Subject of the day
BAM.TO
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.
| Line | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 |
|---|---|---|---|---|
| Revenue | $1.08B | $1.15B | $1.14B | $1.24B |
| Gross profit | $820.00M | $749.00M | $761.00M | $905.00M |
| Operating income | $738.00M | $586.00M | $763.00M | $947.00M |
| Net income | $581.00M | $620.00M | $724.00M | $560.00M |
| Diluted EPS | 0.36 | 0.38 | 0.44 | 0.34 |
| Free cash flow | $265.00M | $529.00M | $745.00M | $706.00M |
$77.78
▲ +1.85 (+2.4%)
| 52w hi | $83.26 |
|---|---|
| 52w lo | $58.16 |
| Vol | 1.18M |
| As of | Aug 13 |
Our score +0.10
| Short | -0.11 |
|---|---|
| Medium | +0.16 |
| Long | +0.40 |
computed 2026-08-13
Brookfield Asset Management Ltd.
Financial Services · Asset Management
| Market cap | $124.23B |
|---|---|
| Enterprise value | $128.22B |
| Trailing P/E | 32.14x |
| Forward P/E | 25.69x |
| EV / EBITDA | 33.48x |
| P / S (ttm) | 21.65x |
| Profit margin | 48.9% |
| Return on equity | 26.8% |
| Revenue growth | +60.8% |
| Earnings growth | +47.4% |
| Debt / equity | 34.45 |
| Beta vs SPX | 1.25 |
|---|---|
| Corr SPX | 0.65 |
| Annual vol | 31.6% |
| Annual ret | +22.2% |
| Sharpe | 0.70 |
| Max DD | -34.3% |
Window: 504 trading days (493 obs)
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.34 | |
| Sector | +0.09 | |
| Technical | +0.00 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-08-13
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Aug 13 | $76.34 | $77.99 | $76.04 | $77.78 | 1.18M |
| Aug 12 | $77.04 | $77.26 | $75.50 | $75.93 | 1.26M |
| Aug 11 | $73.86 | $77.25 | $73.86 | — | 1.17M |
| Aug 10 | $72.96 | $73.91 | $72.72 | $73.66 | 1.58M |
| Aug 7 | $74.63 | $75.42 | $73.03 | $73.19 | 1.31M |