Brookfield Asset Management Inc.(BAM) Stock Research - Grey Stern Research
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Brookfield Asset Management Inc. (BAM) Stock Analysis

$47.43 (-0.69%)

BAM Financial Performance


Use the table below to view Brookfield Asset Management Inc.'s financial profile. This data is gathers from the latest available financial statements. Annual data is taken from the trailing 12 months of statements. All numbers are reported in US Dollars and so any foreign currencies are converted to USD so comparison's can be done.

Based on Financial Statements from Q4 - 2023

Metric Value Ranking among Peers
Price $47.76 -
52 Week Low $28.35 -
52 Week High $48.15 -
Market Cap $20.0 Billion 7/11
Gross Margin 0% 11/11
Profit Margin 0% 11/11
EBITDA margin -100% 11/11
Q4 - 2023 Revenue $0 11/11
Q4 - 2023 Earnings $102.0 Million 9/11
Q4 - 2023 Free Cash Flow $0 Million 10/11
Trailing 4 Quarters Revenue $2.1 Billion 9/11
Trailing 4 Quarters Earnings $1.3 Billion 6/11
Quarterly Earnings Growth -82% 11/11
Annual Earnings Growth -41% 10/11
Quarterly Revenue Growth -100% 11/11
Annual Revenue Growth -46% 11/11
Cash On Hand $9.0 Million 11/11
Short Term Debt $0 10/11
Long Term Debt $0 10/11

Brookfield Asset Management Inc. Financial Metrics


Financial metrics are a set of useful numbers that can give key performance indicators of a company. The various metrics can include information about profitability, growth, and debt load. When combined and use properly they can tell an analyst a compelling fact-based story of how the company is currently performing. To compare Brookfield Asset Management Inc.'s metrics versus it's peers make sure to run our peer analysis tool.

Valuation Metrics

Metric Value Ranking among Peers
PE 15.81 5/11
PS 9.52 3/11
PB 8.98 1/11
PC 2222.72 1/11
Liabilities to Equity 0.44 9/11
ROA 0.39 1/11
ROE 0.57 1/11
Current Ratio 3.28 2/11
Quick Ratio 0.01 9/11
Long Term Debt to Equity 0.00 10/11
Debt to Equity 0.00 10/11
Burn Rate -0.09 8/11
Cash to Cap 0.00 11/11
CCR 10/11
EV to EBITDA -2499.43 11/11
EV to Revenue 9.51 5/11

Company Details

Brookfield 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.

CEO: Mr. J. Bruce Flatt

Website: https://www.brookfield.com

Address: Brookfield Place, 181 Bay St C 300, PO Box 762 TORONTO, ONTARIO

Exchange: New York Stock Exchange

Industry: Asset Management

Brookfield Asset Management Inc. Peer Analysis


A useful and more reliable way of seeing the health of a company is to compare it to other companies operating in the same sector. Below is our list of companies which we rank are the closest peers to Brookfield Asset Management Inc.. If you feel that peers should be added or removed from this list please contact us. To run an in-depth peer analysis which compares many financial metrics click on the link below.

Stock Ticker Market Cap
KKR & Co. Inc. KKR $117.3 Billion
Ares Capital Corporation ARCC $13.1 Billion
Franklin Resources, Inc. BEN $10.4 Billion
T. Rowe Price Group, Inc. TROW $23.9 Billion
Apollo Global Management, Inc. APO $75.6 Billion
Ares Management Corporation ARES $31.0 Billion
BlackRock, Inc. BLK $141.8 Billion
The Carlyle Group Inc. CG $15.4 Billion
Main Street Capital Corporation MAIN $4.4 Billion
Blue Owl Capital Inc. OWL $28.8 Billion
Run Peer Analysis
Income Statement
Balance Sheet
Cash Flow Statement
BAM Income Statements
Quarter Year Revenue Earnings
Q1 2024 $ 0 $102.0 Million
Q2 2024 $ 48.0 Million $124.0 Million
Q4 2023 $ 1.2 Billion $545.7 Million
Q3 2023 $ 893.0 Million $494.0 Million
Q2 2023 $ 985.0 Million $580.0 Million
Q1 2023 $ 966.0 Million $516.0 Million
Q4 2022 $ 1.1 Billion $504.0 Million
Q3 2022 $ 838.0 Million $695.0 Million

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BAM Balance Sheets
Quarter Year Cash & Equivalents Total Assets Total Debt Total Equity
Q1 2024 $9.0 Million $3.2 Billion $0 $2.2 Billion
Q2 2024 $10.0 Million $4.2 Billion $206.0 Million $3.3 Billion
Q4 2023 $2.7 Billion $14.2 Billion $0 $9.3 Billion
Q3 2023 $12.0 Million $3.2 Billion $0 $2.2 Billion
Q2 2023 $2.9 Billion $14.1 Billion $0 $7.4 Billion
Q1 2023 $3.2 Billion $14.0 Billion $0 $7.8 Billion
Q4 2022 $3.5 Billion $12.9 Billion $0 $9.5 Billion
Q3 2022 $2.6 Billion $28.2 Billion $683.0 Million $6.7 Billion

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BAM Cash Flow Statements
Quarter Year freeCashFlow capitalExpenditure netChangeInCash
Q2 2024 $118.2 Million -$38.7 Million $1.0 Million
Q4 2023 $8.2 Million $0 -$277.5 Million
Q1 2024 $107.0 Million -$38.0 Million $0
Q3 2023 $596.0 Million -$3.0 Million $27.0 Million
Q2 2023 $523.0 Million -$3.0 Million -$234.0 Million
Q1 2023 -$42.0 Million -$1.0 Million -$393.0 Million
Q4 2022 -$4.7 Billion $7.0 Million $944.0 Million
Q3 2022 $2.1 Billion -$1.0 Million -$39.0 Million

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