BAM:CA:TSX-Brookfield Asset Management Ltd (CAD)

COMMON STOCK | Asset Management |

Last Closing

CAD 79.77

Change

+1.09 (+1.39)%

Market Cap

CAD 34.18B

Volume

0.18M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Brookfield Asset Management Ltd. is a real estate investment firm specializing in alternative asset management services. Its renewable power and transition business includes the operates in the hydroelectric, wind, solar, distributed generation, and sustainable solution sector. The company's infrastructure business engages in the utilities, transport, midstream, and data infrastructure sectors. In addition, its private equity business offers industrial, infrastructure, and business services sectors; and real estate business, which includes housing, logistics, hospitality, science and innovation, office, and retail sectors. Further, it provides credit business; and insurance solution in the reinsurance, annuities, operating platform, and investment solutions sectors. Brookfield Asset Management Ltd. was incorporated in 2022 and is headquartered in Toronto, Canada.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BN:CA Brookfield Corporation

+0.81 (+0.99%)

CAD 127.68B
PHYS:CA Sprott Physical Gold Trust

+0.06 (+0.21%)

CAD 24.33B
IGM:CA IGM Financial Inc.

+0.02 (+0.04%)

CAD 11.01B
ONEX:CA Onex Corp

+1.08 (+0.99%)

CAD 8.18B
PSLV:CA Sprott Physical Silver

N/A

CAD 7.40B
CEF:CA Sprott Physical Gold and Silve..

+0.03 (+0.09%)

CAD 7.00B
CIX:CA CI Financial Corp

+0.01 (+0.03%)

CAD 4.43B
BBUC:CA Brookfield Business Corp

+0.57 (+1.68%)

CAD 2.80B
FIH-U:CA Fairfax India Holdings Corpora..

-0.54 (-3.32%)

CAD 2.18B
CYB:CA Cymbria Corporation

+0.45 (+0.63%)

CAD 1.61B

ETFs Containing BAM:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 49.89% 86% B+ 92% A
Dividend Return 2.40% 14% F 35% F
Total Return 52.28% 84% B 92% A
Trailing 12 Months  
Capital Gain 51.19% 83% B 92% A
Dividend Return 2.42% 14% F 29% F
Total Return 53.61% 83% B 92% A
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 17.26% 77% C+ 82% B
Dividend Return 17.80% 75% C 81% B-
Total Return 0.54% 21% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 22.14% 48% F 40% F
Risk Adjusted Return 80.36% 97% N/A 87% B+
Market Capitalization 34.18B 98% N/A 95% A

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector