BAM:NYE-Brookfield Asset Management Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 55.37

Change

-0.09 (-0.16)%

Market Cap

USD 24.37B

Volume

0.29M

Analyst Target

USD 41.27
Analyst Rating

Verdict

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)

Compare
Relative Returns (From:    To: 2024-12-26 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BX Blackstone Group Inc

+0.77 (+0.44%)

USD 207.21B
BLK BlackRock Inc

-0.55 (-0.05%)

USD 161.52B
KKR KKR & Co LP

-0.06 (-0.04%)

USD 136.19B
APO Apollo Global Management LLC C..

-0.48 (-0.27%)

USD 100.63B
BN Brookfield Corp

+0.37 (+0.64%)

USD 91.05B
ARES Ares Management LP

+1.66 (+0.92%)

USD 55.11B
AMP Ameriprise Financial Inc

+3.61 (+0.67%)

USD 54.48B
OWL Blue Owl Capital Inc

-0.05 (-0.21%)

USD 36.40B
RJF Raymond James Financial Inc.

+1.43 (+0.91%)

USD 33.34B
STT-PG State Street Corporation

-0.04 (-0.17%)

USD 18.21B

ETFs Containing BAM

IPRV:SW iShares Listed Private Eq.. 4.85 % 0.00 %

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USD 1.11B
HLIF:CA Harvest Canadian Equity I.. 4.00 % 0.00 %

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CAD 0.12B
CBSDAX:SW 2.36 % 0.00 %

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CBH:CA iShares 1-10Yr Laddered C.. 0.00 % 0.28 %

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CAD 0.44B
CBO:CA iShares 1-5 Year Laddered.. 0.00 % 0.28 %

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CAD 0.71B
FQC:CA 0.00 % 1.01 %

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HEWC 0.00 % 0.03 %

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HEX:CA 0.00 % 0.84 %

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ISDX 0.00 % 0.00 %

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RQK:CA 0.00 % 0.29 %

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IDPE:LSE iShares Listed Private Eq.. 0.00 % 0.00 %

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IPRV:LSE iShares Listed Private Eq.. 0.00 % 0.00 %

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XSNR:LSE Xtrackers - Stoxx Europe .. 0.00 % 0.00 %

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USD 0.02B
IQQL:F iShares Listed Private Eq.. 0.00 % 0.00 %

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C005:XETRA Amundi Index Solutions - .. 0.00 % 0.00 %

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USD 0.13B
DXSL:XETRA Xtrackers - Stoxx Europe .. 0.00 % 0.00 %

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USD 0.02B
IQQL:XETRA iShares Listed Private Eq.. 0.00 % 0.00 %

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USD 0.79B
TQCD:CA TD Q Canadian Dividend ET.. 0.00 % 0.00 %

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CAD 0.38B
TERM:CA Manulife Smart Short-Term.. 0.00 % 0.00 %

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CAD 0.27B
NDIV:CA NBI Canadian Dividend Inc.. 0.00 % 0.00 %

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CAD 0.02B
RQO:CA RBC Target 2026 Corporate.. 0.00 % 0.00 %

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CAD 0.88B
RQP:CA RBC Target 2027 Corporate.. 0.00 % 0.00 %

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CAD 0.65B

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 37.84% 95% A 90% A-
Dividend Return 3.78% 11% F 55% F
Total Return 41.62% 94% A 90% A-
Trailing 12 Months  
Capital Gain 37.33% 95% A 90% A-
Dividend Return 3.77% 11% F 55% F
Total Return 41.10% 94% A 90% A-
Trailing 5 Years  
Capital Gain 43.00% 94% A 71% C-
Dividend Return 7.23% 2% F 20% F
Total Return 50.23% 87% B+ 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 4.74% 77% C+ 50% F
Dividend Return 6.68% 62% D 49% F
Total Return 1.93% 16% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 39.27% 13% F 25% F
Risk Adjusted Return 17.00% 47% F 32% F
Market Capitalization 24.37B 95% A 92% A

Annual Financials (USD)

Quarterly Financials (USD)

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 return on equity

The company management has delivered better return on equity 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 risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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