BROOKFIELD ASSET MANAGEMENT LTD (BAM)
Fair bewertetFundamental
58
Kurs
$44.58
Marktkapitalisierung
$71.08B
Teil 1 · Was das Unternehmen wert ist
Übersicht
Brookfield Asset Management Ulc is a private equity firm specializing in acquisitions and growth capital investments. The firm primarily provides its services to institutional clients, high net worth individuals, financial institutions, public and private pension plans, sovereign wealth funds, endowments, and foundations. The firm manages separate client-focused public and private fund portfolios, listed partnerships, separate accounts, and co-investments. The firm invests in real assets, including real estate, infrastructure, renewable power, private equity, and credit. The firm employs fundamental and operational analysis to make its investments. The firm uses both in-house and external research to complement its investment process. It was founded in 2022 and is based in New York. Brookfield Asset Management Ulc operates as a subsidiary of Brookfield Corporation.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 18. September 2026 with claude-haiku-4-5 — shared with all users
The other trillion-dollar alternative asset manager, raising money from the same institutional and private-wealth investors for real estate, infrastructure, private equity and credit funds.
Competes fund by fund for the same limited-partner commitments across infrastructure, real estate, private equity and credit, and bids against Brookfield for the same large real-asset deals.
Rival for Brookfield's largest business by fee-bearing capital, credit, and for the insurance-linked permanent capital that funds it.
Overlaps mainly in private credit and direct lending, where both compete to finance the same mid- and large-cap borrowers, and secondarily in private equity and real estate.
European infrastructure and private equity manager competing for the same energy-transition and digital-infrastructure assets and for European institutional capital.
The longest-standing rival in infrastructure specifically, chasing the same utilities, toll roads, airports and data-centre assets with funds sold to the same global pension and sovereign investors.
Bilanz & Liquidität
Umsatz
$4.10B
Letzte 12 Monate (bis 30.6.2026)
Nettogewinn
$3.06B
Letzte 12 Monate (bis 30.6.2026)
Freier Cashflow
-
Gesamtes Eigenkapital
$8.91B
Gesamtverbindlichkeiten
$6.74B
Current Ratio
1.63
Zinsdeckungsgrad
-
Schulden/EBITDA
1.07
Gewinn je Aktie
Umsatz & Nettogewinn
Freier Cashflow
Ertragsaufschlüsselung
Historische Aufstellung
Margen im Zeitverlauf
Verschuldung im Zeitverlauf
Wie schwer die Schulden wiegen
Wachstumsraster
Wachstum — Umsatz
Innerer-Wert-Schätzung
Innerer Wert
$42.87
Aktueller Kurs
$44.58
Sicherheitsmarge
-4.0%
Innerer-Wert-Spanne
$27.87 - $57.88
Streubreite zwischen den verwendeten Bewertungsmethoden, kein statistisch kalibriertes Konfidenzintervall.
Bewertungsmethoden
Bewertungskennzahlen
P/E-Verhältnis
26.04
ROE
26.9%
P/B-Verhältnis
7.75
P/FCF
-
Bruttomarge
-
ROIC
-
Rentabilitäts-Radar
Wertschöpfung (Wettbewerbsvorteil)
ROIC
-
WACC
12.7%
ROIC − WACC
-
Fundamentalanalyse-Kriterien
Bestanden (9)
- Price CAGR 13.31%
- Debt/Equity ratio
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- ROE 33.6%
- Analyst Consensus 57% Buy
- Earnings Quality (OCF/NI) 0.76
- Net Margin Trend 74.8% vs 63.1%
Nicht bestanden (4)
- P/B Ratio 7.75
- DCF valuation (Unknown)
- Earnings Surprise avg 1.4%
- Piotroski F-Score 2/9
Nicht verfügbar (14)
- EPS data insufficient
- ROIC NaN%
- Gross Margin NaN%
- P/FCF NaN
- Dividend Payout NaN%
- Operating Margin NaN%
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Interest Coverage
- Price below Graham Number
- Revenue Growth 5Y (Finnhub)
- PEG Ratio (need PE > 0 and growth > 0)
- Share Dilution (missing shares data)
Piotroski F-Score
Ernsthafte finanzielle Bedenken
Gewinnqualität
Mittel: Gewisse Differenz zwischen Gewinn und Cashflow
Aktienverwässerung
Aktienrückkäufe. Aktionärsfreundlich
Institutionelle Beteiligungen
Unternehmensführung
Führungsteam
| Name | Position | Alter |
|---|---|---|
| Mr. Connor David Teskey | Chief Executive Officer | 38 |
| Mr. Cyrus Madon CPA | Executive Vice Chair & Executive Chair of Private Equity | 59 |
| Ms. Hadley Peer Marshall | Chief Financial Officer | 51 |
| Mr. Brian William Kingston | Head of U.S., Executive Chair of Real Estate & Director | 52 |
| Mr. James Bruce Flatt | Chief Executive Officer of Brookfield Corporation | 60 |
| Mr. David Bonasia | Managing Partner of Private Equity | - |
| Mr. Adrian Letts | Managing Partner of Private Equity & Head of Business Operations | - |
| Ms. Kathy Sarpash | MD of Legal, Regulatory & Corporate Secretary | - |
| Rachel Wood | Vice President of Communications | - |
| Mr. Anuj Ranjan | Chief Executive Officer of Private Equity | 46 |
Prüfungsrisiko
5
Vorstandsrisiko
8
Vergütungsrisiko
6
Aktionärsrechterisiko
10
Teil 2 · Der Preis und der Einstiegszeitpunkt
Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.
Dokumente
- Dokument ansehen
Jahresbericht (10-K)
Ein jährlicher Überblick über das Geschäft, die Finanzergebnisse und die Risiken des Unternehmens.
Eingereicht am 2026-03-02
- Dokument ansehen
Quartalsbericht (10-Q)
Ein Update zur finanziellen Entwicklung der letzten drei Monate.
Eingereicht am 2026-08-10
- Dokument ansehen
Ad-hoc-Meldung (8-K)
Eine Mitteilung über ein wichtiges Ereignis, etwa einen Führungswechsel oder eine bedeutende Ankündigung.
Eingereicht am 2026-10-01
via SEC EDGAR
Ertragshistorie
via SEC EDGAR
Latest News
Recent headlines for BAM, sourced from Markets Gazette.
- 8/31/2026POSITIVEBrookfield Lines Up a $600 Million Payout in Niche Credit Market
Brookfield Asset Management Ltd. is set to receive a substantial $600 million payout through an asset-backed transaction involving HomeServe. This transaction, currently in early discussions with lenders, highlights Brookfield's strategic positioning and success in niche credit markets. The significant dividend underscores the value generated from its investments and its ability to structure profitable deals. For investors, this news signals strong financial performance and effective capital deployment by Brookfield, potentially boosting confidence in its future earnings and dividend-paying capacity.
- 6/26/2026NEGATIVEBrookfield Is in Fight Over Solar Firm Where Cash ‘Evaporated’
Brookfield Asset Management is embroiled in a dispute over GoldenPeaks, an energy firm facing potential collapse after accumulating $1.5 billion in debt for European solar projects. The situation highlights significant financial distress within GoldenPeaks, where cash has reportedly 'evaporated.' This legal and financial entanglement could negatively impact Brookfield's reputation and potentially its financial exposure if the situation deteriorates further, raising concerns among investors about risk management in its portfolio.
- 5/14/2026POSITIVEBrookfield Nears $935 Million Loan for World Freight Purchase
Brookfield Asset Management is reportedly nearing the finalization of a $935 million loan facility to finance its acquisition of air cargo specialist World Freight Co. This move signifies robust M&A activity within the logistics sector and highlights Brookfield's strategic expansion into air freight. The substantial financing underscores confidence in the target's future performance and Brookfield's capacity to secure capital for growth initiatives. Investors may view this acquisition positively, anticipating synergies and enhanced market position for Brookfield.
- 5/8/2026POSITIVEBrookfield Asset Management CEO Says AI Is A 'Significant Tailwind' Amid Strong Q1 Growth
Brookfield Asset Management reported robust Q1 performance, attracting $21 billion in new capital. CEO highlighted Artificial Intelligence as a 'significant tailwind,' suggesting AI integration is driving operational efficiencies and new investment opportunities. This strong fundraising and positive outlook on AI's impact indicate healthy growth prospects for the firm. Investors may see this as a signal of continued expansion and potential for increased asset under management, reinforcing confidence in BAM's strategic direction and future profitability.
- 5/7/2026POSITIVEBrookfield Bets on Dubai Real Estate, Defying War Concerns
Brookfield Asset Management is launching a new real estate joint venture in Dubai with Alshaya Group. This strategic move signals confidence in Dubai's property market despite ongoing regional geopolitical tensions. The partnership aims to capitalize on potential growth opportunities within the UAE's dynamic real estate sector. For investors, this venture highlights Brookfield's proactive strategy in identifying and investing in high-potential markets, potentially leading to significant returns as the Dubai market continues to develop.
- 5/1/2026NEUTRALBillionaire’s Family Office Plots More Private Equity Exits
The family office of a UK billionaire, whose home-repair business was acquired by Brookfield Asset Management, is reportedly planning to accelerate private equity exits. This move comes as larger private equity firms face challenges in executing transactions. While the specific family office and its investment activities are not detailed, the news highlights a potential shift in private equity exit strategies. For investors, this could signal increased deal flow in the secondary market or a more competitive landscape for new investments, though the direct impact on Brookfield Asset Management itself remains unclear without further specifics.
- 4/17/2026POSITIVEAbu Dhabi’s Axight Adds to Gulf M&A Wave With Brookfield Deal
Brookfield Asset Management has divested a stake in its Australian alternative asset management business to Abu Dhabi's Axight. This transaction is part of a broader trend of increased M&A activity involving Gulf entities. While specific financial terms were not disclosed, the sale of a stake in a key business unit suggests Brookfield is strategically optimizing its portfolio and potentially unlocking value. Investors may view this as a positive move, indicating efficient capital allocation and a focus on core growth areas within Brookfield's diversified operations.
- 3/31/2026POSITIVEBrookfield Buys €1 Billion of Spanish Housing from Blackstone
Brookfield Asset Management has completed a significant €1 billion acquisition of a Spanish rental housing portfolio from Blackstone Inc. This transaction marks the largest real estate deal in Europe since early 2024, signaling strong investor confidence in the Spanish residential market. The acquisition is expected to bolster Brookfield's real estate assets under management and enhance its rental income streams. Investors will be watching for the integration success and potential for further expansion in European real estate.
via Markets Gazette