BAM Stock Analysis for Money Stockers
Introduction
We turn our attention to Brookfield Asset Management Ltd. (BAM), situated in the Asset Management industry within the Financial Services sector. As of 2025-05-30 00:00:00, the stock is trading at $56.10, reflecting apparent technical strength, trading above its key moving averages. A position over both the 50-day and 200-day SMAs often confirms an ongoing uptrend. With a market capitalization of approximately $91.11 B, BAM represents a significant player in its field.
This report offers a multi-faceted analysis of Brookfield Asset Management Ltd. (BAM), integrating technical signals, fundamental data, and forward-looking forecasts. The aim is to provide investors with a balanced perspective on the stock’s current market standing, potential risks (see Risk Factors), and future performance outlook.
Company Description
The company primarily focuses on: Brookfield Asset Management ULC was incorporated in 2022 and is based in Toronto, Canada. Brookfield Asset Management ULC operates as a subsidiary of Brookfield Corporation.
Metrics Summary
This snapshot summarizes BAM’s current position. With a price of $56.10, the 1-year projection aims for approximately $79.14 (+41.1%). Sentiment derived from technicals is Bullish (Above SMA 50 / Above SMA 200). Recent volatility (20.6%) quantifies price fluctuations. We delve into more specific technical and fundamental analysis in the subsequent sections.
Detailed Forecast Table
Here’s the breakdown of the month forecast for BAM ($47.54 to $125.39 overall range). The table shows projected price bands, potential ROI against the current price, and the resulting model signal per period.
Over the forecast horizon (2025-05 to 2026-05), BAM’s price is projected by the model to fluctuate between approximately $47.54 and $125.39.
The projected price range remains relatively consistent (from $56.43 – $56.43 to $47.54 – $107.67), implying stable forecast uncertainty.
| Month (Period) | Min. Price | Avg. Price | Max. Price | Potential ROI vs Current ($56.10) | Model Signal |
|---|---|---|---|---|---|
| 2025-05 | $56.43 | $56.43 | $56.43 | ● 0.6% | Hold/Neutral |
| 2025-06 | $55.55 | $57.92 | $62.85 | ▲ 3.2% | Consider Buy |
| 2025-07 | $58.77 | $63.85 | $74.95 | ▲ 13.8% | Consider Buy |
| 2025-08 | $62.49 | $71.87 | $86.43 | ▲ 28.1% | Consider Buy |
| 2025-09 | $65.82 | $80.33 | $100.17 | ▲ 43.2% | Consider Buy |
| 2025-10 | $70.16 | $86.53 | $109.60 | ▲ 54.2% | Consider Buy |
| 2025-11 | $70.90 | $92.58 | $120.09 | ▲ 65.0% | Consider Buy |
| 2025-12 | $74.13 | $96.79 | $124.99 | ▲ 72.5% | Consider Buy |
| 2026-01 | $67.80 | $94.83 | $124.94 | ▲ 69.0% | Consider Buy |
| 2026-02 | $63.65 | $94.20 | $125.39 | ▲ 67.9% | Consider Buy |
| 2026-03 | $52.86 | $87.89 | $123.31 | ▲ 56.7% | Consider Buy |
| 2026-04 | $47.70 | $78.59 | $108.87 | ▲ 40.1% | Consider Buy |
| 2026-05 | $47.54 | $79.14 | $107.67 | ▲ 41.1% | Consider Buy |
Remember that these forecasts are generated by models, carry inherent uncertainty, and can change with new data or market shifts. Future prices are not guaranteed.
Total Valuation
Moving beyond simple market cap, total valuation metrics provide deeper insight. At N/A, the Enterprise Value (EV) presents a fuller picture of BAM’s aggregate value, accounting for both equity and net debt. Key ratios derived from EV include EV/Revenue (22.50x) and EV/EBITDA (35.57x), which assess valuation relative to top-line revenue and operating profit (pre-deductions). These figures help evaluate BAM’s price relative to its business scale and operational results. Note the upcoming earnings (Est: 2025-05-06) and ex-dividend (2025-05-30) dates.
| Market Cap | $91.11 B |
| Enterprise Value | $91.42 B |
| EV/Revenue (TTM) | 22.50x |
| EV/EBITDA (TTM) | 35.57x |
| Next Earnings Date | 2025-05-06 |
| Ex-Dividend Date | 2025-05-30 |
Profitability Growth
This section examines BAM’s ability to generate profit and expand its business. Profitability is reflected in margins: Gross (72.76%), Operating (68.27%), and Net (55.25%). Recent expansion is reflected in Year-over-Year Revenue Growth (22.30%) and Earnings Growth (33.30%). Benchmarking these profit and growth figures against the past 📜 and peers 👥 is vital for interpretation. These are key indicators of financial performance and future potential.
| Profit Margin (TTM) | 55.25% |
| Operating Margin (TTM) | 68.27% |
| Gross Margin (TTM) | 72.76% |
| EBITDA Margin (TTM) | 63.25% |
| Revenue (TTM) | $4.18 B |
| Revenue Growth (YoY) | 22.30% |
| Gross Profit (TTM) | $3.04 B |
| EBITDA (TTM) | $2.64 B |
| Net Income (TTM) | $2.31 B |
| Earnings Growth (YoY) | 33.30% |
Analyst Insights
Here’s the consensus from Wall Street analysts on BAM. The average recommendation is ‘Buy’. This consensus is based on opinions from 15 analyst(s). Targets average $56.97 (within a range of $32.00 – $70.00). The average target ($56.97) suggests roughly 1.6% potential upside compared to the current price ($56.10). This reflects overall analyst sentiment on the stock’s outlook.
Technical Analysis Summary
This technical overview for BAM (as of 2025-05-30 00:00:00) covers essential trend, momentum, and volatility indicators. Charts offer more detail, but this summarizes the key signals.
- Trend: Positive Trend Alignment, as price ($56.10) holds above both the key 50-day and 200-day SMAs, indicating positive momentum across timeframes.
- Momentum (RSI): ➕ 26.6 (Depressed), potentially indicating the sell-off is exhausted.
Moving Average Details
Technical analysis uses past price and volume data to identify potential future trends but offers no guarantees. Combine with fundamental analysis and risk management.
Short Selling Info
Short selling data provides a measure of negative sentiment or bets against BAM. Key short interest indicators include Short % of Float (5.33%) and the Short Ratio (10.80x). The current level is considered moderate. This implies moderate bearish sentiment and suggests some short squeeze potential. The high Days to Cover (10.80x) implies it would take significant time for shorts to cover, amplifying potential short squeeze intensity.
| Shares Short | $21 M |
| Short Ratio (Days To Cover) | 10.80x |
| Short % of Float | 5.33% |
| Shares Short (Prior Month) | $12 M |
| Short Date | 2025-05-15 |
Stock Price Statistics
This section summarizes BAM’s stock price characteristics, including its sensitivity to market movements, historical trading range, recent price fluctuation intensity, and typical trading volume. Key price behavior metrics include Beta (1.87x), the 52-week trading range ($37.29 – $62.61), recent short-term volatility (20.6%), and average trading liquidity (3m Avg Vol: N/A). Beta (1.87x) suggests the stock is more volatile than the overall market. Recent volatility (20.6%) is moderate, suggesting average price fluctuations.
| 52 Week High | $62.61 |
| 52 Week Low | $37.29 |
| 50 Day MA | $52.78 |
| 200 Day MA | $52.30 |
| Beta | 1.87x |
| Volatility (30d Ann.) | 20.6% 📉 |
Conclusion Outlook
Short-Term Technical Snapshot
- ▲Overall Technical Sentiment: Bullish
- ▲Price Trend vs MAs: bullish (above SMA50/200)
- ➕Momentum (RSI): Oversold (26.6)
- 📊Support / Resistance (30d): ~$51.98 / ~$59.72
Longer-Term Fundamental & Forecast Outlook
- ▲1-Year Avg. Forecast: ~+41.1% avg. change to ≈$79.14
- ●Fundamental Health: Assessment Incomplete (ROE: 20.23%, D/E: 5.87x)
- ⚠️Valuation Snapshot: Appears Elevated (Fwd P/E: 32.85x)
- 📈Recent Growth (YoY): Positive (Rev: 22.30%, Earn: 33.30%)
- ▲Analyst Consensus: Buy (Target: $56.97)
Overall Assessment & Outlook
Overall, BAM combines a technical picture leaning Bullish with a fundamental health assessment of moderate. The current valuation is assessed as Appears Elevated (Fwd P/E: 32.85x). The 1-year forecast model suggests potential upside (+41.1%) towards ≈$79.14. Decision-making should factor in these elements against the potential risks outlined earlier and their strategic goals.
Note: This report combines model projections and public data for educational use. It is not investment advice. Market conditions change rapidly. Always conduct thorough independent research and consult a qualified financial advisor before making investment decisions.
Risk Factors
Investing in BAM involves various risks. This section outlines potential factors identified through data analysis and general market considerations. It is not exhaustive.
- ⚠️ Overall market fluctuations can impact the stock.
- ⚠️ Factors specific to the Asset Management industry or Financial Services sector can affect performance.
- ⚠️ Changes in macroeconomic conditions (interest rates, inflation) pose risks.
- ⚠️ Unforeseen company events or news can impact the price.