BAM:NYE-Brookfield Asset Management Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 48.59

Change

0.00 (0.00)%

Market Cap

USD 77.46B

Volume

1.22M

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. In private equity, it prefers to invest in middle market. 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: 2025-04-19 )

Largest Industry Peers for Asset Management

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

N/A

USD 154.99B
BLK BlackRock Inc

N/A

USD 136.23B
KKR KKR & Co LP

N/A

USD 93.61B
BN Brookfield Corp

N/A

USD 72.81B
APO Apollo Global Management LLC C..

N/A

USD 71.83B
ARES Ares Management LP

N/A

USD 46.13B
AMP Ameriprise Financial Inc

N/A

USD 44.91B
RJF Raymond James Financial Inc.

N/A

USD 29.04B
OWL Blue Owl Capital Inc

N/A

USD 25.98B
STT-PG State Street Corporation

N/A

USD 16.81B

ETFs Containing BAM

FLPE:LSE FlexShares® Listed Priva.. 7.25 % 0.00 %

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

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USD 1.23B
CBUW:XETRA iShares Listed Private Eq.. 3.75 % 0.00 %

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USD 1.13B
CBO:CA iShares 1-5 Year Laddered.. 3.11 % 0.28 %

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CAD 0.72B
C005:XETRA Amundi Index Solutions - .. 2.60 % 0.00 %

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USD 0.13B
CBH:CA iShares 1-10Yr Laddered C.. 2.40 % 0.28 %

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CAD 0.46B
CBSDAX:SW 2.36 % 0.00 %

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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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IQQL:XETRA iShares Listed Private Eq.. 0.00 % 0.00 %

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NGPE:CA NBI Global Private Equity.. 0.00 % 0.00 %

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

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CAD 0.31B
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 0.93B
RQP:CA RBC Target 2027 Canadian .. 0.00 % 0.00 %

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CAD 0.71B

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 -10.33% 20% F 33% F
Dividend Return 0.81% 25% F 39% F
Total Return -9.53% 17% F 34% F
Trailing 12 Months  
Capital Gain 26.80% 98% N/A 91% A-
Dividend Return 4.12% 25% F 65% D
Total Return 30.92% 97% N/A 92% A
Trailing 5 Years  
Capital Gain 47.15% 87% B+ 56% F
Dividend Return 9.80% 2% F 21% F
Total Return 56.96% 70% C- 49% F
Average Annual (5 Year Horizon)  
Capital Gain 8.63% 86% B+ 64% D
Dividend Return 10.79% 80% B- 64% D
Total Return 2.16% 20% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 38.80% 11% F 23% F
Risk Adjusted Return 27.80% 61% D- 44% F
Market Capitalization 77.46B 98% N/A 97% 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.