BROOKFIELD ASSET MANAGEMENT LTD (BAM)
Juste valeurFondamental
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
Generated on 18 septembre 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.
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
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
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
Préoccupations financières sérieuses
Qualité des bénéfices
Modérée : certain écart entre profits et trésorerie
Dilution du capital
Rachat d'actions. Favorable aux actionnaires
Participations institutionnelles
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| 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 |
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
- Voir le document
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
via SEC EDGAR
Historique des résultats
via SEC EDGAR
Latest News
Recent headlines for BAM, sourced from Markets Gazette.
- 8/31/2026POSITIVEBrookfield 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.
- 6/26/2026NEGATIVEBrookfield 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