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

• Market Cap: C$122.58B
• Dividend Yield: 3.32%
• Average Volume (3M): 1.34M
• Price to Earnings (P/E): 36.7
• Beta (1Y): 1.72
• Revenue Growth: 597.75%
• EPS Growth: 50.43%
• Country: CA
• Employees: 2,500
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): 0.58
• Shares Outstanding: 1,613,107,700
• 10 Day Avg. Volume: 925,925
• 30 Day Avg. Volume: 1,339,425
• PEG Ratio: 2.42
• Price to Book (P/B): 6.83
• Price to Sales (P/S): 46.01
• P/FCF Ratio: 37.22
• 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$90.10
• Price Target Upside: 22.29% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 10
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 68 Neutral
• Price Target: C$80.00 ▲(8.58% Upside)

Brookfield Asset Management's strong financial performance and positive earnings call guidance are significant strengths, indicating robust future growth prospects. However, the high valuation and bearish technical indicators present potential risks. Investors should consider the sustainability of current profit levels and market conditions.

Positive Factors

Revenue Growth

Strong revenue growth indicates effective business strategies and market expansion, enhancing long-term financial stability and shareholder value.

Strategic Acquisitions

Acquiring full ownership of Oaktree enhances Brookfield's credit platform, increasing its competitive edge and potential for higher earnings.

Nuclear Power Partnership

The strategic partnership in nuclear power positions Brookfield for long-term growth in the energy sector, diversifying revenue streams and enhancing sustainability.

Negative Factors

Asset Decline

A decline in total assets may indicate potential challenges in asset management or valuation, impacting long-term asset growth and stability.

Profit Sustainability Concerns

Unusually high profit margins may not be sustainable, potentially leading to future volatility in earnings and investor uncertainty.

Oaktree Margin Challenges

Temporary margin challenges at Oaktree could affect short-term profitability and highlight competitive pressures in the credit market.

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

Company Description

Brookfield Asset Management Ltd. Class A (BAM) is a global alternative asset manager with a diversified portfolio across various sectors, including real estate, renewable power, infrastructure, and private equity. The company focuses on long-term value creation through the active management of its assets and investments, catering to institutional and retail clients. With a robust investment strategy, BAM seeks to capitalize on attractive opportunities in both developed and emerging markets.

How the Company Makes Money

Brookfield Asset Management generates revenue primarily through management fees, performance fees, and investment income. The company earns management fees from its various funds and investment vehicles, which are calculated as a percentage of the assets under management (AUM). Additionally, BAM receives performance fees based on the returns generated by its investments, particularly in private equity and real estate sectors. Investment income is derived from its ownership stakes in the assets it manages, including dividends from publicly traded companies and distributions from private investments. Significant partnerships, including those with institutional investors and joint ventures in various projects, also contribute to its earnings, enhancing its ability to leverage capital and manage diverse investment strategies effectively.

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	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	2.52B	482.00M	383.00M	0.00	2.79B	2.25B
Gross Profit	1.62B	114.00M	57.00M	37.00M	2.08B	1.73B
EBITDA	1.85B	677.00M	522.00M	35.00M	3.74B	1.18B
Net Income	1.52B	541.00M	451.00M	19.00M	1.87B	398.00M
Balance Sheet
Total Assets	16.14B	4.39B	3.21B	3.16B	25.64B	22.47B
Cash, Cash Equivalents and Short-Term Investments	480.00M	12.00M	9.00M	1.00M	2.49B	2.10B
Total Debt	1.25B	219.00M	256.00M	3.00M	461.00M	4.78B
Total Liabilities	5.11B	1.11B	1.12B	784.00M	11.24B	10.52B
Stockholders Equity	8.47B	3.25B	2.08B	2.38B	9.87B	9.10B
Cash Flow
Free Cash Flow	1.57B	627.00M	508.00M	-387.00M	1.41B	1.77B
Operating Cash Flow	1.57B	627.00M	508.00M	-374.00M	1.44B	1.79B
Investing Cash Flow	-1.72B	-41.00M	-41.00M	1.71B	-861.00M	-759.00M
Financing Cash Flow	-816.51M	-583.00M	-459.00M	-280.00M	-187.00M	-576.00M

Brookfield Asset Management Ltd. Class A Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 73.68
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:BAM, the sentiment is Neutral. The current price of 73.68 is above the 20-day moving average (MA) of 72.39, below the 50-day MA of 75.18, and below the 200-day MA of 75.68, indicating a neutral trend. The MACD of -0.41 indicates Negative momentum. The RSI at 51.09 is Neutral, neither overbought nor oversold. The STOCH value of 80.45 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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
IGM	78 Outperform	$12.85B	13.21	12.37%	3.88%	-1.02%	-5.65%
ONEX	77 Outperform	C$8.11B	11.52	5.15%	0.35%	2.46%	-27.48%
BAM	68 Neutral	C$122.58B	36.73	36.59%	3.32%	597.75%	50.43%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
BN	65 Neutral	$159.80B	125.78	2.14%	0.51%	-19.04%	17.82%
CIX	61 Neutral	―	―	―	―	12.16%	-603.33%
BBUC	49 Neutral	$4.81B	-3.41	―	0.70%	-0.16%	-2945.66%

Brookfield Asset Management Ltd. Class A Corporate Events

Brookfield CEO to Present at Goldman Sachs Conference

Brookfield announced that its CEO, Bruce Flatt, will present at the Goldman Sachs U.S. Financial Services Conference on December 9, 2025. This engagement highlights Brookfield’s ongoing efforts to maintain strong investor relations and showcase its strategic initiatives in the financial services sector, potentially impacting its industry positioning and stakeholder engagement.

Brookfield Asset Management Prices $1 Billion in Senior Notes

Brookfield Asset Management Ltd. announced the pricing of a public offering of $600 million in senior notes due 2030 and $400 million in senior notes due 2036, with interest rates of 4.653% and 5.298% respectively. The proceeds from this offering will be used for general corporate purposes, and the offering is expected to close on November 18, 2025, subject to customary conditions. This move is part of Brookfield’s strategy to strengthen its financial positioning and support its long-term investment goals.

Brookfield Asset Management Reports Record Third-Quarter Results and Strategic Acquisition

Brookfield Asset Management announced record third-quarter results, with a remarkable $30 billion in fundraising and $23 billion in deployments, leading to all-time high earnings. The company also plans to acquire the remaining interest in Oaktree, enhancing collaboration and efficiency. The quarter saw significant growth in fee-related and distributable earnings, driven by strong capital inflows and strategic investments. Brookfield’s successful fundraising efforts include the world’s largest private fund dedicated to clean energy transition, and they anticipate continued momentum with upcoming fund launches.

Brookfield Asset Management Reports Record Third-Quarter Results and Strategic Acquisition

Brookfield Asset Management Ltd. announced record third-quarter results, with capital raising reaching $30 billion and deployments totaling $23 billion. The company also reported record fee-related earnings, up 19% over the last twelve months, and distributable earnings increased by 12% year-over-year. The acquisition of the remaining interest in Oaktree is expected to enhance collaboration and efficiency across Brookfield’s businesses. The company continues to see favorable market conditions for transactions and anticipates further fundraising momentum with new fund launches.

Brookfield Unveils New Private Equity Fund in Canada

Brookfield has launched the Brookfield Private Equity Fund (Canada), an evergreen fund structure that simplifies access to its private equity platform with monthly subscriptions and low investment minimums. The fund aims to provide investors with a diversified portfolio of high-quality businesses, leveraging Brookfield’s operational expertise and focus on value creation. This initiative is part of Brookfield’s strategy to expand its private equity offerings to individual investors in Canada and globally, capitalizing on the growing interest in alternative investments.

Brookfield to Fully Acquire Oaktree, Strengthening Credit Platform

Brookfield Asset Management Ltd. announced its acquisition of the remaining 26% interest in Oaktree Capital, making it the sole owner of one of the world’s premier credit managers. This strategic move is expected to enhance Brookfield’s credit platform, expand its U.S. market presence, and align with its long-term growth strategy. The transaction, valued at approximately $3 billion, is anticipated to be accretive to Brookfield’s earnings and is set to close in the first quarter of 2026, subject to regulatory approvals.

Brookfield Asset Management to Announce Q3 2025 Results

Brookfield Asset Management Ltd. announced it will host its third quarter 2025 results conference call and webcast on November 7, 2025. The results, which will be released earlier that morning, are expected to provide insights into the company’s financial performance and strategic positioning, potentially impacting stakeholders and industry observers.

Brookfield Secures $20 Billion for World’s Largest Clean Energy Transition Fund

Brookfield Asset Management has successfully closed its Brookfield Global Transition Fund II, raising $20 billion, making it the largest private fund dedicated to clean energy transition. The fund, which surpassed its predecessor’s record, has already deployed over $5 billion into various high-quality transition investments, positioning Brookfield as a significant player in the global shift towards low-carbon energy solutions.

Brookfield Acquires Majority Stake in Angel Oak to Boost Mortgage Credit Capabilities

Brookfield Asset Management has acquired a majority stake in Angel Oak Companies, a leading asset manager specializing in mortgage and consumer products, to enhance its residential mortgage credit capabilities. This strategic partnership is expected to accelerate Angel Oak’s growth and expand its client access to residential mortgage credit while reinforcing Brookfield’s credit strategy. Angel Oak will continue to operate independently, retaining its leadership, and aims to leverage Brookfield’s global reach to scale its operations further.

Brookfield Secures $4 Billion in First Close of Infrastructure Debt Fund IV

Brookfield Asset Management announced the successful first close of its fourth Global Infrastructure Debt Fund, raising over $4 billion. This fund targets high yield debt investments in infrastructure assets with regulated or concession-based cash flows, providing investors with diversification opportunities in infrastructure and private credit. The move underscores Brookfield’s strong position in the infrastructure finance market, leveraging its extensive asset knowledge and relationships to meet the growing demand for flexible and speedy capital solutions. Recent investments highlight Brookfield’s active role in sectors like renewable power and data infrastructure, reinforcing its commitment to delivering tailored capital solutions and building a robust global pipeline.