Brookfield Asset Management Ltd. (BAM)
NYSE: BAM · Real-Time Price · USD
44.45
+0.37 (0.84%)
At close: Apr 2, 2026, 4:00 PM EDT
44.90
+0.45 (1.01%)
After-hours: Apr 2, 2026, 7:44 PM EDT

BAM Statistics

Total Valuation

BAM has a market cap or net worth of $71.54 billion. The enterprise value is $75.04 billion.

Market Cap71.54B
Enterprise Value 75.04B

Important Dates

The next estimated earnings date is Tuesday, May 5, 2026, before market open.

Earnings Date May 5, 2026
Ex-Dividend Date Feb 27, 2026

Share Statistics

BAM has 1.61 billion shares outstanding. The number of shares has increased by 0.92% in one year.

Current Share Class 1.61B
Shares Outstanding 1.61B
Shares Change (YoY) +0.92%
Shares Change (QoQ) +2.15%
Owned by Insiders (%) 3.27%
Owned by Institutions (%) 17.15%
Float 331.71M

Valuation Ratios

The trailing PE ratio is 28.79 and the forward PE ratio is 23.45.

PE Ratio 28.79
Forward PE 23.45
PS Ratio 14.85
Forward PS 11.38
PB Ratio 6.94
P/TBV Ratio 9.35
P/FCF Ratio 34.20
P/OCF Ratio 34.05
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 24.41, with an EV/FCF ratio of 35.87.

EV / Earnings 30.20
EV / Sales 15.58
EV / EBITDA 24.41
EV / EBIT 24.73
EV / FCF 35.87

Financial Position

The company has a current ratio of 1.76, with a Debt / Equity ratio of 0.29.

Current Ratio 1.76
Quick Ratio 1.58
Debt / Equity 0.29
Debt / EBITDA 0.96
Debt / FCF 1.41
Interest Coverage 11.24

Financial Efficiency

Return on equity (ROE) is 22.31% and return on invested capital (ROIC) is 21.43%.

Return on Equity (ROE) 22.31%
Return on Assets (ROA) 12.15%
Return on Invested Capital (ROIC) 21.43%
Return on Capital Employed (ROCE) 21.81%
Weighted Average Cost of Capital (WACC) 11.18%
Revenue Per Employee $19,268
Profits Per Employee $9,940
Employee Count250,000
Asset Turnover 0.31
Inventory Turnover n/a

Taxes

In the past 12 months, BAM has paid $527.00 million in taxes.

Income Tax 527.00M
Effective Tax Rate 18.02%

Stock Price Statistics

The stock price has decreased by -10.20% in the last 52 weeks. The beta is 1.29, so BAM's price volatility has been higher than the market average.

Beta (5Y) 1.29
52-Week Price Change -10.20%
50-Day Moving Average 47.57
200-Day Moving Average 54.04
Relative Strength Index (RSI) 45.79
Average Volume (20 Days) 4,178,051

Short Selling Information

The latest short interest is 15.81 million, so 0.98% of the outstanding shares have been sold short.

Short Interest 15.81M
Short Previous Month 14.38M
Short % of Shares Out 0.98%
Short % of Float 4.77%
Short Ratio (days to cover) 3.81

Income Statement

In the last 12 months, BAM had revenue of $4.82 billion and earned $2.49 billion in profits. Earnings per share was $1.52.

Revenue4.82B
Gross Profit 3.44B
Operating Income 3.03B
Pretax Income 2.93B
Net Income 2.49B
EBITDA 3.07B
EBIT 3.03B
Earnings Per Share (EPS) $1.52
Full Income Statement

Balance Sheet

The company has $1.58 billion in cash and $2.94 billion in debt, with a net cash position of -$1.36 billion or -$0.84 per share.

Cash & Cash Equivalents 1.58B
Total Debt 2.94B
Net Cash -1.36B
Net Cash Per Share -$0.84
Equity (Book Value) 10.31B
Book Value Per Share 5.05
Working Capital 2.37B
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $2.10 billion and capital expenditures -$9.00 million, giving a free cash flow of $2.09 billion.

Operating Cash Flow 2.10B
Capital Expenditures -9.00M
Depreciation & Amortization 40.00M
Net Borrowing 2.76B
Free Cash Flow 2.09B
FCF Per Share $1.30
Full Cash Flow Statement

Margins

Gross margin is 71.50%, with operating and profit margins of 62.99% and 51.59%.

Gross Margin 71.50%
Operating Margin 62.99%
Pretax Margin 60.72%
Profit Margin 51.59%
EBITDA Margin 63.82%
EBIT Margin 62.99%
FCF Margin 43.43%

Dividends & Yields

This stock pays an annual dividend of $1.82, which amounts to a dividend yield of 4.08%.

Dividend Per Share $1.82
Dividend Yield 4.08%
Dividend Growth (YoY) 15.06%
Years of Dividend Growth 3
Payout Ratio 119.41%
Buyback Yield -0.92%
Shareholder Yield 3.16%
Earnings Yield 3.47%
FCF Yield 2.92%
Dividend Details

Analyst Forecast

The average price target for BAM is $63.00, which is 41.73% higher than the current price. The consensus rating is "Buy".

Price Target $63.00
Price Target Difference 41.73%
Analyst Consensus Buy
Analyst Count 12
Revenue Growth Forecast (5Y) 16.45%
EPS Growth Forecast (5Y) 17.43%
Stock Forecasts

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

This stock does not have any record of stock splits.

Last Split Date n/a
Split Type n/a
Split Ratio n/a

Scores

BAM has an Altman Z-Score of 8.37 and a Piotroski F-Score of 6.

Altman Z-Score 8.37
Piotroski F-Score 6