BROOKFIELD ASSET MANAGEMENT LTD (BAM)
Fair ValueFondamentale
58
Prezzo
$44.19
Capitalizzazione
$71.08B
Parte 1 · Quanto vale l'azienda
Panoramica
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.
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Con chi questa società si contende gli stessi clienti
Generato il 18 settembre 2026 con claude-haiku-4-5 — condiviso con tutti gli utenti
L'altro gestore alternativo da mille miliardi di dollari: raccoglie dagli stessi investitori istituzionali e dai patrimoni privati per fondi immobiliari, infrastrutturali, di private equity e di credito.
Si contende fondo per fondo gli stessi impegni dei sottoscrittori in infrastrutture, immobiliare, private equity e credito, e compete con Brookfield nelle aste per le stesse grandi operazioni su attivi reali.
Rivale nel business più grande di Brookfield per capitale commissionabile, il credito, e nella raccolta di capitale permanente legato alle assicurazioni che lo alimenta.
La sovrapposizione è soprattutto nel credito privato e nel prestito diretto, dove entrambe finanziano le stesse imprese di media e grande dimensione, e in second'ordine nel private equity e nell'immobiliare.
Gestore europeo di infrastrutture e private equity, in concorrenza sugli stessi attivi della transizione energetica e delle infrastrutture digitali e sulla raccolta istituzionale europea.
Il rivale storico proprio sulle infrastrutture: insegue le stesse utility, autostrade a pedaggio, aeroporti e data center, con fondi collocati presso gli stessi fondi pensione e fondi sovrani.
Stato Patrimoniale e Liquidità
Ricavi
$4.10B
Ultimi 12 mesi (al 30/06/2026)
Utile Netto
$3.06B
Ultimi 12 mesi (al 30/06/2026)
Free Cash Flow
-
Patrimonio Netto Totale
$8.91B
Passività Totali
$6.74B
Rapporto di Liquidità
1.63
Copertura Interessi
-
Debito/EBITDA
1.07
Utile per Azione
Ricavi e Utile Netto
Free Cash Flow
Scomposizione Ricavi
Prospetto storico
Margini nel tempo
Il debito nel tempo
Quanto pesa il debito
Griglia della crescita
Crescita — Ricavi
Stima del Fair Value
Fair Value
$42.87
Prezzo Attuale
$44.19
Margine di Sicurezza
-3.1%
Range Fair Value
$27.87 - $57.88
Intervallo di dispersione tra i metodi di valutazione usati, non una stima statisticamente calibrata.
Metodi di Stima
Metriche di Valutazione
Rapporto P/E
26.04
ROE
26.9%
Rapporto P/B
7.75
P/FCF
-
Margine Lordo
-
ROIC
-
Radar Redditività
Creazione di Valore (Vantaggio Competitivo)
ROIC
-
WACC
12.7%
ROIC − WACC
-
Criteri di Analisi Fondamentale
Superati (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%
Non superati (4)
- P/B Ratio 7.75
- DCF valuation (Unknown)
- Earnings Surprise avg 1.4%
- Piotroski F-Score 2/9
Non disponibili (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
Preoccupazioni finanziarie serie
Qualità degli Utili
Moderata: qualche divario tra profitti e cash
Diluizione Azionaria
Riacquisto azioni. Favorevole agli azionisti
Partecipazioni istituzionali
Governance
Team Dirigenziale
| Nome | Ruolo | Età |
|---|---|---|
| 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 |
Rischio Audit
5
Rischio CdA
8
Rischio Compensi
6
Rischio Diritti Azionisti
10
Parte 2 · Il prezzo e il momento d'ingresso
Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.
Documenti
- Vedi documento
Relazione annuale (10-K)
Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.
Depositato il 2026-03-02
- Vedi documento
Relazione trimestrale (10-Q)
Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.
Depositato il 2026-08-10
- Vedi documento
Comunicazione price-sensitive (8-K)
Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.
Depositato il 2026-10-01
via SEC EDGAR
Storico Ricavi
via SEC EDGAR
Ultime Notizie
Ultime notizie per BAM, da 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