Financials Brookfield Asset Management Ltd.

Equities

BAM

CA1130041058

Investment Management & Fund Operators

Market Closed - Toronto S.E. Other stock markets 04:00:00 2024-06-07 pm EDT			5-day change	1st Jan Change
52.2 ^CAD	-1.95%		-2.43%	-1.92%

Jun. 07	Transcript : Brookfield Asset Management Ltd. - Shareholder/Analyst Call
Jun. 05	Brookfield Says It Can Triple Size of PE Business In Five Years	MT

Valuation

Fiscal Period: December	2022	2023	2024	2025	2026
Capitalization ¹	11,037	15,662	15,871	-	-
Enterprise Value (EV) ¹	11,037	12,995	7,898	15,871	15,871
P/E ratio	24.4 x	35.8 x	26.9 x	23.2 x	20.8 x
Yield	-	-	4.02%	4.37%	4.83%
Capitalization / Revenue	2.94 x	3.86 x	3.28 x	2.81 x	2.47 x
EV / Revenue	2.94 x	3.2 x	1.63 x	2.81 x	2.47 x
EV / EBITDA	-	-	-	-	-
EV / FCF	-	-	-	-	-
FCF Yield	-	-	-	-	-
Price to Book	-	-	-	-	-
Nbr of stocks (in thousands)	386,021	390,140	418,193	-	-
Reference price ²	28.59	40.14	37.95	37.95	37.95
Announcement Date	2/8/23	2/7/24	-	-	-

¹USD in Million²USD

Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December	2021	2022	2023	2024	2025	2026
Net sales ¹	75,731	3,759	4,062	4,833	5,647	6,428
EBITDA	-	-	-	-	-	-
EBIT ¹	-	2,742	2,616	2,534	3,050	-
Operating Margin	-	72.94%	64.4%	52.42%	54%	-
Earnings before Tax (EBT)	-	-	-	-	-	-
Net income ¹	-	1,915	1,839	2,784	3,414	-
Net margin	-	50.94%	45.27%	57.61%	60.45%	-
EPS ²	2.390	1.170	1.120	1.412	1.638	1.825
Free Cash Flow	-	-	-	-	-	-
FCF margin	-	-	-	-	-	-
FCF Conversion (EBITDA)	-	-	-	-	-	-
FCF Conversion (Net income)	-	-	-	-	-	-
Dividend per Share ²	-	-	-	1.524	1.660	1.835
Announcement Date	2/10/22	2/8/23	2/7/24	-	-	-

¹USD in Million²USD

Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December	2022 Q2	2022 Q3	2022 Q4	2023 Q1	2023 Q2	2023 Q3	2023 Q4	2024 Q1	2024 Q2	2024 Q3	2024 Q4	2025 Q1	2025 Q2
Net sales ¹	-	831	958	1,080	985	893	1,130	884	1,177	1,236	1,311	1,361	1,415
EBITDA	-	-	-	-	-	-	-	-	-	-	-	-	-
EBIT ¹	-	502	753	590	637	611	715	524	616.9	646.2	733.6	706.2	-
Operating Margin	-	60.41%	78.6%	54.63%	64.67%	68.42%	63.27%	59.28%	52.41%	52.29%	55.96%	51.88%	-
Earnings before Tax (EBT)	-	-	-	-	-	-	-	444	-	-	-	-	-
Net income ¹	668	-	-	-	-	494	374	441	656.3	711.8	811.3	789.2	-
Net margin	-	-	-	-	-	55.32%	33.1%	49.89%	55.75%	57.59%	61.89%	57.97%	-
EPS	-	-	0.3100	0.3200	0.2800	-	-	-	-	-	-	-	-
Dividend per Share ²	-	-	-	-	0.3200	0.3200	-	-	0.3800	0.3800	0.3800	0.4250	0.4250
Announcement Date	10/19/22	1/12/23	2/8/23	5/10/23	8/9/23	11/6/23	2/7/24	5/8/24	-	-	-	-	-

¹USD in Million²USD

Estimates

Balance Sheet Analysis

Fiscal Period: December	2021	2022	2023	2024	2025	2026
Net Debt ¹	-	-	-	-	-	-
Net Cash position ¹	-	-	2,667	7,973	-	-
Leverage (Debt/EBITDA)	-	-	-	-	-	-
Free Cash Flow	-	-	-	-	-	-
ROE (net income / shareholders' equity)	-	-	19.7%	111%	-	-
ROA (Net income/ Total Assets)	-	-	34%	-	-	-
Assets ¹	-	-	5,413	-	-	-
Book Value Per Share	-	-	-	-	-	-
Cash Flow per Share	-	-	-	-	-	-
Capex	-	-	-	-	-	-
Capex / Sales	-	-	-	-	-	-
Announcement Date	2/10/22	2/8/23	2/7/24	-	-	-

¹USD in Million

Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Brookfield Asset Management Ltd.

Trading Rating

Investor Rating

ESG Refinitiv

More Ratings

Analysts' Consensus

Sell

Buy

Mean consensus

HOLD

Number of Analysts

Last Close Price

37.95 USD

Average target price

42.16 USD

Spread / Average Target

+11.08%

Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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