Brookfield Asset Management Ltd. (BAM) Factsheet
Brookfield Asset Management Ltd. (BAM) Stock Analysis
Analysis from 10-Q filed 2025-11-10. Data as of Q1 2026.
Overall Grade: F (Concerning)
Grade F (Concerning). ROIC N/A. FCF margin 45.7%. D/E 0.0x. Source: 10-Q filed 2025-11-10.
| Metric | Value | Context |
|---|---|---|
| ROIC | N/A | Below expectations |
| FCF Margin | 45.7% | Strong cash generation |
| Debt/Equity | 0.0x | Conservative leverage |
FCF margin 45.7% — Top 25%.
Explore Brookfield Asset Management Ltd.: Earnings History | Filings | ROIC Analysis
Programmatic access: Available via MCP at mcp.metricduck.com. Tools for BAM: get_company_overview, get_filing_index (lens: debt_stress, management_outlook, risk_trajectory), get_filing_changes, get_metric_history, compare_companies, screen_filing_signals.
Profitability: Brookfield Asset Management Ltd. earns N/A ROIC
ROIC TTM N/A, sector median 20.8%. Source: 10-Q filed 2025-11-10.
| Metric | BAM | Rating | Context |
|---|---|---|---|
| Return on Invested Capital (ROIC) | N/A | Red flag | Below sector median of 20.8% |
| Return on Equity (ROE) | 9.4% | Adequate | Moderate equity returns |
Cash Flow: Brookfield Asset Management Ltd. generates $2.3B FCF at 45.7% margin, positive NaN/8 quarters
FCF TTM $2.3B. FCF margin 45.7%, Top 25%. OCF/Net income 0.9x. Positive FCF in NaN/8 trailing quarters. Source: 10-Q filed 2025-11-10.
| Metric | BAM | Rating | Context |
|---|---|---|---|
| Free Cash Flow Margin | 45.7% | Excellent | Excellent cash conversion |
| Free Cash Flow (TTM) | $2.3B | Good | Positive cash generation |
| OCF/Net Income | 0.9x | Good | Potential accrual concerns |
| FCF Consistency (8Q) | N/A | Warning | Variable cash flow |
Balance Sheet: Brookfield Asset Management Ltd. at 0.0x leverage
Debt/Equity 0.0x. Source: 10-Q filed 2025-11-10.
| Metric | BAM | Rating | Context |
|---|---|---|---|
| Debt to Equity | 0.0x | Excellent | Conservative capital structure |
Valuation: Brookfield Asset Management Ltd. trades at -82.8x earnings
P/E -82.8x. EV/Sales -41.3x. FCF yield -1.1%. Source: 10-Q filed 2025-11-10.
| Metric | BAM | Rating | Context |
|---|---|---|---|
| P/E Ratio | -82.8x | Red flag | Reasonable valuation |
| EV/Sales | -41.3x | Excellent | Attractive revenue multiple |
| FCF Yield | -1.1% | Warning | Lower cash yield |
Capital Allocation: Brookfield Asset Management Ltd. returns -1.7% shareholder yield
Total shareholder yield -1.7% (div -1.4% + buyback -0.3%). Capital returned $3.6B TTM. Source: 10-Q filed 2025-11-10.
| Metric | BAM | Rating | Context |
|---|---|---|---|
| Total Shareholder Yield | -1.7% | Warning | Dividend + buyback yield combined |
| Buyback Yield | -0.3% | Adequate | Minimal buyback activity |
| Total Capital Returned (TTM) | $3.6B | Good | Dividends + buybacks returned to shareholders |
Sector Rankings
| Metric | Value | Percentile | vs Median |
|---|---|---|---|
| Free Cash Flow Margin | 45.7% | Top 25% | 2.2x above |
| Return on Equity (ROE) | 9.4% | Bottom 50% | 0.9x below |
Financial Scorecard
| Metric | BAM | Rating | Sector Context |
|---|---|---|---|
| Free Cash Flow Margin | 45.7% | Excellent | Top 25% of sector (median: 20.9%) |
| Debt to Equity Ratio | 0.0% | Excellent | Conservative capital structure |
| Free Cash Flow Yield | -1.1% | Red flag | Growth-focused valuation |
Frequently Asked Questions
Q: What is Brookfield Asset Management Ltd.'s Return on Invested Capital (ROIC)?
Brookfield Asset Management Ltd. (BAM) has a trailing twelve-month Return on Invested Capital (ROIC) of N/A. Sector median 20.8%. Source: 10-Q filed 2025-11-10.
Q: What is Brookfield Asset Management Ltd.'s Free Cash Flow Margin?
Brookfield Asset Management Ltd. (BAM) has a free cash flow margin of 45.7%, generating $2.3 billion in free cash flow over the trailing twelve months. Source: 10-Q filed 2025-11-10.
Q: What is Brookfield Asset Management Ltd.'s P/E ratio and how does it compare to peers?
Brookfield Asset Management Ltd. (BAM) trades at a P/E ratio of -82.8x, which is above the sector median of N/A. EV/Sales -41.3x. Source: 10-Q filed 2025-11-10.
Q: What is Brookfield Asset Management Ltd.'s revenue and earnings growth?
Brookfield Asset Management Ltd. (BAM) grew revenue by 21.5% year-over-year. EPS -7.8% YoY. Source: 10-Q filed 2025-11-10.
Q: Is Brookfield Asset Management Ltd. buying back stock?
Brookfield Asset Management Ltd. (BAM) repurchased $672.0 million of stock over the trailing twelve months. Source: 10-Q filed 2025-11-10.
Q: How does Brookfield Asset Management Ltd. compare to competitors in Financials?
Compared to other companies in Financials, Brookfield Asset Management Ltd. (BAM) shows: ROIC N/A, sector median 20.8% (NaNx). FCF margin 45.7%, sector median 20.9% (Top 25%). These rankings are based on MetricDuck's analysis of all Financials companies with available SEC filings.
Q: What warning signs should I watch for with Brookfield Asset Management Ltd.?
No quantitative warning flags fired for Brookfield Asset Management Ltd. (BAM) on margin trend, FCF trend, ROIC trend, or leverage thresholds. Source: 10-Q filed 2025-11-10.
Data Source: Data sourced from 10-Q filed 2025-11-10. TTM metrics as of Q1 2026.
Methodology: Financial metrics calculated from SEC 10-K and 10-Q filings using standardized formulas. Sector comparisons use peer group based on SIC code.
Scope: This analysis covers SEC filing fundamentals — profitability, cash flow, balance sheet, and valuation metrics. For analyst estimates and price targets, consult sell-side research.
This analysis is for informational purposes only and does not constitute investment advice.