Brookfield Asset Management (BAM) Stock Analysis

November 11, 2026

This is a peer-relative look at Brookfield Asset Management (BAM): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Financial Services peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Brookfield Asset Management (BAM)
Profile Item	BAM
Name	Brookfield Asset Management Ltd. Class A Limited Voting Shares
Country/Region	United States
GICS Sector	Financials
GICS Industry Group	Financial Services
GICS Industry	Capital Markets
GICS Sub-Industry	Asset Management & Custody Banks
Market Capitalization	84.57 billion USD
Currency	USD
Exchange	NYSE
Listing Date	December 1, 2022
Security Type	Common Stock

Price Performance

Cumulative Growth

BAM

GSPC

Brookfield Asset Management (BAM) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Brookfield Asset Management (BAM) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Brookfield Asset Management (BAM) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Brookfield Asset Management (BAM) metric values compared with Financial Services industry-group medians
Metric	Current stock: BAM	Industry group median
Total Return (1Y)	5.93%	1.90%
Total Return (3Y, Annualized)	24.83%	12.71%
Total Return (5Y, Annualized)	--	2.81%

Risk Profile

Drawdown History

BAM

GSPC

Brookfield Asset Management (BAM) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Brookfield Asset Management (BAM) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Brookfield Asset Management (BAM) metric values compared with Financial Services industry-group medians
Metric	Current stock: BAM	Industry group median
Volatility (1Y, Annualized)	31.49%	36.24%
Beta (5Y)	1.17	1.04
Max Drawdown (5Y)	-30.37%	-48.56%

Risk-Adjusted Performance

Risk-Return Positioning

Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. BAM is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Brookfield Asset Management (BAM) metric values compared with Financial Services industry-group medians
Metric	Current stock: BAM	Industry group median
Sharpe Ratio (1Y)	0.05	-0.09
Sortino Ratio (1Y)	0.08	-0.13

Profitability

ROE (TTM)

Brookfield Asset Management (BAM) posts ROE of 42.29%, in the upper peer quartile. That suggests the company earns more from each dollar of shareholders’ equity than most industry peers, a useful capital-efficiency signal.

BAM

Financial Services industry group

42.29%

Group distribution

Max: 44.78%
BAM: 42.29%
Q3: 21.85%
Median: 12.91%
Q1: 4.48%
Min: -18.71%

Largest peers

MA: 231.37%
V: 63.51%
BAM: 42.29%
MS: 18.04%
GS: 17.71%
BRK.A: 12.12%
BRK.B: 12.12%

Where Brookfield Asset Management (BAM) stands on ROE within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Brookfield Asset Management (BAM) keeps 71.24% of revenue as net profit on net margin, above the industry benchmark range. That is unusually strong bottom-line conversion, though tax effects, asset sales, or other one-off gains should be checked before treating it as durable.

BAM

Financial Services industry group

71.24%

Group distribution

BAM: 71.24%
Max: 62.84%
Q3: 28.05%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

Largest peers

BAM: 71.24%
V: 51.20%
MA: 46.73%
GS: 31.21%
MS: 25.63%
BRK.A: 22.30%
BRK.B: 22.30%

Where Brookfield Asset Management (BAM) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Brookfield Asset Management (BAM) turns 65.33% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.

BAM

Financial Services industry group

65.33%

Group distribution

Max: 107.33%
BAM: 65.33%
Q3: 55.90%
Median: 30.09%
Q1: 14.60%
Min: -44.34%

Largest peers

BAM: 65.33%
V: 63.73%
MA: 60.53%
MS: 39.00%
GS: 38.37%
BRK.A: 32.56%
BRK.B: 32.56%

Where Brookfield Asset Management (BAM) stands on operating margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Brookfield Asset Management (BAM) metric values compared with Financial Services industry-group medians
Metric	Current stock: BAM	Industry group median
ROE (TTM)	42.29%	12.91%
ROA (TTM)	12.57%	3.60%
Net Margin (TTM)	71.24%	15.36%
Operating Margin (TTM)	65.33%	30.09%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

Brookfield Asset Management (BAM) grew revenue 15.52%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

Brookfield Asset Management (BAM): Revenue Growth across different time periods, set against Financial Services industry-group medians.

EPS Growth

Brookfield Asset Management (BAM) grew earnings per share 14.29%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.

Brookfield Asset Management (BAM): EPS Growth across different time periods, set against Financial Services industry-group medians.

Growth Metrics

Brookfield Asset Management (BAM) metric values compared with Financial Services industry-group medians
Metric	Current stock: BAM	Industry group median
Revenue Growth (YoY)	15.52%	9.46%
Revenue Growth (3Y CAGR)	--	10.90%
EPS Growth (YoY)	14.29%	7.46%
EPS Growth (3Y CAGR)	-32.00%	13.04%

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for Brookfield Asset Management (BAM) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for Brookfield Asset Management (BAM) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength Metrics

Brookfield Asset Management (BAM) metric values compared with Financial Services industry-group medians
Metric	Current stock: BAM	Industry group median
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

Brookfield Asset Management (BAM) has dividend yield of 0.83%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

BAM

Financial Services industry group

0.83%

Group distribution

Max: 9.77%
Q3: 3.92%
Median: 1.09%
BAM: 0.83%
Q1: 0.00%
Min: 0.00%

Largest peers

MS: 2.40%
GS: 2.07%
BAM: 0.83%
V: 0.66%
MA: 0.53%
BRK.A: 0.00%
BRK.B: 0.00%

Where Brookfield Asset Management (BAM) stands on dividend yield within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Brookfield Asset Management (BAM) has payout ratio of 108.05%, meaning dividends exceeded current-period earnings. The gap would need to be covered by cash, retained earnings, financing, or other sources, so earnings alone do not support the payout.

BAM

Financial Services industry group

108.05%

Group distribution

Max: 241.07%
BAM: 108.05%
Q3: 97.36%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

Largest peers

BAM: 108.05%
MS: 32.91%
GS: 25.88%
V: 21.75%
MA: 17.63%
BRK.A: 0.00%
BRK.B: 0.00%

Where Brookfield Asset Management (BAM) stands on payout ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Brookfield Asset Management (BAM) metric values compared with Financial Services industry-group medians
Metric	Current stock: BAM	Industry group median
Dividend Yield (TTM)	0.83%	1.09%
Dividend Payout Ratio (TTM)	108.05%	25.77%

Valuation

P/E Ratio (TTM)

Brookfield Asset Management (BAM) trades at P/E ratio of 17.95, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

BAM

Financial Services industry group

17.95

Group distribution

Max: 45.85
Q3: 24.64
BAM: 17.95
Median: 15.37
Q1: 9.68
Min: 0.16

Largest peers

V: 34.31
MA: 34.15
BAM: 17.95
MS: 14.39
BRK.A: 14.36
BRK.B: 14.36
GS: 12.45

Where Brookfield Asset Management (BAM) stands on P/E ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Brookfield Asset Management (BAM) trades at 12.75 on P/S ratio, above the industry benchmark range. The stock is being valued at an unusually rich price per dollar of trailing revenue.

BAM

Financial Services industry group

12.75

Group distribution

BAM: 12.75
Max: 9.23
Q3: 4.57
Median: 2.72
Q1: 1.28
Min: -0.55

Largest peers

V: 17.18
MA: 15.67
BAM: 12.75
MS: 3.55
GS: 3.52
BRK.A: 3.18
BRK.B: 3.18

Where Brookfield Asset Management (BAM) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Brookfield Asset Management (BAM) trades at 7.19 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.

BAM

Financial Services industry group

7.19

Group distribution

Max: 7.79
BAM: 7.19
Q3: 3.63
Median: 1.57
Q1: 0.81
Min: -0.39

Largest peers

MA: 84.30
V: 22.05
BAM: 7.19
MS: 2.65
GS: 2.36
BRK.A: 1.72
BRK.B: 0.00

Where Brookfield Asset Management (BAM) stands on P/B ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Brookfield Asset Management (BAM) metric values compared with Financial Services industry-group medians
Metric	Current stock: BAM	Industry group median
P/E Ratio (TTM)	17.95	15.37
P/S Ratio (TTM)	12.75	2.72
P/B Ratio (MRQ)	7.19	1.57
Free Cash Flow Yield (TTM)	--	--