Stock Scorecard
Stock Summary for Brookfield Asset Management Ltd - Class A (BAM) - $57.80 as of 10/3/2025 8:57:20 PM EST
Total Score
11 out of 30
Safety Score
50 out of 100
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for BAM
| Positive Quarterly and Annual 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 Annual earnings 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 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
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 |
Safety Rating Criteria for BAM (50 out of 100)
| Stock Price Rating (Max of 10) | 9 |
| Historical Stock Price Rating (Max of 10) | 1 |
| Stock Price Trend (Max of 10) | 0 |
| Book Value (Max of 10) | 4 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 5 |
| Analyst Strong Buy Ratings (Max of 5) | 4 |
| Dividend Yield Percentage (Max of 10) | 6 |
| Operating Margin (Max of 10) | 8 |
| Trading Volume (Max of 10) | 9 |
| Price to Earnings (Max of 10) | 4 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for BAM
Financial Details for BAM
Company Overview |
|
|---|---|
| Ticker | BAM |
| Company Name | Brookfield Asset Management Ltd - Class A |
| Country | USA |
| Description | Brookfield Asset Management Inc. (BAM) is a premier global alternative asset manager, recognized as one of the largest institutional investors in real assets including real estate, renewable power, infrastructure, and private equity. With a diversified portfolio that spans across various sectors and geographies, the firm leverages its extensive expertise and operational capabilities to drive long-term value creation. Brookfield’s commitment to sustainable investing amplifies its growth strategy, positioning it favorably in a rapidly evolving investment landscape. |
| Sector Name | FINANCIAL SERVICES |
| Industry Name | ASSET MANAGEMENT |
| Most Recent Quarter | 6/30/2025 |
| Next Earnings Date | 11/10/2025 |
Stock Price History |
|
| Last Day Price | 57.80 |
| Price 4 Years Ago | 0.00 |
| Last Day Price Updated | 10/3/2025 8:57:20 PM EST |
| Last Day Volume | 1,353,705 |
| Average Daily Volume | 2,040,316 |
| 52-Week High | 63.64 |
| 52-Week Low | 41.15 |
| Last Price to 52 Week Low | 40.46% |
Valuation Measures |
|
| Trailing PE | 39.71 |
| Industry PE | 30.11 |
| Sector PE | 24.26 |
| 5-Year Average PE | 45.65 |
| Free Cash Flow Ratio | 192.67 |
| Industry Free Cash Flow Ratio | 95.27 |
| Sector Free Cash Flow Ratio | 43.16 |
| Current Ratio Most Recent Quarter | 1.55 |
| Total Cash Per Share | 0.30 |
| Book Value Per Share Most Recent Quarter | 5.25 |
| Price to Book Ratio | 10.82 |
| Industry Price to Book Ratio | 3.36 |
| Sector Price to Book Ratio | 2.28 |
| Price to Sales Ratio Twelve Trailing Months | 21.08 |
| Industry Price to Sales Ratio Twelve Trailing Months | 7.70 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.93 |
| Analyst Buy Ratings | 5 |
| Analyst Strong Buy Ratings | 3 |
Share Statistics |
|
| Total Shares Outstanding | 1,613,108,000 |
| Market Capitalization | 93,237,642,400 |
| Institutional Ownership | 90.21% |
Dividends |
|
| Ex-Dividend Date | 8/29/2025 |
| Previous Dividend Amount | 0.4375 |
| Current Dividend Amount | 0.4375 |
| Total Years Dividend Increasing | 2 |
| Trailing Annual Dividend Rate | 1.69 |
| Trailing Annual Dividend Yield | 2.93% |
| Forward Annual Dividend Rate | 1.75 |
| Forward Annual Dividend Yield | 3.03% |
| 5-Year Dividend Payments Count | 11 |
| 3-Year Average Dividend Yield | 0.00% |
| 5-Year Average Dividend Yield | 0.00% |
| 1-Year Dividend Growth Rate Percentage | 15.13% |
| 3-Year Dividend Growth Rate Percentage | 0.00% |
| 5-Year Dividend Growth Rate Percentage | 0.00% |
| All-Time Dividend Growth Rate Percentage | 18.75% |
| Dividend Payout Ratio | 118.36% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 18.30% |
| Annual Earnings Growth | 17.89% |
| Reported EPS 12 Trailing Months | 1.43 |
| Reported EPS Past Year | 0.78 |
| Reported EPS Prior Year | 1.46 |
| Net Income Twelve Trailing Months | 2,433,000,000 |
| Net Income Past Year | 2,168,000,000 |
| Net Income Prior Year | 1,839,000,000 |
| Quarterly Revenue Growth YOY | 19.00% |
| 5-Year Revenue Growth | 12.87% |
| Operating Margin Twelve Trailing Months | 53.80% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 480,000,000 |
| Total Cash Past Year | 12,000,000 |
| Total Cash Prior Year | 9,000,000 |
| Net Cash Position Most Recent Quarter | -263,000,000 |
| Net Cash Position Past Year | 12,000,000 |
| Long Term Debt Past Year | 0 |
| Long Term Debt Prior Year | 0 |
| Total Debt Most Recent Quarter | 743,000,000 |
| Equity to Debt Ratio Past Year | 1.00 |
| Equity to Debt Ratio Most Recent Quarter | 0.92 |
| Total Stockholder Equity Past Year | 3,247,000,000 |
| Total Stockholder Equity Prior Year | 2,076,000,000 |
| Total Stockholder Equity Most Recent Quarter | 8,470,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 1,740,000,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 1.08 |
| Free Cash Flow Past Year | 1,855,000,000 |
| Free Cash Flow Prior Year | 1,422,000,000 |
Options |
|
| Put/Call Ratio | 0.24 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.04 |
| MACD Signal | -0.14 |
| 20-Day Bollinger Lower Band | 53.03 |
| 20-Day Bollinger Middle Band | 58.01 |
| 20-Day Bollinger Upper Band | 62.98 |
| Beta | 1.57 |
| RSI | 46.76 |
| 50-Day SMA | 54.66 |
| 150-Day SMA | 0.00 |
| 200-Day SMA | 0.00 |
System |
|
| Modified | 10/3/2025 6:18:23 PM EST |