BAM:NYE-Brookfield Asset Management Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 59.83

Change

0.00 (0.00)%

Market Cap

USD 25.19B

Volume

1.75M

Analyst Target

USD 41.27
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-02 )

Largest Industry Peers for Asset Management

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

N/A

USD 199.94B
BLK BlackRock Inc

N/A

USD 166.57B
KKR KKR & Co LP

N/A

USD 130.05B
APO Apollo Global Management LLC C..

N/A

USD 96.74B
BN Brookfield Corp

N/A

USD 92.48B
ARES Ares Management LP

N/A

USD 59.89B
AMP Ameriprise Financial Inc

N/A

USD 52.27B
RJF Raymond James Financial Inc.

N/A

USD 34.20B
OWL Blue Owl Capital Inc

N/A

USD 33.68B
STT-PG State Street Corporation

N/A

USD 18.27B

ETFs Containing BAM

RQP:CA RBC Target 2027 Corporate.. 7.74 % 0.00 %

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CAD 0.67B
NDIV:CA NBI Canadian Dividend Inc.. 6.03 % 0.00 %

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CAD 0.02B
IPRV:SW iShares Listed Private Eq.. 4.83 % 0.00 %

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USD 1.17B
CBUW:XETRA iShares Listed Private Eq.. 4.83 % 0.00 %

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USD 1.32B
RQO:CA RBC Target 2026 Corporate.. 4.64 % 0.00 %

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CAD 0.86B
TERM:CA Manulife Smart Short-Term.. 2.39 % 0.00 %

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CAD 0.28B
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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C005:F Amundi SDAX UCITS ETF Dis.. 0.00 % 0.00 %

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USD 0.13B
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
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

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 10.41% 97% N/A 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.41% 97% N/A 91% A-
Trailing 12 Months  
Capital Gain 48.57% 96% N/A 92% A
Dividend Return 3.77% 12% F 56% F
Total Return 52.35% 96% N/A 92% A
Trailing 5 Years  
Capital Gain 43.09% 94% A 69% C-
Dividend Return 6.70% 2% F 18% F
Total Return 49.78% 88% B+ 65% D
Average Annual (5 Year Horizon)  
Capital Gain 6.96% 82% B 57% F
Dividend Return 8.98% 72% C 56% F
Total Return 2.02% 19% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 39.16% 12% F 25% F
Risk Adjusted Return 22.93% 54% F 38% F
Market Capitalization 25.19B 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 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