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Brookfield Asset Management Ltd Ordinary Shares - Class A BAM

Morningstar Rating
$38.45 −0.09 (0.23%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

BAM is trading at a 25% premium.
Price
$38.67
Fair Value
$79.53
Uncertainty
High
1-Star Price
$98.27
5-Star Price
$27.24
Economic Moat
Lpx
Capital Allocation
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News

Trading Information

Previous Close Price
$38.54
Day Range
$37.8038.52
52-Week Range
$28.3543.00
Bid/Ask
$37.62 / $39.50
Market Cap
$14.95 Bil
Volume/Avg
2.3 Mil / 1.1 Mil

Key Statistics

Price/Earnings (Normalized)
33.23
Price/Sales
41.78
Dividend Yield (Trailing)
3.19%
Dividend Yield (Forward)
3.62%
Total Yield
5.34%

Company Profile

Brookfield Asset Management Ltd engages in providing alternative asset management services through an ownership interest in a alternative asset management business. It offers a range of alternative investment products to investors around the world including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies, and private wealth investors.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Large Growth
Total Number of Employees
2,400

Comparables

Valuation

Metric
BAM
EQT
RPL
Price/Earnings (Normalized)
33.230.1519.33
Price/Book Value
7.561.871.32
Price/Sales
41.784.688.05
Price/Cash Flow
31.1938.3954.57
Price/Earnings
BAM
EQT
RPL

Financial Strength

Metric
BAM
EQT
RPL
Quick Ratio
0.80
Current Ratio
0.80
Interest Coverage
7.35
Quick Ratio
BAM
EQT
RPL

Profitability

Metric
BAM
EQT
RPL
Return on Assets (Normalized)
70.10%701.39%0.44%
Return on Equity (Normalized)
100.57%886.10%0.51%
Return on Invested Capital (Normalized)
96.85%
Return on Assets
BAM
EQT
RPL
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Asset Management Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BLK
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BX
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KKR
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BK
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AMP
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TROW
T. Rowe Price Group IncDcfrdspyvCvmvs$25.5 Bil
STT
State Street CorporationFygtzvcKscr$22.6 Bil
NTRS
Northern Trust CorpSvvtbynmqmYxxj$17.1 Bil
CG
The Carlyle Group IncNvmzskjMpkxzlh$16.3 Bil
BEN
Franklin Resources IncVvqpbrlcgDcrnhh$13.1 Bil

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