Brookfield Asset Management Ltd Ordinary Shares - Class A BAM

Morningstar Rating
CAD 63.81 +0.36 (0.57%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

BAM is trading at a 124% premium.
Price
CAD 63.66
Fair Value
CAD 45.62
Uncertainty
High
1-Star Price
CAD 56.55
5-Star Price
CAD 81.54
Economic Moat
Ckvxy
Capital Allocation

News

Trading Information

Previous Close Price
CAD 63.45
Day Range
CAD 63.4364.20
52-Week Range
CAD 39.3864.73
Bid/Ask
CAD 63.50 / CAD 64.60
Market Cap
CAD 26.73 Bil
Volume/Avg
518,947 / 1.1 Mil

Key Statistics

Price/Earnings (Normalized)
40.43
Price/Sales
48.34
Dividend Yield (Trailing)
3.09%
Dividend Yield (Forward)
3.21%
Total Yield
4.70%

Company Profile

Brookfield Asset Management Ltd engages in providing alternative asset management services through an ownership interest in a alternative asset management business. It offers a range of alternative investment products to investors around the world including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies, and private wealth investors.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Large Growth
Total Number of Employees
2,400

Comparables

Valuation

Metric
BAM
01973
GAMI
Price/Earnings (Normalized)
40.4310.70
Price/Book Value
6.040.273.29
Price/Sales
48.3487.072.63
Price/Cash Flow
11.91
Price/Earnings
BAM
01973
GAMI

Financial Strength

Metric
BAM
01973
GAMI
Quick Ratio
0.843.272.70
Current Ratio
0.843.272.70
Interest Coverage
6.83−12.8068.53
Quick Ratio
BAM
01973
GAMI

Profitability

Metric
BAM
01973
GAMI
Return on Assets (Normalized)
12.93%−0.46%22.50%
Return on Equity (Normalized)
18.39%−1.09%31.95%
Return on Invested Capital (Normalized)
20.03%−0.18%31.53%
Return on Assets
BAM
01973
GAMI

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BlackRock Inc
BLK
DknvdtwntxSncb$140.0 Bil
Blackstone Inc
BX
BjyqvlyVmtgdc$118.6 Bil
KKR & Co Inc Ordinary Shares
KKR
ZplwtkjmgLcgfj$117.3 Bil
Ameriprise Financial Inc
AMP
NcqjqmlBmcgft$46.0 Bil
State Street Corp
STT
VtpbgtrlYvh$26.3 Bil
Raymond James Financial Inc
RJF
MmdzrjpdZxhfgd$25.2 Bil
T. Rowe Price Group Inc
TROW
WvdlywplhRwvyv$24.4 Bil
Northern Trust Corp
NTRS
JlkqcjwjjJhz$18.2 Bil
The Carlyle Group Inc
CG
GsbkkklhdBpdnw$15.5 Bil
Franklin Resources Inc
BEN
CfvpjcyqQqgdd$10.9 Bil

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