Brookfield Asset Management Ltd. (BAM) Financial Ratios
6 years of historical data (2020–2025) · Financial Services · Asset Management
EV/EBITDA
↑
27.60
+10% vs avg
5yr avg: 25.06
30Y Low16.1·High32.8
P/FCF
↑
N/A
—
5yr avg: 134.01
30Y Low123.0·High145.1
P/B Ratio
↓
7.51
↓-65% vs avg
5yr avg: 21.33
30Y Low8.3·High30.0
ROE
↑
37.3%
↑-22% vs avg
5yr avg: 47.5%
30Y Low3%·High82%
Debt/EBITDA
↑
1.26
↑+287% vs avg
5yr avg: 0.33
30Y Low0.0·High3.1
Percentile shows where the current value sits in 30-year historical distribution. Sparklines show 5-year trend.
BAM Valuation Multiples
Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow
Brookfield Asset Management Ltd. trades at 30.6x earnings, 83% below its 5-year average of 177.0x, sitting at the 0th percentile of its historical range. Compared to the Financial Services sector median P/E of 13.6x, the stock trades at a premium of 125%.
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|---|
| Market Cap | $77.7B | $85.3B | $91.0B | $62.5B | $46.0B | — | — |
| Enterprise Value | $79.8B | $87.4B | $91.2B | $62.7B | $46.0B | — | — |
| P/E Ratio → | 30.61 | 33.80 | 42.34 | 34.68 | 597.29 | — | — |
| P/S Ratio | 15.86 | 17.40 | 22.85 | 15.38 | 12.68 | — | — |
| P/B Ratio | 7.51 | 8.29 | 27.75 | 29.96 | 19.34 | — | — |
| P/FCF | — | — | 145.06 | 122.96 | — | — | — |
| P/OCF | — | — | 145.06 | 122.96 | — | — | — |
P/E links to full P/E history page with 30-year chart
BAM EV Ratios
Enterprise-value multiples — capital-structure-neutral measures of total business value
Brookfield Asset Management Ltd.'s enterprise value stands at 27.6x EBITDA, 10% above its 5-year average of 25.1x. The Financial Services sector median is 11.4x, placing the stock at a 142% premium on an enterprise-value basis.
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|---|
| EV / Revenue | — | 17.83 | 22.90 | 15.44 | 12.68 | — | — |
| EV / EBITDA | 27.60 | 30.23 | 32.84 | 21.10 | 16.08 | — | — |
| EV / EBIT | 28.28 | 29.36 | 37.75 | 23.97 | 17.62 | — | — |
| EV / FCF | — | — | 145.39 | 123.45 | — | — | — |
BAM Profitability
Margins and return-on-capital ratios measuring operating efficiency
Brookfield Asset Management Ltd. earns an operating margin of 57.6%, significantly above the Financial Services sector average of 20.3%. Operating margins have compressed from 72.8% to 57.6% over the past 3 years, signaling potential cost pressures or competitive headwinds. Return on equity of 37.3% is exceptionally high — well above the sector median of 9.0%. ROIC of 24.3% represents excellent returns on invested capital versus a sector median of 5.5%.
Margins
Full margin charts and quarterly trend are on the Earnings History page
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|---|
| Gross Margin | 93.2% | 93.2% | 71.0% | 74.2% | 80.7% | 77.2% | 75.9% |
| Operating Margin | 57.6% | 57.6% | 69.4% | 72.8% | 78.5% | 73.0% | 70.6% |
| Net Profit Margin | 51.6% | 51.6% | 54.5% | 45.3% | 52.8% | 60.0% | 17.7% |
Return on Capital
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|---|
| ROE | 37.3% | 37.3% | 80.9% | 82.4% | 22.8% | 14.0% | 3.2% |
| ROA | 23.4% | 23.4% | 57.1% | 57.8% | 13.3% | 7.7% | 1.7% |
| ROIC | 24.3% | 24.3% | 71.0% | 94.0% | 24.8% | 10.7% | 6.8% |
| ROCE | 29.2% | 29.2% | 103.0% | 132.6% | 32.6% | 13.8% | 8.7% |
BAM Leverage & Debt
Solvency and debt-coverage ratios — lower is generally safer
Brookfield Asset Management Ltd. carries a Debt/EBITDA ratio of 1.3x, which is manageable (70% below the sector average of 4.3x). Net debt stands at $2.1B ($3.7B total debt minus $1.6B cash).
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.35 | 0.35 | 0.07 | 0.12 | 0.00 | 0.03 | 0.40 |
| Debt / EBITDA | 1.26 | 1.26 | 0.08 | 0.09 | 0.00 | 0.20 | 3.13 |
| Net Debt / Equity | — | 0.20 | 0.06 | 0.12 | 0.00 | -0.14 | 0.22 |
| Net Debt / EBITDA | 0.72 | 0.72 | 0.07 | 0.08 | 0.00 | -0.90 | 1.75 |
| Debt / FCF | — | — | 0.33 | 0.49 | — | -1.44 | 1.52 |
| Interest Coverage | — | — | 17.76 | 36.85 | 870.00 | 5.41 | 3.62 |
BAM Liquidity & Efficiency
Short-term solvency ratios and asset-utilisation metrics
Brookfield Asset Management Ltd.'s current ratio of 4.20x is well above the 1.0 safety threshold, indicating strong short-term liquidity with ample room to cover current liabilities. The current ratio has improved from 0.80x to 4.20x over the past 3 years.
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|---|
| Current Ratio | 4.20 | 4.20 | 0.88 | 0.80 | 1.00 | 0.96 | 1.79 |
| Quick Ratio | 4.20 | 4.20 | 0.88 | 0.80 | 1.00 | 0.96 | 1.79 |
| Cash Ratio | 1.34 | 1.34 | 0.01 | 0.01 | 0.00 | 0.24 | 0.42 |
| Asset Turnover | — | 0.28 | 0.91 | 1.27 | 1.15 | 0.12 | 0.10 |
| Inventory Turnover | — | — | — | — | — | — | — |
| Days Sales Outstanding | — | — | — | — | — | — | — |
BAM Shareholder Yields
Earnings, FCF, buyback, and dividend yields — total returns to shareholders
Brookfield Asset Management Ltd. does not currently pay a dividend and has no material buyback yield, reinvesting earnings back into the business. The earnings yield of 3.3% (inverse of P/E) provides a useful comparison to bond yields when assessing the stock's relative attractiveness to fixed income.
Dividends
Full dividend history and growth charts are on the Dividend History page
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|---|
| Dividend Yield | — | — | — | — | — | — | — |
| Payout Ratio | — | — | 29.1% | 27.5% | 166.3% | 75.4% | 330.9% |
Total Shareholder Return Metrics
| Metric | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|---|
| Earnings Yield | 3.3% | 3.0% | 2.4% | 2.9% | 0.2% | — | — |
| FCF Yield | — | — | 0.7% | 0.8% | — | — | — |
| Buyback Yield | 0.0% | — | — | — | — | — | — |
| Total Shareholder Yield | 0.0% | — | — | — | — | — | — |
| Shares Outstanding | — | $1.6B | $1.7B | $1.6B | $1.6B | $1.6B | $1.6B |
Peer Comparison
Compare BAM with 10 similar companies in its peer group
| Company | Market Cap | P/E | EV/EBITDA | P/FCF | Gross Margin | Op Margin | ROE | ROIC | Debt/EBITDA |
|---|---|---|---|---|---|---|---|---|---|
 BAMYou | $78B | 30.6 | 27.6 | — | 93.2% | 57.6% | 37.3% | 24.3% | 1.3 |
 BX | $97B | 31.9 | 14.9 | 55.6 | 86.0% | 51.9% | 14.6% | 16.1% | 1.8 |
 KKR | $86B | 41.5 | 19.8 | 9.1 | 41.8% | 2.4% | 3.3% | 0.3% | 7.7 |
 APO | $79B | 18.9 | 6.4 | 10.6 | 88.5% | 34.4% | 12.2% | 16.0% | 1.2 |
 CG | $16B | 20.6 | 20.1 | 11.9 | 65.9% | 26.2% | 12.1% | 5.2% | 10.4 |
 ARES | $42B | 66.0 | 27.9 | 27.5 | 74.8% | 27.2% | 6.8% | 6.1% | 7.4 |
 BN | $99B | 88.9 | 12.3 | — | 38.8% | 28.6% | 0.8% | 3.7% | 9.7 |
 TPG | $16B | 34.8 | 20.7 | 16.1 | 96.9% | 14.7% | 4.8% | 9.3% | 2.1 |
 EQT | $32B | 15.3 | 6.8 | 11.2 | 48.9% | 34.7% | 7.9% | 6.9% | 1.4 |
 HLNE | $5B | 13.9 | 13.6 | 10.0 | 69.9% | 42.8% | 20.8% | 15.6% | 1.1 |
 STEP | $6B | -6.7 | — | 88.5 | 51.0% | -51.3% | -39.2% | -35.3% | — |
| Financial Services Median | — | 13.6 | 11.4 | 11.1 | 64.1% | 20.3% | 9.0% | 5.5% | 4.3 |
Peer selection based on competitive and market overlap. Compare multiple stocks →
Download Financial Ratios Data
Includes 30+ ratios · 6 years · Updated daily
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BAM — Frequently Asked Questions
Quick answers to the most common questions about buying BAM stock.
What is Brookfield Asset Management Ltd.'s P/E ratio?
Brookfield Asset Management Ltd.'s current P/E ratio is 30.6x. The historical average is 36.9x.
What is Brookfield Asset Management Ltd.'s EV/EBITDA?
Brookfield Asset Management Ltd.'s current EV/EBITDA is 27.6x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 25.1x.
What is Brookfield Asset Management Ltd.'s ROE?
Brookfield Asset Management Ltd.'s return on equity (ROE) is 37.3%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 40.1%.
Is BAM stock overvalued?
Based on historical data, Brookfield Asset Management Ltd. is trading at a P/E of 30.6x. Compare with industry peers and growth rates for a complete picture.
What are Brookfield Asset Management Ltd.'s profit margins?
Brookfield Asset Management Ltd. has 93.2% gross margin and 57.6% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.
How much debt does Brookfield Asset Management Ltd. have?
Brookfield Asset Management Ltd.'s Debt/EBITDA ratio is 1.3x, indicating moderate leverage. A ratio below 2x is generally considered financially healthy.