BAM:NYE-Brookfield Asset Management Inc. (USD)

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 60.69

Change

-0.05 (-0.08)%

Market Cap

USD 32.79B

Volume

1.60M

Analyst Target

USD 41.27
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Brookfield Asset Management Inc is an alternative asset management company focused on property, renewable energy, infrastructure and private equity.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-19 )

Largest Industry Peers for Asset Management

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

-2.95 (-1.77%)

USD 207.93B
BLK BlackRock Inc

+3.04 (+0.31%)

USD 166.57B
KKR KKR & Co LP

-3.92 (-2.83%)

USD 137.14B
APO Apollo Global Management LLC C..

-3.48 (-2.17%)

USD 96.74B
BN Brookfield Corp

-0.49 (-0.81%)

USD 92.48B
ARES Ares Management LP

-7.05 (-3.78%)

USD 58.28B
AMP Ameriprise Financial Inc

-8.43 (-1.53%)

USD 52.27B
OWL Blue Owl Capital Inc

-0.89 (-3.71%)

USD 36.99B
RJF Raymond James Financial Inc.

-4.51 (-2.83%)

USD 32.75B
PHYS Sprott Physical Gold Trust

+0.06 (+0.26%)

USD 18.68B

ETFs Containing BAM

IPRV:SW iShares Listed Private Eq.. 5.03 % 0.00 %

-0.13 (0%)

USD 1.27B
CBUW:XETRA 4.83 % 0.00 %

N/A

N/A
CBSDAX:SW 2.36 % 0.00 %

N/A

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

-0.02 (0%)

CAD 0.45B
CBO:CA iShares 1-5 Year Laddered.. 0.00 % 0.28 %

+0.01 (+0%)

CAD 0.73B
FQC:CA 0.00 % 1.01 %

N/A

N/A
HEWC 0.00 % 0.03 %

N/A

N/A
HEX:CA 0.00 % 0.84 %

N/A

N/A
ISDX 0.00 % 0.00 %

N/A

N/A
RQK:CA 0.00 % 0.29 %

N/A

N/A
IDPE:LSE iShares Listed Private Eq.. 0.00 % 0.00 %

-0.33 (0%)

N/A
IPRV:LSE iShares Listed Private Eq.. 0.00 % 0.00 %

-43.00 (0%)

N/A
C005:F 0.00 % 0.00 %

N/A

N/A
IQQL:F 0.00 % 0.00 %

N/A

N/A
C005:XETRA 0.00 % 0.00 %

N/A

N/A
IQQL:XETRA 0.00 % 0.00 %

-0.56 (0%)

N/A
NGPE:CA NBI Global Private Equity.. 0.00 % 0.00 %

-0.56 (0%)

CAD 0.41B
TERM:CA Manulife Smart Short-Term.. 0.00 % 0.00 %

+0.01 (+0%)

CAD 0.28B
NDIV:CA NBI Canadian Dividend Inc.. 0.00 % 0.00 %

N/A

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

+0.02 (+0%)

CAD 0.86B
RQP:CA RBC Target 2027 Canadian .. 0.00 % 0.00 %

-0.02 (0%)

CAD 0.67B

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.99% 95% A 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.99% 95% A 89% A-
Trailing 12 Months  
Capital Gain 49.59% 98% N/A 92% A
Dividend Return 3.75% 15% F 56% F
Total Return 53.34% 98% N/A 92% A
Trailing 5 Years  
Capital Gain 33.72% 92% A 65% D
Dividend Return 6.17% 2% F 17% F
Total Return 39.89% 82% B 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 7.73% 83% B 59% D-
Dividend Return 9.78% 74% C 58% F
Total Return 2.05% 18% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 39.10% 12% F 25% F
Risk Adjusted Return 25.00% 56% F 39% F
Market Capitalization 32.79B 95% A 92% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Asset Management) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 15.60 4% 11%
Price/Book Ratio 7.81 6% 13%
Price / Cash Flow Ratio 49.59 8% 6%
Price/Free Cash Flow Ratio 46.16 6% 6%
Management Effectiveness  
Return on Equity 16.62% 79% 79%
Return on Invested Capital -6.29% 26% 18%
Return on Assets 1.13% 19% 35%
Debt to Equity Ratio N/A N/A N/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