BAM

Growth In Watchlist

Brookfield Asset Management Ltd.

Sector: Financial Services Industry: Asset Management

$44.13

-2.56%

Thesis Watching

Company Overview

bam.brookfield.com

Brookfield Asset Management Ltd. is a private equity firm specializing in acquisitions and growth capital investments. The firm typically invests in renewable power and transition, and infrastructure sectors. Within infrastructure sector, it seeks to invest across the transport, data, utilities and midstream sectors. Within renewable power and transition sector, it seeks to invest in hydro, wind, solar, distributed energy storage and sustainable solutions. It also invests in industrials, infrast...ructure services and business services sectors. Within business services, it seeks to invest in financial, healthcare, technology and real estate services. The firm is geography-agnostic. was incorporated in 2022 and is based in New York, New York. Brookfield Asset Management Ltd. operates as a subsidiary of Brookfield Corporation.

5,800 employees

IPO: 1983-12-30

USA

Fundamental Snapshot

Company Info

Market Cap $74,192.7M

Enterprise Value $76,135.6M

Revenue TTM $4,817.0M

EBITDA $3,074.0M

Shares Out 1,638.1M

Float 370.9M

Valuation

P/E Ratio 29.4x

Forward P/E 25.1x

P/S Ratio 15.40x

P/B Ratio 9.14x

EV/EBITDA 23.5x

PEG Ratio 1.48

Profitability

Gross Margin 71.5%

Operating Margin 67.9%

Net Margin 51.6%

ROE 22.3%

ROA 12.2%

EPS TTM $1.54

Risk / Health

Debt/Equity 0.46

LT Debt/Equity 0.33

Current Ratio 4.20

Quick Ratio 4.20

Debt/EBITDA 1.3x

Piotroski F-Score 6

Altman Z-Score 7.48

Beneish M-Score -6.27

Price (1Y)

$45.29

50 SMA

$50.30 (-10.0%)

200 SMA

$54.09 (-16.3%)

52W High

$61.57 (-26.4%)

52W Low

$24.16 (+87.5%)

Revenue Growth (YoY)

31.1%

Revenue CAGR (3Y)

8.2%

Revenue CAGR (5Y)

-39.2%

Earnings CAGR (3Y)

4.1%

FCF CAGR (3Y)

-28.8%

FCF CAGR (5Y)

-24.8%

Industry Benchmark: Investments & Asset Management

283 firms | Source: Damodaran

PE (Current)

378.6x

PE (Forward)

18.8x

P/S

4.59x

EV/EBITDA

38.0x

ROE

15.9%

Net Margin

18.4%

Financial Metrics (Quarterly)

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3Y 5Y 10Y

Period:

Quarterly Annual

Income & Cash Flow

Revenue ($B)

Gross Profit ($B)

Operating Income ($B)

Net Income ($B)

Free Cash Flow ($B)

Op. Cash Flow ($B)

Expenses

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Operating Expenses ($B)

R&D Expense ($B)

SG&A Expense ($B)

Cash & Debt

Cash & Equivalents ($B)

Total Debt ($B)

Net Debt ($B)

Shareholders' Equity ($B)

Shares, Dividends & Valuation

Shares Outstanding (B)

Dividends Paid ($B)

P/E Ratio

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Valuation Charts

Time:

1Y 3Y 5Y 10Y All

Price Fair Value (median ratio) Yield % 250 daily data points

Segment KPIs

Coming soon - custom metrics from company filings

BAM

Company Overview

Fundamental Snapshot

Company Info

Valuation

Profitability

Risk / Health

Price (1Y)

Industry Benchmark: Investments & Asset Management

Financial Metrics (Quarterly)

Income & Cash Flow

Revenue ($B)

Gross Profit ($B)

Operating Income ($B)

Net Income ($B)

Free Cash Flow ($B)

Op. Cash Flow ($B)

Expenses

Cost of Revenue ($B)

Operating Expenses ($B)

R&D Expense ($B)

SG&A Expense ($B)

Cash & Debt

Cash & Equivalents ($B)

Total Debt ($B)

Net Debt ($B)

Shareholders' Equity ($B)

Shares, Dividends & Valuation

Shares Outstanding (B)

Dividends Paid ($B)

P/E Ratio

P/S Ratio

EV/EBITDA

Valuation Charts

Price vs FCF Fair Value

Price vs OCF Fair Value

Price vs Earnings Fair Value

Price vs EBIT Fair Value

Price vs EBITDA Fair Value

Price vs Sales Fair Value

Chart Title

Compound Annual Growth Rate (CAGR)

BAM Price History