What is Brookfield Asset Management Ltd.'s (BAM) StockRank?

MoatMap's StockRank for Brookfield Asset Management Ltd. (BAM) is 42/100, with a Hold signal. This is a composite score combining Quality (74), Value (18), and Momentum (44) factor ranks across MoatMap's universe of 25,000+ stocks.

Does Brookfield Asset Management Ltd. have an economic moat?

Brookfield Asset Management Ltd. (BAM) has a Quality factor score of 74/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the financial characteristics of a moated business.

Is Brookfield Asset Management Ltd. a buy, hold, or sell?

MoatMap's current signal for Brookfield Asset Management Ltd. (BAM) is Hold, based on a StockRank of 42/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.

What sector is Brookfield Asset Management Ltd. in?

Brookfield Asset Management Ltd. (BAM) operates in the Financial Services sector, specifically the Asset Management industry (United States).

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BAM

HoldFallen Favourite

Brookfield Asset Management Ltd. · Financial Services · United States · $83.2B · Avg Vol: $122M/d

StockRank

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P/E (TTM)

29.1x

ROE

26.8%

D/E

0.3x

Dividend %

3.7%

COMPANY DESCRIPTION

Brookfield Asset Management Ltd. is a leading global alternative asset manager focusing on real estate, infrastructure, renewable power, private equity, and credit. The company leverages its massive global scale and operational expertise to invest in high-quality, cash-generating assets that form the backbone of the global economy. Its competitive moat is sustained by deep, long-term institutional relationships, a strong track record of capital compounding, and significant co-investment capital.

FINANCIAL SUMMARY (USD)

Year	2022	2023	2024	2025	CAGR	TTM	2026E	2027E	Fwd CAGR
Revenue	0	3.7B	4.0B	4.6B	11.4%	5.7B	5.8B	6.7B	21.0%
EPS	1.20	0.27	0.35	1.54	8.7%	1.74	1.71	2.03	14.7%
Shares	1.6B	1.6B	1.6B	1.6B	+0.7%	1.6B	—	—	—
Debt	3.0M	256.0M	1.1B	3.6B	964.8%	4.1B	—	—	—
Equity	2.4B	2.1B	8.8B	8.1B	50.6%	—	—	—	—
Op CF	-374.0M	1.4B	1.6B	2.1B	20.8%	2.3B	—	—	—
Inv CF	1.7B	-475.0M	-1.7B	-339.0M	—	—	—	—	—
Fin CF	-280.0M	-1.8B	-2.1B	-590.0M	—	—	—	—	—

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PRICE (1Y)-1.5%

SMA 50SMA 200

$47.24

RSI (14)

25.8

52W High

$60.19

From 52W High

0.8%

SCORE BREAKDOWN

Quality

ROIC

27.8%96.2

ROE

26.8%91.5

GP/Assets

25.0%89.0

Op. Margin

68.7%83.9

FCF/Assets

15.7%93.9

Piotroski

311.8

Int. Cover

8.9x48.5

D/E Ratio

0.34x52.9

Current Ratio

1.27x40.1

Value

P/E (TTM)

29.1x14.1

EV/EBITDA

22.9x19.1

P/FCF

31.1x17.6

P/B

10.8x4.8

P/S

14.1x10.1

Div Yield

3.7%51.1

Momentum

52W High %

78%25.4

RS 6M

-5%44.5

SMA 50/200

1.02x47.5

EPS Rev 4W

+0.2%41.8

EPS Rev 12W

-0.5%32.2

EPS Improve

+25%55.7

Q Growth

46%71.4

FUNDAMENTALS

Market Cap

$83.2B

P/E (Forward)

23.3x

Gross Margin

74.4%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of BAM are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
BAM	Brookfield Asset Management Ltd.(you)	$83.2B	42	Hold
APO	Apollo Global Management, Inc.	$79.7B	35	Hold
B1AM34.SA	Brookfield Corporation	$92.3B	33	Sell
EQT.ST	EQT AB (publ)	$41.2B	43	Hold
BX	Blackstone Inc.	$170.2B	44	Hold
STT	State Street Corporation	$53.1B	51	Hold
BLK	BlackRock, Inc.	$189.2B	39	Hold
KKR	KKR & Co. Inc.	$100.4B	20	Strong Sell
ARES	Ares Management Corporation	$47.0B	26	Sell
PGHN.SW	Partners Group Holding AG	$23.9B	36	Hold

Peer medians: ROE 9.9% · P/E 12.8x · Gross margin 82.0%

Brookfield Asset Management Ltd. (BAM): Stock Score Summary

Brookfield Asset Management Ltd. (BAM) has a MoatMap StockRank of 42/100 based on Quality (74/100), Value (18/100), and Momentum (44/100) factor scores. The current signal is HOLD.

Key Financial Metrics

Price	$47.24
Market Cap	$83.2B
P/E (TTM)	29.08
P/E (Forward)	23.31
Price/Book	10.76
Return on Equity	26.8%
Return on Invested Capital	27.8%
Debt/Equity	0.34x
Gross Margin	74.4%
Operating Margin	68.7%
Revenue Growth	60.8%
Dividend Yield	3.7%
Free Cash Flow	$2.7B

Brookfield Asset Management Ltd. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Brookfield Asset Management Ltd.’s (BAM) StockRank?: MoatMap’s StockRank for Brookfield Asset Management Ltd. (BAM) is 42/100, with a Hold signal. It is a composite of Quality (74), Value (18), and Momentum (44) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Brookfield Asset Management Ltd. have an economic moat?: Brookfield Asset Management Ltd. (BAM) has a Quality factor score of 74/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Brookfield Asset Management Ltd. a buy, hold, or sell?: MoatMap’s current signal for Brookfield Asset Management Ltd. (BAM) is Hold, based on a StockRank of 42/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Brookfield Asset Management Ltd. in?: Brookfield Asset Management Ltd. (BAM) operates in the Financial Services sector, specifically the Asset Management industry (United States).