Brookfield Asset Management Ltd.

Fundamentals6.0
Price Action5.0
News Sentiment7.0
AI Rating
6.0

Key Drivers

  • High profitability
  • Negative free‑cash‑flow
  • Elevated leverage

AI
AI Summary

6.0

BAM's thesis has shifted from pure AUM-driven growth to a dual story where record fundraising and fee-bearing scale underpin distributable earnings but aggressive distributions and negative free cash flow create near-term cash-conversion and valuation downside, so investors should focus on dividend sustainability, realized carry timing, and refinancing reliance as the primary downside triggers.

FeeDurability
CashRisk
Valuation‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

6.0

Key Financial Insights:

  • High profitability
  • Negative free‑cash‑flow
  • Elevated leverage

BAM delivers very strong profitability and a large investment portfolio but is burdened by negative free cash flow, heavy dividend/financing outflows and premium valuation multiples that limit cash flexibility.

RichValuation
Profitability

Price Behavior

5.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Lower highs/lows
  • Below SMA
  • Tight recent low

BAM is in a clear near-term downtrend after roughly a 14% drop last month to $42.90, trading below the 21-day SMA (~$45.9) signaling short-term bearish momentum with immediate resistance near $45.8–$46.1 and thin support around $42.9.

bearish
watch
Support Level: $42.90
Resistance Level: $45.8–$46.1

~14% decline from $50.04 to $42.90 over the last month indicating accelerated selling

Sentiment & News

7.0

Key News Insights:

  • Dividend growth
  • AI expansion
  • Funding diversification

Brookfield is boosting dividend and distributable‑EPS growth while diversifying funding and expanding AI and renewables (Radiant AI $1.3B, $1B commercial‑paper program, Northview JV), though shares trade under the 200‑day moving average.

growth
monitor

Strategic asset expansion and stronger liquidity should underpin long‑term income growth, but near‑term technical weakness may constrain upside