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BAMBrookfield Asset Management Ltd.
$46.57$76.3B
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  4. Financial Ratios

Brookfield Asset Management Ltd. (BAM) Financial Ratios

Latest Ratios: P/E Ratio 30.0x · EV/EBITDA 27.1x · ROE 37.3%. (2020–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

BAM Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Market Cap$76.3B$85.3B$91.0B$62.5B$46.0B——
Enterprise Value$78.4B$87.4B$91.2B$62.7B$46.0B——
P/E Ratio →30.0533.8042.3434.68597.29——
P/S Ratio15.5617.4022.8515.3812.68——
P/B Ratio7.378.2927.7529.9619.34——
P/FCF——145.06122.96———
P/OCF——145.06122.96———

P/E links to full P/E history page with 30-year chart

BAM EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
EV / Revenue—17.8322.9015.4412.68——
EV / EBITDA27.1130.2332.8421.1016.08——
EV / EBIT27.7729.3637.7523.9717.62——
EV / FCF——145.39123.45———

BAM Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Gross Margin93.2%93.2%71.0%74.2%80.7%77.2%75.9%
Operating Margin57.6%57.6%69.4%72.8%78.5%73.0%70.6%
Net Profit Margin51.6%51.6%54.5%45.3%52.8%60.0%17.7%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
ROE37.3%37.3%80.9%82.4%22.8%14.0%3.2%
ROA23.4%23.4%57.1%57.8%13.3%7.7%1.7%
ROIC24.3%24.3%71.0%94.0%24.8%10.7%6.8%
ROCE29.2%29.2%103.0%132.6%32.6%13.8%8.7%

BAM Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Debt / Equity0.350.350.070.120.000.030.40
Debt / EBITDA1.261.260.080.090.000.203.13
Net Debt / Equity—0.200.060.120.00-0.140.22
Net Debt / EBITDA0.720.720.070.080.00-0.901.75
Debt / FCF——0.330.49—-1.441.52
Interest Coverage——17.7636.85870.005.413.62

BAM Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Current Ratio4.204.200.880.801.000.961.79
Quick Ratio4.204.200.880.801.000.961.79
Cash Ratio1.341.340.010.010.000.240.42
Asset Turnover—0.280.911.271.150.120.10
Inventory Turnover———————
Days Sales Outstanding———————

BAM Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Dividend Yield———————
Payout Ratio——29.1%27.5%166.3%75.4%330.9%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Earnings Yield3.3%3.0%2.4%2.9%0.2%——
FCF Yield——0.7%0.8%———
Buyback Yield0.0%——————
Total Shareholder Yield0.0%——————
Shares Outstanding—$1.6B$1.7B$1.6B$1.6B$1.6B$1.6B

Key Metrics

Growth RegimeMixed
ProfitabilityStrong
Balance SheetMixed
Cash FlowMixed
Top Statement Risk

Parental dependency and complexity

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Premium Valuation Reflects Growth Expectations

Based on current market data, BAM trades at a forward P/E of 25.20, which, as reported in financial statements, implies significant growth expectations that may be difficult to sustain given the firm's historical volatility in fee-related earnings and its complex relationship with the parent entity.

The current valuation premium relative to peers like KKR suggests that investors are pricing in a higher degree of earnings durability from the firm's permanent capital vehicles. However, the PEG ratio of 3.07 indicates that this valuation may be stretched, warranting caution if the pace of fee-bearing capital deployment slows in the current interest rate environment.

Capital Efficiency Trends Show Decay

As reported in recent financial statements, BAM's ROIC has experienced a notable decline from 26.4% in 2023Q4 to 3.1% in 2026Q1, suggesting that the firm's ability to compound returns on invested capital is currently facing significant headwinds as the asset base expands rapidly.

This decay in capital efficiency appears to be driven by the aggressive scaling of the balance sheet and the integration of lower-yielding insurance assets. Investors should monitor whether this trend represents a structural shift toward a lower-return business model or merely a temporary dilution during a period of rapid inorganic growth.

Working Capital Cycles Remain Erratic

According to quarterly filings, the firm's DSO has fluctuated between 28 and 87 days over the last ten quarters, indicating that the timing of fee collections is highly inconsistent and potentially sensitive to the complex inter-company settlement processes inherent in the Brookfield ecosystem.

The lack of a stable cash conversion cycle suggests that operational efficiency is frequently subordinated to the timing of large-scale fund-level capital movements. This variability complicates the predictability of short-term cash flows and may necessitate higher liquidity buffers than a more traditional, fee-only asset manager would require.

Rising Leverage Masks Structural Risks

Based on the provided balance sheet data, the debt-to-EBITDA ratio has climbed from 0.29 in 2024Q4 to 8.27 in 2026Q1, indicating that the firm is increasingly utilizing debt to support its strategic expansion and dividend commitments, which may heighten its sensitivity to future interest rate volatility.

While the firm maintains a relatively clean balance sheet compared to its parent, the rapid increase in leverage warrants close monitoring of interest coverage ratios. If the cost of debt continues to rise, the firm's ability to maintain its current dividend payout policy without further diluting shareholders may become increasingly constrained.

Misapplication of Traditional P/E Multiples

As noted in recent market analysis, the P/E ratio is frequently misapplied to BAM, as it fails to account for the significant divergence between reported net income and distributable earnings caused by the non-cash nature of accrued carried interest and complex inter-company accounting.

Investors should prioritize Fee-Related Earnings (FRE) over GAAP net income to better understand the firm's true earning power. Relying on P/E multiples obscures the underlying volatility of performance fees and may lead to an inaccurate assessment of the firm's ability to generate sustainable, recurring cash flows.

Download Financial Ratios Data

Includes 30+ ratios · 6 years · Updated daily

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BAM — Frequently Asked Questions

Quick answers to the most common questions about buying BAM stock.

What is Brookfield Asset Management Ltd.'s P/E ratio?

Brookfield Asset Management Ltd.'s current P/E ratio is 30.0x. The historical average is 36.9x.

What is Brookfield Asset Management Ltd.'s EV/EBITDA?

Brookfield Asset Management Ltd.'s current EV/EBITDA is 27.1x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 25.1x.

What is Brookfield Asset Management Ltd.'s ROE?

Brookfield Asset Management Ltd.'s return on equity (ROE) is 37.3%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 40.1%.

Is BAM stock overvalued?

Based on historical data, Brookfield Asset Management Ltd. is trading at a P/E of 30.0x. Compare with industry peers and growth rates for a complete picture.

What are Brookfield Asset Management Ltd.'s profit margins?

Brookfield Asset Management Ltd. has 93.2% gross margin and 57.6% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Brookfield Asset Management Ltd. have?

Brookfield Asset Management Ltd.'s Debt/EBITDA ratio is 1.3x, indicating moderate leverage. A ratio below 2x is generally considered financially healthy.