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Brookfield Asset Management Ltd Ordinary Shares - Class A BAM

Morningstar Rating
CAD 58.21 +0.86 (1.50%)
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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 784% premium.
Price
CAD 58.05
Fair Value
CAD 94.14
Uncertainty
High
1-Star Price
CAD 96.62
5-Star Price
CAD 79.50
Economic Moat
Dfwj
Capital Allocation
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News

Trading Information

Previous Close Price
CAD 57.35
Day Range
CAD 57.7158.63
52-Week Range
CAD 39.3858.81
Bid/Ask
CAD 57.80 / CAD 58.75
Market Cap
CAD 22.74 Bil
Volume/Avg
351,330 / 1.2 Mil

Key Statistics

Price/Earnings (Normalized)
37.69
Price/Sales
70.02
Dividend Yield (Trailing)
3.25%
Dividend Yield (Forward)
3.58%
Total Yield
5.14%

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
SII
FSZ
Price/Earnings (Normalized)
37.6924.699.35
Price/Book Value
7.593.773.07
Price/Sales
70.028.001.76
Price/Cash Flow
33.3126.828.16
Price/Earnings
BAM
SII
FSZ

Financial Strength

Metric
BAM
SII
FSZ
Quick Ratio
0.831.551.09
Current Ratio
0.832.261.34
Interest Coverage
16.192.70
Quick Ratio
BAM
SII
FSZ

Profitability

Metric
BAM
SII
FSZ
Return on Assets (Normalized)
13.33%12.44%6.77%
Return on Equity (Normalized)
19.46%16.01%27.60%
Return on Invested Capital (Normalized)
18.28%15.26%11.73%
Return on Assets
BAM
SII
FSZ
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Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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Ameriprise Financial Inc
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State Street Corporation
STT
KssjlltGfmp$25.5 Bil
T. Rowe Price Group Inc
TROW
HmgryylbmKzm$25.0 Bil
Northern Trust Corp
NTRS
PytpslrnkpTpfy$18.0 Bil
The Carlyle Group Inc
CG
JtrdzscNhdynd$17.0 Bil
Franklin Resources Inc
BEN
MmxmwgrnVrqvwkn$12.1 Bil

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