Company Valuation: Brookfield Asset Management Ltd.

Data adjusted to current consolidation scope
Fiscal Period: December 2022 2023 2024 2025 2026 2027
Capitalization 1 - - - 84,303 84,303 -
Change - - - - 0% -
Enterprise Value (EV) 1 - - - 82,882 83,490 82,464
Change - - - - 0.84% -1.23%
P/E ratio 24.5x 36x 40.7x 34.5x 26x 22x
PBR - - 4.91x 9.44x 8.41x 7.81x
PEG -0.5x -8.42x 2.2x 2.4x 1.2x 1.2x
Capitalization / Revenue - - - 17.5x 13.6x 11.8x
EV / Revenue - - - 17.2x 13.5x 11.6x
EV / EBITDA - - - 26.7x 22.8x 20.1x
EV / EBIT - - - 27.3x 23.2x 19.9x
EV / FCF - - - - - -
FCF Yield - - - - - -
Dividend per Share 2 - 1.28 1.52 1.76 1.964 2.197
Rate of return - 3.18% 2.81% 3.37% 3.76% 4.2%
EPS 2 1.17 1.12 1.33 1.52 2.007 2.38
Distribution rate - 114% 114% 107% 97.8% 92.3%
Net sales 1 3,759 4,062 3,980 4,817 6,195 7,118
EBITDA 1 - - 2,429 3,102 3,663 4,110
EBIT 1 2,742 2,616 2,415 3,034 3,601 4,148
Net income 1 1,915 1,839 2,168 2,485 3,574 4,176
Net Debt 1 - -2,667 -404 -1,583 -813.1 -1,839
Reference price 2 28.65 40.30 54.18 52.28 52.28 52.28
Nbr of stocks (in thousands) - - - 16,12,451 16,12,451 -
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.($)
31.69x15.46x28.1x3.37% 8.43TCr
27.22x7.06x17.52x1.92% 17TCr
17.81x - - 2.41% 13TCr
16.65x6.92x - 1.64% 8.38TCr
13.7x1.89x5.9x1.27% 4.44TCr
5.28x5.16x5.24x2.53% 4.64TCr
13.96x5.43x - 2.42% 3.67TCr
16.94x5.28x18.09x2.11% 2.73TCr
12.2x2.64x - 3.06% 2.26TCr
Average 17.27x 6.23x 14.97x 2.3% 7.16TCr
Weighted average by Cap. 20.29x 7.39x 17.04x 2.25%

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.