BROOKFIELD ASSET MANAGEMENT LTD (BAM) Stock Analysis
Verdict: HOLD
BAM's fee-bearing growth and 3.8% yield offer stability, but high P/S valuation (13.6x) and high Beta (1.64) limit short-term upside.
Investment score: 54/100
Analysis as of
Is BROOKFIELD ASSET MANAGEMENT LTD stock worth reviewing? AI model thesis
The model sees Brookfield Asset Management as a highly profitable asset manager with strong fee growth, but high sales valuation (13.56x P/S) and high Beta (1.64) warrant a HOLD recommendation.
7-factor investment score
- Valuation: 45/100 (weight 20%)
- Financial Health: 75/100 (weight 15%)
- Technical Momentum: 40/100 (weight 15%)
- Earnings Quality: 60/100 (weight 15%)
- Insider Sentiment: 50/100 (weight 10%)
- Analyst Consensus: 65/100 (weight 10%)
- Risk-Adjusted Return: 45/100 (weight 15%)
BROOKFIELD ASSET MANAGEMENT LTD opportunities and risks
What speaks for BAM
- Fee-bearing capital expansion in infrastructure and energy transition funds
What speaks against BAM
- Premium sales multiple with TTM P/S of 13.56x vs peer median of 6.15x (BLK) and 8.61x (BX)
Peers and competitors
| Ticker | P/E | P/S | EV/EBITDA | Gross margin | Net margin | FCF yield |
|---|---|---|---|---|---|---|
| BAM | 26.4x | 13.6x | 86.6x | 80.2% | 51.6% | 3.0% |
| BLK | 25.5x | 6.1x | 16.0x | 55.7% | 24.1% | 1.4% |
| BX | 25.4x | 8.6x | 17.8x | 88.8% | 21.9% | 3.2% |
| BNY | 16.5x | 2.4x | 12.9x | 52.5% | 15.6% | 1.6% |
| KKR | 27.1x | 3.9x | 12.5x | 22.5% | 15.0% | 2.9% |
| STT | 15.2x | 2.1x | 14.5x | 65.3% | 15.0% | -10.6% |
| Peer median | 25.4x | 3.9x | 14.5x | 55.7% | 15.6% | 1.6% |
Frequently asked questions about BROOKFIELD ASSET MANAGEMENT LTD (BAM)
Is BAM stock a good investment?
The cached TradeMates AI model rates BROOKFIELD ASSET MANAGEMENT LTD as HOLD with an investment score of 54/100. The model sees Brookfield Asset Management as a highly profitable asset manager with strong fee growth, but high sales valuation (13.56x P/S) and high Beta (1.64) warrant a HOLD recommendation. This is algorithmic model output, not personal investment advice.
Is BAM stock a buy?
The TradeMates model verdict for BAM is HOLD with an investment score of 54/100. Treat this as a model signal to review, not a personal buy recommendation.