Brookfield Asset Management Ltd. (BAM) is a publicly traded company in the Financial Services — Asset Management industry listed on NYSE. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.
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.
Is Brookfield Asset Management Ltd. stock overvalued or undervalued in 2026?
Brookfield Asset Management Ltd. (BAM) trades at 28.1× earnings (P/E), above the median of the 324 financial services companies over $2bn in Kaplio's universe. At its sector median (13.0×) $22 (-54 %).
Kaplio overview: Brookfield Asset Management Ltd.
Market cap $77B · 52 weeks $43 – $56 (13 % below the high) · P/E 28.1× · 2027 expected P/E 22.2× · Dividend 4.0 % · Next earnings November 6, 2026 · expected EPS $0.46 · Closing price, Oct 30 · accounts published Aug 5.
- Valuation: P/E 28.1× (expensive).
- Business: ROE 34.3 % (excellent).
- Balance sheet: Debt/Equity 0.54 (watch).
- Earnings: 7 of 8 (on track).
What would it be worth at its usual multiples?
At its sector median (13.0×) $22 (-54 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.
What matters in financial services: 2 of 6 pass
- 5y revenue growth −6.0 %, fails.
- P/E vs own 5y 28.1×, fails.
- FCF / Net Income 84.5 %, borderline.
- Debt / Equity 0.54, borderline.
- Operating margin 65.8 %, passes.
- ROE 34.3 %, passes.
Against its peers (reference peers) — Brookfield Asset Management Ltd.: P/E 28.1×; EV/EBITDA 20.4×; ROIC 16.2 %; $77.1B. KKR & Co. Inc. (P/E 29.7×; EV/EBITDA 12.8×; ROIC 0.9 %; $84.7B), Apollo Global Management, Inc. (P/E 25.9×; EV/EBITDA 5.8×; ROIC 1.0 %; $68.4B), Brookfield Corporation (P/E 70.4×; EV/EBITDA 10.1×; ROIC 3.5 %; $87.7B).
Dividend
fragile · Yield 4.0 % ($2.40 per share in 2025) · Years raising it 1 · paying since 2022 · Free cash flow coverage 0.7× · With $1,000 invested today you'd collect $39.80 a year ($3.32 a month).
Profitability
| Return on Equity | 34.28% |
| Return on Invested Capital | 16.20% |
| Return on Assets | 13.88% |
| Gross Margin | 76.62% |
| Operating Margin | 66.24% |
| Net Margin | 50.40% |
Financial Health
| Debt / Equity | 0.54 |
| Current Ratio | 2.97 |
| Piotroski F-Score | 3 |
| Altman Z-Score | 8.42 |
Price Performance
| 1 month | +8.30% |
| 3 months | -0.29% |
| Year-to-date | -7.88% |
| 1 year | -10.73% |
| 3 years | +63.98% |
Dividend History
Paid in the last 12 months: $1.9450 per share in 4 payments.
| Date | Amount |
|---|---|
| 2026-08-31 | $0.5025 |
| 2026-05-29 | $0.5025 |
| 2026-02-27 | $0.5025 |
| 2025-11-28 | $0.4375 |
| 2025-08-29 | $0.4375 |
| 2025-05-30 | $0.4375 |
| 2025-02-28 | $0.4375 |
| 2024-11-29 | $0.3800 |
| 2024-08-30 | $0.3800 |
| 2024-05-31 | $0.3800 |
Amounts adjusted for stock splits.
Related companies: CG · BX · BN · KKR · APO · ARES · OWL
Explore sector: Financial Services · Asset Management
More sections of BAM: Financials · Valuation · Statistics · Estimates · Technical · Ownership · News · Events
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