Stock Scorecard



Stock Summary for Brookfield Asset Management Ltd - Class A (BAM) - $42.02 as of 3/28/2024 6:46:47 PM EST

Total Score

12 out of 29

Currently on the following lists
None
Tim's Recommendation
Avoid

Growth List Algorithm Criteria for BAM

Positive earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for BAM

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for BAM

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2

Bonus Criteria for BAM

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Latest News for for BAM

Brookfield Renewable Announces $150 Million Green Perpetual Subordinated Note Issuance and Intention to Redeem Series 15 Preferred Units - Brookfield Renewable ( NYSE:BEPC ) , Brookfield Renewable ( NYSE:BEP ) 3/25/2024 8:01:00 PM
Origis Energy Names Vikas Anand CEO - PR Newswire 3/25/2024 12:41:00 PM
Neighbourly Announces Successful Closing of Take-Private Transaction with Persistence Capital Partners 3/20/2024 3:33:00 PM
Brookfield Infrastructure Announces Results of Conversion of Its Series 1 Senior Preferred Shares 3/19/2024 8:30:00 PM
ATC opts to convert Rs 1,440 crore Voda Idea debt bonds into equity 3/19/2024 3:16:00 PM
Brookfield Asset Management Completes Annual Filings and Announces Management Changes 3/19/2024 11:30:00 AM
Brookfield Business Partners L.P. 2024 First Quarter Conference Call and Webcast for Investors and Analysts 3/15/2024 8:30:00 PM
Goldman Sachs to resume commercial property investment in US market 3/13/2024 4:23:00 PM
Rithm Capital's Evolution Positions It to Capitalize on This $24.5 Trillion Market Opportunity 3/7/2024 10:28:00 AM
New INVL Partner Global Real Estate Fund I raises USD 9.13 million from investors 3/5/2024 7:45:00 AM

Financial Details for BAM

Company Overview

Ticker BAM
Company Name Brookfield Asset Management Ltd - Class A
Country USA
Description Brookfield Asset Management is a leading global alternative asset manager and one of the largest investors in real assets.
Sector Name FINANCE
Industry Name INVESTMENT ADVICE
Most Recent Quarter 12/31/2023
Next Earnings Date N/A

Stock Price History

Last Day Price 42.02
Last Day Price Updated 3/28/2024 6:46:47 PM EST
Last Day Volume 764,844
Average Daily Volume 883,845
52-Week High 43.00
52-Week Low 27.82
Last Price to 52 Week Low 51.04%

Valuation Measures

Trailing PE 36.99
Industry PE 27.70
Sector PE 19.12
5-Year Average PE 29.05
Free Cash Flow Ratio 6.15
Industry Free Cash Flow Ratio 26.28
Sector Free Cash Flow Ratio 9.61
Current Ratio Most Recent Quarter 0.80
Total Cash Per Share 6.83
Book Value Per Share Most Recent Quarter 23.48
Price to Book Ratio 7.83
Industry Price to Book Ratio 4.95
Sector Price to Book Ratio 1.76
Price to Sales Ratio Twelve Trailing Months 4.00
Industry Price to Sales Ratio Twelve Trailing Months 4.97
Sector Price to Sales Ratio Twelve Trailing Months 2.81

Share Statistics

Total Shares Outstanding 388,733,000
Market Capitalization 16,334,560,660
Institutional Ownership N/A

Dividends

Ex-Dividend Date 2/28/2024
Last Dividend Amount 0.32
Current Dividend Amount 0.38
Dividend Aristocrat? False
Trailing Annual Dividend Rate 1.34
Trailing Annual Dividend Yield 3.21%
Forward Annual Dividend Rate 1.34
Forward Annual Dividend Yield 3.21%
5-Year Dividend Payments Count 5
3-Year Average Dividend Yield 0.00%
5-Year Average Dividend Yield 0.00%
1-Year Dividend Growth Rate Percentage 0.00%
3-Year Dividend Growth Rate Percentage 0.00%
5-Year Dividend Growth Rate Percentage 0.00%
All-Time Dividend Growth Rate Percentage 0.00%
Dividend Payout Ratio 118.58%

Income Statement

Quarterly Earnings Growth YOY -24.40%
Annual Earnings Growth 13.64%
Reported EPS 12 Trailing Months 1.13
Reported EPS Past Year 1.37
Reported EPS Prior Year 2.66
Net Income Twelve Trailing Months 2,135,676,006
Net Income Past Year 2,176,190,047
Net Income Prior Year 1,915,000,000
Quarterly Revenue Growth YOY 1.20%
5-Year Revenue Growth -40.78%

Balance Sheet

Total Cash Most Recent Quarter 2,653,354,827
Total Cash Past Year 2,653,354,827
Total Cash Prior Year 3,545,000,000
Net Cash Position Most Recent Quarter 2,459,354,827
Net Cash Position Past Year 2,653,354,827
Long Term Debt Past Year 0
Long Term Debt Prior Year 0
Total Debt Most Recent Quarter 194,000,000
Equity to Debt Ratio Past Year 1.00
Equity to Debt Ratio Most Recent Quarter 0.98
Total Stockholder Equity Past Year 9,251,423,526
Total Stockholder Equity Prior Year 9,508,000,000
Total Stockholder Equity Most Recent Quarter 9,251,423,526

Options

Put/Call Ratio 0.00
Has Options False
Liquidity Rating None

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD 0.38
MACD Signal 0.43
20-Day Bollinger Lower Band 33.64
20-Day Bollinger Middle Band 38.99
20-Day Bollinger Upper Band 44.35
Beta 1.42
RSI 54.04
50-Day SMA 34.46
200-Day SMA 0.00

System

Modified 3/28/2024 6:46:50 PM EST