Ratings Brookfield Asset Management Ltd.

Equities

BAM

CA1130041058

Market Closed - Toronto S.E. Other stock markets 04:15:12 2024-05-09 pm EDT			5-day change	1st Jan Change
54.71 ^CAD	+1.73%		+3.66%	+2.80%

May. 09	Brookfield Quarterly Profit Rises, Beating Expectations	DJ
May. 09	Brookfield Reinsurance Brief: Q1 Net income per each class A and A-1 share US$0.08; Declares Regular Quarterly Distribution	MT

Strengths

Growth progress expectations are rather promising. Indeed, sales are expected to rise sharply in the coming years.
Margins returned by the company are among the highest on the stock exchange list. Its core activity clears big profits.
There is high visibility into the group's activities for the coming years. Outlooks on future revenues from analysts covering the equity remain similar. Such hardly dispersed estimates support highly predictable sales for the current and upcoming fiscal years.
Analysts' price targets are all relatively close, reflecting good visibility on the company's valuation.

Weaknesses

The company benefits from high valuations in earnings multiples.
For the last twelve months, sales expectations have been significantly downgraded, which means that less important sales volumes are expected for the current fiscal year over the previous period.
For the last four months, the sales outlook for the coming years has been revised downwards. No recovery of the group's activities is yet foreseen.
For the last four months, EPS estimates made by Standard & Poor's analysts have been revised downwards.
The average consensus view of analysts covering the stock has deteriorated over the past four months.

Ratings chart - Surperformance

Sector: Investment Management & Fund Operators

	1st Jan change	Capi.	Investor Rating	ESG Refinitiv
BROOKFIELD ASSET MANAGEMENT LTD.	+2.80%	15.3B		-
UBS GROUP AG	+0.88%	92.96B		C+
BROOKFIELD CORPORATION	+13.81%	68.72B	-	B+
APOLLO GLOBAL MANAGEMENT, INC.	+17.46%	64.48B		C
BANK OF NEW YORK MELLON CORPORATION (THE)	+12.10%	43.01B		C+
AMERIPRISE FINANCIAL, INC.	+13.22%	42.31B		A-
3I GROUP PLC	+16.48%	35.83B		A-
T. ROWE PRICE GROUP INC.	+3.35%	24.9B		B
STATE STREET CORPORATION	-1.55%	22.69B		A-
PRINCIPAL FINANCIAL GROUP, INC.	+6.13%	19.45B		B+

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes