BAM:NYE-Brookfield Asset Management Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 57.3

Change

-1.52 (-2.58)%

Market Cap

USD 96.46B

Volume

1.89M

Analyst Target

USD 41.27
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Brookfield Asset Management ULC was incorporated in 2022 and is based in Toronto, Canada. Brookfield Asset Management ULC operates as a subsidiary of Brookfield Corporation.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-21 )

Largest Industry Peers for Asset Management

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

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BLK BlackRock Inc

-24.88 (-2.49%)

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KKR KKR & Co LP

-6.38 (-5.14%)

USD 116.48B
BN Brookfield Corp

-2.03 (-3.44%)

USD 92.34B
APO Apollo Global Management LLC C..

-8.61 (-6.18%)

USD 82.20B
AMP Ameriprise Financial Inc

-7.77 (-1.50%)

USD 49.91B
ARES Ares Management LP

-7.05 (-4.25%)

USD 46.13B
RJF Raymond James Financial Inc.

-4.16 (-2.73%)

USD 27.90B
OWL Blue Owl Capital Inc

-0.92 (-4.83%)

USD 25.98B
STT-PG State Street Corporation

-0.35 (-1.55%)

USD 16.81B

ETFs Containing BAM

FLPE:LSE FlexShares® Listed Priva.. 8.00 % 0.00 %

-0.58 (-1.80%)

USD 0.33B
CBUW:XETRA iShares Listed Private Eq.. 4.15 % 0.00 %

-0.65 (-1.80%)

USD 1.13B
IPRV:SW iShares Listed Private Eq.. 3.75 % 0.00 %

-0.29 (-1.80%)

USD 1.00B
C005:F Amundi SDAX UCITS ETF Dis.. 2.65 % 0.00 %

-0.72 (-1.80%)

USD 0.13B
CBSDAX:SW 2.36 % 0.00 %

N/A

N/A
BOUT Innovator ETFs Trust - In.. 1.33 % 0.80 %

-0.56 (-1.80%)

USD 0.01B
CBH:CA iShares 1-10Yr Laddered C.. 0.00 % 0.28 %

-0.08 (-1.80%)

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

-0.04 (-1.80%)

CAD 0.72B
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 %

-0.37 (-1.80%)

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

-42.00 (-1.80%)

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

-0.94 (-1.80%)

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

-0.82 (-1.80%)

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

-0.61 (-1.80%)

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

-1.59 (-1.80%)

CAD 0.41B
TQCD:CA TD Q Canadian Dividend ET.. 0.00 % 0.00 %

-0.06 (-1.80%)

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

-0.01 (-1.80%)

CAD 0.31B
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 %

-0.01 (-1.80%)

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

-0.03 (-1.80%)

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 5.74% 90% A- 78% C+
Dividend Return 0.81% 20% F 34% F
Total Return 6.55% 88% B+ 79% B-
Trailing 12 Months  
Capital Gain 44.19% 99% N/A 95% A
Dividend Return 3.97% 24% F 65% D
Total Return 48.16% 99% N/A 95% A
Trailing 5 Years  
Capital Gain 89.11% 93% A 73% C
Dividend Return 10.68% 2% F 25% F
Total Return 99.79% 87% B+ 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.51% 87% B+ 66% D+
Dividend Return 10.72% 81% B- 66% D+
Total Return 2.21% 21% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 38.74% 10% F 22% F
Risk Adjusted Return 27.68% 62% D 45% F
Market Capitalization 96.46B 99% N/A 98% 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 assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

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.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor capital utilization

The company management has delivered below median return on invested capital 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