Brookfield Asset Management Ltd. Class A (BAM) AI Stock Analysis

• Market Cap: C$136.78B
• Dividend Yield: 2.76%
• Average Volume (3M): 881.99K
• Price to Earnings (P/E): 43.5
• Beta (1Y): 1.73
• Revenue Growth: 283.20%
• EPS Growth: 33.30%
• Country: CA
• Employees: 2,500
• Sector: Financial
• Sector Strength: 64
• Industry: Asset Management
• EPS (TTM): 0.52
• Shares Outstanding: 1,612,543,200
• 10 Day Avg. Volume: 732,258
• 30 Day Avg. Volume: 881,985
• PEG Ratio: N/A
• Price to Book (P/B): 0.00
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 0.00
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: C$87.35
• Price Target Upside: 5.85% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 10

• Rating: 75 Outperform
• Price Target: C$95.00 ▲(15.12% Upside)

Brookfield Asset Management's strong earnings call and robust technical indicators are the primary drivers of its high score. The company's financial performance is solid, though concerns about the sustainability of profits and asset declines exist. The stock's valuation is relatively high, which slightly tempers the overall score. The absence of negative corporate events further supports the positive outlook.

Positive Factors

Fundraising capabilities

Strong fundraising capabilities benefiting from innovating and scaling to deliver growth.

Macro conditions

Macro conditions are more favorable for Brookfield Asset Management Ltd.

Sector positioning

Positioned in fast-growing sectors with secular long-term tailwinds.

Negative Factors

Earnings growth

BAM is expected to deliver $1.56 in distributable earnings per share, representing the third consecutive year of single-digit DE growth.

Financial results

Brookfield Asset Management reported mixed financial results which included FRE and fundraising misses.

Valuation concerns

Valuation remains at upper-end of historical range with BAM trading at 34x DE.

Brookfield Asset Management Ltd. Class A Business Overview & Revenue Model

Company Description

Brookfield Asset Management Ltd. Class A (BAM) is a leading global alternative asset manager with a focus on real estate, infrastructure, renewable power, private equity, and credit. The company operates across various sectors, providing investment, development, and management services to institutional and retail clients worldwide. Brookfield leverages its extensive expertise and global reach to manage a diversified portfolio of high-quality assets, aiming to deliver sustainable and attractive long-term returns for its investors.

How the Company Makes Money

Brookfield Asset Management Ltd. generates revenue through management fees, performance fees, and investment income. The company earns management fees by overseeing and managing assets on behalf of its clients, typically calculated as a percentage of the assets under management (AUM). Performance fees are earned based on achieving specific investment performance benchmarks and are often structured as a share of the profits generated from the managed assets. Additionally, Brookfield earns investment income from its proprietary investments in various sectors, benefiting from dividends, interest, and capital appreciation. The company's earnings are further supported by its strategic partnerships and joint ventures, which enhance its ability to access and manage large-scale investments across the globe.

Brookfield Asset Management Ltd. Class A Financial Statement Overview

Summary

Brookfield Asset Management Ltd. Class A demonstrates strong financial performance with significant revenue and profit growth in 2024. The balance sheet is solid with low leverage, and cash flow generation is robust. However, the sustainability of unusually high net income and asset declines needs careful monitoring. The company is well-positioned in terms of liquidity and financial stability, but investors should be wary of potential profit volatility.

Income Statement

The company has shown substantial revenue growth from 2023 to 2024, with a growth rate of 25.85%. Gross profit margin improved to 23.65% in 2024 from 14.88% in 2023, indicating better cost management. The net profit margin increased significantly to 112.24% in 2024, which is unusually high, possibly due to extraordinary income or financial maneuvers, raising concerns about sustainability. EBIT margin is unavailable for 2024 due to zero EBIT, while EBITDA margin jumped to 140.46%, showing strong operational cash flow. Overall, the financial performance is robust but may include non-recurring items boosting profits.

Balance Sheet

The balance sheet reflects a healthy equity position with an equity ratio of 74.02% in 2024, indicating strong financial stability. The debt-to-equity ratio improved to 0.07 in 2024, demonstrating low leverage and reduced financial risk. Return on equity surged to 16.67%, supported by high net income, but sustainability is questionable given extraordinary profit levels. The large cash and short-term investments provide liquidity, but the sharp decline in total assets from 2022 to 2024 suggests asset sales or revaluation.

Cash Flow

The company achieved a notable increase in free cash flow from 2023 to 2024, with a growth rate of 27.68%, indicating strong cash generation capabilities. Operating cash flow to net income ratio is robust at 1.16, reflecting efficient cash conversion. Free cash flow to net income ratio of 1.16 shows excellent cash flow relative to profits, although high net income might be an anomaly. Overall, cash flow management appears effective, supporting operations and potential investments.

Breakdown	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	482.00M	383.00M	3.63B	2.79B	2.25B
Gross Profit	114.00M	57.00M	37.00M	2.08B	1.73B
EBITDA	677.00M	522.00M	35.00M	3.74B	1.18B
Net Income	541.00M	451.00M	19.00M	1.87B	398.00M
Balance Sheet
Total Assets	4.39B	3.21B	12.89B	25.64B	22.47B
Cash, Cash Equivalents and Short-Term Investments	12.00M	9.00M	3.54B	2.49B	2.10B
Total Debt	219.00M	256.00M	3.00M	461.00M	4.78B
Total Liabilities	1.11B	1.12B	3.38B	11.24B	10.52B
Stockholders Equity	3.25B	2.08B	9.51B	9.87B	9.10B
Cash Flow
Free Cash Flow	627.00M	508.00M	-387.00M	1.41B	1.77B
Operating Cash Flow	627.00M	508.00M	-374.00M	1.44B	1.79B
Investing Cash Flow	-41.00M	-41.00M	1.71B	-861.00M	-759.00M
Financing Cash Flow	-583.00M	-459.00M	-280.00M	-187.00M	-576.00M

Brookfield Asset Management Ltd. Class A Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 82.52
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:BAM, the sentiment is Positive. The current price of 82.52 is above the 20-day moving average (MA) of 82.27, above the 50-day MA of 78.62, and above the 200-day MA of 76.50, indicating a bullish trend. The MACD of 2.18 indicates Positive momentum. The RSI at 60.27 is Neutral, neither overbought nor oversold. The STOCH value of 48.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSE:BAM.

Brookfield Asset Management Ltd. Class A Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BAM	75 Outperform	C$136.78B	43.52	25.13%	2.76%	283.20%	33.30%
Sector *	67 Neutral	$17.01B	11.60	9.79%	3.95%	10.63%	1.62%
BN	―	$111.10B	227.19	1.36%	0.51%	―	―
IGIFF	―	$7.96B	11.51	12.84%	4.84%	―	―
ONEX	72 Outperform	C$7.77B	13.10	5.40%	0.36%	-10.83%	-34.83%
CIXXF	―	$3.34B	―	-40.51%	―	―	―
BBUC	―	$2.99B	―	-301.45%	0.85%	―	―

Brookfield Asset Management Ltd. Class A Corporate Events

Brookfield Asset Management Reports Robust Q2 2025 Results

Brookfield Asset Management reported strong financial results for the second quarter of 2025, with a 16% increase in fee-related earnings and a 12% rise in distributable earnings. The company announced asset sales exceeding $55 billion and raised $22 billion in capital during the quarter, benefiting from trends in decarbonization, deglobalization, and digitalization. These results underscore Brookfield’s robust market positioning and its ability to deliver long-term value to clients and shareholders.

The most recent analyst rating on (TSE:BAM) stock is a Buy with a C$45.50 price target. To see the full list of analyst forecasts on Brookfield Asset Management Ltd. Class A stock, see the TSE:BAM Stock Forecast page.

Brookfield and Google Partner on Landmark Hydro Power Agreement

Brookfield Asset Management, in collaboration with Google, has announced a groundbreaking Hydro Framework Agreement to deliver up to 3,000 MW of carbon-free hydroelectric capacity across the United States. This agreement, the largest corporate clean power deal for hydroelectricity, includes over $3 billion in contracts for the Holtwood and Safe Harbor facilities in Pennsylvania, providing 670 MW of capacity. The initiative supports Google’s goal of operating on 24/7 carbon-free energy and represents a significant advancement in Brookfield’s strategy to offer flexible, clean energy solutions to the tech sector. The agreement allows Google to procure electricity from hydroelectric assets that will be upgraded to extend their lifespan, initially focusing on the mid-Atlantic and mid-continent electricity markets. This partnership highlights the critical role of hydropower in meeting the increasing energy demands driven by digitalization and AI, while also maintaining commitments to existing power consumers.

The most recent analyst rating on (TSE:BAM) stock is a Buy with a C$46.00 price target. To see the full list of analyst forecasts on Brookfield Asset Management Ltd. Class A stock, see the TSE:BAM Stock Forecast page.

Brookfield Asset Management to Announce Q2 2025 Results

Brookfield Asset Management Ltd. announced it will host its second quarter 2025 results conference call and webcast on August 6, 2025. The results, which will be released earlier that morning, are anticipated to provide insights into the company’s financial performance and strategic direction, potentially impacting its market positioning and stakeholder interests.

The most recent analyst rating on (TSE:BAM) stock is a Buy with a C$46.00 price target. To see the full list of analyst forecasts on Brookfield Asset Management Ltd. Class A stock, see the TSE:BAM Stock Forecast page.

Brookfield Announces $10 Billion AI Infrastructure Investment in Sweden

Brookfield Asset Management announced a significant investment of up to SEK 95 billion ($10 billion) to develop AI infrastructure in Sweden, marking one of its largest AI investments in Europe. This initiative will establish a new AI center in Strängnäs, enhancing Sweden’s AI capabilities and creating thousands of jobs. The investment underscores Brookfield’s commitment to supporting Sweden’s ambition to become a leading AI hub in Europe, while also bolstering the company’s presence in the AI value chain.

The most recent analyst rating on (TSE:BAM) stock is a Buy with a C$46.00 price target. To see the full list of analyst forecasts on Brookfield Asset Management Ltd. Class A stock, see the TSE:BAM Stock Forecast page.

Brookfield Asset Management Reports Record First-Quarter Results

Brookfield Asset Management announced record first-quarter results with a 26% year-over-year increase in fee-related earnings, reaching nearly $700 million. The company raised $25 billion in the quarter and over $140 billion in the past year, with significant inflows into its real estate flagship strategy, now set to be its largest ever. Brookfield’s strong performance is attributed to its exposure to investment megatrends and its ability to deploy nearly $120 billion of available capital, positioning it well to deliver long-term value to clients.