BAM$52.155
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AI BAM Summary
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Powered by LiveAIOverall Analysis
BuyBrookfield Asset Management Ltd. presents a mixed investment profile. The company demonstrates strong financial health and consistent profitability, with positive performance trends. However, its current valuation metrics are elevated, and some technical indicators suggest a potential short-term pullback. Thematic alignment with asset management services is neutral to positive, but specific sector tailwinds are not strongly indicated in the provided data.
Thematic
Brookfield Asset Management operates in the asset management sector, which is generally stable. The provided data does not highlight specific strong thematic tailwinds such as AI, ESG leadership, or disruptive innovation that would significantly boost its thematic score. While asset management is a perpetual sector, it lacks the explosive growth potential often associated with high thematic scores.
Fundamental
Brookfield Asset Management exhibits robust financial health and profitability. Strong revenue and net income growth, coupled with a healthy net profit margin and a solid balance sheet, indicate operational efficiency and financial stability. The company also maintains a manageable debt level and generates positive free cash flow.
Technical
Brookfield Asset Management shows strong upward momentum in the longer term, evidenced by its significant 1-year and YTD performance. However, short-term technicals, particularly on minute and hourly charts, indicate potential overbought conditions and mixed signals from moving averages, suggesting a possibility of consolidation or a minor pullback before further significant gains.
| Factor | Score |
|---|---|
| Asset Management Sector Stability | 70 |
| Technological Integration in Services | 50 |
| Global Economic Trends | 60 |
| ESG & Sustainability Focus | 40 |
| Regulatory Environment Impact | 60 |
| Factor | Score |
|---|---|
| Valuation | 30 |
| Profitability | 80 |
| Growth | 60 |
| Balance Sheet Health | 95 |
| Cash Flow Generation | 85 |
| Factor | Score |
|---|---|
| Trend Analysis | 55 |
| Momentum | 50 |
| Performance | 90 |
| Short-term Price Action | 55 |
| Support and Resistance | 60 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Consistent EPS Growth
The company has shown consistent positive EPS surprises in recent quarters (e.g., Q4 2024: +6.8%, Q1 2024: +6.58%), indicating reliable earnings execution.
Attractive P/E Ratio relative to TTM
The current P/E ratio (TTM) of 113.7 is lower than the historical TTM P/E of 226.0 in 2023, suggesting potential valuation improvement.
Bearish Points (7)
High P/E Ratio
The trailing P/E ratio of 113.7 is substantially higher than the EPS TTM of $1.36, suggesting the stock may be overvalued relative to its current earnings.
Declining Net Margin Trends
While revenue has grown, the net margin has fluctuated, with a decrease from 117.8% in Q4 2023 to 155.0% in Q4 2024, potentially indicating increasing cost pressures or pricing challenges.
Calendar
May 2025
30
Ex-Dividend Date
June 2025
30
Next Dividend Date
August 2025
6
Next Earnings Date
H: $0.41
A: $0.39
L: $0.37
H: 1.30B
A: 1.28B
L: 1.26B
Profile
Brookfield Asset Management Ltd. was incorporated in 2022 and is based in New York, New York. Brookfield Asset Management Ltd. operates as a subsidiary of Brookfield Corporation.
Seasonals
Price Target
57.57 USD
The 39 analysts offering 1 year price forecasts for BAM have a max estimate of 72.00 and a min estimate of 32.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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