Brookfield Asset Management Ltd.BAM
NYSE•Financial Services•Asset Management
Brookfield Asset Management Ltd. is a private equity firm specializing in acquisitions and growth capital investments. The firm primarily provides its services to institutional clients, high net worth individuals, financial institutions, public and private pension plans, sovereign wealth funds, endowments, and foundations. The firm manages separate client-focused public and private fund portfolios, listed partnerships, separate accounts, and co-investments. The firm invests in real assets, including real estate, infrastructure, renewable power, private equity, and credit. The firm employs fundamental and operational analysis to make its investments. The firm uses both in-house and external research to complement its investment process. It was founded in 2022 and is based in New York. Brookfield Asset Management Ltd. operates as a subsidiary of Brookfield Corporation.
Brookfield Asset Management Inc (BAM) reported trailing twelve months revenue of $5.07B as of March 2026, a Infinity% increase year-over-year. Quarterly revenue reached $1.34B, reflecting continued top-line momentum.
Brookfield Asset Management Inc generated $2.48B in TTM net income, with quarterly EBITDA of $605.00M. The operating margin contracted from 53.6% to 45.2%, suggesting rising cost pressures or pricing headwinds.
The spread between operating margin (45.2%) and net margin (43.8%) indicates tight cost control with minimal non-operating drag. Net margin has narrowed from 46.9% a year ago, reflecting increased costs or interest expense.
BAM trades at a P/E of 28.0x (in line with broad market averages) and a P/S of 13.7x. The price-to-book ratio of 8.1x indicates a significant premium over book value.
The company generated $332.00M in free cash flow over the trailing twelve months, a 26.2% increase year-over-year, indicating cash generation ability. The balance sheet shows $17.94B in total assets with $2.95B in long-term debt against $8.59B in stockholders equity for a debt-to-equity ratio of 0.3, a conservative capital structure. Data based on the most recent quarterly reports.
Competitive analysis based on 6 quarters of fundamental data
Operating margins are under pressure, averaging 45.5%. The business may lack pricing power or face rising costs.'
Consistently high ROE averaging 27.7% suggests a durable competitive advantage and efficient capital allocation.
5 of the last 6 quarters generated positive FCF. The company generally funds itself but has occasional cash consumption quarters.
Revenue has been flat or declining over recent quarters, which may indicate eroding demand or competitive pressure.
Data-driven red flags and warnings across 6 quarters
Margins are stable or improving at ~54.9% — no sign of cost or pricing stress.
FCF/Net Income has dropped below 0.7x in 4 quarters — monitor for earnings quality deterioration.
Limited debt-to-equity data available.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Share count is stable — no significant dilution or buyback activity.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation