BAM Brookfield Asset Management Ltd. - Fundamental Analysis
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BAM Stock | Fundamental Analysis & Investment Insights
NYSE
Financial Services
Asset Management
Current Price
Live
$51.26
Analyst Target
$61.98
+20.9%
Upside
52W High
$64.1
52W Low
$41.78
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Jan 24, 2026
Market cap
$82.73B
P/E
33.29
ROE
22.6%
Profit margin
58.2%
Debt/Equity
0.18
Dividend yield
3.39%
AI Analysis
Powered by advanced machine learning algorithms
Confidence Score
65%
Analysis Accuracy
The Advanced Deterministic Scorecard reveals a weak Piotroski F-Score of 3/9, indicating poor financial health, which raises concerns despite strong profitability and growth metrics. The absence of an Altman Z-Score prevents a full distress risk assessment, but the low Piotroski score suggests operational or balance sheet weaknesses. While the company exhibits robust ROE (22.57%), high margins, and strong earnings growth (34.3% YoY), these are offset by an elevated valuation (P/E 33.29, P/B 9.77) and a concerning 109.19% payout ratio that threatens dividend sustainability. Price performance has weakened recently, with a 1Y return of -9.3%, and insider sentiment is neutral, offering no catalysts.
Key Strengths
Exceptional profitability with ROE of 22.57% and operating margin of 60.94%
Strong year-over-year earnings growth of 34.30% and revenue growth of 12.10%
Low debt/equity ratio of 0.18, indicating conservative capital structure
High dividend yield of 3.39%, above market average
Analyst consensus supports a 'buy' recommendation with a target price of $61.98
Key Risks
Weak Piotroski F-Score of 3/9 signals deteriorating financial health
Dividend payout ratio of 109.19% exceeds earnings, raising sustainability concerns
Elevated valuation metrics: P/E of 33.29 and P/S of 18.44 vs sector averages
Recent price underperformance: -9.3% over 1 year and -17.4% over 6 months
Limited transparency due to missing key data (Altman Z-Score, cash/debt figures, EV/EBITDA)
AI Fair Value Estimate
Based on comprehensive analysis
$45.43
-11.4% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
49
Moderate
40
75
50
35
45
AI Verdict
Neutral with upside risk if fundamentals stabilize
Key drivers: High profitability and growth, Weak financial health per Piotroski, Rich valuation multiples, Unsustainable dividend payout, Positive analyst outlook
Confidence
70%
Value
40/100
Ref P/E, PEG, Graham Number
Positives
- Graham Number provides a defensive floor at $13.48
Watchpoints
- Current price ($51.26) trades significantly above Graham Number ($13.48)
- P/E of 33.29 is well above sector average of 21.06
- Price/Book of 9.77 indicates premium valuation
Future
75/100
Ref Growth rates
Positives
- Earnings growth of 34.30% YoY is strong
- Q/Q earnings growth at 33.10% shows momentum
- Analyst target price implies 20.9% upside
Watchpoints
- PEG Ratio is unavailable, limiting growth-adjusted valuation
Past
50/100
Ref Historical trends
Positives
- 5-Year price return of +77.9% shows long-term appreciation
- Consistent earnings progression with 10 out of 14 quarters beating estimates
Watchpoints
- Recent quarters show declining EPS surprise trend
- 1-Year and 6-Month returns are negative
Health
35/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Debt/Equity ratio of 0.18 is very low
- Current and quick ratios above 1.25 indicate short-term liquidity
Watchpoints
- Piotroski F-Score of 3/9 indicates weak financial health
- Altman Z-Score is missing, creating analytical gap
- Missing cash and debt data limits full health assessment
Dividend
45/100
Ref Yield, Payout
Positives
- Dividend yield of 3.39% is attractive in current rate environment
Watchpoints
- Payout ratio of 109.19% exceeds 100%, indicating dividend is not fully covered by earnings
- Dividend Strength score of 20/100 reflects high risk
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$51.26
Analyst Target
$61.98
Upside/Downside
+20.9%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for BAM and closest competitors.
Updated 2026-01-23
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
BAM
Brookfield Asset Management Ltd.
Primary
|
+77.9% | +76.8% | -9.3% | -17.4% | -4.2% | -2.9% |
|
BK
The Bank of New York Mellon Corporation
Peer
|
+230.4% | +158.4% | +42.5% | +17.6% | -0.1% | -2.6% |
|
USB
U.S. Bancorp
Peer
|
+40.2% | +32.3% | +18.3% | +21.5% | +2.2% | -1.5% |
|
APO
Apollo Global Management, Inc.
Peer
|
+232.8% | +112.0% | -18.6% | -9.1% | -8.4% | -5.3% |
|
ICE
Intercontinental Exchange, Inc.
Peer
|
+62.6% | +50.6% | -1.7% | -13.2% | -3.4% | +2.1% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
33.29
Forward P/E
28.02
PEG Ratio
N/A
P/B Ratio
9.77
P/S Ratio
18.44
EV/Revenue
19.09
EV/EBITDA
30.86
Market Cap
$82.73B
Profitability
Profit margins and return metrics
Profit Margin
58.25%
Operating Margin
60.94%
Gross Margin
70.62%
ROE
22.56%
ROA
11.14%
Growth
Revenue and earnings growth rates
Revenue Growth
+12.1%
Earnings Growth
+34.3%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
+33.1%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.18
Low debt
Current Ratio
1.35
Good
Quick Ratio
1.28
Good
Cash/Share
$0.66
Quarterly Earnings History
EPS performance vs analyst estimates
2026-02-04
$N/A
2025-11-07
$0.41
+2.4% surprise
2025-08-06
$0.38
-1.9% surprise
2025-05-06
$0.4
-1.5% surprise
Financial Services Sector Comparison
Comparing BAM against 208 companies in the Financial Services sector
(6 bullish, 111 neutral, 91 bearish)
P/E Ratio
33.29
This Stock
vs
30.41
Sector Avg
+9.5%
(Premium)
Return on Equity (ROE)
22.56%
This Stock
vs
-7.57%
Sector Avg
-398.1%
(Below Avg)
Profit Margin
58.25%
This Stock
vs
82.83%
Sector Avg
-29.7%
(Weaker)
Debt to Equity
0.18
This Stock
vs
1.5
Sector Avg
-87.9%
(Less Debt)
Revenue Growth
12.1%
This Stock
vs
28.13%
Sector Avg
-57.0%
(Slower)
Current Ratio
1.35
This Stock
vs
3.82
Sector Avg
-64.7%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
BAM
Brookfield Asset Management Ltd.
|
NEUTRAL | $82.73B | 33.29 | 22.6% | 58.2% | $51.26 | |
|
BK
The Bank of New York...
|
NEUTRAL | $82.02B | 16.24 | 12.9% | 27.6% | $117.61 | |
|
USB
U.S. Bancorp
|
NEUTRAL | $84.66B | 12.45 | 11.7% | 27.6% | $54.4 | |
|
APO
Apollo Global Management, Inc.
|
NEUTRAL | $79.12B | 20.38 | 16.5% | 15.8% | $136.31 | |
|
ICE
Intercontinental Exchange, Inc.
|
BULLISH | $87.07B | 27.7 | 11.5% | 32.4% | $152.07 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-01-06 | Lawson (Brian) | Director or Senior Officer of 10% Security Holder | Disposition in the public market at price 54.71 pe | 35,000 | $1,914,850 |
| 2025-12-18 | Lawson (Brian) | Director or Senior Officer of 10% Security Holder | Stock Award | 17,000 | - |
| 2025-12-18 | Lawson (Brian) | Director or Senior Officer of 10% Security Holder | Stock Award | 17,000 | - |
| 2025-11-24 | Coutu (Marcel R) | Director of Issuer | Acquisition in the public market at price 50.93 pe | 3,500 | $178,255 |
| 2025-11-11 | Mark (Howard Stanley) | Director or Senior Officer of 10% Security Holder | Stock Award | 2,065 | - |
| 2025-11-11 | Mark (Howard Stanley) | Director or Senior Officer of 10% Security Holder | Stock Award | 2,065 | - |
| 2025-11-11 | Mark (Howard Stanley) | Director or Senior Officer of 10% Security Holder | Disposition in the public market at price 53.90 pe | 102,065 | $5,501,405 |
| 2025-09-22 | Goodman (Nicholas Howard) | Director or Senior Officer of 10% Security Holder | Option Exercise | 2,250 | $33,234 |
| 2025-09-22 | Goodman (Nicholas Howard) | Director or Senior Officer of 10% Security Holder | Disposition in the public market at price 59.41 pe | 2,250 | $133,672 |
| 2025-09-19 | Partners Value Investments, L.P. | 10% Security Holder of Issuer | Stock Award | 5,000,000 | - |
| 2025-09-19 | Partners Value Investments, L.P. | 10% Security Holder of Issuer | Stock Award | 5,000,000 | - |
| 2025-09-18 | Lawson (Brian) | Director or Senior Officer of 10% Security Holder | Option Exercise | 14,237 | $853,422 |
| 2025-09-18 | Lawson (Brian) | Director or Senior Officer of 10% Security Holder | Option Exercise | 7,548 | $452,457 |
| 2025-09-11 | Lawson (Brian) | Director or Senior Officer of 10% Security Holder | Option Exercise | 15,789 | $895,804 |
| 2025-09-11 | Lawson (Brian) | Director or Senior Officer of 10% Security Holder | Option Exercise | 7,951 | $451,107 |
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
16 analysts
UBS
2026-01-13
Neutral
Neutral
Goldman Sachs
2026-01-06
Buy
Buy
Keefe, Bruyette & Woods
2025-11-10
Underperform
Underperform
Scotiabank
2025-11-10
Sector Outperform
Sector Outperform
RBC Capital
2025-10-16
Outperform
Outperform
Piper Sandler
2025-09-11
Neutral
Neutral
Jefferies
2025-08-13
Hold
Hold
Scotiabank
2025-08-07
Sector Outperform
Sector Outperform
Deutsche Bank
2025-08-07
Buy
Hold
BMO Capital
2025-08-07
Market Perform
Market Perform
Past News Coverage
Recent headlines mentioning BAM from our newsroom.
Newest → oldest
No matching news yet.