Brookfield Asset Management Ltd. (BAM) Financial Ratios
5 years of historical data (2020–2024) · Financial Services · Asset Management
EV/EBITDA
↑
29.48
↑+26% vs avg
5yr avg: 23.34
30Y Low16.1·High32.8
P/FCF
↑
130.19
-3% vs avg
5yr avg: 134.01
30Y Low123.0·High145.1
P/B Ratio
↑
24.90
-3% vs avg
5yr avg: 25.68
30Y Low19.3·High30.0
ROE
↑
80.9%
↓+99% vs avg
5yr avg: 40.7%
30Y Low3%·High82%
Debt/EBITDA
↓
0.08
↓-89% vs avg
5yr avg: 0.70
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 38.0x earnings, 83% below its 5-year average of 224.8x, sitting at the 50th percentile of its historical range. Compared to the Financial Services sector median P/E of 13.4x, the stock trades at a premium of 184%. On a free-cash-flow basis, the stock trades at 130.2x P/FCF, roughly in line with the 5-year average of 134.0x.
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Market Cap | $81.6B | $91.0B | $62.5B | $46.0B | — | — |
| Enterprise Value | $81.8B | $91.2B | $62.7B | $46.0B | — | — |
| P/E Ratio → | 38.00 | 42.34 | 34.68 | 597.29 | — | — |
| P/S Ratio | 20.51 | 22.85 | 15.38 | 12.68 | — | — |
| P/B Ratio | 24.90 | 27.75 | 29.96 | 19.34 | — | — |
| P/FCF | 130.19 | 145.06 | 122.96 | — | — | — |
| P/OCF | 130.19 | 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 29.5x EBITDA, 26% above its 5-year average of 23.3x. The Financial Services sector median is 11.4x, placing the stock at a 158% premium on an enterprise-value basis.
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| EV / Revenue | — | 22.90 | 15.44 | 12.68 | — | — |
| EV / EBITDA | 29.48 | 32.84 | 21.10 | 16.08 | — | — |
| EV / EBIT | 29.63 | 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 69.4%, significantly above the Financial Services sector average of 21.2%. Operating margins have compressed from 78.5% to 69.4% over the past 3 years, signaling potential cost pressures or competitive headwinds. Return on equity of 80.9% is exceptionally high — well above the sector median of 9.4%. ROIC of 71.0% represents excellent returns on invested capital versus a sector median of 5.7%.
Margins
Full margin charts and quarterly trend are on the Earnings History page
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Gross Margin | 71.0% | 71.0% | 74.2% | 80.7% | 77.2% | 75.9% |
| Operating Margin | 69.4% | 69.4% | 72.8% | 78.5% | 73.0% | 70.6% |
| Net Profit Margin | 54.5% | 54.5% | 45.3% | 52.8% | 60.0% | 17.7% |
Return on Capital
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| ROE | 80.9% | 80.9% | 82.4% | 22.8% | 14.0% | 3.2% |
| ROA | 57.1% | 57.1% | 57.8% | 13.3% | 7.7% | 1.7% |
| ROIC | 71.0% | 71.0% | 94.0% | 24.8% | 10.7% | 6.8% |
| ROCE | 103.0% | 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 0.1x, which is very conservative (98% below the sector average of 4.1x). Net debt stands at $207M ($219M total debt minus $12M cash). Interest coverage of 20.3x signals virtually no risk of debt distress — earnings comfortably cover interest obligations.
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Debt / Equity | 0.07 | 0.07 | 0.12 | 0.00 | 0.03 | 0.40 |
| Debt / EBITDA | 0.08 | 0.08 | 0.09 | 0.00 | 0.20 | 3.13 |
| Net Debt / Equity | — | 0.06 | 0.12 | 0.00 | -0.14 | 0.22 |
| Net Debt / EBITDA | 0.07 | 0.07 | 0.08 | 0.00 | -0.90 | 1.75 |
| Debt / FCF | — | 0.33 | 0.49 | — | -1.44 | 1.52 |
| Interest Coverage | 20.31 | 20.31 | 41.66 | 948.67 | 5.90 | 4.03 |
BAM Liquidity & Efficiency
Short-term solvency ratios and asset-utilisation metrics
The current ratio of 0.88x is below 1.0, meaning current liabilities exceed current assets. The current ratio has declined from 1.00x to 0.88x over the past 3 years.
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Current Ratio | 0.88 | 0.88 | 0.80 | 1.00 | 0.96 | 1.79 |
| Quick Ratio | 0.88 | 0.88 | 0.80 | 1.00 | 0.96 | 1.79 |
| Cash Ratio | 0.01 | 0.01 | 0.01 | 0.00 | 0.24 | 0.42 |
| Asset Turnover | — | 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. returns 0.8% to shareholders annually — split between a 0.8% dividend yield and 0.0% buyback yield. The payout ratio of 29.1% is conservative, leaving significant room for dividend growth or reinvestment. The earnings yield of 2.6% (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 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Dividend Yield | 0.8% | 0.7% | 0.8% | 6.9% | — | — |
| Payout Ratio | 29.1% | 29.1% | 27.5% | 166.3% | 75.4% | 330.9% |
Total Shareholder Return Metrics
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Earnings Yield | 2.6% | 2.4% | 2.9% | 0.2% | — | — |
| FCF Yield | 0.8% | 0.7% | 0.8% | — | — | — |
| Buyback Yield | 0.0% | 0.0% | 0.5% | 0.0% | — | — |
| Total Shareholder Yield | 0.8% | 0.7% | 1.3% | 6.9% | — | — |
| Shares Outstanding | — | $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 | $82B | 38.0 | 29.5 | 130.2 | 71.0% | 69.4% | 80.9% | 71.0% | 0.1 |
 BX | $98B | 32.1 | 15.0 | 56.0 | 86.0% | 51.9% | 14.6% | 16.1% | 1.8 |
 KKR | $90B | 43.1 | 20.3 | 9.4 | 41.8% | 2.4% | 3.3% | 0.3% | 7.7 |
 APO | $75B | 17.8 | 6.0 | 10.0 | 88.5% | 34.4% | 12.2% | 16.0% | 1.2 |
 CG | $18B | 23.3 | 21.7 | 13.5 | 65.9% | 26.2% | 12.1% | 5.2% | 10.4 |
 ARES | $41B | 63.2 | 27.0 | 26.3 | 74.8% | 27.2% | 6.8% | 6.1% | 7.4 |
 BN | $104B | 9999.0 | 8.5 | — | 40.0% | 39.9% | 0.8% | 5.6% | 6.4 |
 TPG | $17B | 37.2 | 22.1 | 17.2 | 96.9% | 14.7% | 4.8% | 9.3% | 2.1 |
 EQT | $36B | 17.3 | 7.6 | 12.6 | 48.9% | 34.7% | 7.9% | 6.9% | 1.4 |
 HLNE | $4B | 16.4 | 13.3 | 13.6 | 70.8% | 44.4% | 27.2% | 21.2% | 1.1 |
 STEP | $2B | -21.3 | — | 35.0 | -7.6% | -21.3% | -9.8% | -8.7% | — |
| Financial Services Median | — | 13.4 | 11.4 | 10.6 | 63.4% | 21.2% | 9.4% | 5.7% | 4.1 |
Peer selection based on competitive and market overlap. Compare multiple stocks →
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Start ComparisonBAM — 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 38.0x. The historical average is 38.5x. This places it at the 50th percentile of its historical range.
What is Brookfield Asset Management Ltd.'s EV/EBITDA?
Brookfield Asset Management Ltd.'s current EV/EBITDA is 29.5x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 23.3x.
What is Brookfield Asset Management Ltd.'s ROE?
Brookfield Asset Management Ltd.'s return on equity (ROE) is 80.9%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 40.7%.
Is BAM stock overvalued?
Based on historical data, Brookfield Asset Management Ltd. is trading at a P/E of 38.0x. This is at the 50th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.
What is Brookfield Asset Management Ltd.'s dividend yield?
Brookfield Asset Management Ltd.'s current dividend yield is 0.77% with a payout ratio of 29.1%.
What are Brookfield Asset Management Ltd.'s profit margins?
Brookfield Asset Management Ltd. has 71.0% gross margin and 69.4% 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 0.1x, indicating low leverage. A ratio below 2x is generally considered financially healthy.