Brookfield Asset Management Ltd. BAM R3KFINANCIAL
Company Overview
Brookfield Asset Management Ltd. is a private equity firm specializing in acquisitions and growth capital investments. The firm primarily provides its services to institutional clients, high net worth individuals, financial institutions, public and private pension plans, sovereign wealth funds, endowments, and foundations. The firm manages separate client-focused public and private fund portfolios, listed partnerships, separate accounts, and co-investments. The firm invests in real assets, including real estate, infrastructure, renewable power, private equity, and credit. The firm employs fundamental and operational analysis to make its investments. The firm uses both in-house and external research to complement its investment process. It was founded in 2022 and is based in New York. Brookfield Asset Management Ltd. operates as a subsidiary of Brookfield Corporation.
Why Investors Should Care
Generates a return on equity of 26.8%, reflecting efficient use of shareholder capital.
Revenue has grown at a 12.0% CAGR over the past five years.
Maintains a net profit margin of 48.9%.
Carries low leverage with a debt-to-equity ratio of 0.34.
Offers a dividend yield of 4.11%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $3.94B (+16.7% YoY); net profit $2.40B.
- Trailing 12 Months Year-on-year growth — revenue +60.8%, earnings +47.4%.
- 5-Year Trend Long-term compounding — revenue CAGR 12.0%, profit CAGR 5.9%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 12.04% |
| 1 Year: | 60.80% |
Compounded Profit Growth
| 5 Years: | 5.93% |
| 1 Year: | 47.40% |
Stock Price Performance
| 1 Year: | -18.93% |
| 6 Months: | +8.48% |
| 3 Months: | +7.34% |
| 1 Month: | -5.99% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMAAbove
- RSI (14)41.42 · Neutral
P/E of 28.09 is above the sector median of 12.89 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Strong return on equity of 26.8%.
- Excellent profit margin of 48.9%.
- Compounding revenue at 12.0% over 5 years.
- Attractive dividend yield of 4.11%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BAM Brookfield Asset Management Ltd. R3KFINANCIAL | 48.87 | 28.09 | $78.06B | 4.11% | - | 26.77% | 12.04% | 5.93% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|
| Revenue | 786.00M | 821.00M | 873.00M | 954.00M | 931.00M | 974.00M | 990.00M |
| Net Income | 373.00M | 518.00M | 537.00M | 507.00M | 584.00M | 692.00M | 586.00M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Revenue | 3.14B | 3.38B | 3.94B |
| Net Income | 2.14B | 2.11B | 2.40B |
Balance Sheet (Annual)
Figures in USD.
| Metric | Jul 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Total Assets | - | - | 3.21B | 14.16B | 17.05B |
| Total Equity | 0 | 9.61B | 2.08B | 3.25B | 8.91B |
| Cash & Equivalents | - | - | 9.00M | 404.00M | 1.58B |
| Total Liabilities | - | - | 1.12B | 2.97B | 6.74B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Operating Cash Flow | 1.44B | 1.61B | 2.10B |
| Investing Cash Flow | -475.00M | -1.74B | -339.00M |
| Financing Cash Flow | -1.84B | -2.12B | -590.00M |
| Dividends Paid | 2.10B | 2.48B | 2.82B |
Ratios (Annual)
Figures in %.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Gross Margin % | - | - | - |
| Operating Margin % | - | - | - |
| Net Margin % | 68.0% | 62.3% | 60.8% |
| ROE % | 102.9% | 64.9% | 26.9% |
| ROCE % | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Brookfield Corp /ON/ | 72.82% | 1.19B | $54.95B |
| 2 | Partners Value Investments LP | 1.81% | 29.59M | $1.36B |
| 3 | Royal Bank of Canada | 1.30% | 21.26M | $979.23M |
| 4 | Principal Financial Group, Inc. | 0.83% | 13.55M | $624.19M |
| 5 | Capital World Investors | 0.82% | 13.49M | $621.14M |
| 6 | Vanguard Capital Management LLC | 0.71% | 11.60M | $534.52M |
| 7 | TD Asset Management, Inc | 0.66% | 10.84M | $499.14M |
| 8 | Bank of Montreal /CAN/ | 0.66% | 10.75M | $495.35M |
| 9 | Mackenzie Financial Corporation | 0.47% | 7.75M | $356.88M |
| 10 | Capital International Investors | 0.47% | 7.66M | $353.01M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for BAM
Brookfield Asset Management (TSX:BAM) Stock Could Be 6% Undervalued Despite HomeServe Debt Deal News - finance.yahoo.com
<a href="https://news.google.com/rss/articles/CBMiogFBVV95cUxNd2UtTGRVMHBqRHZJZXJFRnluZy1FY3FSOXQ3VDk4bUthREVPdmVfNll1cVpiajg4bGRXWTI0d1BKeEJmMEVnX1E4clVTY0NjTEJJT2Rvbmt2R3lpeDN1ZndKXzVYUVFLZHdtbDhYN18yNE5vbFROTjNqZFl3Q2NxQTVqWUtjbWM1WHZ1N3…
BAM Looks 11.2% Undervalued on GF Value™ as Dividend Sustainabil - gurufocus.com
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Nykredit A S Invests $3.45 Million in Brookfield Asset Management Ltd. $BAM - marketbeat.com
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Brookfield Asset Management: Mispricing With AI And Nuclear Tailwinds - Seeking Alpha
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BAM Looks 11.0% Undervalued on GF Value™ with Dividend Sustainab - gurufocus.com
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Brookfield Asset Management (TSX:BAM) Stock Looks Fully Priced While Earnings Still Support It - finance.yahoo.com
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BAM — Frequently Asked Questions
What is the current share price of Brookfield Asset Management Ltd. (BAM)?
As of 2026-09-19 21:16 PDT, Brookfield Asset Management Ltd. (BAM) trades at $48.87 on NYSE. Its 52-week range is $42.02 to $60.28.
What is the market capitalisation of BAM?
Brookfield Asset Management Ltd. (BAM) has a market capitalisation of $78.06B on NYSE.
What is the P/E ratio of BAM?
BAM trades at a trailing price-to-earnings (P/E) ratio of 28.09. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 10.14.
Does BAM pay a dividend?
Brookfield Asset Management Ltd. (BAM) currently offers a dividend yield of 4.11%.
What is the return on equity (ROE) of BAM?
BAM has a return on equity (ROE) of 26.77%.
Is BAM a good stock to buy?
This page provides a data-driven analysis of Brookfield Asset Management Ltd. (BAM), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.