Brookfield Asset Management Stock Performance
| BAM Stock | 86.18 1.32 1.56% |
On a scale of 0 to 100, Brookfield Asset holds a performance score of 12. The firm shows a Beta (market volatility) of 0.0266, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Brookfield Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Brookfield Asset is expected to be smaller as well. Please check Brookfield Asset's total risk alpha, downside variance, daily balance of power, as well as the relationship between the maximum drawdown and skewness , to make a quick decision on whether Brookfield Asset's price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Brookfield Asset Management are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating primary indicators, Brookfield Asset displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Brookfield Asset dividend paid on 30th of June 2025 | 06/30/2025 |
| Begin Period Cash Flow | 9 M | |
| Free Cash Flow | 627 M |
Brookfield |
Brookfield Asset Relative Risk vs. Return Landscape
If you would invest 7,295 in Brookfield Asset Management on April 26, 2025 and sell it today you would earn a total of 1,323 from holding Brookfield Asset Management or generate 18.14% return on investment over 90 days. Brookfield Asset Management is generating 0.2791% of daily returns assuming 1.6989% volatility of returns over the 90 days investment horizon. Simply put, 15% of all stocks have less volatile historical return distribution than Brookfield Asset, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Brookfield Asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brookfield Asset's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Brookfield Asset Management, and traders can use it to determine the average amount a Brookfield Asset's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1643
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Estimated Market Risk
| 1.7 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Brookfield Asset is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Brookfield Asset by adding it to a well-diversified portfolio.
Brookfield Asset Fundamentals Growth
Brookfield Stock prices reflect investors' perceptions of the future prospects and financial health of Brookfield Asset, and Brookfield Asset fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Brookfield Stock performance.
| Return On Equity | 0.2 | |||
| Return On Asset | 0.11 | |||
| Profit Margin | 0.55 % | |||
| Operating Margin | 0.68 % | |||
| Current Valuation | 139.4 B | |||
| Shares Outstanding | 1.61 B | |||
| Price To Book | 12.03 X | |||
| Price To Sales | 33.27 X | |||
| Revenue | 482 M | |||
| EBITDA | 2.64 B | |||
| Cash And Equivalents | 3.54 B | |||
| Total Debt | 219 M | |||
| Book Value Per Share | 5.26 X | |||
| Cash Flow From Operations | 627 M | |||
| Earnings Per Share | 1.85 X | |||
| Total Asset | 4.39 B | |||
| Retained Earnings | (143 M) | |||
About Brookfield Asset Performance
By examining Brookfield Asset's fundamental ratios, stakeholders can obtain critical insights into Brookfield Asset's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Brookfield Asset is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Things to note about Brookfield Asset Man performance evaluation
Checking the ongoing alerts about Brookfield Asset for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Brookfield Asset Man help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 90.0% of the company shares are held by institutions such as insurance companies | |
| On 30th of June 2025 Brookfield Asset paid 0.6027 per share dividend to its current shareholders |
- Analyzing Brookfield Asset's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Brookfield Asset's stock is overvalued or undervalued compared to its peers.
- Examining Brookfield Asset's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Brookfield Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brookfield Asset's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Brookfield Asset's stock. These opinions can provide insight into Brookfield Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brookfield Asset Management. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.