BAM · BROOKFIELD ASSET MANAGEMENT LTD
Price
Snapshot
50 fields · last close| Market Cap | $75.44B |
| P/E | 26.89 |
| Float | 379.2M |
| Beta | 1.64 |
| Volatility | 41.1% |
| Exchange | NYSE |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | High |
| Clavix score | 74.7 |
| Price | 47.02 |
| Change | +2.11% |
| Prev Close | 46.05 |
| Open | 46.36 |
| Day Low | 45.66 |
| Day High | 46.40 |
| Avg Vol | 3 |
| Avg $ Vol | $149.6M |
| 52W High | 56.37 |
| 52W Low | 42.20 |
| 52W Pos | 34.0% |
| From High | −16.58% |
| From Low | +11.42% |
| Max DD 1Y | −22.98% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | +4.22% |
| SMA 50 | −1.96% |
| SMA 200 | −2.05% |
| RSI (14) | 50.7 |
| Vol 30D | 19.4% |
| Vol 90D | 27.9% |
| 1Y Range | 42–56 |
| Daily bars | 900 |
| Perf Week | +3.23% |
| Perf Month | +0.09% |
| Perf Quarter | +0.74% |
| Perf Half Y | −5.07% |
| Perf Year | −15.66% |
| Perf YTD | −12.03% |
| Prev Day | +2.11% |
| 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 | 36 / 69 |
Clavix risk grade
regraded every trading dayBAM grades B, 74.7 of 100. Steadiest on News Sentiment (66), most exposed on Sector Resilience (53, mixed). 2 of the 4 weighted dimensions sit above the Financial Services median. Ranks 36 of 69 in Financial Services by Clavix score.
How rough the ride is
| BAM | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 1.64 | 1.21 |
| Volatilityannualized | 41.1% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | −23.0% | — |
| Typical daily movemedian absolute daily change | 1.19% | — |
| Days beyond ±3%of the last 252 sessions | 29 (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 | 1.64 | 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 | +3.2% |
| 1 month | +0.1% |
| Year to date | −12.0% |
| 1 year | −15.7% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| BAM | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 16 Sep |
| Average score0 most bearish, 100 most bullish | 67 |
| Bullish · bearisharticles above 60 · below 40 | 25 · 5 |
| Directionarticles whose tone is improving vs worsening | 25 ↑ 5 ↓ |
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 openA report note by Wall Street Zen lowered Brookfield Asset Management from a 'hold' rating to a 'sell' rating. The article provides no other details.
Brookfield Asset Management backed credit investor Castlelake in launching a $1.1 billion commercial real estate CLO (a pool of commercial property loans packaged into tradable securities), marking Castlelake's first CRE securitization since partnering with BAM. The structure is designed as bridge financing for borrowers facing tighter traditional commercial property lending. (The article text is truncated, so details beyond this are limited.)
The article discusses a planned US$100 billion American Energy Hub project in Paducah tied to Brookfield Asset Management, NextEra Energy and other data center-linked players. It highlights how AI energy and compute demand could reshape digital infrastructure stocks like Equinix and Digital Realty. The body text is truncated before listing the three specific stocks analyzed.
Castlelake, an asset manager in which Brookfield Asset Management holds a 51% ownership stake, is launching a $1.1 billion commercial real estate CLO (a bundle of loans packaged into a tradeable security) backed by loans on a 26-property portfolio.
The article analyzes Bloom Energy (BE) stock, which returned 201.9% over the year ending October 12, 2026, versus 20.5% for the S&P 500. It mentions a partnership between Bloom Energy and Brookfield Asset Management announced on October 13, 2025, and teases further deals and financial growth details.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| KKR | KKR & Co Inc | B- | $80.67B | 25.59 | 1.75 | Compare |
| MCO | Moody's Corp | B+ | $83.31B | 29.29 | 1.33 | Compare |
| APO | Apollo Global Management Inc | B | $65.96B | 35.18 | 1.52 | Compare |
| ICE | Intercontinental Exchange Inc | B+ | $88.53B | 21.96 | 0.88 | Compare |
| HOOD | Robinhood Markets Inc | D- | $91.64B | 44.23 | 2.48 | Compare |
| BN | Brookfield Corp | B+ | $91.97B | 64.60 | 1.57 | Compare |
| BNY | Bank of New York Mellon Corp | B | $98.14B | 15.08 | 1.02 | Compare |
| NDAQ | Nasdaq Inc | B+ | $53.73B | 27.23 | 1.01 | 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. 1 month free on iPhone.