Brookfield Asset Management Ltd.
BAM
Analytical Summary
Brookfield Asset Management Ltd. shows strong fundamentals with top-quartile Profit Margin (%). The company's metrics support a bullish outlook for growth-oriented investors.
4-Year Financial Trajectory
AnnualBullish Indicators
- Profit Margin (%)Profit Margin (%) is in the top quartile
Bearish Risks
- No bearish risks detected.
Health Breakdown
Statement lens
Choose the reporting cadence, isolate a period range, or search directly for a metric.
| Metric | FY 2025 Dec 31, 2025 10-K ↗ | FY 2024 Dec 31, 2024 10-K ↗ | FY 2023 Dec 31, 2023 10-K ↗ | FY 2022 Dec 31, 2022 40-F ↗ |
|---|---|---|---|---|
| Revenue Growth YoY (%) |
21.0%
Excellent
Excellent
Year-over-year change in total revenue
Optimal:
> 10%
vs Sector:
Above avg (+251%)
|
-2.0%
Weak
Weak
Year-over-year change in total revenue
Optimal:
> 10%
vs Sector:
Below avg (-134%)
|
— | — |
| Net Income Growth YoY (%) |
13.8%
Fair
Fair
Year-over-year change in net income |
-1.4%
Weak
Weak
Year-over-year change in net income |
— | — |
| Metric | FY 2025 Dec 31, 2025 10-K ↗ | FY 2024 Dec 31, 2024 10-K ↗ | FY 2023 Dec 31, 2023 10-K ↗ | FY 2022 Dec 31, 2022 40-F ↗ |
|---|---|---|---|---|
| Effective Tax Rate (%) (%) |
18.0%
Good
↑
Good
Improving
Actual taxes paid relative to pre-tax income
Optimal:
15-25%
|
17.2%
Good
Good
Actual taxes paid relative to pre-tax income
Optimal:
15-25%
|
16.3%
Good
Good
Actual taxes paid relative to pre-tax income
Optimal:
15-25%
|
— |
| Profit Margin (%) (%) |
49.8%
Excellent
↓
Excellent
Declining
Net income as a percentage of revenue
Optimal:
> 15%
vs Sector:
Above avg (+126%)
|
53.0%
Excellent
Excellent
Net income as a percentage of revenue
Optimal:
> 15%
vs Sector:
Above avg (+141%)
|
52.6%
Excellent
Excellent
Net income as a percentage of revenue
Optimal:
> 15%
vs Sector:
Above avg (+139%)
|
— |
| FCF Margin (%) (%) |
43.6%
Excellent
↑
Excellent
Improving
Free cash flow as a percentage of revenue
Optimal:
> 10%
|
40.5%
Excellent
Excellent
Free cash flow as a percentage of revenue
Optimal:
> 10%
|
35.4%
Excellent
Excellent
Free cash flow as a percentage of revenue
Optimal:
> 10%
|
— |
| FCF / Net Income (x) |
0.88x
Caution
↑
Caution
Improving
Free cash flow relative to reported net income
Optimal:
> 1x
|
0.76x
Caution
Caution
Free cash flow relative to reported net income
Optimal:
> 1x
|
0.67x
Weak
Weak
Free cash flow relative to reported net income
Optimal:
> 1x
|
— |
| Metric | FY 2025 Dec 31, 2025 10-K ↗ | FY 2024 Dec 31, 2024 10-K ↗ | FY 2023 Dec 31, 2023 10-K ↗ | FY 2022 Dec 31, 2022 40-F ↗ |
|---|---|---|---|---|
| Sales/Revenue/Turnover (USD) | $4.82B | $3.98B | $4.06B | — |
| Depreciation Expense (USD) | $40.00M | $14.00M | $14.00M | — |
| Net Income, GAAP (USD) | $2.40B | $2.11B | $2.14B | — |
| Operating Cash Flow (USD) | $2.10B | $1.61B | $1.44B | — |
Secondary lens
Benchmark Lens
Compare BAM against peers after checking the statement evidence.
Open lens
Benchmark Lens
Compare BAM against peers after checking the statement evidence.
Signals
Key bullish and bearish indicators for BAM
Profit Margin (%) is in the top quartile
No bearish signals detected
Percentile Rankings
How BAM compares to all companies
Peer Comparison
BAM vs similar peers
Compare BAM with peers
Stack BAM against similar companies across every metric on this page.
north_east Open comparisonbar_chart Data from SEC EDGAR XBRL filings
Synced 1 week ago 4 years · 11 quarters