Brookfield Asset Management Ltd. BAM
Composite 50/100; the shares have moved about 30% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Valuation ranks 34/100 — a moderate mark against it.
Growth ranks 64/100 — a moderate point in its favour. Income ranks 57/100 — a slight point in its favour. Quality ranks 56/100 — a slight point in its favour.
Valuation ranks 34/100 — a moderate mark against it. Momentum ranks 44/100 — a slight mark against it.
What the company does Brookfield Asset Management (BAM) is a global alternative asset manager focused on real assets—real estate, infrastructure, renewable power, private equity, and credit—serving institutional and high-net-worth clients worldwide.
Key financials BAM reports strong profitability with ROE 22%, ROA 12%, and ROCE 19%. Margins are robust: gross 71%, operating 64%, and net 50%. Revenue grew 24% year-over-year, though EPS growth lagged at 6%. Balance sheet metrics are solid: debt/equity 0.26, interest coverage 15x, and current ratio 1.13.
Stock health Momentum is weak: down 19% over 12 months and 21% from its 52-week high, with RSI at 58. Sideravia scores reflect high quality (70th percentile) but weak momentum (31st percentile), with valuation in the 39th percentile.
Price vs fair value BAM trades at a PREMIUM of 39.70% to our fair-value estimate of 29.29 and a discount of 15.90% to the 12-month target of 56.30. - Recent $100B AI data center deal with NextEra highlighted as transformative but failed to lift sentiment (Motley Fool, GuruFocus). - Analysts note infrastructure and energy transition tailwinds, yet valuations remain stretched vs peers (Insider Monkey, Simply Wall St). - Renewable power and data center exposure cited as growth drivers, but power demand concerns weigh on sentiment (Barrons.com, IBD).
Looking forward Forward P/E of 25x and PEG of 1.28 suggest moderate growth expectations. Dividend yield is 4%, though payout ratio at 116% signals potential sustainability risks. Focus remains on execution in high-capital infrastructure and energy transition bets.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.