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BAMBrookfield Asset Management Ltd.
$47.00$77.0B
Overview & Verdict
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BAM logoBrookfield Asset Management Ltd.(BAM)Earnings, Financials & Key Ratios

BAM•NYSE
$47.00
30.3× P/E·Price updated Jul 6, 2026
SectorFinancial ServicesIndustryAsset ManagementSub-IndustryAlternative asset managers
AboutBrookfield Asset Management is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. It manages a range of public and private investment products and services for institutional and retail clients. It typically makes investments in sizeable, premier assets across geographies and asset classes. It invests both its own capital as well as capital from other investors. Within private equity and venture capital, it focuses on acquisition, early ventures, control buyouts and financially distressed, buyouts and corporate carve-outs, recapitalizations, convertible, senior and mezzanine financings, operational and capital structure restructuring, strategic re-direction, turnaround, and under-performing midmarket companies. It invests in both public debt and equity markets. It invests in private equity sectors with focus on Business Services include infrastructure, healthcare, road fuel distribution and marketing, construction and real estate; Industrials include manufacturers of automotive batteries, graphite electrodes, returnable plastic packaging, and sanitation management and development; and Residential/ infrastructure services. It targets companies which likely possess underlying real assets, primarily in sectors such as industrial products, building materials, metals, mining, homebuilding, oil and gas, paper and packaging, manufacturing and forest product sectors. It invests globally with focus on North America including Brazil, the United States, Canada; Europe; and Australia; and Asia-Pacific. The firm considers equity investments in the range of $2 million to $500 million. It has a four-year investment period and a 10-year term with two one-year extensions. The firm prefers to take minority stake and majority stake. Brookfield Asset Management Inc. was founded in 1997 and based in Toronto, Canada with additional offices across Northern America; South America; Europe; Middle East and Asia.Show more
  • EBITDA$2.89B+4.1%
  • Net Income$2.53B+16.6%
  • EPS (Diluted)1.55+21.1%
  • Gross Margin93.17%+31.2%
  • EBITDA Margin58.98%-15.4%
  • Operating Margin57.57%-17.0%
  • Net Margin51.59%-5.3%
  • ROE37.27%-53.9%

BAM Price & Volume

Brookfield Asset Management Ltd. (BAM) stock price & volume — 10-year historical chart

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Scaling Asset Base Masks Structural Dividend Pressure

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Mixed
Profitability:Strong
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Parental dependency and complexity

Key Thesis Takeaways

  • Brookfield Asset Management demonstrates significant operational scale with total assets surging to $17.9 billion by 2026Q1, yet the firm faces persistent earnings quality challenges due to the timing of performance-based carry.
  • While the asset-light model supports high operating margins, the aggressive dividend policy—evidenced by $797.8 million in payouts during 2026Q1—consistently outpaces operating cash flow.
  • Investors should monitor the sustainability of this capital return strategy alongside the firm's increasing debt load, which has risen to $5.4 billion as of 2026Q1.

Verdict Logic

while the firm exhibits strong operational scaling, the current dividend payout of $797.8 million in 2026Q1 exceeds the $416.2 million in operating cash flow, raising concerns regarding long-term capital sustainability.

BAM Growth Metrics

Brookfield Asset Management Ltd. (BAM) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years17.87%
3 Years10.56%
TTM-

Profit CAGR

10 Years-
5 Years45.94%
3 Years9.71%
TTM8.88%

EPS CAGR

10 Years-
5 Years9.38%
3 Years218.44%
TTM10.39%

Return on Capital

10 Years53.32%
5 Years62.24%
3 Years88.27%
Last Year29.22%

BAM Recent Earnings

Brookfield Asset Management Ltd. (BAM) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 0/12 qtrs (0%)
Q2 2026Latest
May 8, 2026
Metric
Actual
Est
EPS
$0.43+4.7%
$0.41
Rev
$1.3B-8.2%
$1.4B
Q1 2026
Feb 11, 2026
Metric
Actual
Est
EPS
$0.40-2.4%
$0.41
Rev
$1.4B
—
Q1 2026
Feb 4, 2026
Metric
Actual
Est
EPS
$0.47+6.6%
$0.44
Rev
$1.4B-4.8%
$1.5B
Q4 2025
Nov 7, 2025
Metric
Actual
Est
EPS
$0.41+1.6%
$0.40
Rev
$1.2B-7.2%
$1.3B
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 8, 2026
$0.43vs $0.41+4.7%
$1.3Bvs $1.4B-8.2%
Q1 2026Feb 11, 2026
$0.40vs $0.41-2.4%
$1.4B
Q1 2026Feb 4, 2026
$0.47vs $0.44+6.6%
$1.4Bvs $1.5B-4.8%
Q4 2025Nov 7, 2025
$0.41vs $0.40+1.6%
$1.2Bvs $1.3B-7.2%
Based on last 12 quarters of dataView full earnings history →

Latest BAM News

Recent stock market news and headlines for Brookfield Asset Management Ltd. (BAM)

Globe News Wire·1 day ago
Brookfield Asset Management to Host Second Quarter 2026 Results Conference Call

NEW YORK, July 06, 2026 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. today announced it will host its second quarter 2026 conference call and webcast on Wednesday, August 5, 2026, at 10:00 a. m. ET. Results will be released that morning prior to 7:00 a.

GlobeNewsWire·1 day ago
Brookfield Asset Management to Host Second Quarter 2026 Results Conference Call

NEW YORK, July 06, 2026 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. today announced it will host its second quarter 2026 conference call and webcast on Wednesday, August 5, 2026, at 10:00 a.m. ET.

Seeking Alpha·2 days ago
Brookfield Asset Management: Mispricing With AI And Nuclear Tailwinds

Brookfield Asset Management remains a compelling GARP opportunity, offering a 4.4% yield and trading below its normal P/E average. BAM's fee-related earnings growth is driven by robust fundraising and AI infrastructure tailwinds. Expanded partnerships, such as the $25B Bloom Energy deal and Westinghouse nuclear investments, position BAM for durable long-term growth.

Seeking Alpha·3 days ago
If I Had To Start Over, I Would Buy These 2 REITs First

These are the first REITs I would buy today. Near-term headwinds have created rare discounts. AI could turn today's laggards into future winners.

CNBC·5 days ago
Brookfield wants to build AI data centers in London's answer to Wall Street

Brookfield wants to bring data centers to London's financial district, Canary Wharf. Speaking with CNBC Thursday, Brookfield CEO Connor Teskey said AI infrastructure is the "single largest theme, bar none" today.

Peers Comparison

Key metrics vs top competitors for Brookfield Asset Management Ltd. (BAM)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
BAM logoBAMBrookfield Asset Management Ltd.Current
$47.00$76.99B30.3223.15%51.59%37.27%—
BX logoBXBlackstone Inc.
$123.41$96.68B31.8121.58%20.38%14.25%—
KKR logoKKRKKR & Co. Inc.
$95.97$86.17B41.01-10.99%14.82%3.84%—
APO logoAPOApollo Global Management, Inc.
$122.17$70.43B16.8316.03%7.24%5.52%—
CG logoCGThe Carlyle Group Inc.
$44.04$15.91B20.2019.8%13.7%7.81%—
ARES logoARESAres Management Corporation
$121.83$40.01B62.1666.55%9.87%7.34%—

Compare BAM vs Peers

Brookfield Asset Management Ltd. (BAM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs BX

Most directly comparable listed peer for BAM.

Scale Benchmark

vs MS

Larger-name benchmark to compare BAM against a more recognizable public peer.

Peer Set

Compare Top 5

vs BX, KKR, APO, CG

BAM SEC Filings & Documents

Brookfield Asset Management Ltd. (BAM) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 11, 2026·SEC

Material company update

May 8, 2026·SEC

Material company update

May 8, 2026·SEC

10-K Annual Reports

2
FY 2026

Mar 2, 2026·SEC

FY 2025

Mar 17, 2025·SEC

10-Q Quarterly Reports

4
FY 2026

May 8, 2026·SEC

FY 2025

Nov 10, 2025·SEC

FY 2025

Aug 8, 2025·SEC

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BAM Frequently Asked Questions

Brookfield Asset Management Ltd. (BAM) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Brookfield Asset Management Ltd.'s revenue?

Brookfield Asset Management Ltd. (BAM) reported $5.06B in revenue for fiscal year 2025.

How fast is Brookfield Asset Management Ltd. growing?

Brookfield Asset Management Ltd. (BAM) grew revenue by 23.1% over the past year. This is strong growth.

Is BAM profitable?

Yes, Brookfield Asset Management Ltd. (BAM) is profitable, generating $2.51B in net income for fiscal year 2025 (51.6% net margin).

Dividend & Returns
What is BAM's return on equity?

Brookfield Asset Management Ltd. (BAM) has a return on equity (ROE) of 37.3%. This is excellent, indicating efficient use of shareholder capital.

What is Brookfield Asset Management Ltd.'s free cash flow?

Brookfield Asset Management Ltd. (BAM) generated $1.69B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in BAM back in 2020?

Total return calculator · dividends reinvested · 6+ years of data

See returns →