BAM

Company Overview — What Does Brookfield Asset Management Ltd. Do?

Brookfield Asset Management is a leading global alternative asset manager and one of the largest investors in real assets. Our investment focus is on real estate, renewable power, infrastructure and private equity assets. Our objective is to generate attractive long-term risk-adjusted returns for the benefit of our clients and shareholders. We manage a range of public and private investment products and services for institutional and retail clients. We earn asset management income for doing so and align our interests with our clients by investing alongside them. We have an exceptionally strong balance sheet, with over $30 billion of capital invested, primarily in our four listed partnerships: Brookfield Property Partners, Brookfield Infrastructure Partners, Brookfield Renewable Partners and Brookfield Business Partners. This access to large-scale capital enables us to make investments in sizeable, premier assets across geographies and asset classes that few managers are able to do. We create value for BAM shareholders in the following ways: As an asset manager – by investing both our own capital and that of our investors – this enables us to increase the scale of our operations, and enhances our financial returns through base management fees and performance-based income; as an investor and capital allocator – we strive to invest at attractive valuations, particularly in value-oriented situations that create opportunities for superior valuation gains and cash flow returns, or by monetizing assets at appropriate times to realize value; and as an owner-operator – we constantly work to increase the value of the assets within our operating businesses and the cash flows they produce through our operating expertise, development capabilities and effective financing. Brookfield Asset Management Ltd. (BAM) is classified as a large-cap stock in the Financials sector, specifically within the Trading industry. The company is led by CEO N/A. With a market capitalization of $72.2B, BAM is one of the prominent companies in the Financials sector.

Brookfield Asset Management Ltd. (BAM) Stock Rating — Hold (April 2026)

As of April 2026, Brookfield Asset Management Ltd. receives a Hold rating with a composite score of 52.1/100 and 3 out of 5 stars from the Blank Capital Research quantitative model.BAM ranks #1,207 out of 4,446 stocks in our coverage universe. Within the Financials sector, Brookfield Asset Management Ltd. ranks #370 of 891 stocks, placing it in the upper half of its Financials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).

BAM Stock Price and 52-Week Range

Brookfield Asset Management Ltd. (BAM) currently trades at $44.90. The stock lost $0.20 (0.4%) in the most recent trading session. The 52-week high for BAM is $64.10, which means the stock is currently trading -30.0% from its annual peak. The 52-week low is $41.78, putting the stock 7.5% above its annual trough. Recent trading volume was 3.0M shares, reflecting moderate market activity.

Is BAM Overvalued or Undervalued? — Valuation Analysis

Brookfield Asset Management Ltd. (BAM) carries a value factor score of 56/100 in the Blank Capital model, indicating fair valuation relative to historical norms. The price-to-book ratio stands at 8.08x, versus the sector average of 1.22x. The price-to-sales ratio is 3.74x, compared to 0.90x for the average Financials stock. On an enterprise value basis, BAM trades at 6.50x EV/EBITDA, versus 3.26x for the sector.

Overall, BAM's valuation appears roughly in line with sector benchmarks, suggesting the market is pricing the stock fairly given its current fundamentals and growth trajectory. Neither deep value nor significantly overpriced, the stock occupies a middle ground on valuation.

Brookfield Asset Management Ltd. Profitability — ROE, Margins, and Quality Score

Brookfield Asset Management Ltd. (BAM) earns a quality factor score of 83/100, reflecting elite profitability and capital efficiency that places it among the highest-quality businesses in the market. The return on equity (ROE) is 107.6%, compared to the Financials sector average of 8.5%, which demonstrates strong shareholder value creation. Return on assets (ROA) comes in at 56.3% versus the sector average of 1.2%.

On a margin basis, Brookfield Asset Management Ltd. reports gross margins of 104.0%. The operating margin is 57.6% (sector: 21.8%). Net profit margin stands at 49.8%, versus 17.7% for the average Financials stock. These metrics collectively paint a picture of a highly profitable business with durable competitive advantages.

BAM Debt, Balance Sheet, and Financial Health

Brookfield Asset Management Ltd. has a debt-to-equity ratio of 76.0%, compared to the Financials sector average of 121.0%. Leverage is within a manageable range for the industry, though investors should monitor debt trends over time. The current ratio is 2.53x, indicating strong short-term liquidity. Total debt on the balance sheet is $1.49B. Cash and equivalents stand at $1.06B.

BAM has a beta of 1.21, meaning it is more volatile than the broader market — a $10,000 investment in BAM would be expected to move 21.1% more than the S&P 500 on any given day. The stability factor score for Brookfield Asset Management Ltd. is 67/100, reflecting average volatility within the normal range for its sector.

Brookfield Asset Management Ltd. Revenue and Earnings History — Quarterly Trend

In TTM 2026, Brookfield Asset Management Ltd. reported revenue of $4.82B. Net income for the quarter was $2.40B. Gross margin was 104.0%. Operating income came in at $2.77B.

In FY 2025, Brookfield Asset Management Ltd. reported revenue of $4.82B. Net income for the quarter was $2.40B. Operating income came in at $2.77B.

In Q3 2025, Brookfield Asset Management Ltd. reported revenue of $1.25B. Net income for the quarter was $692M. Operating income came in at $757M.

In Q2 2025, Brookfield Asset Management Ltd. reported revenue of $1.09B. Net income for the quarter was $584M. Operating income came in at $533M.

Over the past 7 quarters, Brookfield Asset Management Ltd. has demonstrated a growth trajectory, with revenue expanding from $-62M to $4.82B. Investors analyzing BAM stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.

BAM Dividend Yield and Income Analysis

Brookfield Asset Management Ltd. (BAM) does not currently pay a dividend. This is common among growth-oriented companies in the Trading industry that prefer to reinvest cash flows into business expansion rather than returning capital to shareholders. Income-focused investors looking for Financials dividend stocks may want to explore other Financials stocks or use the stock screener to filter by dividend yield.

BAM Momentum and Technical Analysis Profile

Brookfield Asset Management Ltd. (BAM) has a momentum factor score of 31/100, signaling weak relative price performance. Stocks with low momentum scores have historically tended to continue underperforming in the near term. The investment factor score is 25/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 19/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.

BAM vs Competitors — Financials Sector Ranking and Peer Comparison

Within the Financials sector, Brookfield Asset Management Ltd. (BAM) ranks #370 out of 891 stocks based on the Blank Capital composite score. This places BAM in the upper half of all Financials stocks in our coverage universe. Key competitors and sector peers include WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) with a score of 62.9/100, OPPENHEIMER HOLDINGS INC (OPY) with a score of 62.6/100, Enact Holdings, Inc. (ACT) with a score of 61.6/100, International General Insurance Holdings Ltd. (IGIC) with a score of 61.3/100, and PARKE BANCORP, INC. (PKBK) with a score of 60.4/100.

Comparing BAM against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full BAM vs S&P 500 (SPY) comparison to assess how Brookfield Asset Management Ltd. stacks up against the broader market across all factor dimensions.

BAM Next Earnings Date

No upcoming earnings date has been announced for Brookfield Asset Management Ltd. (BAM) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.

Should You Buy BAM? — Investment Thesis Summary

Brookfield Asset Management Ltd. presents a balanced picture with arguments on both sides. The quality score of 83/100 indicates above-average profitability and business fundamentals. Momentum is weak at 31/100, a headwind for near-term performance. Low volatility (stability score 67/100) reduces downside risk.

In summary, Brookfield Asset Management Ltd. (BAM) earns a Hold rating with a composite score of 52.1/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on BAM stock.

Related Resources for BAM Investors

Explore more research and tools: BAM vs S&P 500 comparison, top Financials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare BAM head-to-head with peers: BAM vs WTM, BAM vs OPY, BAM vs ACT.