Brookfield Asset Management Ltd. logo

Brookfield Asset Management Ltd.

BAM

NYSEFinancial ServicesAsset Management

Latest quote

$52.29

+$0.78 · +1.51%

Aug 21, 3:55 PM ET

BAM company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

33

Expensive

Momentum

40

Weakening

Sentiment

75

Bullish

Risk resilience

61

Moderate Risk

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Company profile

Company website

Brookfield Asset Management operates as a prominent alternative asset manager and real estate investment trust (REIT), specializing in real estate, renewable energy, infrastructure, venture capital, and private equity assets. The firm provides a comprehensive range of public and private investment products and services to institutional and retail clients globally. Its strategy involves deploying capital into significant, premier assets across diverse geographies and asset classes, often co-investing its own capital alongside that of other investors. In its private equity and venture capital operations, the firm engages in a wide array of activities. These include early-stage ventures, outright acquisitions, control buyouts, corporate carve-outs, and the restructuring of financially distressed or underperforming mid-market companies. Its involvement further extends to recapitalizations, strategic redirections, and various forms of financing such as convertible, senior, and mezzanine debt, as well as operational and capital structure overhauls. Beyond private markets, Brookfield also actively participates in public debt and equity exchanges. Private equity investments are concentrated in specific sectors: Business Services (encompassing infrastructure, healthcare, road fuel distribution, construction, and real estate), Industrials (including manufacturers of automotive batteries, graphite electrodes, returnable plastic packaging, and sanitation management), and Residential/infrastructure services. The firm specifically targets companies underpinned by substantial real assets, primarily across industrial products, building materials, metals, mining, homebuilding, oil and gas, paper and packaging, general manufacturing, and forest product sectors. Geographically, Brookfield maintains a significant investment presence worldwide, concentrating on North America (including Canada, the United States, and Brazil), Europe, Australia, and the broader Asia-Pacific region. Equity investments typically range from $2 million to $500 million. The firm employs a four-year investment period, structured within a ten-year term that allows for two optional one-year extensions. Brookfield is flexible in its ownership approach, readily taking both minority and majority equity stakes. Established in 1997 and headquartered in Toronto, Canada, Brookfield Asset Management boasts a global network of additional offices across North America, South America, Europe, the Middle East, and Asia.

Industry
Asset Management
Sector
Financial Services
Headquarters
US
CEO
Connor David Teskey
Listed since
Dec 1, 2022
Employees
5,800

Market position

Volume
1.57M
0.54× average
Average volume
2.89M
Average daily volume
Market cap
83.51B USD
Beta
1.25
Market reference 1

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
63.58B USD
P/E (TTM)
30.06×
P/B (TTM)
1.8×
P/S (TTM)
15.45×
EV / EBITDA
19.65×
Earnings yield
4.04%
Free cash flow yield
3.42%
Dividend yield
3.59%

Profitability & efficiency

Gross margin
80.17%
Operating margin
60.60%
Net margin
51.60%
Return on equity
27.93%
Return on assets
14.44%
Return on invested capital
14.45%

Financial health

Debt / equity
5.69×
Current ratio
4.2×
Altman Z-score
0.23
Piotroski F-score
4 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends84%70%56%42%Gross margin, FY2021: 74.78%Gross margin, FY2022: 80.70%Gross margin, FY2023: 74.20%Gross margin, FY2024: 71.01%Gross margin, FY2025: 70.20%Operating margin, FY2021: 74.14%Operating margin, FY2022: 78.47%Operating margin, FY2023: 72.82%Operating margin, FY2024: 69.40%Operating margin, FY2025: 65.84%Net margin, FY2021: 67.04%Net margin, FY2022: 52.80%Net margin, FY2023: 45.27%Net margin, FY2024: 54.47%Net margin, FY2025: 53.93%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 74.78%. Gross margin FY2022 80.70%. Gross margin FY2023 74.20%. Gross margin FY2024 71.01%. Gross margin FY2025 70.20%. Operating margin FY2021 74.14%. Operating margin FY2022 78.47%. Operating margin FY2023 72.82%. Operating margin FY2024 69.40%. Operating margin FY2025 65.84%. Net margin FY2021 67.04%. Net margin FY2022 52.80%. Net margin FY2023 45.27%. Net margin FY2024 54.47%. Net margin FY2025 53.93%.

Income trends

Revenue

4.61B USD+15.78%

Operating income

3.03B USD+9.85%

Net income

2.49B USD+14.62%
Income trends across reported periods4.88B USD3.78B USD2.67B USD1.56B USDRevenue, FY2021: 2.79B USDRevenue, FY2022: 3.63B USDRevenue, FY2023: 4.06B USDRevenue, FY2024: 3.98B USDRevenue, FY2025: 4.61B USDOperating income, FY2021: 2.07B USDOperating income, FY2022: 2.85B USDOperating income, FY2023: 2.96B USDOperating income, FY2024: 2.76B USDOperating income, FY2025: 3.03B USDNet income, FY2021: 1.87B USDNet income, FY2022: 1.92B USDNet income, FY2023: 1.84B USDNet income, FY2024: 2.17B USDNet income, FY2025: 2.49B USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 2.79B USD. Revenue FY2022 3.63B USD. Revenue FY2023 4.06B USD. Revenue FY2024 3.98B USD. Revenue FY2025 4.61B USD. Operating income FY2021 2.07B USD. Operating income FY2022 2.85B USD. Operating income FY2023 2.96B USD. Operating income FY2024 2.76B USD. Operating income FY2025 3.03B USD. Net income FY2021 1.87B USD. Net income FY2022 1.92B USD. Net income FY2023 1.84B USD. Net income FY2024 2.17B USD. Net income FY2025 2.49B USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue4.61B USD3.98B USD4.06B USD3.63B USD2.79B USD
Cost of goods sold1.37B USD1.15B USD1.05B USD700M USD703M USD
Gross profit3.24B USD2.83B USD3.01B USD2.93B USD2.09B USD
Selling, general, and administrative56M USD64M USD56M USD81M USD132M USD
Operating expenses201M USD64M USD56M USD81M USD18M USD
Interest income129M USD
Interest expense115M USD136M USD71M USD3M USD171M USD
Depreciation and amortization40M USD14M USD14M USD13M USD11M USD
Operating income3.03B USD2.76B USD2.96B USD2.85B USD2.07B USD
Net income2.49B USD2.17B USD1.84B USD1.92B USD1.87B USD

Company facts updated Aug 24, 2026.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

20 ratings
Strong buy00%
Buy945%
Hold945%
Sell210%
Strong sell00%

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$1.75

2025 complete year+36.7% since 2023

2026 partial: $1.005

* Partial calendar year in the available dividend history.

Corporate action history

DividendUpcoming

Ex-dividend Aug 31, 2026

$0.5025

Quarterly

Record Aug 31, 2026 · Payment Sep 29, 2026

Dividend

Ex-dividend May 29, 2026

$0.5025

Quarterly

Record May 29, 2026 · Payment Jun 30, 2026

Dividend

Ex-dividend Feb 27, 2026

$0.5025

Quarterly

Record Feb 27, 2026 · Payment Mar 31, 2026

Dividend

Ex-dividend Nov 28, 2025

$0.4375

Quarterly

Record Nov 28, 2025 · Payment Dec 31, 2025

Dividend

Ex-dividend Aug 29, 2025

$0.4375

Quarterly

Record Aug 29, 2025 · Payment Sep 29, 2025

Dividend

Ex-dividend May 30, 2025

$0.4375

Quarterly

Record May 30, 2025 · Payment Jun 30, 2025

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