Company Analysis Brookfield Asset Management Ltd
1. Summary
Advantages
- Price (42.22 $) is less than fair price (52.53 $)
- Dividends (3.19%) are higher than the sector average (2.69%).
- The stock's return over the last year (37.33%) is higher than the sector average (25.58%).
- Current debt level 1.8% is below 100% and has decreased over 5 years from 46.13%.
- The company's current efficiency (ROE=23.52%) is higher than the sector average (ROE=10.97%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Brookfield Asset Management Ltd | Financials | Index | |
|---|---|---|---|
| 7 days | 1.7% | -5.8% | 0.2% |
| 90 days | 17.3% | 0.8% | 4.1% |
| 1 year | 37.3% | 25.6% | 25% |
BAM vs Sector: Brookfield Asset Management Ltd has outperformed the "Financials" sector by 11.75% over the past year.
BAM vs Market: Brookfield Asset Management Ltd has outperformed the market by 12.34% over the past year.
Stable price: BAM is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: BAM with weekly volatility of 0.7178% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (42.22 $) is lower than the fair price (52.53 $).
Price significantly below the fair price: The current price (42.22 $) is 24.4% lower than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (7.25) is lower than that of the sector as a whole (62.87).
P/E vs Market: The company's P/E (7.25) is lower than that of the market as a whole (47.37).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.71) is higher than that of the sector as a whole (1.43).
P/BV vs Market: The company's P/BV (1.71) is lower than that of the market as a whole (22.69).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (3.81) is higher than that of the sector as a whole (3.49).
P/S vs Market: The company's P/S indicator (3.81) is lower than that of the market as a whole (15.16).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (5.05) is higher than that of the sector as a whole (-115.29).
EV/Ebitda vs Market: The company's EV/Ebitda (5.05) is lower than that of the market as a whole (17.77).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -4.49% over the last 5 years.
Accelerating profitability: The return for the last year (382.53%) exceeds the average return for 5 years (-4.49%).
Profitability vs Sector: The return for the last year (382.53%) exceeds the return for the sector (-62.85%).
5.4. ROE
ROE vs Sector: The company's ROE (23.52%) is higher than that of the sector as a whole (10.97%).
ROE vs Market: The company's ROE (23.52%) is higher than that of the market as a whole (17.14%).
5.5. ROA
ROA vs Sector: The company's ROA (15.31%) is higher than that of the sector as a whole (3.21%).
ROA vs Market: The company's ROA (15.31%) is higher than that of the market as a whole (6.51%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.19% is higher than the average for the sector '2.69%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.19% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 3.19% has been growing over the last 5 years. Growth over 10 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (23.63%) are at an uncomfortable level.
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