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BROOKFIELD ASSET MANAGEMENT LTD (BAM)

Juste valeur
Financial ServicesAsset ManagementUnited States

Fondamental

58

Prix

$44.58

Capitalisation boursière

$71.08B

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

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

Compare

Generated on 18 septembre 2026 with claude-haiku-4-5 — shared with all users

P/E: 25.1Score: 78Market cap: $85.99B

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.

P/E: 26.6Score: 64Market cap: $83.70B

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.

P/E: 42.2Score: 62Market cap: $70.27B

Rival for Brookfield's largest business by fee-bearing capital, credit, and for the insurance-linked permanent capital that funds it.

P/E: 41.5Score: 61Market cap: $37.06B

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.

P/E: 11.3Score: 72Market cap: $31.19B

European infrastructure and private equity manager competing for the same energy-transition and digital-infrastructure assets and for European institutional capital.

Macquarie Group Limited (Macquarie Asset Management)MQG

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.

Bilan & Liquidités

Chiffre d'affaires

$4.10B

12 derniers mois (au 30/06/2026)

Résultat net

$3.06B

12 derniers mois (au 30/06/2026)

Flux de trésorerie libre

-

Capitaux propres totaux

$8.91B

Passif total

$6.74B

Ratio de liquidité général

1.63

Couverture des intérêts

-

Dette/EBITDA

1.07

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

Cas généralJustement valorisé

Juste valeur

$42.87

Prix actuel

$44.58

Marge de sécurité

-4.0%

Fourchette de juste valeur

$27.87 - $57.88

Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.

Méthodes d'estimation

Objectif de cours des analystes:$57.36
Flux de trésorerie actualisés (DCF):Données insuffisantes pour le calculer
Multiple de résultat (P/E):$38.52
Formule de croissance de Graham:$28.33
Valeur de la capacité bénéficiaire (EPV):$12.56
P/B justifié:$12.61
Actualisation des dividendes (Gordon):Données insuffisantes pour le calculer
P/FFO, les fonds provenant de l'exploitation:Données insuffisantes pour le calculer
Bénéfices de milieu de cycle:Données insuffisantes pour le calculer
Multiple sur le chiffre d'affaires:$9.09
Consensus des analystes:Acheter (13B / 9H / 1S)
Dernière surprise sur les résultats:-1.41%

Indicateurs de valorisation

Ratio P/E

26.04

ROE

26.9%

Ratio P/B

7.75

P/FCF

-

Marge brute

-

ROIC

-

Radar de rentabilité

Création de valeur (avantage concurrentiel)

ROIC

-

WACC

12.7%

ROIC − WACC

-

Critères d'analyse fondamentale

Réussi (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%

Échoué (4)

  • P/B Ratio 7.75
  • DCF valuation (Unknown)
  • Earnings Surprise avg 1.4%
  • Piotroski F-Score 2/9

Indisponible (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)

Score F de Piotroski

2/9

Préoccupations financières sérieuses

score
criteria

Qualité des bénéfices

0.76

Modérée : certain écart entre profits et trésorerie

Dilution du capital

-

Rachat d'actions. Favorable aux actionnaires

Participations institutionnelles

Gouvernance

Équipe dirigeante

NomTitreÂge
Mr. Connor David TeskeyChief Executive Officer38
Mr. Cyrus Madon CPAExecutive Vice Chair & Executive Chair of Private Equity59
Ms. Hadley Peer MarshallChief Financial Officer51
Mr. Brian William KingstonHead of U.S., Executive Chair of Real Estate & Director52
Mr. James Bruce FlattChief Executive Officer of Brookfield Corporation60
Mr. David BonasiaManaging Partner of Private Equity-
Mr. Adrian LettsManaging Partner of Private Equity & Head of Business Operations-
Ms. Kathy SarpashMD of Legal, Regulatory & Corporate Secretary-
Rachel WoodVice President of Communications-
Mr. Anuj RanjanChief Executive Officer of Private Equity46

Risque d'audit

5

Risque du conseil

8

Risque de rémunération

6

Risque droits des actionnaires

10

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.

Documents

  • Rapport annuel (10-K)

    Un aperçu annuel de l'activité, des résultats financiers et des risques de l'entreprise.

    Déposé le 2026-03-02

    Voir le document
  • Rapport trimestriel (10-Q)

    Une mise à jour de la performance financière des trois derniers mois.

    Déposé le 2026-08-10

    Voir le document
  • Rapport d'événement important (8-K)

    Un avis concernant un événement important, comme un changement de direction ou une annonce majeure.

    Déposé le 2026-10-01

    Voir le document

via SEC EDGAR

Historique des résultats

via SEC EDGAR

Latest News

Recent headlines for BAM, sourced from Markets Gazette.

  • 8/31/2026POSITIVE
    Brookfield Lines Up a $600 Million Payout in Niche Market

    Brookfield Asset Management Ltd. is poised to receive a significant $600 million payout from its subsidiary HomeServe through an asset-backed transaction. HomeServe is reportedly in discussions with lenders to facilitate this dividend distribution. This substantial cash inflow for Brookfield highlights the successful monetization of its assets and could bolster its financial flexibility. Investors will be watching how Brookfield deploys this capital, potentially for further acquisitions, debt reduction, or shareholder returns, signaling a positive development for the asset manager's financial health and strategic options.

  • 6/26/2026NEGATIVE
    Brookfield 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.

  • 5/14/2026POSITIVE
    Brookfield 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.

  • 5/8/2026POSITIVE
    Brookfield 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.

  • 5/7/2026POSITIVE
    Brookfield 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.

  • 5/1/2026NEUTRAL
    Billionaire’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.

  • 4/17/2026POSITIVE
    Abu 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.

  • 3/31/2026POSITIVE
    Brookfield 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