Brookfield Asset Management (BAM)$47.93
Market Cap: 88.30 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Brookfield Asset Management (BAM).
FINANCIAL
ASSET MANAGEMENT
DCF ready
Valuation
41.3x
EV/FCF, 2.4% FCF yield
Quality
26.9%
ROIC, 53.3% FCF margin
Growth
N/A
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, N/A current ratio
Superinvestors
2
Top: FPA Queens Road Small Cap Value Fund (1.4%)
Strengths to research
- Return on equity is strong at 26.9%.
- Free cash flow margin is healthy at 53.3%.
- Debt/equity looks manageable at 0.0x.
Watchouts
- P/FCF is elevated at 42.0x.
Annual data: 3 periods
Quarterly data: 9 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for BAM.
Grade C
52
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| BAM Target | Brookfield Asset Management | $88.3B | N/A | 41.3x | 26.9% | N/A | 53.3% | N/A | N/A | N/A |
| BN | Brookfield Corp. | $81.9B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| APO | Apollo Global Management | $76.4B | 23.2x | 9.6x | 9.2% | 68.6% | 22.6% | N/A | N/A | N/A |
| KKR | KKR & Co. L.P. | $105.9B | N/A | 185.8x | 7.7% | 57.5% | 2.5% | N/A | N/A | N/A |
| BLK | BlackRock Inc. | $142.7B | 30.4x | 40.5x | 8.1% | N/A | 14.7% | N/A | 0.2x | N/A |
| ARES | Ares Management LP | $52.5B | N/A | 15.9x | 10.0% | 26.0% | 58.3% | N/A | N/A | N/A |
| BX | Blackstone Group | $166.3B | 30.6x | 38.7x | 14.2% | 18.8% | 31.5% | N/A | N/A | N/A |
| AMP | AMERIPRISE FINANCIAL, INC. | $45.9B | 12.5x | 4.3x | 54.4% | 9.6% | 43.2% | N/A | N/A | N/A |
| RJF | RAYMOND JAMES FINANCIAL INC | $28.9B | 14.7x | 7.8x | 17.1% | 14.3% | 14.1% | N/A | N/A | N/A |
Financial Charts
No financial data available for BAM (annual).
2 superinvestors own BAM
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Thomas Gayner Markel Group | 2,193,953 | $98M | 0.82% | 0.0% |
| FPA Queens Road Small Cap Value Fund FPA Queens Road Small Cap Value Fund | 55,915 | $3M | 0.37% | New |