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Brookfield Asset Management Ltd.

BAM

Companies in Investment Advice

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Financial Statements

Values in Millions ($)
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
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Common Class A
1,5971,638-211,6131,637
Common Class B
000000
Balance Ending
----366-
Assets
Cash And Cash Equivalents At Carrying Value
1,0451,5831,062480332404
Other Assets
-9958357756283
Other Receivables
2,9393,2803,4083,5293,3252,500
Investments
9,5109,7959,6419,4878,9969,113
Property Plant And Equipment Net
9392---58
Intangible Assets Net Excluding Goodwill
229234---38
Goodwill
236236---251
Deferred Income Tax Assets Net
574572702647613586
Assets
17,93717,04716,52116,14314,96614,157
Liabilities
Accounts Payable And Accrued Liabilities Current A…
2,1032,4592,4952,3572,1181,349
Financial Services Liabilities
467449393402302228
Other Accounts Payable And Accrued Liabilities
9327208999909171,092
Line Of Credit
2,4782,4781,4867432350
Minority Interest
-----31
Deferred Income Tax Liabilities Net
2081691211149746
Liabilities
6,7026,7375,8475,1134,0732,966
Redeemable Noncontrolling Interest Equity Preferre…
1,2651,3981,5621,8591,9302,103
Redeemable Noncontrolling Interest Equity Other Ca…
1,384-----
Stockholders Equity Inclu…
Treasury Stock Common Shares
-----23
Additional Paid In Capital
2181541146010152
Retained Earnings Accumulated Deficit
-1,047-851-704-715-617-488
Accumulated Other Comprehensive Income Loss Net Of…
180188189196176162
Stockholders Equity
8,5868,9129,1129,1718,4899,088
Liabilities And Stockholders Equity
17,93717,04716,52116,14314,96614,157

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Earnings Market Reaction

Fiscal Year
Q1 1 Month
Q1 2 Month
Q1 3 Month
Q2 1 Month
Q2 2 Month
Q2 3 Month
Q3 1 Month
Q3 2 Month
Q3 3 Month
Q4 1 Month
Q4 2 Month
Q4 3 Month
2026-1.32%-9.40%----------
20250.36%-1.39%12.74%-1.08%-4.49%-10.62%0.38%0.74%-6.31%-8.40%0.91%1.68%
2024----------1.31%17.52%20.95%

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Performance and Valuation Metrics

Metrics
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
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Per Share Metrics
Diluted EPS TTM
1.48
1.47
1.18
-
-
-
Free Cash Flow Per Share TTM
1.45
1.30
0.86
-
-
-
Dividend Per Share TTM
1.82
1.75
1.31
-
-
-
Margin Metrics
Gross Profit Margin TTM
103.04%
102.21%
-
-
-
-
Operating Profit Margin TTM
76.36%
74.16%
70.34%
-
-
-
Net Profit Margin TTM
60.38%
60.80%
67.33%
-
-
-
Valuation Metrics
P/E TTM
29.41
34.50
46.34
-
-
-
P/B TTM
8.23
9.28
9.79
9.37
8.81
9.08
P/S TTM
17.76
20.98
31.20
-
-
-
Market Cap
70.68B
82.74B
89.21B
85.96B
74.79B
82.48B
Enterprise Value
69.58B
83.03B
88.15B
85.48B
74.46B
82.08B
Calculated Values
Free Cash Flow TTM
2.33B
2.10B
1.38B
-
-
-
Net Debt
-1.10B
291.00M
-1.06B
-480.00M
-332.00M
-404.00M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Institutional Ownership

No data available for chart
2026-03-31
91.52%
Inst. Shares: 1,470,258,071
Shares Outstanding: 1,606,500,000
2025-12-31
92.55%
Inst. Shares: 1,492,054,728
Shares Outstanding: 1,612,200,000
2025-09-30
92.30%
Inst. Shares: 1,488,818,934
Shares Outstanding: 1,613,000,000
2025-06-30
92.34%
Inst. Shares: 1,489,079,485
Shares Outstanding: 1,612,600,000
2025-03-31
91.80%
Inst. Shares: 1,481,264,345
Shares Outstanding: 1,613,500,000

Brookfield Asset Management Ltd. (BAM) — SEC Financial Statements & Analysis

Brookfield Asset Management Ltd. (BAM) is a investment advice company, incorporated in A1. Brookfield Asset Management Ltd. trades on BAM: NYSE as: BAM. Based on its latest SEC filing (Form 10-Q, period ending 2026-03-31), Brookfield Asset Management Ltd. reported a Gross Profit Margin of 103.04% (TTM), a Price-to-Sales (P/S) ratio of 17.76x (TTM), a Price-to-Book (P/B) ratio of 8.23 (TTM), at a market cap of $70.68B. Figures below are sourced from SEC EDGAR, as-filed.

Gross Profit Margin TTM
103.04%
P/S TTM
17.76x
P/B TTM
8.23
Market Cap
$70.68B

Data as of 2026-03-31 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Brookfield Asset Management Ltd. in?

Brookfield Asset Management Ltd. (BAM) operates in the Investment Advice industry.

What is BAM's market cap?

Brookfield Asset Management Ltd. (BAM) has a market capitalization of $70.68B as of 2026-03-31.

What is BAM's P/E ratio?

Brookfield Asset Management Ltd. (BAM)'s trailing twelve month P/E ratio is 29.41x as of 2026-03-31.

What exchange does BAM trade on?

Brookfield Asset Management Ltd. (BAM) trades on the BAM: NYSE.

Where is Brookfield Asset Management Ltd. incorporated?

Brookfield Asset Management Ltd. is incorporated in British Columbia, Canada.

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Brookfield Asset Management Ltd. (BAM) financial data sourced directly from SEC EDGAR filings — including the latest 10-K annual report, 10-Q quarterly filings, insider transactions (SEC Form 4), institutional ownership (SEC Form 13F), Earning Marker Reaction Heat Map and 50+ calculated financial metrics like Price to Earnings Ratio (P/E), Return on Equity (ROE), Debt to Equity (D/E), Free Cash Flow Per Share (FCF/S), and Return on Invested Capital (ROIC). Unlike platforms that rely on third-party data aggregators, GeminIQ parses raw SEC filings directly — delivering institutional-grade accuracy at a fraction of the cost of Bloomberg Terminal or S&P Capital IQ.