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

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 48.33

Change

+1.02 (+2.16)%

Market Cap

USD 32.79B

Volume

1.69M

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: 2025-04-14 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
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BLK BlackRock Inc

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KKR KKR & Co LP

+1.10 (+1.07%)

USD 93.61B
BN Brookfield Corp

+0.21 (+0.43%)

USD 72.81B
APO Apollo Global Management LLC C..

+2.32 (+1.85%)

USD 71.83B
ARES Ares Management LP

+2.94 (+2.12%)

USD 45.53B
AMP Ameriprise Financial Inc

+1.99 (+0.42%)

USD 44.91B
RJF Raymond James Financial Inc.

+1.18 (+0.87%)

USD 29.04B
OWL Blue Owl Capital Inc

+0.37 (+2.15%)

USD 25.98B
STT-PG State Street Corporation

-0.10 (-0.46%)

USD 18.10B

ETFs Containing BAM

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

+0.03 (+2.64%)

CAD 0.71B
FLPE:LSE FlexShares® Listed Priva.. 7.25 % 0.00 %

+0.44 (+2.64%)

USD 0.34B
IPRV:SW iShares Listed Private Eq.. 4.98 % 0.00 %

+0.59 (+2.64%)

USD 1.23B
RQO:CA RBC Target 2026 Corporate.. 4.64 % 0.00 %

+0.03 (+2.64%)

CAD 0.93B
CBUW:XETRA iShares Listed Private Eq.. 3.75 % 0.00 %

+0.84 (+2.64%)

USD 1.13B
C005:F Amundi SDAX UCITS ETF Dis.. 2.65 % 0.00 %

+1.04 (+2.64%)

USD 0.13B
TERM:CA Manulife Smart Short-Term.. 2.39 % 0.00 %

+0.02 (+2.64%)

CAD 0.31B
CBSDAX:SW 2.36 % 0.00 %

N/A

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

+0.01 (+2.64%)

CAD 0.46B
CBO:CA iShares 1-5 Year Laddered.. 0.00 % 0.28 %

+0.01 (+2.64%)

CAD 0.71B
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 %

+0.66 (+2.64%)

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

+44.00 (+2.64%)

N/A
IQQL:F iShares Listed Private Eq.. 0.00 % 0.00 %

+0.83 (+2.64%)

N/A
C005:XETRA Amundi Index Solutions - .. 0.00 % 0.00 %

+3.00 (+2.64%)

USD 0.13B
IQQL:XETRA iShares Listed Private Eq.. 0.00 % 0.00 %

+0.78 (+2.64%)

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

+1.31 (+2.64%)

CAD 0.41B
NDIV:CA NBI Canadian Dividend Inc.. 0.00 % 0.00 %

N/A

CAD 0.02B

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 -10.81% 19% F 31% F
Dividend Return 0.81% 31% F 41% F
Total Return -10.01% 16% F 32% F
Trailing 12 Months  
Capital Gain 25.40% 98% N/A 91% A-
Dividend Return 4.09% 27% F 65% D
Total Return 29.50% 98% N/A 91% A-
Trailing 5 Years  
Capital Gain 45.66% 87% B+ 55% F
Dividend Return 9.76% 2% F 21% F
Total Return 55.42% 70% C- 49% F
Average Annual (5 Year Horizon)  
Capital Gain 8.69% 86% B+ 64% D
Dividend Return 10.84% 79% B- 63% D
Total Return 2.15% 20% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 38.83% 11% F 24% F
Risk Adjusted Return 27.92% 61% D- 43% F
Market Capitalization 32.79B 98% N/A 97% N/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 9% 16%
Price/Book Ratio 23.86 2% 4%
Price / Cash Flow Ratio 123.54 5% 1%
Price/Free Cash Flow Ratio 112.97 6% 2%
Management Effectiveness  
Return on Equity 20.18% 87% 84%
Return on Invested Capital -1.00% 29% 26%
Return on Assets 1.76% 27% 43%
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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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

Low Dividend Growth

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