- ISIN
- CA1125851040
- CUSIP
- 112585104
- Sector
- Financial Services
- Industry
- Asset Management
- IPO Date
- Dec 12, 2022
Highlights
- Market Cap
- $77.28B
- Enterprise Value
- $76.24B
- EPS (TTM)
- $1.55
- PE Ratio
- 31.20
- PEG Ratio
- 0.05
- Total Revenue (TTM)
- $5.08B
- Gross Profit (TTM)
- $3.26B
- EBITDA (TTM)
- $2.35B
- Year Range
- $42.20 - $64.10
- Target Price
- $61.83
- ROA (TTM)
- 14.06%
- ROE (TTM)
- 22.44%
- Avg. Volume (1M)
- 2M
- Avg. Volume Value (1M)
- $102.40M
Share Price Chart
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Performance
BAM Performance Chart
Brookfield Asset Management Ltd. (BAM) is down 5.7% since the beginning of the year. At $48 per share, BAM is trading 24.5% below its 52-week high of $64.
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Returns By Period
Brookfield Asset Management Ltd. (BAM) has returned -5.69% so far this year and -16.08% over the past 12 months.
Brookfield Asset Management Ltd.
- 1D
- 0.92%
- 1M
- 5.52%
- 6M
- -0.60%
- YTD
- -5.69%
- 1Y
- -16.08%
- 3Y*
- 17.29%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 15.86%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
BAM Monthly Returns History
Based on dividend-adjusted daily data since Dec 12, 2022, BAM's average daily return is +0.08%, while the average monthly return is +1.57%. At this rate, an investment would double in approximately 3.7 years.
Historically, 52% of months were positive and 48% were negative. The best month was Nov 2023 with a return of +23.3%, while the worst month was Mar 2025 at -14.4%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 8 months.
On a daily basis, BAM closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +9.6%, while the worst single day was Apr 3, 2025 at -7.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.12% | -4.97% | -4.92% | 8.01% | 2.28% | -7.72% | 7.92% | -5.69% | |||||
| 2025 | 10.41% | -4.69% | -14.37% | 10.07% | 6.03% | -1.46% | 11.56% | -1.74% | -5.35% | -5.06% | -1.62% | -0.66% | -0.24% |
| 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% | 45.61% |
| 2022 | -10.80% | -10.80% |
Benchmark Metrics
Brookfield Asset Management Ltd. has an annualized alpha of -5.18%, beta of 1.30, and R2 of 0.42 versus S&P 500 Index. Calculated based on daily prices since December 12, 2022.
- This stock participated in 124.20% of S&P 500 Index downside but only 99.97% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.42 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -5.18%
- Beta
- 1.30
- R²
- 0.42
- Upside Capture
- 99.97%
- Downside Capture
- 124.20%
Return for Risk
Risk / Return Rank
BAM ranks 19 for risk / return — above 19% of stocks peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Brookfield Asset Management Ltd. (BAM) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BAM | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.04 | ||
| Sortino ratioReturn per unit of downside risk | -2.69 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.25 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.62 | 2.00 | -2.62 |
| Martin ratioReturn relative to average drawdown | -1.01 | 8.49 | -9.50 |
Dividends
Dividend History
Brookfield Asset Management Ltd. provided a 3.88% dividend yield over the last twelve months, with an annual payout of $1.88 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $1.88 | $1.75 | $1.52 | $1.28 |
Dividend yield | 3.88% | 3.34% | 2.80% | 3.19% |
Monthly Dividends
The table displays the monthly dividend distributions for Brookfield Asset Management Ltd.. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $1.01 | |||||
| 2025 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $1.75 |
| 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 Ltd. has a dividend yield of 3.88%, which is quite average when compared to the overall market.
Payout Ratio
Brookfield Asset Management Ltd. has a payout ratio of 55.84%, which is quite average when compared to the overall market. This suggests that Brookfield Asset Management Ltd. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Brookfield Asset Management Ltd.. 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 Ltd. was 30.37%, occurring on Mar 24, 2026. The portfolio has not yet recovered.
The current Brookfield Asset Management Ltd. drawdown is 20.57%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-30.37%Mar 2026 | 8mo 2d | — | 1y 9dJul 2025 - now | — |
-29.54%Apr 2025 | 2mo 8d | 3mo 10d | 5mo 18dJan 2025 - Jul 2025 | 2025 selloff2025 |
-20.47%Oct 2023 | 1mo 13d | 1mo 1d | 2mo 14dSep 2023 - Dec 2023 | — |
-16.33%Dec 2022 | 3d | 1mo 8d | 1mo 11dDec 2022 - Jan 2023 | Bear market2022 |
-13.13%May 2023 | 3mo 7d | 2mo 19d | 5mo 26dFeb 2023 - Aug 2023 | — |
Drawdown Indicators
| BAM | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.37% | -56.78% | +26.41% |
Max Drawdown (1Y)Largest decline over 1 year | -30.08% | -9.10% | -20.98% |
Max Drawdown (3Y)Largest decline over 3 years | -30.37% | -18.90% | -11.47% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -20.57% | -1.58% | -18.99% |
Average DrawdownAverage peak-to-trough decline | -9.37% | -10.70% | +1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.48% | 2.14% | +16.34% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Brookfield Asset Management Ltd. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Brookfield Asset Management Ltd. 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 31.2. 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 0.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
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 15.5. 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 7.0. 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 | — |
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