Brookfield Asset Management Inc. (BAM)
Company Info
Highlights
$88.30B
$1.28
42.13
4.84
$24.29B
$42.91B
$987.00M
$36.41 - $62.12
$54.97
2.78%
4.93
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Brookfield Asset Management Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Brookfield Asset Management Inc. (BAM) returned 5.77% year-to-date (YTD) and 50.20% over the past 12 months.
BAM
5.77%
32.56%
3.18%
50.20%
N/A
N/A
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
Monthly Returns
The table below presents the monthly returns of BAM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 10.41% | -4.69% | -14.37% | 10.07% | 6.64% | 5.77% | |||||||
| 2024 | 0.05% | 2.34% | 3.12% | -9.11% | 3.75% | -3.03% | 14.66% | -5.70% | 16.02% | 12.16% | 8.49% | -5.20% | 39.70% |
| 2023 | 13.88% | 3.95% | -2.68% | 2.54% | -8.08% | 6.91% | 3.34% | 3.42% | -3.50% | -14.01% | 23.33% | 14.67% | 45.63% |
| 2022 | -10.41% | -10.41% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 88, BAM is among the top 12% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Brookfield Asset Management Inc. (BAM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Brookfield Asset Management Inc. provided a 2.77% dividend yield over the last twelve months, with an annual payout of $1.58 per share.
| Period | TTM | 2024 | 2023 |
|---|---|---|---|
| Dividend | $1.58 | $1.52 | $1.28 |
Dividend yield | 2.77% | 2.80% | 3.19% |
Monthly Dividends
The table displays the monthly dividend distributions for Brookfield Asset Management Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.44 | |||||||
| 2024 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $1.52 |
| 2023 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $1.28 |
Dividend Yield & Payout
Dividend Yield
Brookfield Asset Management Inc. has a dividend yield of 2.77%, which is quite average when compared to the overall market.
Payout Ratio
Brookfield Asset Management Inc. has a payout ratio of 140.89%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Brookfield Asset Management Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Brookfield Asset Management Inc. was 29.54%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current Brookfield Asset Management Inc. drawdown is 6.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.54% | Jan 30, 2025 | 48 | Apr 8, 2025 | — | — | — |
| -20.47% | Sep 18, 2023 | 32 | Oct 31, 2023 | 22 | Dec 1, 2023 | 54 |
| -17.87% | Dec 5, 2022 | 10 | Dec 16, 2022 | 31 | Feb 2, 2023 | 41 |
| -13.13% | Feb 16, 2023 | 68 | May 24, 2023 | 54 | Aug 11, 2023 | 122 |
| -12.04% | Dec 12, 2024 | 20 | Jan 13, 2025 | 8 | Jan 24, 2025 | 28 |
Volatility
Volatility Chart
The current Brookfield Asset Management Inc. volatility is 11.92%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
The chart below illustrates the trends in the financial health of Brookfield Asset Management Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Brookfield Asset Management Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 2.4% positive surprise.
Valuation
The Valuation section provides an overview of how Brookfield Asset Management Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for BAM, comparing it with other companies in the Asset Management industry. Currently, BAM has a P/E ratio of 42.1. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for BAM compared to other companies in the Asset Management industry. BAM currently has a PEG ratio of 4.8. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BAM relative to other companies in the Asset Management industry. Currently, BAM has a P/S ratio of 46.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for BAM in comparison with other companies in the Asset Management industry. Currently, BAM has a P/B value of 27.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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