Brookfield Asset Management Stock Buy Hold or Sell Recommendation
| BAM Stock | USD 39.18 0.41 1.04% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Brookfield Asset Management is 'Strong Hold'. Macroaxis provides Brookfield Asset buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BAM positions. The advice algorithm takes into account all of Brookfield Asset's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Brookfield Asset's buy or sell advice are summarized below:
Real Value 38.51 | Target Price 37.19 | Hype Value 39.2 | Market Value 39.18 | Naive Value 38.98 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Brookfield Asset Management given historical horizon and risk tolerance towards Brookfield Asset. When Macroaxis issues a 'buy' or 'sell' recommendation for Brookfield Asset Management, the advice is generated through an automated system that utilizes algorithms and statistical models.
Brookfield |
Execute Brookfield Asset Buy or Sell Advice
The Brookfield recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Brookfield Asset Management. Macroaxis does not own or have any residual interests in Brookfield Asset Management or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Brookfield Asset's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Brookfield Asset Trading Alerts and Improvement Suggestions
| Brookfield Asset Man generated a negative expected return over the last 90 days | |
| Brookfield Asset Man has a poor financial position based on the latest SEC disclosures | |
| About 69.0% of the company shares are held by institutions such as insurance companies | |
| On 28th of March 2024 Brookfield Asset paid $ 0.38 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Disposition of 277691 shares by Brookfield Reit Adviser Llc of Brookfield Asset at 12.0743 subject to Rule 16b-3 |
Brookfield Asset Returns Distribution Density
The distribution of Brookfield Asset's historical returns is an attempt to chart the uncertainty of Brookfield Asset's future price movements. The chart of the probability distribution of Brookfield Asset daily returns describes the distribution of returns around its average expected value. We use Brookfield Asset Management price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Brookfield Asset returns is essential to provide solid investment advice for Brookfield Asset.
| Mean Return | 0.03 | Value At Risk | -2.13 | Potential Upside | 2.41 | Standard Deviation | 1.41 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Brookfield Asset historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Brookfield Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Brookfield Asset is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Brookfield Asset Management backward and forwards among themselves. Brookfield Asset's institutional investor refers to the entity that pools money to purchase Brookfield Asset's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | 1832 Asset Management L.p | 2023-12-31 | 22.3 M | Mackenzie Investments | 2023-12-31 | 19.2 M | Akre Capital Management, Llc | 2023-12-31 | 18.1 M | First Manhattan Co. Llc | 2023-12-31 | 18 M | Bank Of Nova Scotia | 2023-12-31 | 17.5 M | Edgepoint Investment Group, Inc. | 2023-09-30 | 16.6 M | Manufacturers Life Insurance Co | 2023-12-31 | 16.5 M | Cibc Global Asset Management Inc | 2023-12-31 | 16.2 M | Norges Bank | 2023-12-31 | 15.3 M | Partners Value Investments Lp | 2023-12-31 | 121 M | Royal Bank Of Canada | 2023-12-31 | 99.8 M |
Brookfield Asset Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 1.6B | 455M | 393M | 1.1B | 8M | 7.6M | |
| Free Cash Flow | 847.2M | 1.8B | 1.4B | (387M) | 490.7M | 515.2M | |
| Other Non Cash Items | (7.0M) | 956M | (1.7B) | (520M) | (1.8B) | (1.7B) | |
| Dividends Paid | 491.2M | 1.3B | 1.4B | 3.2B | 505M | 633.2M | |
| Capital Expenditures | 1.0M | 20M | 35M | 13M | 17.3M | 16.4M | |
| Net Income | 2.0B | 573M | 2.8B | 2.9B | 451M | 428.5M | |
| End Period Cash Flow | 1.6B | 2.1B | 2.5B | 3.5B | 9M | 8.6M | |
| Change To Inventory | (2.5B) | 29M | 51M | (34M) | (30.6M) | (32.1M) | |
| Investments | (36.7B) | (6.5B) | (21.0B) | 1.7B | 1.4B | 1.5B | |
| Net Borrowings | 19.6B | 21.6B | 3.8B | 25B | 28.8B | 30.2B | |
| Depreciation | 6.1M | 7M | 11M | 13M | 14.3M | 13.5M | |
| Change To Netincome | (459M) | (36M) | 2.9B | 689M | 792.4M | 832.0M |
Brookfield Asset Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Brookfield Asset or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Brookfield Asset's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Brookfield stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.12 | |
β | Beta against NYSE Composite | 1.82 | |
σ | Overall volatility | 1.42 | |
Ir | Information ratio | -0.04 |
Brookfield Asset Volatility Alert
Brookfield Asset Management has relatively low volatility with skewness of -0.27 and kurtosis of 0.28. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Brookfield Asset's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Brookfield Asset's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Brookfield Asset Fundamentals Vs Peers
Comparing Brookfield Asset's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Brookfield Asset's direct or indirect competition across all of the common fundamentals between Brookfield Asset and the related equities. This way, we can detect undervalued stocks with similar characteristics as Brookfield Asset or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Brookfield Asset's fundamental indicators could also be used in its relative valuation, which is a method of valuing Brookfield Asset by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Brookfield Asset to competition |
| Fundamentals | Brookfield Asset | Peer Average |
| Return On Equity | 0.19 | -0.31 |
| Return On Asset | 0.12 | -0.14 |
| Profit Margin | 0.45 % | (1.27) % |
| Operating Margin | 0.63 % | (5.51) % |
| Current Valuation | 15.16 B | 16.62 B |
| Shares Outstanding | 388.73 M | 571.82 M |
| Shares Owned By Insiders | 15.09 % | 10.09 % |
| Shares Owned By Institutions | 68.66 % | 39.21 % |
| Number Of Shares Shorted | 15.94 M | 4.71 M |
| Price To Earning | 22.49 X | 28.72 X |
| Price To Book | 7.37 X | 9.51 X |
| Price To Sales | 3.79 X | 11.42 X |
| Revenue | 4.14 B | 9.43 B |
| Gross Profit | 2.74 B | 27.38 B |
| EBITDA | 2.65 B | 3.9 B |
| Net Income | 451 M | 570.98 M |
| Cash And Equivalents | 3.54 B | 2.7 B |
| Cash Per Share | 7.18 X | 5.01 X |
| Total Debt | 256 M | 5.32 B |
| Debt To Equity | 1.53 % | 48.70 % |
| Current Ratio | 1.69 X | 2.16 X |
| Book Value Per Share | 23.48 X | 1.93 K |
| Cash Flow From Operations | 508 M | 971.22 M |
| Short Ratio | 16.66 X | 4.00 X |
| Earnings Per Share | 1.13 X | 3.12 X |
| Price To Earnings To Growth | 4.84 X | 4.89 X |
| Target Price | 43.23 | |
| Number Of Employees | 2.4 K | 18.84 K |
| Beta | 1.42 | -0.15 |
| Market Capitalization | 15.27 B | 19.03 B |
| Total Asset | 14.22 B | 29.47 B |
| Retained Earnings | (35 M) | 9.33 B |
| Working Capital | (225 M) | 1.48 B |
Note: Disposition of 277691 shares by Brookfield Reit Adviser Llc of Brookfield Asset at 12.0743 subject to Rule 16b-3 [view details]
Brookfield Asset Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Brookfield . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Brookfield Asset Buy or Sell Advice
When is the right time to buy or sell Brookfield Asset Management? Buying financial instruments such as Brookfield Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 461M | 3M | 256M | 243.2M | Total Assets | 25.6B | 12.9B | 14.2B | 13.5B |
Use Investing Ideas to Build Portfolios
In addition to having Brookfield Asset in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Manufacturing Thematic Idea Now
Manufacturing
Companies that provide goods across residential, commercial and industrial construction such as machinery, tools, or lumber production. The Manufacturing theme has 20 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Manufacturing Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Brookfield Asset Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Brookfield Asset Man information on this page should be used as a complementary analysis to other Brookfield Asset's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
Complementary Tools for Brookfield Stock analysis
When running Brookfield Asset's price analysis, check to measure Brookfield Asset's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Brookfield Asset is operating at the current time. Most of Brookfield Asset's value examination focuses on studying past and present price action to predict the probability of Brookfield Asset's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Brookfield Asset's price. Additionally, you may evaluate how the addition of Brookfield Asset to your portfolios can decrease your overall portfolio volatility.
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| AI Investment Finder Use AI to screen and filter profitable investment opportunities | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets |
Is Brookfield Asset's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Brookfield Asset. If investors know Brookfield will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Brookfield Asset listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.24) | Dividend Share 1.28 | Earnings Share 1.13 | Revenue Per Share 10.449 | Quarterly Revenue Growth 0.012 |
The market value of Brookfield Asset Man is measured differently than its book value, which is the value of Brookfield that is recorded on the company's balance sheet. Investors also form their own opinion of Brookfield Asset's value that differs from its market value or its book value, called intrinsic value, which is Brookfield Asset's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Brookfield Asset's market value can be influenced by many factors that don't directly affect Brookfield Asset's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Brookfield Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine if Brookfield Asset is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Brookfield Asset's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.