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Brookfield Asset Management Inc. (BAM)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

CA1125851040

CUSIP

112585104

IPO Date

Dec 30, 1983

Highlights

Market Cap

$82.83B

EPS (TTM)

$1.31

PE Ratio

38.62

PEG Ratio

4.84

Total Revenue (TTM)

$1.29B

Gross Profit (TTM)

$391.00M

EBITDA (TTM)

$987.00M

Year Range

$36.41 - $62.12

Target Price

$54.67

Short %

2.63%

Short Ratio

5.07

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


20.00%40.00%60.00%80.00%100.00%NovemberDecember2025FebruaryMarchApril
77.73%
34.54%
BAM (Brookfield Asset Management Inc.)
Benchmark (^GSPC)

Returns By Period

Brookfield Asset Management Inc. had a return of -2.49% year-to-date (YTD) and 38.37% in the last 12 months.


BAM

YTD

-2.49%

1M

1.33%

6M

1.30%

1Y

38.37%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-6.75%

1M

-5.05%

6M

-5.60%

1Y

8.15%

5Y*

14.14%

10Y*

10.05%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202510.41%-4.69%-14.37%8.21%-2.49%
20240.05%2.34%3.12%-9.11%3.75%-3.03%14.66%-5.70%16.02%12.16%8.49%-5.20%39.70%
202313.88%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 84, BAM is among the top 16% 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.


The Risk-Adjusted Performance Rank of BAM is 8484
Overall Rank
The Sharpe Ratio Rank of BAM is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of BAM is 8181
Sortino Ratio Rank
The Omega Ratio Rank of BAM is 8080
Omega Ratio Rank
The Calmar Ratio Rank of BAM is 8888
Calmar Ratio Rank
The Martin Ratio Rank of BAM is 8585
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for BAM, currently valued at 1.16, compared to the broader market-2.00-1.000.001.002.003.00
BAM: 1.16
^GSPC: 0.49
The chart of Sortino ratio for BAM, currently valued at 1.64, compared to the broader market-6.00-4.00-2.000.002.004.00
BAM: 1.64
^GSPC: 0.81
The chart of Omega ratio for BAM, currently valued at 1.22, compared to the broader market0.501.001.502.00
BAM: 1.22
^GSPC: 1.12
The chart of Calmar ratio for BAM, currently valued at 1.31, compared to the broader market0.001.002.003.004.005.00
BAM: 1.31
^GSPC: 0.50
The chart of Martin ratio for BAM, currently valued at 4.35, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
BAM: 4.35
^GSPC: 2.07

The current Brookfield Asset Management Inc. Sharpe ratio is 1.16. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Brookfield Asset Management Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
1.16
0.49
BAM (Brookfield Asset Management Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Brookfield Asset Management Inc. provided a 3.01% dividend yield over the last twelve months, with an annual payout of $1.58 per share.


2.80%2.90%3.00%3.10%3.20%$0.00$0.50$1.00$1.5020232024
Dividends
Dividend Yield
PeriodTTM20242023
Dividend$1.58$1.52$1.28

Dividend yield

3.01%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.44$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
5.0%10.0%15.0%20.0%25.0%
BAM: 3.0%
Brookfield Asset Management Inc. has a dividend yield of 3.01%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
BAM: 108.8%
Brookfield Asset Management Inc. has a payout ratio of 108.83%, 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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-13.88%
-10.73%
BAM (Brookfield Asset Management Inc.)
Benchmark (^GSPC)

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 13.88%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.54%Jan 30, 202548Apr 8, 2025
-20.47%Sep 18, 202332Oct 31, 202322Dec 1, 202354
-17.87%Dec 5, 202210Dec 16, 202231Feb 2, 202341
-13.13%Feb 16, 202368May 24, 202354Aug 11, 2023122
-12.04%Dec 12, 202420Jan 13, 20258Jan 24, 202528

Volatility

Volatility Chart

The current Brookfield Asset Management Inc. volatility is 17.24%, 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.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
17.24%
14.23%
BAM (Brookfield Asset Management Inc.)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

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
20.040.060.080.0100.0
BAM: 38.6
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 38.6. 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
2.04.06.08.010.0
BAM: 4.8
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
20.040.060.080.0100.0
BAM: 43.1
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 43.1. 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
2.04.06.08.010.0
BAM: 24.9
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 24.9. 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



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items