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Brookfield Asset Management Ltd.(BAM)Earnings, Financials & Key Ratios
BAM•NYSE•Banking & Credit
$48.64
$81.63B mkt cap·38.0× P/E·Price updated May 6, 2026
AboutBrookfield Asset Management is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. It manages a range of public and private investment products and services for institutional and retail clients. It typically makes investments in sizeable, premier assets across geographies and asset classes. It invests both its own capital as well as capital from other investors. Within private equity and venture capital, it focuses on acquisition, early ventures, control buyouts and financially distressed, buyouts and corporate carve-outs, recapitalizations, convertible, senior and mezzanine financings, operational and capital structure restructuring, strategic re-direction, turnaround, and under-performing midmarket companies. It invests in both public debt and equity markets. It invests in private equity sectors with focus on Business Services include infrastructure, healthcare, road fuel distribution and marketing, construction and real estate; Industrials include manufacturers of automotive batteries, graphite electrodes, returnable plastic packaging, and sanitation management and development; and Residential/ infrastructure services. It targets companies which likely possess underlying real assets, primarily in sectors such as industrial products, building materials, metals, mining, homebuilding, oil and gas, paper and packaging, manufacturing and forest product sectors. It invests globally with focus on North America including Brazil, the United States, Canada; Europe; and Australia; and Asia-Pacific. The firm considers equity investments in the range of $2 million to $500 million. It has a four-year investment period and a 10-year term with two one-year extensions. The firm prefers to take minority stake and majority stake. Brookfield Asset Management Inc. was founded in 1997 and based in Toronto, Canada with additional offices across Northern America; South America; Europe; Middle East and Asia.Show more
- Net Interest Income-$136M-91.5%
- Total Revenue$3.98B-2.0%
- Net Income$2.17B+17.9%
- Return on Equity80.85%-1.9%
- Net Interest Margin-3.1%-40.0%
- Efficiency Ratio1.61%+16.6%
- ROA57.12%-1.1%
- Equity / Assets74.74%+14.9%
- Book Value per Share1.95+45.7%
- Tangible BV/Share1.78+32.8%
- Debt/Equity0.07-45.6%
BAM Key Insights
Brookfield Asset Management Ltd. (BAM) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Company is almost debt free
- ✓Excellent 3Y average ROE of 62.0%
- ✓Efficient operations: 1.6% efficiency ratio
- ✓Well capitalized: 74.7% equity/assets
- ✓Diversified revenue: 100.0% from non-interest income
✗Weaknesses
- ✗Weak NIM of -3.1%
- ✗Expensive at 24.9x book value
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
BAM Price & Volume
Brookfield Asset Management Ltd. (BAM) stock price & volume — 10-year historical chart
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BAM Growth Metrics
Brookfield Asset Management Ltd. (BAM) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-
3 Years8.84%
TTM-
Profit CAGR
10 Years-
5 Years-
3 Years5.41%
TTM40.51%
EPS CAGR
10 Years-
5 Years-
3 Years-34.9%
TTM40.62%
Return on Capital
10 Years58.14%
5 Years58.14%
3 Years89.38%
Last Year103%
BAM Recent Earnings
Brookfield Asset Management Ltd. (BAM) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 0/12 qtrs (0%)
Q1 2026Latest
Feb 11, 2026EPS
$0.40
Est $0.41
-2.4%
Revenue
$1.4B
Q1 2026
Feb 4, 2026EPS
$0.47
Est $0.44
+6.6%
Revenue
$1.4B
Est $1.5B
-4.8%
Q4 2025
Nov 7, 2025EPS
$0.41
Est $0.40
+1.6%
Revenue
$1.2B
Est $1.3B
-7.2%
Q3 2025
Aug 6, 2025EPS
$0.38
Est $0.39
-2.1%
Revenue
$1.1B
Est $1.3B
-14.7%
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 11, 2026 | $0.40vs $0.41-2.4% | $1.4B |
| Q1 2026 | Feb 4, 2026 | $0.47vs $0.44+6.6% | $1.4Bvs $1.5B-4.8% |
| Q4 2025 | Nov 7, 2025 | $0.41vs $0.40+1.6% | $1.2Bvs $1.3B-7.2% |
| Q3 2025 | Aug 6, 2025 | $0.38vs $0.39-2.1% | $1.1Bvs $1.3B-14.7% |
Based on last 12 quarters of dataView full earnings history →
BAM Peer Comparison
Brookfield Asset Management Ltd. (BAM) competitors in Alternative asset managers — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 BX | 97.7B | 124.69 | 32.14 | 21.58% | 14.35% | 0.61 | ||
 KKR | 89.86B | 100.79 | 43.07 | -10.99% | 3.19% | 0.67 | ||
 APO | 74.68B | 129.53 | 17.84 | 16.03% | 12.07% | 0.31 | ||
 CG | 18.35B | 50.80 | 23.30 | 19.8% | 11.98% | 1.97 | ||
 ARES | 40.68B | 123.86 | 63.19 | 66.55% | 6.25% | 1.71 | ||
 BN | 104.26B | 46.45 | 9999 | -9.71% | 0.79% | 1.59 | ||
 TPG | 17.26B | 45.02 | 37.21 | 77.91% | 0.41% | 0.42 | ||
 EQT | 35.81B | 57.36 | 17.33 | 73.74% | 33.4% | 12.41% | 0.29 |
Compare BAM vs Peers
Brookfield Asset Management Ltd. (BAM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
BAM Income Statement
Brookfield Asset Management Ltd. (BAM) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Line item | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | TTM |
|---|---|---|---|---|---|---|
| Net Interest Income | -377M | -382M | -3M | -71M | -136M | -236M |
| NII Growth % | - | -1.33% | 99.21% | -2266.67% | -91.55% | -669.21% |
| Net Interest Margin % | -1.68% | -1.49% | -0.09% | -2.22% | -3.1% | -1.43% |
| Interest Income | 0 | 0 | 0 | 0 | 0 | 65M |
| Interest Expense | 377M | 382M | 3M | 71M | 136M | 301M |
| Loan Loss Provision | 142M | 321M | 697M | 977M | 1.02B | 1.11B |
| Non-Interest Income | 2.15B | 3.09B | 3.63B | 4.06B | 3.98B | 4.41B |
| Non-Interest Income % | 100% | 100% | 100% | 100% | 100% | 98.55% |
| Total Revenue | 2.15B▲ 0% | 3.09B▲ 43.3% | 3.63B▲ 17.5% | 4.06B▲ 12.0% | 3.98B▼ 2.0% | 4.47B▲ 0% |
| Revenue Growth % | - | 43.31% | 17.49% | 11.99% | -2.02% | 46.19% |
| Non-Interest Expense | 114M | 132M | 81M | 56M | 64M | 79M |
| Efficiency Ratio | 5.29% | 4.28% | 2.23% | 1.38% | 1.61% | 1.77% |
| Operating Income | 1.52B▲ 0% | 2.25B▲ 48.1% | 2.85B▲ 26.4% | 2.96B▲ 3.9% | 2.76B▼ 6.6% | 2.98B▲ 0% |
| Operating Margin % | 70.61% | 72.95% | 78.47% | 72.82% | 69.4% | 66.59% |
| Operating Income Growth % | - | 48.06% | 26.38% | 3.94% | -6.63% | - |
| Pretax Income | 783M▲ 0% | 3.33B▲ 325.5% | 3.49B▲ 4.8% | 2.55B▼ 26.9% | 2.55B▼ 0.3% | 2.81B▲ 0% |
| Pretax Margin % | 36.35% | 107.94% | 96.28% | 62.88% | 63.97% | 62.87% |
| Income Tax | 226M | 504M | 627M | 417M | 438M | 348.46M |
| Effective Tax Rate % | 28.86% | 15.13% | 17.96% | 16.33% | 17.2% | 12.39% |
| Net Income | 382M▲ 0% | 1.85B▲ 384.6% | 1.92B▲ 3.5% | 1.84B▼ 4.0% | 2.17B▲ 17.9% | 2.6B▲ 0% |
| Net Margin % | 17.73% | 59.96% | 52.8% | 45.27% | 54.47% | 58.25% |
| Net Income Growth % | - | 384.56% | 3.46% | -3.97% | 17.89% | 40.51% |
| Net Income (Continuing) | 557M | 2.83B | 2.87B | 2.14B | 2.11B | 2.46B |
| EPS (Diluted) | 0.99▲ 0% | 4.64▲ 368.7% | 0.05▼ 99.0% | 1.16▲ 2313.1% | 1.28▲ 10.5% | 1.60▲ 0% |
| EPS Growth % | - | 368.69% | -98.97% | 2311.92% | 10.51% | 40.62% |
| EPS (Basic) | 0.99 | 4.64 | 0.05 | 1.17 | 1.33 | - |
| Diluted Shares Outstanding | 1.61B | 1.61B | 1.6B | 1.56B | 1.68B | 1.63B |
BAM Balance Sheet
Brookfield Asset Management Ltd. (BAM) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | TTM |
|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 2.1B | 2.49B | 1M | 9M | 12M | 1.89B |
| Cash & Due from Banks | 2.1B | 2.49B | 1M | 9M | 12M | 1.06B |
| Short Term Investments | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Investments | 10.58B | 12.89B | 2.38B | 2.27B | 3.33B | 8.72B |
| Investments Growth % | - | 21.78% | -81.55% | -4.54% | 46.74% | 624.98% |
| Long-Term Investments | 10.58B | 12.89B | 2.38B | 2.27B | 3.33B | 29.01B |
| Accounts Receivables | 54M | 26M | 245M | 886M | 968M | 373M |
| Goodwill & Intangibles | 320M | 313M | 308M | 0 | 289M | 0 |
| Goodwill | 249M | 249M | 249M | 0 | 251M | 0 |
| Intangible Assets | 71M | 64M | 59M | 0 | 38M | 0 |
| PP&E (Net) | 21M | 48M | 68M | 0 | 0 | 0 |
| Other Assets | 2.62B | 2.27B | -376M | 40M | -214M | 583M |
| Total Current Assets | 8.93B | 10.13B | 783M | 895M | 980M | 6.52B |
| Total Non-Current Assets | 13.54B | 15.52B | 2.38B | 2.31B | 3.41B | 10B |
| Total Assets | 22.47B▲ 0% | 25.64B▲ 14.1% | 3.16B▼ 87.7% | 3.21B▲ 1.4% | 4.39B▲ 36.8% | 16.52B▲ 0% |
| Asset Growth % | - | 14.12% | -87.67% | 1.39% | 36.85% | 971.62% |
| Return on Assets (ROA) | 1.7% | 7.69% | 13.3% | 57.78% | 57.12% | 15.77% |
| Accounts Payable | 611M | 561M | 781M | 859M | 879M | 2.5B |
| Total Debt | 4.78B | 461M | 3M | 256M | 219M | 2.8B |
| Net Debt | 2.68B | -2.03B | 2M | 247M | 207M | 1.74B |
| Long-Term Debt | 4.78B | 0 | 0 | 0 | 0 | 2.35B |
| Short-Term Debt | 0 | 461M | 3M | 256M | 219M | 453M |
| Other Liabilities | 742M | 0 | -17M | 0 | 0 | 393M |
| Total Current Liabilities | 5B | 10.54B | 784M | 1.12B | 1.11B | 2.98B |
| Total Non-Current Liabilities | 5.52B | 700M | 0 | 0 | 0 | 2.86B |
| Total Liabilities | 10.52B | 11.24B | 784M | 1.12B | 1.11B | 5.85B |
| Total Equity | 11.95B▲ 0% | 14.4B▲ 20.5% | 2.38B▼ 83.5% | 2.08B▼ 12.3% | 3.28B▲ 57.2% | 10.67B▲ 0% |
| Equity Growth % | - | 20.55% | -83.5% | -12.28% | 57.22% | 915.31% |
| Equity / Assets (Capital Ratio) | 53.17% | 56.17% | 75.2% | 65.05% | 74.74% | 64.61% |
| Return on Equity (ROE) | 3.2% | 14.05% | 22.82% | 82.43% | 80.85% | 24.4% |
| Book Value per Share | 7.42 | 8.94 | 1.48 | 1.34 | 1.95 | 6.56 |
| Tangible BV per Share | 7.22 | 8.75 | 1.29 | 1.34 | 1.78 | 6.56 |
| Common Stock | 8.94B | 0 | 2.41B | 2.35B | 3.48B | 9.15B |
| Additional Paid-in Capital | 0 | 0 | 278M | 403M | 565M | 114M |
| Retained Earnings | 0 | 0 | 19M | -35M | -143M | -704M |
| Accumulated OCI | 162M | 156M | 0 | 3M | 1M | 189M |
| Treasury Stock | 0 | 0 | -330M | -649M | -651M | -289M |
| Preferred Stock | 0 | 0 | 0 | 0 | 0 | 0 |
BAM Cash Flow Statement
Brookfield Asset Management Ltd. (BAM) cash flow — operating, investing & free cash flow history
| Line item | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | TTM |
|---|---|---|---|---|---|---|
| Cash from Operations | 1.79B | 1.44B | -374M | 508M | 627M | 627M |
| Operating CF Growth % | - | -19.2% | -125.92% | 235.83% | 23.43% | 29.53% |
| Net Income | 573M | 2.85B | 2.87B | 451M | 541M | 2.6B |
| Depreciation & Amortization | 7M | 11M | 13M | 0 | 0 | 33M |
| Deferred Taxes | 49M | 316M | 336M | 0 | 0 | -9M |
| Other Non-Cash Items | 956M | -1.68B | -520M | 56M | 85M | -854.41M |
| Working Capital Changes | 102M | -246M | -3.02B | -5M | -2M | 25.41M |
| Cash from Investing | -759M | -861M | 1.71B | -41M | -41M | -628M |
| Purchase of Investments | -809M | -1.55B | -84M | 0 | 0 | -740M |
| Sale/Maturity of Investments | 1000K | 1000K | 1000K | 0 | 0 | 3M |
| Net Investment Activity | -808M | -1.55B | -83M | 0 | 0 | -737M |
| Acquisitions | 0 | 0 | -279M | 0 | 0 | 2M |
| Other Investing | 0 | 0 | 0 | -41M | -41M | -132M |
| Cash from Financing | -576M | -187M | -280M | -459M | -583M | -1.13B |
| Dividends Paid | -1.26B | -1.4B | -3.18B | -505M | -630M | -2.73B |
| Share Repurchases | 0 | 0 | 0 | -323M | -10M | -185M |
| Stock Issued | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Stock Activity | 0 | 0 | 0 | -323M | -10M | -185M |
| Debt Issuance (Net) | 1000K | 1000K | -1000K | 0 | 0 | 3M |
| Other Financing | 612M | 762M | 4.34B | 369M | 57M | 151.54M |
| Net Change in Cash | 455M▲ 0% | 393M▼ 13.6% | 1.05B▲ 167.4% | 8M▼ 99.2% | 3M▼ 62.5% | 159M▲ 0% |
| Exchange Rate Effect | 1000K | -1000K | -1000K | 0 | 0 | 2M |
| Cash at Beginning | 1.65B | 2.1B | 2.49B | 1M | 9M | 480M |
| Cash at End | 2.1B | 2.49B | 3.54B | 9M | 12M | 1.06B |
| Interest Paid | 177M | 188M | 291M | 0 | 22M | -106M |
| Income Taxes Paid | 257M | 171M | 37M | 9M | 16M | 79M |
| Free Cash Flow | 1.77B▲ 0% | 1.41B▼ 20.3% | -387M▼ 127.5% | 508M▲ 231.3% | 627M▲ 23.4% | 1.92B▲ 0% |
| FCF Growth % | - | -20.27% | -127.49% | 231.27% | 23.43% | 5.61% |
BAM Banking Ratios
Brookfield Asset Management Ltd. (BAM) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2021 | 2022 | 2023 | 2024 | TTM |
|---|---|---|---|---|---|
| Return on Equity (ROE) | 14.05% | 22.82% | 82.43% | 80.85% | 24.4% |
| Return on Assets (ROA) | 7.69% | 13.3% | 57.78% | 57.12% | 15.77% |
| Net Interest Margin | -1.49% | -0.09% | -2.22% | -3.1% | -1.43% |
| Efficiency Ratio | 4.28% | 2.23% | 1.38% | 1.61% | 1.77% |
| Equity / Assets | 56.17% | 75.2% | 65.05% | 74.74% | 64.61% |
| Book Value / Share | 8.94 | 1.48 | 1.34 | 1.95 | 6.56 |
| NII Growth | -1.33% | 99.21% | -2266.67% | -91.55% | -210.53% |
| Dividend Payout | 75.36% | 166.27% | 27.46% | 29.06% | 104.95% |
BAM SEC Filings & Documents
Brookfield Asset Management Ltd. (BAM) SEC filings — annual & quarterly reports (10-K, 10-Q)
BAM Frequently Asked Questions
Brookfield Asset Management Ltd. (BAM) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
Brookfield Asset Management Ltd. (BAM) saw revenue decline by 2.0% over the past year.
Yes, Brookfield Asset Management Ltd. (BAM) is profitable, generating $2.60B in net income for fiscal year 2024 (54.5% net margin).
Dividend & Returns
Yes, Brookfield Asset Management Ltd. (BAM) pays a dividend with a yield of 0.77%. This makes it attractive for income-focused investors.
Brookfield Asset Management Ltd. (BAM) has a return on equity (ROE) of 80.9%. This is excellent, indicating efficient use of shareholder capital.
Industry Metrics
Brookfield Asset Management Ltd. (BAM) has a net interest margin (NIM) of -3.1%. NIM has been under pressure due to interest rate environment.
Brookfield Asset Management Ltd. (BAM) has an efficiency ratio of 1.6%. This is excellent, indicating strong cost control.
Explore More BAM
Brookfield Asset Management Ltd. (BAM) financial analysis — history, returns, DCA and operating performance tools
Full BAM Stock Analysis
Analyst verdict, bull/bear case, risk factors and peer comparison
Total Return Calculator
Historical returns with dividends reinvested
DCA Calculator
Dollar cost averaging vs lump sum
Dividend History
Yield, growth, payout safety & DRIP
Earnings History
EPS trends, net income & profitability
Price History
Long-term charts & historical price data
Revenue History
Sales growth patterns & revenue breakdown
Financial Ratios
30 years of market, efficiency and balance-sheet ratios
Valuation
DCF intrinsic value, peer multiples & estimates