Company Valuation: Brookfield Asset Management Ltd.

Data adjusted to current consolidation scope
Fiscal Period: December 2022 2023 2024 2025 2026 2027 2028
Capitalization 1 - - - 84,465 77,675 - -
Change - - - - -8.04% - -
Enterprise Value (EV) 1 - - - 82,882 74,706 72,682 77,675
Change - - - - -9.86% -2.71% 6.87%
P/E ratio 24.5x 36x 40.7x 34.5x 25.1x 21.2x 19.3x
PBR - - 4.91x 10.4x 10.5x 7.36x 9.6x
PEG -0.5x -8.42x 2.2x 2.4x 0.9x 1.1x 2x
Capitalization / Revenue - - - 17.5x 12.9x 11.1x 9.78x
EV / Revenue - - - 17.2x 12.4x 10.4x 9.78x
EV / EBITDA - - - 26.7x 17.8x 15.8x 15.9x
EV / EBIT - - - 27.3x 20.9x 17.6x 15.9x
EV / FCF - - - - -201x 16.8x -177x
FCF Yield - - - - -0.5% 5.96% -0.57%
Dividend per Share 2 - 1.28 1.52 1.75 1.988 2.23 2.526
Rate of return - 3.18% 2.81% 3.34% 4.09% 4.58% 5.19%
EPS 2 1.17 1.12 1.33 1.52 1.935 2.293 2.514
Distribution rate - 114% 114% 115% 103% 97.3% 100%
Net sales 1 3,759 4,062 3,980 4,817 6,003 7,000 7,944
EBITDA 1 - - 2,429 3,102 4,189 4,607 4,883
EBIT 1 2,742 2,616 2,415 3,034 3,578 4,136 4,892
Net income 1 1,915 1,839 2,168 2,485 3,731 4,244 4,245
Net Debt 1 - -2,667 -404 -1,583 -2,969 -4,992 -
Reference price 2 28.65 40.30 54.18 52.44 48.64 48.64 48.64
Nbr of stocks (in thousands) - - - 16,10,740 15,96,786 - -
Announcement Date - 07/02/24 12/02/25 04/02/26 - - -
1USD in Million2USD
Estimates

P/E ratio, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
25.26x12.51x17.93x4.07% 7.81TCr
22.07x5.9x12.77x2.1% 17TCr
13.74x3.13x - 2.78% 14TCr
15.14x6.93x - 1.67% 9.09TCr
10.95x1.56x4.89x1.43% 4.17TCr
12.46x4.88x - 2.28% 4.16TCr
4.23x4.1x4.44x3.23% 3.5TCr
14.15x5x15.63x2.02% 2.98TCr
11.78x2.43x6.17x4.95% 2.24TCr
Average 14.42x 5.16x 10.30x 2.72% 7.16TCr
Weighted average by Cap. 16.67x 5.65x 12.02x 2.55%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield

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  4. Valuation Brookfield Asset Management Ltd.