StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
BAM$48.14-0.95%
Fair $48.14+0.0%

BAM

Brookfield Asset Management Ltd.

Financial Services / Asset ManagementNYSE

$48.14

-0.46 (-0.95%)

Fairly Valued+0.0%Fair Value $48.14Fund rank 35/100 · Data gapFallback financials|
SA 42/C
F-Score: 2/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

42/100

C

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · BAMLocal privado en este navegador · Brookfield Asset Management Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$76.9B

P/E

30.9x

↑

EV/EBITDA

24.6x

↑

ROE

30.6%

↑

Gross Margin

70.2%

↑

Debt/Equity

0.45

↑
52-Week Range$48
$42$64

TradingView lightweight chart

BAM price, volumen y niveles de valoración

Último $48.14Periodo +50.4%
Fair value: $48.14

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

45.6%

FCF / Net income

0.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.61B · net income $2.48B · FCF $2.10B

2022-FY → 2025-FY

Gross margin

70.2%— pts

Operating margin

65.8%— pts

Net margin

53.9%— pts

FCF margin

45.6%— pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.61B$4.61B$3.99B$3.71B—
Net Income$2.48B$2.48B$2.17B$1.84B$19.0M
EBITDA$3.23B$3.23B$2.67B$2.67B$35.0M
EPS——1.331.124.83
Gross Margin70.2%70.2%71.1%71.8%—
Operating Margin65.8%65.8%60.5%70.4%—
Net Margin53.9%53.9%54.3%49.5%—
Balance Sheet
Debt/Equity0.450.450.130.120.00
Current Ratio1.131.13———
Cash Flow
Free Cash Flow$2.10B$2.10B$1.61B$1.44B$-387.0M
Returns
ROE30.6%30.6%24.8%88.6%0.8%
Valuation
P/E30.8630.8641.1134.226.16
EV/EBITDA24.5724.578.875.68337.15
P/B9.549.542.637.184.96
Growth & Yield
Revenue Growth15.5%15.5%7.4%——
EPS Growth——18.7%-76.8%—
Dividend Yield4.1%4.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -10.0%

Total return

-10.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.33 → n/d

Residual

-14.2%

EPS growthn/d
Multiple reratingn/d
Dividend+4.1%
Residual / FX / buybacks / cross-term-14.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.