Brookfield Asset Management Inc Class A Limited Voting Shares (BAM)

FairStock Score: 67/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for a business I can understand, run by capable people, with durable cash flows and a price that leaves room for error. Brookfield Asset Management is an asset manager collecting fees from institutional clients, pensions, sovereign funds, and endowments. That model can be attractive: in fiscal year 2025 (the year ended 2025-12-31), revenue was $3.9B and net income was $2.4B, up from revenue of $3.4B and net income of $2.1B in fiscal year 2024 (the year ended 2024-12-31). In fiscal Q2 2026 (the quarter ended 2026-06-30), filed results show revenue of $1.0B and net income of $1.2B, though quarterly profits can be uneven—in fiscal Q1 2026 (the quarter ended 2026-03-31), net income was $586M. FairStock calculations show ROE of 26.77%, ROCE of 13.04%, and a debt-to-equity ratio of only 0.34, which suggests a profitable, lightly leveraged operation. The 4.36% dividend yield and $2.3B of trailing free cash flow are positives. But Graham would balk at the price. At the 2026-10-13 close of $45.23, the stock carries a FairStock P/E of 25.99 and P/B of 9.62. The Graham Number is $13.56, leaving a margin of safety of negative 233.55%. PEG is 4.19, and FairStock calls it a slow grower, with profit up 5.9% a year over two years. Piotroski is only 4/9. I prefer wonderful businesses at fair prices; this looks like a good business at a full price. I would want more evidence that growth can justify the multiple before getting excited.

In plain English: Brookfield Asset Management manages investments for pensions, institutions and wealthy clients, mostly in real assets and private funds. The business looks strong: it is very profitable, carries little debt, and its sales and profits have grown. But at $45.23, the shares look expensive compared with what the company owns and earns, so the price already assumes continued success.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer