Brookfield Asset Management stock
BAMNYSEBrookfield Asset Management Ltd., Financial ServicesISIN CA1130041058
63Score 63 out of 100, Neutral
Price and trend
70 / 100
Price history
−6.0% in one yearThe chart shows daily closes over 4 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 7.4% above it.
Since October 2026 the 50-day line has been below the 200-day line; the trend has turned down.
Normal: the price is neither overheated nor sold off (RSI 64).
The price is 8.0% below its 52-week high. Largest decline in 4 years: 32% (July 2025 to March 2026).
Chart figures for advanced users
- SMA 50$47.34
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$47.85
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)64
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$42.87
- The lowest closing price of the last twelve months.
- Resistance$55.86
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Brookfield Asset Management Ltd. belongs to the Asset Management industry (United States) and, with a market value of $82.15B, is number 6 of 131 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $4.61B (up 15.8% year on year) and earnings of $2.49B (up 14.6%).
- For fiscal 2026, analysts expect on average revenue of $6.32B (up 37.1%) and adjusted earnings per share of $1.83 (up 10.1%).
Show more
- MEQIRI Score 63 out of 100 (Neutral): rank 643 of 976 in Financial Services, median 68.
- Our model puts fair value at $41.24, with the price 27% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Growing faster than its industryRevenue up 16.4% a year since 2020, Asset Management median 10.5%.Growth 76
Weaknesses
None of our weakness checks flags anything. Crash risk is measured separately.
Its standout strengths are stability and growth, while profitability and valuation hold the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Score since yesterday from 78 to 63.
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk medium
How well MEQIRI warnsIn the middle among stocks ranked 101 to 1,000.
From 2016 to 2025, 13 in 100 such stocks fell 30% or more within a year, against a group average of 15 in 100.
What lowers it
- price near its 52-week high
Valuation
Valuation signal
Modestly overvaluedClosing price of 11 Nov 2026, used by the daily score.
In our model the price counts as cheap below $31.72 and expensive above $58.92 (uncertainty medium, based on the price swings of the past year).
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $34.04, at 7.8% it would be $52.07.
Valuation metrics
From the cash-flow model alone; the profit includes one-off items, so there is no industry value.
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 46.6% on the twelve months before. Revenue has grown strongly since 2019, at around 13% per year.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 66%, net 54%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out. Last 12 months: net 9%.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 3 Feb 2027in 83 days
- Last reported
- 6 Nov 2026EPS reported $0.47 (expected $0.46)in line with expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $1.83+0.2%
- Revenue
- $6.32B+2.3%
- Earnings per share
- $2.14−0.1%
- Revenue
- $7.24B+0.6%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: +2.4%As last quarter, 2026 is expected to be a record year; the Oaktree acquisition will lower the reported margin from next quarter.
“Similar to last quarter, we expect 2026 will be a record year for Brookfield and not by a small margin.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 5 Aug 2026 (fiscal Q2 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases or sales in the last 6 months.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Brookfield Asset Management
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 63
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Asset Management
The next larger and next smaller companies by market value
- BlackstoneBX $142.21B80
- InvestorINVE-B.ST $134.27B84
- BrookfieldBN $93.89B46
- KKRKKR $89.81B58
- Apollo Global ManagementAPO $72.61B46
- State StreetSTT $47.39B73
- Ares ManagementARES $45.29B66
- Ameriprise FinancialAMP $45.15B84
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral since 12 Nov 2026, previously Strong
- Valuation signal Fairly valued since 12 Nov 2026, previously Overvalued
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.