
PMP Verdict
Strong business, attractive price
Strengths
- Profitability100
- Growth64
High-quality business at an attractive price.
Bull Case
- ✓Altman Z 7.3 — safe-zone balance sheet
- ✓ROE 31.5% — efficient capital deployment
- ✓Revenue CAGR 11.8% — durable top-line growth
- ✓Interest coverage 20.1× — debt well covered
- ✓P/E 25.8× at bottom 14% of 5-year history
What's happening with BAM
Profile
Strong profitability and moat.
How is each axis scored?
- Valuation52/100 · Moderate
- P/E vs own history (14th pct)25/25
- FCF yield (3.2%)12/25
- P/S (12.5x)5/25
- EV/EBIT (n/a)10/25
- Growth64/100 · Moderate
- Revenue CAGR (11.8%)20/25
- Net income CAGR (7.4%)12/25
- EPS CAGR 5Y (7.5%)12/25
- Fwd implied growth (15.9%)20/25
- Profitability100/100 · Strong
- ROIC (40.4%)25/25
- ROE (31.5%)25/25
- Net margin (48.9%)25/25
- Operating margin (65.4%)25/25
- Financial Health62/100 · Moderate
- Altman Z (7.31)25/25
- Current ratio (1.41)12/25
- Interest coverage (20.1x)25/25
- Net cash / debt (n/a)0/25
- Quality57/100 · Moderate
- Piotroski F (5/9)15/25
- Beneish M (n/a)0/25
- FCF conversion (83%)22/25
- Margin stability (σ 5.5%)20/25
- Moat80/100 · Strong
- ROIC >12% years (4/5 yrs)20/25
- Median gross margin (75.7%)25/25
- FCF-positive years (3/4 yrs)10/25
- Worst-year net margin (worst 45.3%)25/25
About Brookfield Asset Management Ltd.
Brookfield Asset Management is one of the world's largest alternative-asset managers, with USD 1. Show more
181 trillion in total managed assets, including USD 602.7 billion in fee-earning AUM, at the end of 2025. The company has three main business segments: credit strategies (USD 363.0 billion in total AUM and USD 279.4 billion in fee-earning AUM), private equity (USD 155.0 billion/USD 48.0 billion), and real estate/real assets (USD 663.0 billion/USD 275.3 billion). The firm primarily serves institutional investors (90% of AUM) and high-net-worth individuals (10%), and is diversified globally, with 67% of revenue from the Americas, 20% from EMEA, and 13% from Asia-Pacific. Canada-based Brookfield Corp. owns 73% of Brookfield's outstanding Class A shares.
Headquarters: NEW YORK, NY · Employees: 5,800 · Website ↗
Price History
Weekly Candlestick Chart — up to 5Y
Key Metrics
Financial snapshot · Tap any metric for its definition and grade
TTM Snapshot
trailing twelve months · YoYValuation
52CP/E (TTM)25.7xC
Grade C: ExpensivePrice / TTM EPS (own statements) — vs own 5Y history: 21.0x–190.3x · 14th pct
P/FCF32.5xC
Grade C: ExpensivePrice / Free Cash Flow per share (Finnhub). Inverse of FCF yield — negative when FCF is negative
FCF Yield3.2%C
Grade C: LowTTM (OCF − CapEx) / Market Cap — vs own 5Y history: 0.6%–3.3% · 95th pct
P/S (TTM)12.54xD
Grade D: ExpensivePrice / TTM Revenue (own statements) — vs own 5Y history: 12.4x–47.4x · 5th pct
EV/EBITDA22.6xC
Grade C: ExpensiveEnterprise value / EBITDA (Finnhub) — capital-structure neutral — vs own 5Y history: 18.8x–26.5x · 2nd pct
EV/Sales14.1xD
Grade D: Very expensiveEnterprise Value / TTM Revenue (Finnhub) — capital-structure neutral sales multiple
Forward P/E22.1xB
Grade B: FairPrice / next-year EPS estimate — shows whether the TTM multiple is rich or just front-loading growth
P/B Ratio8.07xD
Grade D: Very expensivePrice to Book Value. Neg. equity = heavy buybacks
PEG Ratio1.93B
Grade B: FairFinnhub PEG — their P/E basis ÷ expected EPS growth. Suppressed when their P/E diverges >2× from our TTM P/E (different basis)
Dividend Yield4.01%A
Grade A: PaysTTM dividend yield (Finnhub) — annual dividends / price. None = no dividend; very high yield can signal distress
Payout Ratio107.7%D
Grade D: UnsustainableDividends / Net Income (Finnhub) — share of earnings paid out; >90% or negative = unsustainable
Profitability
100A+ROIC40.4%A
Grade A: MoatNOPAT (EBIT less ~21% tax) / invested capital (equity + debt − cash). Flagship quality metric — durable >15% signals a moat
ROE31.5%A
Grade A: StrongReturn on Equity. Neg. equity = heavy buybacks
ROA15.7%A
Grade A: StrongReturn on Assets (Finnhub) — Net Income / Total Assets; how efficiently assets produce profit
Net Margin48.9%A
Grade A: HighNet Income / Revenue
Operating Margin65.4%A
Grade A: HighTTM EBIT / TTM Revenue
Gross Margin58.6%A
Grade A: PremiumGross Profit / Revenue
FCF Margin40.4%A
Grade A: HighFCF / Revenue
True FCF Margin38.0%A
Grade A: HighTTM (OCF − CapEx − SBC) / TTM Revenue — SBC treated as a real cost
Growth
64BRevenue CAGR11.8%C
Grade C: OkCompound annual revenue growth (up to 5Y depending on data availability)
Net Income CAGR7.4%C
Grade C: OkCompound annual net income growth (up to 5Y depending on data availability)
EPS CAGR (5Y)7.5%C
Grade C: OkCompound annual EPS growth over up to 5Y of per-share earnings (own statements). Null when either endpoint EPS ≤ 0
Implied EPS Growth15.9%C
Grade C: MedAnalyst forward EPS (normalized basis) vs our GAAP TTM EPS — different bases, so extreme values usually mark cyclically depressed TTM earnings, not real growth
Dilution (5Y)—
Share count change over 5Y
SBC / Net Income5.0%A
Grade A: LowStock-based comp/Net income. >30% = dilution risk
SBC / Revenue2.4%A
Grade A: LowTTM stock-based comp / TTM Revenue
Financial Health
62BAltman Z-Score7.31A
Grade A: SafeBankruptcy risk. >3 Safe, <1.8 Distress
Current Ratio1.41xC
Grade C: OkCurrent Assets/Liabilities
Quick Ratio1.41xA
Grade A: High(Current Assets − Inventory) / Current Liabilities (Finnhub) — stricter liquidity test, excludes inventory
Interest Coverage20.1xA
Grade A: StrongEBIT/Interest. >10 Strong
Debt Repayment—
Years to repay net debt via FCF
Net Debt/EBIT—
Leverage. <2x Low, >4x High
Debt/Equity0.58xA
Grade A: LowDebt / Equity: <1 Conservative, >2 Risky. Not meaningful with non-positive equity; shown as unavailable rather than low debt.
Cash / Debt—
Cash covers how much of total debt. >1 = could repay all debt from cash
Quality
57CPiotroski F-Score5/9C
Grade C: AverageFinancial strength 0–9. >7 Strong
Beneish M-Score—
Earnings manipulation risk. < -2.22 Safe
FCF Conversion82.7%A
Grade A: StrongFCF / Net Income
Margin Stability5.5%A
Grade A: StableEBIT margin std deviation. Lower = stable
Capex / Revenue0.4%A
Grade A: Asset-lightTTM CapEx / TTM Revenue — high % = capital-hungry business
Asset Turnover0.31xD
Grade D: LowRevenue / Total Assets (Finnhub) — how efficiently the asset base generates sales
More metrics — Moat, Per Share, Balance Sheet, MarketHide additional metrics
Moat
80AROIC >12% Years4/5 yrsA
Grade A: DurableShare of completed fiscal years with ROIC > 12% — measures multi-year capital-return durability
Gross Margin (Med.)75.7%A
Grade A: DurableMedian annual gross margin across available fiscal years — pricing-power durability
FCF-Positive Years3/4 yrsD
Grade D: WeakShare of completed fiscal years with positive free cash flow
Net Margin Floor45.3%A
Grade A: DurableWeakest annual net margin across completed fiscal years — recession/downcycle resilience
Per Share
EPS (TTM)$1.76
Own TTM net income / shares — same earnings basis as P/E
Cash / Share$0.92
Cash & short-term investments per share (Finnhub)
Book Value / Share$5.61
Shareholders' equity per share (Finnhub). Negative = accumulated losses / heavy buybacks
Balance Sheet
Total Debt—
Total debt obligations (short + long term)
Cash & Equiv.$1.58B
Cash and short-term investments
Net Debt—
Total Debt minus Cash. Negative = Net Cash position
Total Equity$8.91B
Shareholders' equity (book value)
Asset / Liability2.53xA
Grade A: SolidTotal Assets / Total Liabilities
Market
Market Cap$71.96B
Current Market Capitalization
Beta1.64C
Grade C: VolatilePrice sensitivity vs the market (Finnhub) — 1.0 moves with market, >1.2 amplifies swings
How grades work: each metric is graded A–D against fixed thresholds (tap a row for the meaning). Card grades map the pillar score to A+–E — a card grade is that pillar's own score, not an average of the rows shown.
Financials as of Jun 2026 · Ratio snapshot Oct 17, 2026
Key Insights: Brookfield Asset Management Ltd. (BAM)
BAM is down 1.44% at the last close. Piotroski F-Score of 5/9 indicates mixed fundamentals for Brookfield Asset Management Ltd.. Altman Z-Score of 7.31 sits comfortably in the safe zone (≥ 2.99), indicating low bankruptcy risk.
- Brookfield Asset Management Ltd. converts about 40% of revenue into free cash flow — strong cash generation.
- Return on equity of 31.5% is well above the market average.
- The stock currently yields 4.0% in dividends.
See how BAM ranks on the Capex Tracker — top 50 capital spenders compared.
Recent Market Moves
See all BAM moves →| Date | Session | Price | Move | Z-Score |
|---|---|---|---|---|
| Oct 15 | Regular | 45.99 | +3.09% | 2.95 |
| Oct 15 | After-hours | 45.96 | +3.03% | 2.89 |
| Oct 9 | Regular | 46.24 | +2.37% | 2.42 |
| Oct 9 | After-hours | 46.05 | +1.95% | 2.03 |
| Oct 2 | Pre-market | 45.41 | +1.91% | 2.10 |
Frequently Asked Questions about BAM
What is the current Brookfield Asset Management Ltd. (BAM) stock price?
BAM is trading at $45.32 at the last market close, down 1.44% on the session. PreMarketPrice tracks BAM pre-market, intraday and after-hours prices.
Is BAM stock a buy right now?
PreMarketPrice's quantitative model rates Brookfield Asset Management Ltd.'s financial health at 62/100. This is a data-driven snapshot of fundamentals, not investment advice.
Is BAM stock overvalued?
Brookfield Asset Management Ltd. trades at a trailing P/E of 25.7 and our valuation score rates it 52/100 (higher = cheaper vs. its own history). See the Valuation History and Key Metrics sections for forward P/E, EV/EBITDA and PEG context.
When does Brookfield Asset Management Ltd. report earnings?
No confirmed earnings date is currently scheduled for BAM. The Earnings section lists recent reports and updates as dates are announced.
What sector does Brookfield Asset Management Ltd. operate in?
Brookfield Asset Management Ltd. operates in the Financial Services sector, within the Investment Advice industry. The Related Stocks section lists sector peers for comparison.
What does Brookfield Asset Management Ltd. do?
Brookfield Asset Management is one of the world's largest alternative-asset managers, with USD 1.
About Brookfield Asset Management Ltd. (BAM) Stock
Brookfield Asset Management Ltd. (BAM) is a US-listed stock operating in the Financial Services sector, specifically the Investment Advice industry. As of the latest update, Brookfield Asset Management Ltd. is trading at $45.32, down 1.44% on the day with a market capitalization of $72.0 billion. The financial health score for BAM is 62/100, which indicates good financial strength based on profitability, leverage, liquidity, and growth metrics. This page provides real-time pre-market pricing, earnings calendar, financial health analysis, and valuation metrics for BAM stock.
BAM Stock Analysis & Key Metrics
On PreMarketPrice, you can track Brookfield Asset Management Ltd. (BAM) across multiple dimensions:
- Pre-market price & movement: Real-time BAM stock price with percentage change, updated continuously during pre-market and regular trading hours.
- Valuation & P/E history: Historical P/E, P/S, and P/B ratios for BAM with trend analysis and normalized valuation multiples.
- Financial statements: Revenue, net income, assets, liabilities, and equity for Brookfield Asset Management Ltd. across multiple reporting periods.
- Financial health score: A composite score of 62/100 based on Altman Z-Score, Piotroski F-Score, profitability, and leverage metrics for BAM.
- Sector peers: Compare BAM against 6 other financial services stocks on key financial metrics.
Is BAM a Good Stock to Buy?
This page provides data-driven analysis to help you evaluate Brookfield Asset Management Ltd. (BAM) as an investment. The financial health score of 62/100 suggests good financial fundamentals. Valuation metrics show whether the stock is trading above or below its historical average.However, this is not financial advice — always do your own research before investing.
Data on this page is sourced from real-time market feeds, Polygon.io, and Finnhub.Brookfield Asset Management Ltd. (BAM) trades on NYSE. Pre-market trading occurs 4:00 AM – 9:30 AM ET. Regular market hours are 9:30 AM – 4:00 PM ET.