Brookfield Asset Management Ltd (BAM.TO)
Company Info
| ISIN | CA1130041058 |
|---|---|
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | CA$33.30B |
|---|---|
| EPS (TTM) | CA$1.52 |
| PE Ratio | 52.20 |
| Total Revenue (TTM) | CA$1.08B |
| Gross Profit (TTM) | CA$528.00M |
| EBITDA (TTM) | CA$744.00M |
| Year Range | CA$43.72 - CA$81.18 |
| Target Price | CA$54.32 |
| Short % | 0.91% |
| Short Ratio | 4.85 |
Share Price Chart
Loading data...
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 CA$10,000 in Brookfield Asset Management Ltd, 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 Ltd had a return of 52.38% year-to-date (YTD) and 82.82% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 52.38% | 25.48% |
| 1 month | 18.47% | 2.14% |
| 6 months | 47.32% | 12.76% |
| 1 year | 82.82% | 33.14% |
| 5 years (annualized) | N/A | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of BAM.TO, 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 | 1.58% | 3.27% | 3.02% | -7.57% | 2.72% | -2.51% | 15.71% | -8.83% | 16.54% | 15.53% | 52.38% | ||
| 2023 | 12.05% | 6.70% | -3.57% | 2.60% | -7.72% | 4.19% | 2.87% | 5.95% | -3.06% | -12.17% | 20.63% | 12.02% | 42.59% |
| 2022 | -12.88% | -12.88% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BAM.TO is 97, placing it in the top 3% 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 Ltd (BAM.TO) 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 Ltd provided a 2.15% dividend yield over the last twelve months, with an annual payout of CA$1.70 per share.
| Period | TTM | 2023 |
|---|---|---|
| Dividend | CA$1.70 | CA$1.72 |
Dividend yield | 2.15% | 3.24% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | CA$0.00 | CA$0.51 | CA$0.08 | CA$0.00 | CA$0.52 | CA$0.08 | CA$0.00 | CA$0.00 | CA$0.08 | CA$0.00 | CA$0.00 | CA$1.28 | |
| 2023 | CA$0.44 | CA$0.00 | CA$0.00 | CA$0.42 | CA$0.00 | CA$0.00 | CA$0.43 | CA$0.00 | CA$0.00 | CA$0.43 | CA$0.00 | CA$1.72 |
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 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 22.26%, occurring on Dec 16, 2022. Recovery took 161 trading sessions.
The current Brookfield Asset Management Ltd drawdown is 1.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.26% | Dec 8, 2022 | 7 | Dec 16, 2022 | 161 | Aug 10, 2023 | 168 |
| -18.68% | Sep 18, 2023 | 31 | Oct 31, 2023 | 21 | Nov 29, 2023 | 52 |
| -11.93% | Aug 1, 2024 | 4 | Aug 7, 2024 | 25 | Sep 12, 2024 | 29 |
| -10.25% | Mar 22, 2024 | 56 | Jun 11, 2024 | 24 | Jul 16, 2024 | 80 |
| -7.29% | Aug 15, 2023 | 6 | Aug 22, 2023 | 8 | Sep 1, 2023 | 14 |
Volatility
Volatility Chart
The current Brookfield Asset Management Ltd volatility is 7.58%, 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
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Brookfield Asset Management Ltd.
Loading data...
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 | — |