Brookfield Asset Management has earned a wide economic moat designation with 50% margins, a Rule of 40 score of 81, best-in-class return on equity and margins versus sector peers, and 24% year-over-year revenue growth — a franchise that has compounded returns across cycles — but a forward P/E of 22.1x, a confirmed price downtrend, and a dividend yield with coverage concerns constrain the risk/reward to roughly 1.1 to 1, making this a hold rather than an add.
Thesis pillars
- Wide Moat Elite Operating Margins→Stable
- Strong Revenue Growth Vs Peers→Stable
- Elevated Valuation Constrains Upside→Stable
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Mar 2, 2026
Brookfield Asset Management Inc (BAM) Stock Analysis
Financial Services · Asset Management
Wait for pullback to $45.89. At $46.75 the A.R:R is 1.2:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $45.89 (Atr Pullback Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Thin upside margin: 7.4%; Below 200-MA, MA slope -2.0%/30d (confirmed downtrend).
Brookfield Asset Management manages over $1 trillion in AUM globally, with $603 billion in Fee-Bearing Capital at December 31, 2025, across infrastructure, renewable power, private equity, real estate, and credit. The company earns asset management fees and performance income... Read more
Wait for pullback to $45.89. At $46.75 the A.R:R is 1.2:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $45.89 (Atr Pullback Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Thin upside margin: 7.4%; Below 200-MA, MA slope -2.0%/30d (confirmed downtrend). Chart setup: No clear chart pattern; technical signals are mixed. Growth is outpacing valuation and the technical setup has confirmed a breakout above resistance (PEG 0.81, quality 8.5/10, growth 10.0/10). Score 6.7/10, high confidence.
Passes 5/7 gates (positive momentum, clean insider activity, no SEC red flags, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About Brookfield Asset Management Inc
About Brookfield Asset Management Inc
Brookfield Asset Management managed over $1 trillion in AUM at December 31, 2025, with $603 billion in Fee-Bearing Capital spanning five principal strategies: credit at $363 billion (the largest), real estate at over $273 billion, infrastructure at $247 billion, private equity at $155 billion, and renewable power and transition at $143 billion. In 2025, the firm raised over $110 billion, including final closes on its second global transition fund and fifth real estate flagship fund, serving over 2,400 institutional clients from 32 global offices.
BAM earns revenue through base management fees on Fee-Bearing Capital and performance income — principally carried interest — when funds exceed return targets. Of the $603 billion in Fee-Bearing Capital, 87% is long-dated or perpetual in nature, providing stability to fee revenue; the company intends to distribute at least approximately 90% of Distributable Earnings quarterly and reinvest the remainder. The credit platform at $363 billion AUM operates through BAM's proprietary capabilities alongside minority-owned partner managers including Oaktree, Castlelake, Angel Oak, LCM, Primary Wave, and 17Capital. In 2025, BAM raised approximately $68 billion across more than a dozen credit strategies, including nearly $31.6 billion across the Oaktree franchise. Capital is sourced from over 2,400 institutional clients — pension plans, sovereign wealth funds, and insurance companies — and approximately 60,000 private wealth investors served by over 300 client service professionals.
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BAM's investment advisers are registered with the SEC under the Investment Advisers Act of 1940, and broker-dealer entities are regulated by the SEC, FINRA, and Canadian provincial securities commissions. A specific fundraising risk identified in the filing: if a covered person in a Rule 506 offering were subject to a disqualifying event, the company would lose access to this primary capital-raising exemption — a scenario that could be materially adverse to operations. BAM is also subject to anti-bribery regimes across more than 50 countries, including the FCPA, U.K. Bribery Act 2010, and Brazil's Clean Companies Act.
See also: Financial Services · Asset Management
From Brookfield Asset Management Inc's most recent 10-K filing, extracted June 9, 2026.
Recent developments
updated 2026-10-28Recent Developments — Brookfield Asset Management Inc
Latest news
- NEWS Brookfield Asset Management (TSX:BAM): Can AI Infrastructure Fuel Growth? - Kalkine Media — Kalkine Media positive
- NEWS Brookfield Asset Management (TSX:BAM): Can AI Infrastructure Fuel Growth? - kalkinemedia.com — kalkinemedia.com positive
- NEWS Brookfield Asset Management stock changes its fee disclosure format - AD HOC NEWS — AD HOC NEWS neutral
- NEWS Brookfield Asset Management stock changes its fee disclosure format - ad-hoc-news.de — ad-hoc-news.de neutral
- NEWS Brookfield Asset Management Ltd. (NYSE:BAM) Stock Has Average Price Target of $58.65 According to Analysts - MarketBeat — MarketBeat positive
Generated 2026-10-28T11:28:53Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker·1 ceiling hit
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $45.89. At $46.75 the A.R:R is 1.2:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $45.89 (Atr Pullback Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Thin upside margin: 7.4%; Below 200-MA, MA slope -2.0%/30d (confirmed downtrend). Chart setup: No clear chart pattern; technical signals are mixed. Growth is outpacing valuation and the technical setup has confirmed a breakout above resistance (PEG 0.81, quality 8.5/10, growth 10.0/10). Target $50.23 (+7.4%), stop $43.47 (−7.5%), A.R:R 1.2:1. Score 6.7/10, high confidence.
Take-profit target: $50.23 (+7.4% upside). Target $50.23 (+7.4%), stop $43.47 (−7.5%), A.R:R 1.2:1. Stop-loss: $43.47.
Thin upside margin: 7.4%; Below 200-MA, MA slope -2.0%/30d (confirmed downtrend).
Brookfield Asset Management Inc trades at a P/E of 26.9 (forward 21.7). TrendMatrix value score: 4.8/10. Verdict: Buy (Wait for Entry).
23 analysts cover BAM with a consensus score of 3.5/5. Average price target: $56.
What does Brookfield Asset Management Inc do?Brookfield Asset Management manages over $1 trillion in AUM globally, with $603 billion in Fee-Bearing Capital at...
Brookfield Asset Management manages over $1 trillion in AUM globally, with $603 billion in Fee-Bearing Capital at December 31, 2025, across infrastructure, renewable power, private equity, real estate, and credit. The company earns asset management fees and performance income from over 2,400 institutional clients and approximately 60,000 private wealth investors, distributing at least approximately 90% of Distributable Earnings quarterly.