BAM:NYE-Brookfield Asset Management Inc (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 54.99

Change

-0.57 (-1.03)%

Market Cap

USD 89.53B

Volume

1.66M

Avg Analyst Target

USD 69.38 (+26.18%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict


Brookfield Asset Management Inc (BAM) Stock Analysis:
Based on the Brookfield Asset Management Inc stock forecasts from 9 analysts, the average analyst target price for Brookfield Asset Management Inc is USD 69.38 over the next 12 months. Brookfield Asset Management Inc’s average analyst rating is Strong Buy. Stock Target Advisor’s own stock analysis of Brookfield Asset Management Inc is Neutral, which is based on 6 positive signals and 7 negative signals. At the last closing, Brookfield Asset Management Inc’s stock price was USD 54.99. Brookfield Asset Management Inc’s stock price has changed by -3.97% over the past week, -2.33% over the past month and +40.10% over the last year.

About

Brookfield Asset Management is a leading global alternative asset manager and one of the largest investors in real assets. Our investment focus is on real estate, renewable power, infrastructure and private equity assets. Our objective is to generate attractive long-term risk-adj ...Read More

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-01-19 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BX The Blackstone Group Inc

-1.66 (-1.46%)

USD139.13B 63.06 N/A
BLK BlackRock Inc

-6.50 (-0.78%)

USD125.94B 21.69 16.01
KKR KKR & Co. Inc

-1.08 (-1.59%)

USD59.73B 20.82 4.05
BK The Bank of New York Mellon Co..

-3.68 (-5.85%)

USD52.52B 16.46 N/A
BK-PC The Bank of New York Mellon Co..

N/A

USD41.70B 5.38 N/A
APO Apollo Global Management Inc

-0.60 (-0.89%)

USD41.30B 130.55 4.68
STT State Street Corporation

-7.13 (-7.06%)

USD37.94B 14.55 N/A
AMP Ameriprise Financial Inc

-7.37 (-2.31%)

USD36.76B 21.46 N/A
STT-PG State Street Corporation

+0.01 (+0.04%)

USD22.06B 4.23 N/A
STT-PD State Street Corporation

-0.04 (-0.15%)

USD20.92B 4.03 N/A

ETFs Containing BAM

Symbol Name Weight Mer Price(Change) Market Cap
ISDX Invesco RAFI Strategic De.. 1.24 % 0.23 %

-0.16 (-0.51%)

USD0.31B
RQK:CA RBC Target 2023 Corporate.. 0.00 % 0.28 %

N/A

USD0.07B

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -8.93% 8% F 17% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.93% 7% F 17% F
Trailing 12 Months  
Capital Gain 40.10% 96% A 89% B+
Dividend Return 1.32% 2% F 25% F
Total Return 41.43% 94% A 88% B+
Trailing 5 Years  
Capital Gain 59.25% 96% A 70% C-
Dividend Return 8.28% 1% F 27% F
Total Return 67.54% 86% B 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.68% 92% A- 64% D
Dividend Return 1.39% 3% F 34% F
Total Return 13.07% 82% B- 62% D-
Risk Return Profile  
Volatility (Standard Deviation) 32.35% 14% F 34% F
Risk Adjusted Return 40.41% 30% F 44% F
Market Capitalization 89.53B 100% A+ 97% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 26.41 16% F 29% F
Price/Book Ratio 2.36 8% F 41% F
Price / Cash Flow Ratio 10.73 52% F 43% F
EV/EBITDA 9.20 54% F 63% D
Management Effectiveness  
Return on Equity 986.23% 90% A- 86% B
Return on Invested Capital 4.95% 57% F 53% F
Return on Assets 2.41% 67% D+ 48% F
Debt to Equity Ratio 414.09% 1% F 6% F
Technical Ratios  
Short Ratio 4.64 4% F 16% F
Short Percent 0.45% 30% F 85% B
Beta 1.40 10% F 28% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

Discussions

User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector