Brookfield Asset Management Ltd. (BAM) Brief Analysis and Updates

Business Description

See Brookfield Corporation (BN) Brief Analysis and Updates for now.

References

Seeking Alpha BAM estimated earnings (accessed on 2026/02/08)

Updates

2026/02/08 Brief valuation

Price	$49.6
Estimated 2026 EPS	$1.86  (P/E = 26.67)
Div	$1.82 (3.67%)
Expected annual growth	10-15%
Buy below price	2026 P/E = 22 given its 3+% dividend yield and high growth in EPS. 22 * 1.86 = $40.92.

2023/07/06 Brief assessment

The pure asset management company part of the Brookfield Corporation. With BN, BAM can grow its asset under management (AUM) easily. Oaktree Capital, founded by the famous Howard Marks, is part of it, so it's very reputable.

The management has already indicated they are locked in to grow its cash flow 15% annually for the next field years. Its management fees do not rely on performance that much, so they are stable. With an expected 2023 EPS of $1.39, P/E 25 is not cheap, but with the help of 3.8% dividend yield (close to 100% payout, thanks to the asset light business model), there is a fair chance the stock can return 15% annually.

2023/04/04 Brief assessment

The pure asset management company part of the Brookfield Corporation. With BN, BAM can grow its asset under management (AUM) easily. The management has already indicated they are locked in to grow its cash flow 15% annually for the next field years. Its management fees do not rely on performance that much, so they are stable. With an expected 2023 EPS of $1.46, P/E 22 is not cheap, but with the help of 4% dividend yield (pretty much 100% payout, thanks to the asset light business model), there is a fair chance the stock can return 15% annually.