Brookfield Asset Management Ltd. (BAM) Stock

About Brookfield Asset Management Ltd.

Brookfield Asset Management operates as a prominent alternative asset manager and real estate investment trust (REIT), specializing in real estate, renewable energy, infrastructure, venture capital, and private equity assets. The firm provides a comprehensive range of public and private investment products and services to institutional and retail clients globally. Its strategy involves deploying capital into significant, premier assets across diverse geographies and asset classes, often co-investing its own capital alongside that of other investors. In its private equity and venture capital operations, the firm engages in a wide array of activities. These include early-stage ventures, outright acquisitions, control buyouts, corporate carve-outs, and the restructuring of financially distressed or underperforming mid-market companies. Its involvement further extends to recapitalizations, strategic redirections, and various forms of financing such as convertible, senior, and mezzanine debt, as well as operational and capital structure overhauls. Beyond private markets, Brookfield also actively participates in public debt and equity exchanges. Private equity investments are concentrated in specific sectors: Business Services (encompassing infrastructure, healthcare, road fuel distribution, construction, and real estate), Industrials (including manufacturers of automotive batteries, graphite electrodes, returnable plastic packaging, and sanitation management), and Residential/infrastructure services. The firm specifically targets companies underpinned by substantial real assets, primarily across industrial products, building materials, metals, mining, homebuilding, oil and gas, paper and packaging, general manufacturing, and forest product sectors. Geographically, Brookfield maintains a significant investment presence worldwide, concentrating on North America (including Canada, the United States, and Brazil), Europe, Australia, and the broader Asia-Pacific region. Equity investments typically range from $2 million to $500 million. The firm employs a four-year investment period, structured within a ten-year term that allows for two optional one-year extensions. Brookfield is flexible in its ownership approach, readily taking both minority and majority equity stakes. Established in 1997 and headquartered in Toronto, Canada, Brookfield Asset Management boasts a global network of additional offices across North America, South America, Europe, the Middle East, and Asia.

Brookfield Asset Management Ltd. is led by CEO Connor David Teskey, employs 2,500 people, headquartered in Toronto, CA, publicly traded since 2022.

Brookfield Asset Management Ltd. (BAM) stock trades at $47.35 with a market capitalization of $75.61B. The stock is valued at a price-to-earnings (P/E) ratio of 31.65, price-to-book of 9.03, price-to-sales of 15.62. Over the past 52 weeks the stock has ranged between $42.20 and $64.10, and currently trades 26.1% below its 52-week high.

On profitability, Brookfield Asset Management Ltd. generates a return on equity (ROE) of 28.43% — well above the market average, a sign of a high-quality business, return on capital employed of 27.42%, an operating margin of 57.58%, a net profit margin of 49.64%.

In its most recent fiscal year, Brookfield Asset Management Ltd. reported annual revenue of $4.9B, net profit of $2.5B, revenue has compounded at 17.9% a year over the last five years, profit at 45.9% a year. Profit growing faster than revenue points to expanding margins.

The balance sheet shows a debt-to-equity ratio of 0.71, a current ratio of 4.20, total assets of $17.2B, $1.6B in cash and equivalents.

BAM has an average daily trading volume of 2,870,622 shares, a beta of 1.25.

Official website: www.brookfield.com