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

Company Info

ISINCA1125851040
CUSIP112585104
SectorFinancial Services
IndustryAsset Management

Highlights

Market Cap$16.55B
EPS$1.13
PE Ratio37.48
PEG Ratio4.84
Revenue (TTM)$4.06B
Gross Profit (TTM)$2.74B
EBITDA (TTM)$2.63B
Year Range$27.82 - $43.00
Target Price$43.39
Short %4.56%
Short Ratio14.65

Share Price Chart


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Brookfield Asset Management Inc.

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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.


-10.00%0.00%10.00%20.00%30.00%40.00%OctoberNovemberDecember2024FebruaryMarch
37.04%
28.75%
BAM (Brookfield Asset Management Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Brookfield Asset Management Inc. had a return of 5.03% year-to-date (YTD) and 39.76% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date5.03%10.04%
1 month2.76%3.53%
6 months27.21%22.79%
1 year39.76%32.16%
5 years (annualized)N/A13.15%
10 years (annualized)N/A10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.05%2.34%
20233.42%-3.50%-14.01%23.33%14.67%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Brookfield Asset Management Inc. (BAM) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BAM
Brookfield Asset Management Inc.
1.49
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Brookfield Asset Management Inc. Sharpe ratio is 1.49. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00Dec 10Dec 17Dec 24Dec 31Jan 07Jan 14Jan 21Jan 28Feb 04Feb 11Feb 18Feb 25Mar 03Mar 10Mar 17Mar 24
1.49
2.76
BAM (Brookfield Asset Management Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Brookfield Asset Management Inc. granted a 3.21% dividend yield in the last twelve months. The annual payout for that period amounted to $1.34 per share.


PeriodTTM2023
Dividend$1.34$1.28

Dividend yield

3.21%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.38
2023$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.2%
Brookfield Asset Management Inc. has a dividend yield of 3.21%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%97.8%
Brookfield Asset Management Inc. has a payout ratio of 97.81%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-1.99%
0
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 20.47%, occurring on Oct 31, 2023. Recovery took 22 trading sessions.

The current Brookfield Asset Management Inc. drawdown is 1.99%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-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
-8.01%Aug 15, 20236Aug 22, 202313Sep 11, 202319
-6.41%Dec 28, 202313Jan 17, 20247Jan 26, 202420

Volatility

Volatility Chart

The current Brookfield Asset Management Inc. volatility is 5.85%, 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.


2.00%4.00%6.00%8.00%10.00%OctoberNovemberDecember2024FebruaryMarch
5.85%
2.82%
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.

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Income Statement


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Values in undefined except per share items