Brookfield Asset Management Inc. (BAM)
Company Info
| ISIN | CA1125851040 |
|---|---|
| CUSIP | 112585104 |
| Sector | Financial Services |
| Industry | Asset Management |
| IPO Date | Dec 30, 1983 |
Highlights
| Market Cap | $22.94B |
|---|---|
| EPS (TTM) | $1.12 |
| PE Ratio | 48.90 |
| PEG Ratio | 4.84 |
| Total Revenue (TTM) | $1.11B |
| Gross Profit (TTM) | $684.36M |
| EBITDA (TTM) | -$11.00M |
| Year Range | $29.47 - $57.36 |
| Target Price | $48.07 |
| Short % | 2.42% |
| Short Ratio | 11.05 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: BAM vs. BX, BAM vs. BIPC.TO, BAM vs. BN, BAM vs. CSU.TO, BAM vs. SPY, BAM vs. CP, BAM vs. RY, BAM vs. BIPC, BAM vs. CNI, BAM vs. XIU.TO
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. had a return of 40.26% year-to-date (YTD) and 79.63% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 40.26% | 19.77% |
| 1 month | 14.63% | -0.67% |
| 6 months | 39.79% | 10.27% |
| 1 year | 79.63% | 31.07% |
| 5 years (annualized) | N/A | 13.22% |
| 10 years (annualized) | N/A | 10.92% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.05% | 2.34% | 3.12% | -9.11% | 3.75% | -3.03% | 14.66% | -5.70% | 16.02% | 12.16% | 40.26% | ||
| 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
The current risk-adjusted rank of BAM is 96, placing it in the top 4% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 2.67% dividend yield over the last twelve months, with an annual payout of $1.46 per share.
| Period | TTM | 2023 |
|---|---|---|
| Dividend | $1.46 | $1.28 |
Dividend yield | 2.67% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.00 | $1.14 | |
| 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
Payout Ratio
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 20.47%, occurring on Oct 31, 2023. Recovery took 22 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -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 |
| -11.72% | Mar 22, 2024 | 56 | Jun 11, 2024 | 27 | Jul 22, 2024 | 83 |
| -11.57% | Aug 1, 2024 | 5 | Aug 7, 2024 | 24 | Sep 11, 2024 | 29 |
Volatility
Volatility Chart
The current Brookfield Asset Management Inc. volatility is 6.65%, 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
Valuation
The Valuation section provides an assessment of the market value of Brookfield Asset Management Inc. compared to its peers in the Asset Management industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for BAM in comparison to other companies of the Asset Management industry. Currently, BAM has a PE value of 48.9. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for BAM in comparison to other companies of the Asset Management industry. Currently, BAM has a PEG value of 4.8. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Brookfield Asset Management Inc..
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Income Statement
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