Brookfield Asset Management Ltd. (BAM)

NYSE: BAM · USD

$47.4

+0.66 (+1.4%)· Recorded snapshot

Market cap	75.8B
Revenue (ttm)	5.7B
Net income (ttm)	2.8B
EPS (ttm)	$1.74
Shares out	1.6B
P/E (trailing)	27.3x
P/E (forward)	23.7x
Dividend	$2.01 (4.26%)
Volume	2,237,240
Beta	1.32

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 5.7B
Net income (ttm): 2.8B
EPS (ttm): $1.74
P/E (trailing): 27.3x
P/E (forward): 23.7x
Market cap: 75.8B

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	ซื้อมาก
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	ซื้อมาก
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	ถือ

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E23.7

P25 n/aP50 n/aP75 n/a

Trailing P/E27.3

P25 n/aP50 n/aP75 n/a

ROE26.8

P25 n/aP50 n/aP75 n/a

ROIC22.6

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All BAM indicators

Market & fundamental data

Available fields

261

Groups with data

Currency

USD

Showing 261 of 261 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0001937926
Company name	Brookfield Asset Management Ltd.
Country	United States
Country code	US
CUSIP number	113004105
Earnings date	2026-11-06
Earnings time	bmo
Employees	5,800
Employees change	3,300
Employees growth	132%
Enterprise value	$82.8B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	2022
Industry	Asset Management
Is primary listing	No
Is SPAC	No
ISIN number	CA1130041058
Last 10-K release date	2026-03-02
Last earnings date	2026-08-05
Last refreshed	2026-10-28
Last stock split type	Never
Market cap	$75.8B
Market cap category	Large-Cap
Next earnings date	2026-11-06
Options	Yes
Price	$47.42
Price currency	USD
Sector	Financials
SIC code	6282
Stock price date	2026-10-28
Symbol	BAM
U.S. state	New York
Website	https://www.bam.brookfield.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	27.09x
Average P/E ratio (3Y)	20.7x
Average P/E ratio (5Y)	17.81x
Earnings yield	3.66%
EV/Earnings	29.15x
EV/EBIT	21.64x
EV/EBITDA	21.35x
EV/FCF	35.26x
EV/Sales	14.25x
FCF / EV yield	2.84%
FCF yield	3.1%
Forward EV/Sales	12.1x
Forward P/E	23.69x
Forward P/S	11.06x
Graham number	17.20844
Graham upside	-63.39%
Industry forward P/E	12.81x
Industry P/E	27.37x
Lynch fair value	$44.09
Lynch upside	-6.19%
P/(FCF - SBC) ratio	34.3x
P/(OCF - SBC) ratio	33.96x
P/B ratio	6.3x
P/E ratio	27.29x
P/FCF ratio	32.23x
P/OCF ratio	31.93x
P/S ratio	13.03x
Price / tangible book value	10.6x
Price/EBITDA ratio	19.52x
Sector forward P/E	13.63x
Sector P/E	15.65x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	65.85%
EBITDA margin	66.76%
Effective tax rate	17.47%
FCF margin	40.42%
Gross margin	74.38%
Operating margin	65.85%
Pretax margin	64.74%
Profit margin	48.89%
Profit per employee	$483,621
Profitable quarters	21
Profitable years	7
Revenue per employee	$989,138
ROA	13.04%
ROA (5Y)	9.57%
ROCE	24.03%
ROE	26.77%
ROE (5Y)	20.68%
ROIC	22.63%
ROIC (5Y)	19.34%
SBC / revenue	2.44%
Tax / revenue	11.31%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	14.06%
EPS growth (Q)	47.37%
EPS growth (QoQ)	47.37%
EPS growth 3Y	14.56%
EPS growth quarters	2
EPS growth years	2
FCF growth	58.62%
FCF growth (Q)	1.33%
FCF growth (QoQ)	61.14%
FCF growth 5Y	5.6%
Gross profit growth	38.27%
Gross profit growth (Q)	96.5%
Gross profit growth 3Y	12.05%
Gross profit growth 5Y	21.15%
Net income growth	15.29%
Net income growth (Q)	45.81%
Net income growth (QoQ)	46.52%
Net income growth 3Y	14.47%
Net income growth 5Y	47.78%
Net income growth quarters	2
Net income growth years	2
OCF growth	73.92%
OCF growth (Q)	3.03%
OCF growth (QoQ)	61.24%
OCF growth 5Y	5.56%
Operating income growth	41.66%
Operating income growth (Q)	105.63%
Operating income growth 3Y	11.45%
Operating income growth 5Y	22.6%
Revenue growth	31.86%
Revenue growth (Q)	60.83%
Revenue growth (QoQ)	31.02%
Revenue growth 3Y	12.9%
Revenue growth 5Y	21.64%
Revenue growth quarters	6
Revenue growth years	1

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-22M
Depreciation and amortization	$52M
EBIT	$3.8B
EBITDA	$3.8B
EPS	$1.74
FCF per share	$1.45
Financing cash flow	$-1.1B
Free cash flow	$2.3B
Free cash flow minus SBC	$2.2B
Gross profit	$4.3B
Income taxes	$649M
Investing cash flow	$-232M
Net borrowing	$2.5B
Net cash flow	$1B
Net income	$2.8B
Operating cash flow minus SBC	$2.2B
Operating income	$3.8B
Revenue	$5.7B
Stock-based compensation	$140M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	7.07
Book value per share	$4.70
Debt / EBITDA	1.07
Debt / equity	0.34
Debt / FCF	1.76
Goodwill	$236M
Interest coverage	8.85
Long-term assets	$14.5B
Long-term liabilities	$3.9B
Net cash (debt)	$-2.6B
Net cash / market cap	-3.46%
Net debt / EBITDA	0.68
Net debt / equity	0.22
Net debt / FCF	1.12
Piotroski F-Score	6
Property, plant and equipment	$97M
Shareholders' equity	$11.9B
Tangible book value	$7.1B
Tangible book value per share	$4.42
Total assets	$20.1B
Total cash	$1.5B
Total debt	$4.1B
Total liabilities	$8.2B
WACC	11.39%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.32
Current assets	$5.5B
Current liabilities	$4.4B
Current ratio	1.27
Net working capital	$146M
Quick ratio	1.16
Working capital	$1.2B
Working capital turnover	5.4

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	-0.5%
Dividend growth	14.92%
Dividend growth years	2
Dividend payment date	2026-09-29
Dividend payment years	4
Dividend payout frequency	Quarterly
Dividend per share	$2.01
Dividend yield	4.26%
Ex-dividend date	2026-08-31
FCF payout ratio	138.44%
Last dividend	$0.50
Payout ratio	115.69%
Shareholder yield	3.78%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
150-day SMA	$47.60
1D price change	1.42%
1M price change	5.72%
1M total return	5.72%
1W price change	2.63%
1W total return	2.63%
1Y price change	-13.63%
1Y return CAGR	-10.22%
1Y total return	-10.21%
20-day SMA	$45.73
200-day SMA	$47.83
3M price change	-0.88%
3M total return	0.08%
3Y price change	62.83%
3Y return CAGR	21.87%
3Y total return	81.05%
50-day SMA	$47.30
50-day SMA vs 200-day SMA	50under200
52-week high	$56.37
52-week high date	2025-10-28
52-week low	$42.20
52-week low date	2026-03-24
6M price change	0.38%
6M total return	2.41%
All-time high	$64.10
All-time high date	2025-08-06
All-time low	$26.76
All-time low date	2022-12-16
Average true range (ATR)	$1.15
Average volume	2.8M
Beta (5Y)	1.33
Change from 52-week high	-15.88%
Change from 52-week low	12.36%
Change from all-time high	-26.46%
Change from all-time low	76.16%
Change from open	0.56%
Day's gap	0.86%
Dollar volume	$106.1M
High price	$47.43
Low price	$46.85
Monthly RSI	49.04
Open price	$47.15
Position in 52-week range	97.41%
Premarket change	-0.98%
Premarket close	$46.75
Premarket price	$46.29
Previous close	$46.75
Price vs 150-day SMA	-0.97%
Price vs 20-day SMA	3.08%
Price vs 200-day SMA	-1.45%
Price vs 50-day SMA	-0.33%
Relative volume	0.8
RSI	56.12
Sharpe ratio	-0.35
Sharpe ratio (3Y)	0.62
Sortino ratio	-0.29
Sortino ratio (3Y)	1.08
Volume	2.2M
Weekly RSI	47.65
YTD price change	-10.02%
YTD total return	-7.25%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	319.5M
Float percentage	20%
Shares change (QoQ)	-0.42%
Shares change (YoY)	0.5%
Shares held by insiders	3.42%
Shares held by institutions	17.34%
Shares outstanding	1.6B
Short % of float	6.23%
Short % of shares	1.25%
Short ratio	6.8 days

Deeper analysis on BAM

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Frequently asked questions

About this BAM report

Is a complete BAM research report available?

No complete published report is available for Brookfield Asset Management Ltd. (BAM) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

Brookfield Asset Management Ltd. (BAM)

Price

Financial snapshot

Fair-value bridge

Latest news · BAM

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All BAM indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on BAM

Frequently asked questions