Brookfield Asset Management BAM
Brookfield Asset Management is an alternative asset manager that invests in infrastructure, renewable energy, real estate, and private equity, charging fees for managing funds for institutional investors. Brookfield Asset Management shows solid financial health (7.45) and exceptional business quality (8.69), with an operating margin of 68.74% and an ROE of 26.77%. Revenue growth of 60.80% is outstanding, although the payout ratio of 108.05% is a warning sign for dividend sustainability.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Brookfield Asset Management is an alternative asset manager that invests in infrastructure, renewable energy, real estate, and private equity, charging fees for managing funds for institutional investors. Brookfield Asset Management shows solid financial health (7.45) and exceptional business quality (8.69), with an operating margin of 68.74% and an ROE of 26.77%. Revenue growth of 60.80% is outstanding, although the payout ratio of 108.05% is a warning sign for dividend sustainability.
Score by category
| Category | Score |
|---|---|
| Financial health | 7.5 |
| Quality / Moat | 8.7 |
| Valuation | 6.4 |
| Growth | 9.5 |
| Dividend | 5.2 |
| Momentum | 3.6 |
| Risk & Context | 5.0 |
OVERALL SCORE: 7.1/10
Context and risks
Brookfield's asset management business has no direct exposure to crude oil prices or shipping routes. The rise in interest rates is a relevant factor for the sector, but the quantitative engine already modulates it through P/E and leverage; no additional adjustment is applied to avoid double penalization.
News considered in the analysis
- Brookfield Has an Enviable Record of Boosting Profits. Its Stock Looks Cheap. — Artículo de Barron's que destaca el historial de crecimiento de beneficios y la valoración atractiva; refuerza la tesis de inversión pero no aporta información nueva material.
- Brookfield Asset Management (TSX:BAM) Nears $800 Million Oakbrook Center Refinancing — Refinanciación de un activo inmobiliario importante que podría mejorar el perfil de deuda y liberar capital; noticia específica y reciente.
- Cameco’s Westinghouse Stake Could Be Worth More Than $24.5 Billion — Brookfield posee una participación en Westinghouse; una valoración mayor de esta inversión podría aumentar el valor de sus activos bajo gestión.
- Is Bloom Energy Stock's Drop A Chance To Buy? — Artículo sobre una empresa distinta (Bloom Energy), sin relación directa con Brookfield.
- Bloom Energy vs. Marathon Petroleum: Which Popular Energy Stock Is the Better Buy? — Comparativa entre otras dos empresas del sector energético, irrelevante para Brookfield.
Verdict: Hold or buy on dips; business quality and growth justify the current valuation, but monitor dividend sustainability.
Main risk: The payout ratio of 108.05% is unsustainable in the long term and could lead to a dividend cut if earnings growth does not persist.
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