Brookfield Asset Management Ltd Ordinary Shares - Class A BAM

Morningstar Rating
CA$63.85 +0.43 (0.68%)
View Full Chart

Company Report

Improved Equity and Credit Market Conditions Should Boost Brookfield's Private Market Activities

Brookfield Asset Management has built a strong position in the alternative-asset management industry. It relies on its reputation, broad product portfolio, strong investment performance history, and a cadre of dedicated professionals to raise capital and maintain its standing as a go-to firm for institutional and high-net-worth investors seeking exposure to alternative assets.

Price vs Fair Value

BAM is trading at a LOCK|B!#%P% premium.
Price
CA$63.85
Fair Value
%$
Uncertainty
LOCK|&q
1-Star Price
LOCK|P.%R
5-Star Price
LOCK|.F
Economic Moat
LOCK|SV#g
Capital Allocation
LOCK|NgR>$H

Bulls Say, Bears Say

Bulls

Brookfield, with USD 672.2 billion in fee-earning AUM as of June 2026, is a go-to firm for institutional and high-net-worth investors seeking exposure to alternative assets.

Bears

Private equity and real estate/real assets are both highly cyclical and heavily reliant on efficient deployments and exits for performance and incentive income.

News

Trading Information

Previous Close Price
CA$63.42
Day Range
CA$63.22–64.68
52-Week Range
CA$58.09–82.98
Bid/Ask
CA$63.49 / CA$64.14
Shares Outstanding
1.60B
Market Cap
CA$101.98B
Volume/Avg
919,340 / 2M

Key Statistics

Price/Earnings (Normalized)
26.68
Price/Sales
15.44
Dividend Yield (Trailing)
4.27%
Dividend Yield (Forward)
4.46%
Dividend Payment Schedule
Mar, Jun, Sep, Dec
Total Yield
5.45%

Company Profile

Brookfield Asset Management is one of the world's largest alternative-asset managers, with USD 1.268 trillion in total managed assets, including USD 672.2 billion in fee-earning AUM, at the end of June 2026. The company has three main business segments: real estate/real assets (with USD 686.0 billion in total AUM and USD 292.7 billion in fee-earning AUM), private equity (USD 166.0 billion/USD 53.6 billion), and alternative credit (USD 416.0 billion/USD 325.9 billion). The firm primarily serves institutional investors (90% of AUM) and high-net-worth individuals (10%), and is diversified globally, with 67% of revenue from the Americas, 20% from EMEA, and 13% from Asia-Pacific. Canada-based Brookfield Corporation owns 73% of Brookfield's outstanding Class A shares.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Large Core
Total Number of Employees
5,800

Competitors

Valuation

Metric
BAM
KKR
APO
Price/Earnings (Normalized)
26.6816.4413.20
Price/Book Value
9.492.873.36
Price/Sales
15.444.131.89
Price/Cash Flow
31.924,754.81—
Price/Earnings
BAM
KKR
APO

Financial Strength

Metric
BAM
KKR
APO
Quick Ratio
2.643.800.77
Current Ratio
2.643.800.78
Interest Coverage
8.742.1515.51
Quick Ratio
BAM
KKR
APO

Profitability

Metric
BAM
KKR
APO
Return on Assets (Normalized)
19.20%1.25%1.18%
Return on Equity (Normalized)
41.96%18.24%27.16%
Return on Invested Capital (Normalized)
25.51%2.99%10.77%
Return on Assets
BAM
KKR
APO

Asset Management Industry Comparables

1-Day Chart
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Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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LOCK|vXzR<#fTLOCK|xc$164B
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LOCK|%tDx<qLOCK|@z$89B
KKR & Co Inc Ordinary Shares
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LOCK|VXgtP#tLOCK|Fn!!T$81B
Brookfield Asset Management Ltd Ordinary Shares - Class A
BAM
LOCK|mY^^r?LOCK|&?$!T$72B
Apollo Global Management Inc
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LOCK|$&<gHzLOCK|S<zcM$67B
State Street Corp
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LOCK|H$!^@^<LOCK|$vx$48B
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LOCK|TpBsjKLOCK|T#Wj$43B
Northern Trust Corp
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LOCK|%%y&cpjwLOCK|z!$31B
Raymond James Financial Inc
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LOCK|T#D#qMxLOCK|^BYPV$30B
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ARES
LOCK|P@yVbhdLOCK|cdvw#$27B

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