Brookfield Asset Management Stock Performance
| BAM Stock | USD 50.68 1.06 2.05% |
The firm shows a Beta (market volatility) of 1.73, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Brookfield Asset will likely underperform. At this point, Brookfield Asset Man has a negative expected return of -0.0705%. Please make sure to confirm Brookfield Asset's skewness, and the relationship between the treynor ratio and rate of daily change , to decide if Brookfield Asset Man performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Brookfield Asset Management has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, Brookfield Asset is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.58 | Five Day Return 6.68 | Year To Date Return (4.78) | Ten Year Return 61.69 | All Time Return 61.69 |
Forward Dividend Yield 0.0338 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 1.75 | Dividend Date 2025-03-31 |
1 | Disposition of 277691 shares by Brookfield Reit Adviser Llc of Brookfield Asset at 12.0743 subject to Rule 16b-3 | 12/27/2024 |
| Brookfield Asset dividend paid on 31st of December 2024 | 12/31/2024 |
2 | Brookfield Asset Management Ltd Trading Down 5.28 percent on Jan 10 | 01/10/2025 |
3 | Montrusco Bolton Investments Inc. Decreases Position in Brookfield Asset Management Ltd. - MarketBeat | 01/29/2025 |
4 | Brookfield Asset Management Announces Record 2024 Resultsand 15 | 02/12/2025 |
5 | BAN Token Experiences Wild Fluctuations A 50 percent Drop After a Strong Surge | 02/25/2025 |
6 | Dubais GEMS Education plans 300 million spend to boost growth -February 28, 2025 at 0923 am EST - Marketscreener.com | 02/28/2025 |
7 | Tacita Capital Inc Purchases 7,743 Shares of Brookfield Asset Management Ltd. | 03/04/2025 |
8 | Brookfield Asset Management Ltd Shares Gap Down to 47.56 on Mar 7 | 03/07/2025 |
9 | Brookfield Asset Management Ltd Trading Down 4.05 percent on Mar 10 | 03/10/2025 |
10 | Acquisition by Oaktree Holdings, Llc of 7681964 shares of Brookfield Asset at 0.853509 subject to Rule 16b-3 | 03/13/2025 |
11 | William Blair Investment Management LLC Buys New Position in Brookfield Asset Management Ltd. | 03/17/2025 |
12 | Brookfield Asset Management Completes Filing of U.S. Annual Disclosure Document | 03/18/2025 |
13 | Could Westinghouse Be the Game Changer in Camecos Growth Story | 03/20/2025 |
14 | Brookfield Asset Management Ltd Stock Price Up 3.77 percent on Mar 24 | 03/24/2025 |
| Begin Period Cash Flow | 9 M |
Brookfield |
Brookfield Asset Relative Risk vs. Return Landscape
If you would invest 5,494 in Brookfield Asset Management on December 26, 2024 and sell it today you would lose (320.00) from holding Brookfield Asset Management or give up 5.82% of portfolio value over 90 days. Brookfield Asset Management is generating negative expected returns assuming volatility of 2.4333% on return distribution over 90 days investment horizon. In other words, 21% of stocks are less volatile than Brookfield, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Brookfield Asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brookfield Asset's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Brookfield Asset Management, and traders can use it to determine the average amount a Brookfield Asset's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.029
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| Negative Returns | BAM |
Estimated Market Risk
| 2.43 actual daily | 21 79% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Brookfield Asset is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Brookfield Asset by adding Brookfield Asset to a well-diversified portfolio.
Brookfield Asset Fundamentals Growth
Brookfield Stock prices reflect investors' perceptions of the future prospects and financial health of Brookfield Asset, and Brookfield Asset fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Brookfield Stock performance.
| Return On Equity | 0.2 | ||||
| Return On Asset | 0.0176 | ||||
| Current Valuation | 84.35 B | ||||
| Shares Outstanding | 1.64 B | ||||
| Price To Earning | 22.49 X | ||||
| Price To Book | 25.94 X | ||||
| Price To Sales | 44.78 X | ||||
| Revenue | 482 M | ||||
| Gross Profit | (368 M) | ||||
| EBITDA | 2.43 B | ||||
| Net Income | 541 M | ||||
| Cash And Equivalents | 3.54 B | ||||
| Cash Per Share | 7.18 X | ||||
| Total Debt | 229 M | ||||
| Debt To Equity | 1.53 % | ||||
| Current Ratio | 1.69 X | ||||
| Book Value Per Share | 7.73 X | ||||
| Cash Flow From Operations | 627 M | ||||
| Earnings Per Share | 1.28 X | ||||
| Market Capitalization | 84.71 B | ||||
| Total Asset | 4.39 B | ||||
| Retained Earnings | (143 M) | ||||
| Working Capital | (128 M) | ||||
About Brookfield Asset Performance
By examining Brookfield Asset's fundamental ratios, stakeholders can obtain critical insights into Brookfield Asset's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Brookfield Asset is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (744.54) | (781.76) | |
| Return On Tangible Assets | 0.12 | 0.13 | |
| Return On Capital Employed | (0.01) | (0.01) | |
| Return On Assets | 0.12 | 0.13 | |
| Return On Equity | 0.17 | 0.10 |
Things to note about Brookfield Asset Man performance evaluation
Checking the ongoing alerts about Brookfield Asset for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Brookfield Asset Man help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Brookfield Asset Man generated a negative expected return over the last 90 days | |
| Brookfield Asset Man has a strong financial position based on the latest SEC filings | |
| Over 90.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from gurufocus.com: Brookfield Asset Management Ltd Stock Price Up 3.77 percent on Mar 24 |
- Analyzing Brookfield Asset's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Brookfield Asset's stock is overvalued or undervalued compared to its peers.
- Examining Brookfield Asset's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Brookfield Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brookfield Asset's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Brookfield Asset's stock. These opinions can provide insight into Brookfield Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brookfield Asset Management. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Brookfield Asset. If investors know Brookfield will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Brookfield Asset listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.778 | Dividend Share 1.52 | Earnings Share 1.28 | Revenue Per Share | Quarterly Revenue Growth 5.406 |
The market value of Brookfield Asset Man is measured differently than its book value, which is the value of Brookfield that is recorded on the company's balance sheet. Investors also form their own opinion of Brookfield Asset's value that differs from its market value or its book value, called intrinsic value, which is Brookfield Asset's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Brookfield Asset's market value can be influenced by many factors that don't directly affect Brookfield Asset's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Brookfield Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine if Brookfield Asset is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Brookfield Asset's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.