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Brookfield Asset Management Ltd.

BAM

$52.49 ▼ -0.69 (-1.29%) at close

11 Visible periods

14 Metrics

Peer-ranked Benchmarks

Price Chart

Health

Excellent

Bullish

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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.

Market Cap —

Dividend Yield —

Revenue Growth 23.8% ↘

Op. Margin —

ROIC —

FCF / Share —

Trailing P/E —

Price / Book —

FCF Yield —

Debt / Equity —

info Valuation on last close. End-of-day price, Aug 7, 2026.

11-Year Financial Trajectory

Quarterly

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$1.34B

↑ +23.8% —

Net Income Profit after all expenses

$586.00M

↑ +15.6% —

trending_up

Bullish Indicators

Profit Margin (%)Profit Margin (%) is in the top quartile

warning

Bearish Risks

No bearish risks detected.

Health Breakdown

Profitability →

Cash Quality ↑

Financial view

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📈 Is growth accelerating? 2 metrics

Metric	Q1 FY2026 Mar 31, 2026 10-Q ↗	Q4 FY2025 Dec 31, 2025 10-K ↗	Q3 FY2025 Sep 30, 2025 10-Q ↗	Q2 FY2025 Jun 30, 2025 10-Q ↗	Q1 FY2025 Mar 31, 2025 10-Q ↗	Q4 FY2024 Dec 31, 2024 10-K ↗	Q3 FY2024 Sep 30, 2024 10-Q ↗	Q2 FY2024 Jun 30, 2024 10-Q ↗	Q1 FY2024 Mar 31, 2024 10-Q ↗	Q4 FY2023 Dec 31, 2023 10-K ↗	Q4 FY2022 Dec 31, 2022 40-F ↗
Revenue Growth YoY (%)	23.8% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+296%)	31.1% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+419%)	12.1% Good ↓ Good Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+101%)	19.0% Good Good Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+217%)	22.3% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+271%)	—	—	—	—	—	—
Net Income Growth YoY (%)	15.6% Good ↑ Good Improving Year-over-year change in net income	-9.6% Weak ↓ Weak Declining Year-over-year change in net income	28.9% Excellent ↑ Excellent Improving Year-over-year change in net income	12.7% Fair Fair Year-over-year change in net income	35.9% Excellent Excellent Year-over-year change in net income	—	—	—	—	—	—

💰 Are margins durable? 4 metrics

Metric	Q1 FY2026 Mar 31, 2026 10-Q ↗	Q4 FY2025 Dec 31, 2025 10-K ↗	Q3 FY2025 Sep 30, 2025 10-Q ↗	Q2 FY2025 Jun 30, 2025 10-Q ↗	Q1 FY2025 Mar 31, 2025 10-Q ↗	Q4 FY2024 Dec 31, 2024 10-K ↗	Q3 FY2024 Sep 30, 2024 10-Q ↗	Q2 FY2024 Jun 30, 2024 10-Q ↗	Q1 FY2024 Mar 31, 2024 10-Q ↗	Q4 FY2023 Dec 31, 2023 10-K ↗	Q4 FY2022 Dec 31, 2022 40-F ↗
Effective Tax Rate (%) (%)	15.8% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	32.7% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	10.1% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	11.4% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	12.9% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	15.9% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	15.2% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	21.5% Fair Fair Actual taxes paid relative to pre-tax income Optimal: 15-25%	16.0% Good Good Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—
Profit Margin (%) (%)	43.8% Excellent ↓ Excellent Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+99%)	44.1% Excellent ↓ Excellent Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+101%)	55.3% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+151%)	53.6% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+144%)	46.9% Excellent ↓ Excellent Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+113%)	64.0% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+191%)	48.1% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+119%)	56.6% Excellent Excellent Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+157%)	42.2% Excellent Excellent Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+92%)	—	—
FCF Margin (%) (%)	25.3% Excellent ↓ Excellent Declining Free cash flow as a percentage of revenue Optimal: > 10%	50.6% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	59.5% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	48.5% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	24.5% Excellent ↓ Excellent Declining Free cash flow as a percentage of revenue Optimal: > 10%	12.8% Fair ↓ Fair Declining Free cash flow as a percentage of revenue Optimal: > 10%	50.8% Excellent → Excellent Stable Free cash flow as a percentage of revenue Optimal: > 10%	42.9% Excellent Excellent Free cash flow as a percentage of revenue Optimal: > 10%	58.4% Excellent Excellent Free cash flow as a percentage of revenue Optimal: > 10%	—	—
FCF / Net Income (x)	0.58x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	1.15x Fair ↑ Fair Improving Free cash flow relative to reported net income Optimal: > 1x	1.08x Fair ↑ Fair Improving Free cash flow relative to reported net income Optimal: > 1x	0.91x Caution ↑ Caution Improving Free cash flow relative to reported net income Optimal: > 1x	0.52x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	0.20x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	1.06x Fair → Fair Stable Free cash flow relative to reported net income Optimal: > 1x	0.76x Caution Caution Free cash flow relative to reported net income Optimal: > 1x	1.38x Good Good Free cash flow relative to reported net income Optimal: > 1x	—	—

🎯 Is capital allocation efficient? 1 metrics

Metric	Q1 FY2026 Mar 31, 2026 10-Q ↗	Q4 FY2025 Dec 31, 2025 10-K ↗	Q3 FY2025 Sep 30, 2025 10-Q ↗	Q2 FY2025 Jun 30, 2025 10-Q ↗	Q1 FY2025 Mar 31, 2025 10-Q ↗	Q4 FY2024 Dec 31, 2024 10-K ↗	Q3 FY2024 Sep 30, 2024 10-Q ↗	Q2 FY2024 Jun 30, 2024 10-Q ↗	Q1 FY2024 Mar 31, 2024 10-Q ↗	Q4 FY2023 Dec 31, 2023 10-K ↗	Q4 FY2022 Dec 31, 2022 40-F ↗
Return on Common Equity (%) (%)	—	—	8.2% Caution ↑ Caution Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-32%)	6.9% Caution Caution Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-43%)	6.0% Caution Caution Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-50%)	—	—	—	—	—	—

⚖️ Is the balance sheet risky? 1 metrics

Metric	Q1 FY2026 Mar 31, 2026 10-Q ↗	Q4 FY2025 Dec 31, 2025 10-K ↗	Q3 FY2025 Sep 30, 2025 10-Q ↗	Q2 FY2025 Jun 30, 2025 10-Q ↗	Q1 FY2025 Mar 31, 2025 10-Q ↗	Q4 FY2024 Dec 31, 2024 10-K ↗	Q3 FY2024 Sep 30, 2024 10-Q ↗	Q2 FY2024 Jun 30, 2024 10-Q ↗	Q1 FY2024 Mar 31, 2024 10-Q ↗	Q4 FY2023 Dec 31, 2023 10-K ↗	Q4 FY2022 Dec 31, 2022 40-F ↗
Net Debt (USD)	$1.91B	$-1.58B	$-1.06B	$-480.00M	$-332.00M	$-404.00M	—	—	—	$-9.00M	$-1.00M

🏦 How resilient is the balance sheet? 2 metrics

Metric	Q1 FY2026 Mar 31, 2026 10-Q ↗	Q4 FY2025 Dec 31, 2025 10-K ↗	Q3 FY2025 Sep 30, 2025 10-Q ↗	Q2 FY2025 Jun 30, 2025 10-Q ↗	Q1 FY2025 Mar 31, 2025 10-Q ↗	Q4 FY2024 Dec 31, 2024 10-K ↗	Q3 FY2024 Sep 30, 2024 10-Q ↗	Q2 FY2024 Jun 30, 2024 10-Q ↗	Q1 FY2024 Mar 31, 2024 10-Q ↗	Q4 FY2023 Dec 31, 2023 10-K ↗	Q4 FY2022 Dec 31, 2022 40-F ↗
LT Debt (USD)	$2.95B	—	—	—	—	—	—	—	—	—	—
Total Equity (USD)	—	—	$8.46B	$8.47B	$8.49B	—	—	—	—	$2.08B	$2.38B

📋 What is driving earnings? 4 metrics

Metric	Q1 FY2026 Mar 31, 2026 10-Q ↗	Q4 FY2025 Dec 31, 2025 10-K ↗	Q3 FY2025 Sep 30, 2025 10-Q ↗	Q2 FY2025 Jun 30, 2025 10-Q ↗	Q1 FY2025 Mar 31, 2025 10-Q ↗	Q4 FY2024 Dec 31, 2024 10-K ↗	Q3 FY2024 Sep 30, 2024 10-Q ↗	Q2 FY2024 Jun 30, 2024 10-Q ↗	Q1 FY2024 Mar 31, 2024 10-Q ↗	Q4 FY2023 Dec 31, 2023 10-K ↗	Q4 FY2022 Dec 31, 2022 40-F ↗
Sales/Revenue/Turnover (USD)	$1.34B	$1.39B	$1.25B	$1.09B	$1.08B	$1.06B	$1.12B	$916.00M	$884.00M	—	—
Depreciation Expense (USD)	$13.00M	$10.00M	$16.00M	$11.00M	$3.00M	$3.00M	$4.00M	$3.00M	$4.00M	—	—
Net Income, GAAP (USD)	$586.00M	$615.00M	$692.00M	$584.00M	$507.00M	$680.00M	$537.00M	$518.00M	$373.00M	—	—
Operating Cash Flow (USD)	$338.00M	$706.00M	$745.00M	$529.00M	$265.00M	$136.00M	$567.00M	$393.00M	$516.00M	—	—

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bar_chart Data from SEC EDGAR XBRL filings

Synced 1 week ago 4 years · 11 quarters

Brookfield Asset Management Ltd.

Analytical Summary

11-Year Financial Trajectory

Bullish Indicators

Bearish Risks

Health Breakdown

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