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Brookfield Asset Management Ltd. (BAM) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Brookfield Asset Management Ltd.

BAMMarket cap $71BPrice $44.5

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Brookfield manages over $850 billion in real estate, infrastructure, renewable energy, and private equity assets globally. Controls critical infrastructure like ports, power grids, and cell towers that millions depend on daily.

In Bastion Portfolios?

52W Return-16%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+10%7

Revenue Forecast

Rev CAGR (1y)+26%9

Rev CAGR (3y)+18%9

Rev CAGR (5y)+18%9

Earnings Forecast

EPS Growth Y+1+22%8

EPS Growth Y+2+18%8

EPS Growth Y+3+15%8

Quality

Margins

EBIT Margin66%10

Net Income Margin49%10

Free Cash Flow Margin40%10

Debt

Net Debt/EBITDA0.76

Efficiency

ROE35%9

ROA17%10

Earnings Stability1010

GEAR+VERY STRONG95

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)223

P/E Ratio (Forward 3y)184

P/BV9.52

EV Multiples

EV/EBITDA Fwd173

EV/EBIT Fwd193

Yield

Free Cash Flow Yield0.0%4

Dividend Yield4.5%9

Momentum

Short term

1 month return-9%3

3 month return-1%6

YTD return-12%3

Mid term

Price vs 52wHigh78%5

1 year return-21%2

Long term

3 year return+55%6

5 year return+59%6

Risk Shield

Price Risk

Beta1.42

Volatility31%7

Free Cash Flow

Free Cash Flow Margin40%10

Free Cash Flow Yield0.0%4

Quality

ROCE27%10

Earnings Stability1010

Net Debt/EBITDA0.76

02Growth

Is it actually growing, and how fast?

BAMBrookfield Asset Management

Revenue FY25$4.8B

GROWTH RATING↗

VERY STRONG89 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+26%9

Revenue, next 3Y, CAGR+18%9

Revenue, next 5Y, CAGR+18%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+22%8

EPS growth, FY27E+18%8

EPS growth, FY28E+15%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 89% of companies worldwide.

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 18%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 10%/yr over the last 3 years and is set to grow 18%/yr from here.

The runway holds up: revenue is set to grow 18%/yr over five years.9/10

Earnings are set to grow in step with sales (EPS about 18%/yr vs revenue 18%/yr).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Hyper Compounder

A top-tier grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE35 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-9%3

3-month return-1%6

YTD return-12%3

MID & LONG-TERM▾SCORE

% of 52-week high78%5

1-year return-21%2

3-year return+55%6

5-year return+59%6

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+55% over three years and +59% over five), roughly average for the market.

Returns sit at the market level over three months (-1%).

WEAKNESSES

It's down 21% over the past year, now 22% below its 52-week high. That is a touch behind the market.

The stock is underperforming over the past month (-9%) and so far this year (-12%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Brookfield AM. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

BAMBrookfield Asset Management

Revenue FY25$4.8B

GROWTH RATING↗

VERY STRONG89 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+26%9

Revenue, next 3Y, CAGR+18%9

Revenue, next 5Y, CAGR+18%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+22%8

EPS growth, FY27E+18%8

EPS growth, FY28E+15%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 89% of companies worldwide.

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 18%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 10%/yr over the last 3 years and is set to grow 18%/yr from here.

The runway holds up: revenue is set to grow 18%/yr over five years.9/10

Earnings are set to grow in step with sales (EPS about 18%/yr vs revenue 18%/yr).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Hyper Compounder

A top-tier grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE35 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-9%3

3-month return-1%6

YTD return-12%3

MID & LONG-TERM▾SCORE

% of 52-week high78%5

1-year return-21%2

3-year return+55%6

5-year return+59%6

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+55% over three years and +59% over five), roughly average for the market.

Returns sit at the market level over three months (-1%).

WEAKNESSES

It's down 21% over the past year, now 22% below its 52-week high. That is a touch behind the market.

The stock is underperforming over the past month (-9%) and so far this year (-12%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Brookfield AM. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community