BAM · BROOKFIELD ASSET MANAGEMENT LTD
Price
Snapshot
50 fields · last close| Market Cap | $74.10B |
| P/E | 26.42 |
| Float | 379.1M |
| Beta | 1.65 |
| Volatility | 41.1% |
| Exchange | NYSE |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | High |
| Clavix score | 74.0 |
| Price | 44.25 |
| Change | −2.17% |
| Prev Close | 45.23 |
| Open | 46.00 |
| Day Low | 45.15 |
| Day High | 46.19 |
| Avg Vol | 4 |
| Avg $ Vol | $165.4M |
| 52W High | 59.33 |
| 52W Low | 42.20 |
| 52W Pos | 12.0% |
| From High | −25.42% |
| From Low | +4.86% |
| Max DD 1Y | −24.74% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | −2.03% |
| SMA 50 | −9.44% |
| SMA 200 | −8.27% |
| RSI (14) | 42.5 |
| Vol 30D | 21.9% |
| Vol 90D | 28.2% |
| 1Y Range | 42–59 |
| Daily bars | 900 |
| Perf Week | +0.04% |
| Perf Month | −3.00% |
| Perf Quarter | −7.73% |
| Perf Half Y | −4.74% |
| Perf Year | −17.85% |
| Perf YTD | −17.21% |
| Prev Day | −2.17% |
| Clavix | B |
| Debt / Eq | 1.26 |
| Curr Ratio | 1.63 |
| Int Cover | 12.5× |
| FCF Margin | 53.3% |
| Rev Growth | +21.0% |
| Profit | Profitable |
| Leverage | Low |
| Sector rank | 37 / 69 |
Clavix risk grade
regraded every trading dayBAM grades B, 74.0 of 100. Steadiest on News Sentiment (66), most exposed on Sector Resilience (51, mixed). 2 of the 4 weighted dimensions sit above the Financial Services median. Ranks 37 of 69 in Financial Services by Clavix score.
How rough the ride is
| BAM | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 1.65 | 1.21 |
| Volatilityannualized | 41.1% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | −24.7% | — |
| Typical daily movemedian absolute daily change | 1.16% | — |
| Days beyond ±3%of the last 252 sessions | 30 (12%) | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| BAM | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 1.65 | 1.21 |
| Macro sensitivityrate, dollar and credit exposure bucket | High | Moderate 41% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| BAM | |
|---|---|
| 1 week | +0.0% |
| 1 month | −3.0% |
| Year to date | −17.2% |
| 1 year | −17.9% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| BAM | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 10 since 30 Sep |
| Average score0 most bearish, 100 most bullish | 71 |
| Bullish · bearisharticles above 60 · below 40 | 9 · 1 |
| Directionarticles whose tone is improving vs worsening | 9 ↑ 1 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| BAM | |
|---|---|
| Revenue growthyear over year | +21.0% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openItem 8.01. Other Events. On October 13, 2026, the Registrant issued a press release, a copy of which is attached hereto as Exhibit 99.1 and is incorporated herein by reference. Item 9.01. Financial Statements and Exhibits. (d) Exhibits Exhibit Number Description 99.1 Press Release dated October 13, 2026 104 Cover Page Interactive Data File (embedded within the Inline XBRL document) SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant
Investors often make decisions in haste, without properly examining the company and its cash flow sources and quality. We discuss two asset-backed income picks with growing payouts and resilient business models. Energy Transfer and Brookfield Asset Management are positioned for durable, growing cash flows, providing reliable income and portfolio resilience through market cycles.
Dividend stocks are selling off as rate hike fears return. The inflation spike may prove temporary. Some blue-chip dividend stocks now offer rare yields.
The market is offering several proven long-term total return outperformers at a clear discount today. I detail two opportunities that have very strong underlying fundamentals and long-term growth potential. I also share the risks involved.
Brookfield Asset Management (TSX:BAM) has been busy on two fronts: moving into UK affordable housing through its Ursa Affordable Housing platform and teaming up with Foxconn on Vietnamese renewable energy and storage projects. Those moves land at a tricky moment for the stock. Brookfield Asset Management’s share price is down about 12% year to date and roughly 8% over the past month. However, the 3 year total shareholder return of about 60% shows the longer term story has been much stronger...
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| KKR | KKR & Co Inc | B- | $78.24B | 24.82 | 1.75 | Compare |
| APO | Apollo Global Management Inc | B | $68.67B | 36.62 | 1.52 | Compare |
| MCO | Moody's Corp | B+ | $80.39B | 29.29 | 1.33 | Compare |
| ICE | Intercontinental Exchange Inc | B+ | $87.81B | 21.86 | 0.88 | Compare |
| BN | Brookfield Corp | B+ | $89.92B | 63.23 | 1.57 | Compare |
| BNY | Bank of New York Mellon Corp | B | $95.69B | 15.35 | 1.02 | Compare |
| HOOD | Robinhood Markets Inc | D- | $99.37B | 47.96 | 2.47 | Compare |
| CME | CME Group Inc | B+ | $99.97B | 23.50 | 0.23 | Compare |
You just read one holding. Clavix reads the whole portfolio.
Every position you own, graded on the same five dimensions, with an alert when a grade moves. Three months free on iPhone.