Is Brookfield Asset Stock a Good Investment?
Brookfield Asset Investment Advice | BAM |
- Examine Brookfield Asset's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Brookfield Asset's leadership team and their track record. Good management can help Brookfield Asset navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Brookfield Asset's business and its evolving consumer preferences.
- Compare Brookfield Asset's performance and market position to its competitors. Analyze how Brookfield Asset is positioned in terms of product offerings, innovation, and market share.
- Check if Brookfield Asset pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Brookfield Asset's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Brookfield Asset Management stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Brookfield Asset Management is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Strong | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Brookfield Asset Stock
Researching Brookfield Asset's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 14.0% of the company shares are held by company insiders. The company last dividend was issued on the 29th of November 2024. Brookfield Asset Man had 3:2 split on the 2nd of April 2020.
To determine if Brookfield Asset is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Brookfield Asset's research are outlined below:
| Brookfield Asset Man has a strong financial position based on the latest SEC filings | |
| About 70.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from MacroaxisInsider: Disposition of 277691 shares by Brookfield Reit Adviser Llc of Brookfield Asset at 12.0743 subject to Rule 16b-3 |
Brookfield Asset Quarterly Liabilities And Stockholders Equity |
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Brookfield Asset uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Brookfield Asset Management. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Brookfield Asset's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 7th of February 2024 Upcoming Quarterly Report | View | |
| 8th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 7th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Brookfield Asset's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Brookfield Asset's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2003-11-06 | 2003-09-30 | 0.07 | 0.06 | -0.01 | 14 | ||
2003-08-07 | 2003-06-30 | 0.05 | 0.04 | -0.01 | 20 | ||
2003-04-29 | 2003-03-31 | 0.04 | 0.03 | -0.01 | 25 | ||
2003-02-14 | 2002-12-31 | 0.05 | 0.04 | -0.01 | 20 | ||
2002-11-06 | 2002-09-30 | 0.06 | 0.05 | -0.01 | 16 | ||
2002-08-01 | 2002-06-30 | 0.06 | 0.07 | 0.01 | 16 | ||
1999-08-06 | 1999-06-30 | 0.04 | 0.05 | 0.01 | 25 | ||
1999-04-30 | 1999-03-31 | 0.03 | 0.04 | 0.01 | 33 |
Know Brookfield Asset's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Brookfield Asset is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Brookfield Asset Management backward and forwards among themselves. Brookfield Asset's institutional investor refers to the entity that pools money to purchase Brookfield Asset's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Jarislowsky Fraser Ltd | 2024-09-30 | 19.2 M | Akre Capital Management, Llc | 2024-09-30 | 18.9 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 17.6 M | Mackenzie Investments | 2024-09-30 | 17.4 M | First Manhattan Co. Llc | 2024-09-30 | 17.1 M | Norges Bank | 2024-06-30 | 16.1 M | Bank Of Nova Scotia | 2024-09-30 | 14.2 M | Cibc Global Asset Management Inc | 2024-09-30 | 13.4 M | Fidelity International Ltd | 2024-06-30 | 12 M | Partners Value Investments Lp | 2024-09-30 | 121 M | Royal Bank Of Canada | 2024-06-30 | 90.6 M |
Brookfield Asset's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 23.99 B.Market Cap |
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Brookfield Asset's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.15 | 0.16 | |
| Return On Capital Employed | 0.43 | 0.45 | |
| Return On Assets | 0.14 | 0.15 | |
| Return On Equity | 0.22 | 0.23 |
Determining Brookfield Asset's profitability involves analyzing its financial statements and using various financial metrics to determine if Brookfield Asset is a good buy. For example, gross profit margin measures Brookfield Asset's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Brookfield Asset's profitability and make more informed investment decisions.
Brookfield Asset's Earnings Breakdown by Geography
Evaluate Brookfield Asset's management efficiency
Brookfield Asset Man has Return on Asset of 0.0113 % which means that on every $100 spent on assets, it made $0.0113 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1662 %, implying that it generated $0.1662 on every 100 dollars invested. Brookfield Asset's management efficiency ratios could be used to measure how well Brookfield Asset manages its routine affairs as well as how well it operates its assets and liabilities. As of the 30th of November 2024, Return On Tangible Assets is likely to grow to 0.16. Also, Return On Capital Employed is likely to grow to 0.45. At this time, Brookfield Asset's Return On Assets are very stable compared to the past year. As of the 30th of November 2024, Asset Turnover is likely to grow to 0.12, while Non Current Assets Total are likely to drop about 2.2 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 5.22 | 4.96 | |
| Tangible Book Value Per Share | 4.49 | 4.27 | |
| Enterprise Value Over EBITDA | 31.15 | 51.70 | |
| Price Book Value Ratio | 7.71 | 8.10 | |
| Enterprise Value Multiple | 31.15 | 51.70 | |
| Price Fair Value | 7.71 | 8.10 | |
| Enterprise Value | 18.7 B | 16.6 B |
Evaluating the management effectiveness of Brookfield Asset allows investors to assess its financial health and operational efficiency. Coupled with an analysis of its growth prospects and the current market dynamics, we evaluate the stock's true value and future potential. Key indicators such as revenue, earnings or debt levels are examined alongside external factors like economic trends and regulatory changes. The Brookfield Stock analysis seeks to determine whether the stock is undervalued, appropriately priced, or overvalued, thereby guiding your investment decisions.
Dividend Yield 0.0265 | Forward Dividend Yield 0.0265 | Forward Dividend Rate 1.52 | Beta 1.4196 |
Basic technical analysis of Brookfield Stock
As of the 30th of November, Brookfield Asset shows the Downside Deviation of 0.9651, risk adjusted performance of 0.2942, and Mean Deviation of 1.08. Brookfield Asset Man technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Brookfield Asset Man maximum drawdown, and the relationship between the information ratio and downside variance to decide if Brookfield Asset Man is priced correctly, providing market reflects its regular price of 57.16 per share. Given that Brookfield Asset has jensen alpha of 0.4126, we suggest you to validate Brookfield Asset Management's prevailing market performance to make sure the company can sustain itself at a future point.Brookfield Asset's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Brookfield Asset insiders, such as employees or executives, is commonly permitted as long as it does not rely on Brookfield Asset's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Brookfield Asset insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Brookfield Asset's Outstanding Corporate Bonds
Brookfield Asset issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Brookfield Asset Man uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Brookfield bonds can be classified according to their maturity, which is the date when Brookfield Asset Management has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Understand Brookfield Asset's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Brookfield Asset's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.2942 | |||
| Market Risk Adjusted Performance | 0.6076 | |||
| Mean Deviation | 1.08 | |||
| Semi Deviation | 0.2624 | |||
| Downside Deviation | 0.9651 | |||
| Coefficient Of Variation | 263.95 | |||
| Standard Deviation | 1.41 | |||
| Variance | 1.99 | |||
| Information Ratio | 0.2813 | |||
| Jensen Alpha | 0.4126 | |||
| Total Risk Alpha | 0.2891 | |||
| Sortino Ratio | 0.4114 | |||
| Treynor Ratio | 0.5976 | |||
| Maximum Drawdown | 6.25 | |||
| Value At Risk | (1.40) | |||
| Potential Upside | 3.43 | |||
| Downside Variance | 0.9314 | |||
| Semi Variance | 0.0689 | |||
| Expected Short fall | (1.33) | |||
| Skewness | 0.7721 | |||
| Kurtosis | 0.3187 |
| Risk Adjusted Performance | 0.2942 | |||
| Market Risk Adjusted Performance | 0.6076 | |||
| Mean Deviation | 1.08 | |||
| Semi Deviation | 0.2624 | |||
| Downside Deviation | 0.9651 | |||
| Coefficient Of Variation | 263.95 | |||
| Standard Deviation | 1.41 | |||
| Variance | 1.99 | |||
| Information Ratio | 0.2813 | |||
| Jensen Alpha | 0.4126 | |||
| Total Risk Alpha | 0.2891 | |||
| Sortino Ratio | 0.4114 | |||
| Treynor Ratio | 0.5976 | |||
| Maximum Drawdown | 6.25 | |||
| Value At Risk | (1.40) | |||
| Potential Upside | 3.43 | |||
| Downside Variance | 0.9314 | |||
| Semi Variance | 0.0689 | |||
| Expected Short fall | (1.33) | |||
| Skewness | 0.7721 | |||
| Kurtosis | 0.3187 |
Consider Brookfield Asset's intraday indicators
Brookfield Asset intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Brookfield Asset stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Brookfield Asset Corporate Filings
| 27th of November 2024 Other Reports | ViewVerify | |
| 22nd of November 2024 Other Reports | ViewVerify | |
6K | 20th of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
| 15th of November 2024 Other Reports | ViewVerify |
Brookfield Stock media impact
Far too much social signal, news, headlines, and media speculation about Brookfield Asset that are available to investors today. That information is available publicly through Brookfield media outlets and privately through word of mouth or via Brookfield internal channels. However, regardless of the origin, that massive amount of Brookfield data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Brookfield Asset news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Brookfield Asset relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Brookfield Asset's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Brookfield Asset alpha.
Brookfield Asset Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Brookfield Asset can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Brookfield Asset Man Historical Investor Sentiment
Investor biases related to Brookfield Asset's public news can be used to forecast risks associated with an investment in Brookfield. The trend in average sentiment can be used to explain how an investor holding Brookfield can time the market purely based on public headlines and social activities around Brookfield Asset Management. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Brookfield Asset's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Brookfield Asset and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Brookfield Asset news discussions. The higher the estimate score, the more favorable the investor's outlook on Brookfield Asset.
Brookfield Asset Corporate Directors
| Lord ODonnell | Independent Director | Profile | |
| Murilo Ferreira | Independent Director | Profile | |
| Diana Taylor | Independent Director | Profile | |
| Rafael Miranda | Independent Director | Profile |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brookfield Asset Management. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Brookfield Asset. If investors know Brookfield will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Brookfield Asset listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.03) | Dividend Share 1.46 | Earnings Share 1.09 | Revenue Per Share 10.449 | Quarterly Revenue Growth 5.406 |
The market value of Brookfield Asset Man is measured differently than its book value, which is the value of Brookfield that is recorded on the company's balance sheet. Investors also form their own opinion of Brookfield Asset's value that differs from its market value or its book value, called intrinsic value, which is Brookfield Asset's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Brookfield Asset's market value can be influenced by many factors that don't directly affect Brookfield Asset's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Brookfield Asset's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Brookfield Asset is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Brookfield Asset's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.