Financial Services
Live Price
Offline$44.68
-0.50% today
1Y Change
-12.95%
Window
Jun 26, 2025 → Jun 17, 2026
Coverage: 245 bars · Jun 26, 2025 → Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Brookfield Asset Management Ltd. (BAM) is a Financial Services stock with a market cap of $79.34B. The stock last traded around $44.67 and down 13.0% across the available one-year price window (Jun 26, 2025 → Jun 17, 2026). Baseline metrics include revenue growth of +23.1%, EPS growth of +18.0%, a dividend yield of 3.7%. What stands out right now is revenue +23.1%, EPS +18.0%, free cash flow -100.0% with operating margin 65.8% and ROIC 15.2%. The dividend matters to the case here, with a current yield around 3.7%. Valuation already assumes a fairly strong business story at P/E 31.4 and price/sales 16.4. Overall, the current profile looks closer to a quality compounder than a generic broad-market placeholder. Stock Foundry combines BAM price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
BAM
—
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
BAM Max Drawdown
-32.16%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for BAM and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$3.1B
-14.9% YoY
FY Net Income
$1.9B
-3.3% YoY
Free Cash Flow
$1.4B
+463.8% YoY
Revenue Growth
+23.1%
EPS Growth
+18.0%
Gross Margin
84.6%
Net Margin
51.5%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 4.9B | 4.0B | 4.1B | 3.6B | 3.1B |
| Gross Profit | 4.6B | 2.8B | 3.0B | 2.9B | 2.4B |
| Operating Income | 2.8B | 2.8B | 3.0B | 2.8B | 2.3B |
| EBITDA | 3.0B | 2.4B | 2.6B | 2.6B | 2.1B |
| Net Income | 2.5B | 2.2B | 1.8B | 1.9B | 1.9B |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 1.6B | 12M | 9M | 1M | 2.5B |
| Total Assets | 17.2B | 4.4B | 3.2B | 3.2B | 25.6B |
| Total Liabilities | 6.9B | 1.1B | 1.1B | 784M | 11.2B |
| Shareholder Equity | 8.9B | 3.2B | 2.1B | 2.4B | 9.9B |
| Total Debt | 3.7B | 219M | 256M | 3M | 461M |
| Net Debt | 2.1B | 207M | 247M | 2M | -2.0B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
1.4B
+485.8% YoY
Capital Expenditures
35M
-169.2% YoY
Free Cash Flow
1.4B
+463.8% YoY
Key ratios
Gross Margin
84.6%
Operating Margin
65.8%
Net Margin
51.5%
ROE
29.0%
Debt / Equity
0.41x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.