BROOKFIELD ASSET MANAGEMENT LTD (BAM)
Fair ValueFundamental
58
Price
$44.19
Market Cap
$71.08B
Part 1 · What the company is worth
Overview
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 September 18, 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.
Balance Sheet & Liquidity
Revenue
$4.10B
Trailing 12 months (through 6/30/2026)
Net Income
$3.06B
Trailing 12 months (through 6/30/2026)
Free Cash Flow
-
Total Equity
$8.91B
Total Liabilities
$6.74B
Current Ratio
1.63
Interest Coverage
-
Debt/EBITDA
1.07
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$42.87
Current Price
$44.19
Margin of Safety
-3.1%
Fair Value Range
$27.87 - $57.88
Spread across the valuation methods used, not a statistically calibrated confidence interval.
Estimation Methods
Valuation Metrics
P/E Ratio
26.04
ROE
26.9%
P/B Ratio
7.75
P/FCF
-
Gross Margin
-
ROIC
-
Profitability Radar
Value Creation (Economic Moat)
ROIC
-
WACC
12.7%
ROIC − WACC
-
Fundamental Analysis Criteria
Passed (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%
Failed (4)
- P/B Ratio 7.75
- DCF valuation (Unknown)
- Earnings Surprise avg 1.4%
- Piotroski F-Score 2/9
Unavailable (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
Serious financial concerns
Earnings Quality
Moderate: some gap between profits and cash
Share Dilution
Buying back shares. Shareholder friendly
Institutional Holdings
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| 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 |
Audit Risk
5
Board Risk
8
Compensation Risk
6
Shareholder Rights Risk
10
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Documents
- View document
Annual Report (10-K)
A yearly overview of the business, its financial results, and the risks it faces.
Filed on 2026-03-02
- View document
Quarterly Report (10-Q)
A snapshot of financial performance for the most recent three-month period.
Filed on 2026-08-10
- View document
Current Report (8-K)
An announcement of a major event, such as a leadership change or big news.
Filed on 2026-10-01
via SEC EDGAR
Income History
via SEC EDGAR
Latest News
Recent headlines for BAM, sourced from 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