Valuation dashboard for Brookfield Asset Management Ltd. (BAM) with P/E 28.26, P/B 10.52, EV/EBITDA 20.02 and dividend yield 3.92%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Financial Services companies.
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.
Analysis Summary
Brookfield Asset Management Ltd. reported revenue of $4.61B in the most recent fiscal year, growing at a 5-year CAGR of 16.4%. Net income reached $2.48B, with a 45.4% 5-year CAGR.
Trailing-twelve-month margins: gross margin 76.6%, operating margin 66.2%, net margin 50.4%.
At $48.60 (closing price, October 29, 2026), BAM trades at a P/E of 28.26 and an ROE of 34.28%. Market capitalisation stands at $77.6B, placing it among large-cap names.
Balance sheet quality for BAM: current ratio of 1.4. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.
Valuation Ratios
| P/E Ratio | 28.26 |
| Price / Book | 10.52 |
| EV / EBITDA | 20.02 |
| Dividend Yield | 3.92% |
Valuation Models
| DCF Fair Value | $22.33 |
| vs Current Price | -54.1% |
Peer Comparison
| Symbol | Company | Market Cap | P/E | P/B | ROE |
|---|---|---|---|---|---|
| BAM | Brookfield Asset Management Ltd. | $77.6B | 28.26 | 10.52 | 34.3% |
| CG | The Carlyle Group Inc. | $13.7B | 40.04 | 2.01 | 6.1% |
| BX | Blackstone Inc. | $138.8B | 26.62 | 10.59 | 40.8% |
| BN | Brookfield Corporation | $84.8B | 68.08 | 2.01 | 3.0% |
| KKR | KKR & Co. Inc. | $86.0B | 30.13 | 2.68 | 10.3% |
| APO | Apollo Global Management, Inc. | $70.0B | 26.52 | 3.20 | 8.6% |
| ARES | Ares Management Corporation | $41.9B | 52.89 | 7.27 | 15.2% |
| OWL | Blue Owl Capital Inc. | $14.6B | 78.79 | 3.59 | 3.8% |
Price
| Price | $48.60 (closing price, October 29, 2026) |
| Market Cap | $77.6B |
| Exchange | NYSE |
| Country | US |
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% |
Related companies: CG · BX · BN · KKR · APO · ARES · OWL
Explore sector: Financial Services · Asset Management
More sections of BAM: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events
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