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Brookfield Asset Management Ltd.

Investment Advice

$46.05
+1.95%
Market cap $73.5B

Brookfield Asset Management is one of the world's largest alternative-asset managers, with USD 1.181 trillion in total managed assets, including USD 602.7 billion in fee-earning AUM, at the end of 2025.

It is a $73.5B financial services company. Revenue grew 74.5% over the last year, and it keeps 49¢ of every dollar of sales as profit. It trades at 26.8× earnings — in the cheapest third of its own history.

Location
New York, NY
Employees
5 800
Sector
Financial Services

Skills

Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.

Valuation54Growth64Profitability100Health62Quality58Moat80

Strong profitability and moat.

Valuation54
  • P/E vs own history17th pct · 25/25
  • FCF yield3.2% · 12/25
  • P/S13.4x · 5/25
  • EV/EBITDA22.5x · 12/25
Growth64
  • Revenue CAGR11.8% · 20/25
  • Net income CAGR7.4% · 12/25
  • EPS CAGR ~5Y7.5% · 12/25
  • Fwd implied growth21.0% · 20/25
Profitability100
  • ROIC33.9% · 25/25
  • ROE33.6% · 25/25
  • Net margin48.9% · 25/25
  • Operating margin61.6% · 25/25
Health62
  • Altman Z5.93 · 25/25
  • Current ratio1.41 · 12/25
  • Interest coverage20.1x · 25/25
  • Net cash / debtn/a · 0/25
Quality58
  • Piotroski F4/9 · 10/25
  • Beneish M-1.19 · 6/25
  • FCF conversion83% · 22/25
  • Margin stabilityσ 5.4% · 20/25
Moat80
  • ROIC >12% years4/5 yrs · 20/25
  • Median gross margin75.7% · 25/25
  • FCF-positive years3/4 yrs · 10/25
  • Worst-year net marginworst 45.3% · 25/25

How the scores work →

Experience

The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.

  1. FY2025Financial
    Best year on record
    $2.48B net income
  2. FY2021Financial
    Profitable every year on record
    5 consecutive profitable years in our data
  3. FY2021Financial
    Revenue already above $1B
    $3.09B in first reported year

Achievements

Verifiable track record, straight from the reported numbers.

#31 largest of 129 Financial Services companies by market cap
$10 000 invested in 2021 would be worth ~$8 359 today — price return only
$4.8B revenue in FY2025
Revenue up 74.5% year over year
Profitable 5 years in a row
Positive free cash flow 3 years in a row
5 800 employees
ROIC of 33.9%

Strengths & watch-outs

What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.

Strengths

  • Strongly profitable — 48.9% net margin
  • Revenue growing 74.5% year over year
  • Strong cash conversion — FCF is 40.4% of revenue
  • Could repay net debt from ~1.1 years of free cash flow
  • Interest covered 20.1× by operating earnings

Watch-outs

Nothing stands out as a concern in the available data.

Qualifications

The basics a company should meet before you research it further. Each check uses the reported numbers.

11 of 11 checks passed
  • Revenue growing+74.5% YoY
  • Profitable$2.81B TTM
  • Profit growing+218.1% YoY
  • Generates cash$2.32B TTM
  • Debt under controlcurrent ratio 1.41
  • Established company$73.5B market cap
  • Not printing shares-0.6% shares over ~5y
  • Proven track record5/5 profitable years
  • Financially stableAltman Z 5.9 — safe
  • Pays a dividendyield 4.02%
  • Valuation not extremeP/E 26.8
Peer comparisonBrookfield Asset Management Ltd. vs 6 largest financial services peers — cap, P/E, growth and margin side by sideOpen ▾
CompanyMarket capP/ERevenue growthNet marginProfile
BAM this company$73.5B26.8+74.5%48.9%Solid
BRK.A Berkshire Hathaway Inc.$1.1T11.6+3.9%22.3%Mixed
BRK.B Berkshire Hathaway$1.1T11.6+0.0%18.0%Strong
JPM JPMorgan Chase & Co.$886.2B13.6+13.5%32.6%Strained
V VISA Inc.$723.9B31.9+14.4%50.8%Solid
MA Mastercard Incorporated$516.4B31.7+16.0%46.3%Mixed
BAC Bank of America Corporation$380.4B11.3+15.9%27.8%Mixed

Head-to-head: BAM vs BRK.A · BAM vs BRK.B · BAM vs JPM

References

What covering analysts publish about the company — information only, not a recommendation.

Strong buy 1Buy 12Hold 9Strong sell 1

Appendix · Financial records

The full statements behind this CV, FY2021–FY2025. For readers who want to check the numbers.

Want the live picture — intraday moves, valuation history and full analysis?

Deeper analysis of BAM on PreMarketPrice

Figures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $46.05 · market cap $73.5B.