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Upturn AI SWOT - About
BAM 
Brookfield Asset Management Inc (BAM)
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Upturn Advisory Summary
10/10/2025: BAM (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
17 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $63.58
1 Year Target Price $63.58
| 6 | Strong Buy |
| 3 | Buy |
| 5 | Hold |
| 1 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 26.92% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 88.82B USD | Price to earnings Ratio 38.5 | 1Y Target Price 63.58 |
Price to earnings Ratio 38.5 | 1Y Target Price 63.58 | ||
Volume (30-day avg) 17 | Beta 1.57 | 52 Weeks Range 41.15 - 63.64 | Updated Date 10/12/2025 |
52 Weeks Range 41.15 - 63.64 | Updated Date 10/12/2025 | ||
Dividends yield (FY) 0.84% | Basic EPS (TTM) 1.43 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 55.92% | Operating Margin (TTM) 53.76% |
Management Effectiveness
Return on Assets (TTM) 11.01% | Return on Equity (TTM) 20.76% |
Valuation
Trailing PE 38.5 | Forward PE 24.75 | Enterprise Value 92530378331 | Price to Sales(TTM) 20.41 |
Enterprise Value 92530378331 | Price to Sales(TTM) 20.41 | ||
Enterprise Value to Revenue 110.81 | Enterprise Value to EBITDA 95.39 | Shares Outstanding 1613107657 | Shares Floating 1536037505 |
Shares Outstanding 1613107657 | Shares Floating 1536037505 | ||
Percent Insiders 3.79 | Percent Institutions 90.21 |
Upturn AI SWOT
Brookfield Asset Management Inc
Company Overview
History and Background
Brookfield Asset Management Inc. was founded in 1899 as the Su00e3o Paulo Tramway, Light and Power Company in Brazil. It has evolved from a transportation and power company to a global alternative asset manager, focusing on real assets.
Core Business Areas
- Renewable Power & Transition: Investments in hydroelectric, wind, solar, and storage facilities globally. Focuses on the transition to sustainable energy sources.
- Infrastructure: Investments in essential infrastructure assets like utilities, transport, energy, and data infrastructure globally.
- Private Equity: Investments in diverse businesses, including industrial operations, services, and infrastructure-related sectors.
- Real Estate: Investments in premier office, retail, multifamily, industrial, hospitality, and triple net lease assets.
- Asset Management: Manages capital for institutional and retail clients through various investment vehicles.
Leadership and Structure
Bruce Flatt is the CEO of Brookfield Asset Management. The company operates with a decentralized structure, empowering business group heads while maintaining centralized oversight.
Top Products and Market Share
Key Offerings
- Renewable Energy Funds: Investments in renewable energy assets. Brookfield is a major player in the renewable energy sector with significant installed capacity. Competitors include NextEra Energy Partners (NEP), Clearway Energy (CWEN), and Orsted.
- Infrastructure Funds: Investments in infrastructure assets. Brookfield is a leading global infrastructure investor. Competitors include Macquarie Infrastructure Corporation (MIC) and Global Infrastructure Partners (GIP).
- Real Estate Funds: Investments in real estate assets. Brookfield is one of the largest real estate investors globally. Competitors include Blackstone (BX), Prologis (PLD) and Simon Property Group (SPG).
- Private Equity Funds: Investments in Private Equity assets. Competitors include Blackstone (BX), KKR & Co. Inc. (KKR), and The Carlyle Group (CG).
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing growth driven by institutional investors seeking higher returns in a low-interest-rate environment and increased demand for real assets. Trends include ESG integration and technological advancements.
Positioning
Brookfield is a leader in the alternative asset management industry with a strong focus on real assets. Its competitive advantages include its scale, operational expertise, and global reach.
Total Addressable Market (TAM)
The total addressable market for alternative assets is estimated to be in the trillions of dollars. Brookfield is well-positioned to capture a significant portion of this market due to its diversified investment strategies and global presence.
Upturn SWOT Analysis
Strengths
- Global presence and scale
- Diversified investment portfolio
- Strong operational expertise
- Experienced management team
- Strong brand reputation
Weaknesses
- Complexity of organizational structure
- High leverage levels in some investments
- Sensitivity to macroeconomic conditions
- Dependence on fundraising
Opportunities
- Growing demand for alternative assets
- Expansion into new markets
- Increasing adoption of ESG investing
- Technological advancements
- Infrastructure investment driven by government spending
Threats
- Increased competition
- Rising interest rates
- Economic downturn
- Regulatory changes
- Geopolitical risks
Competitors and Market Share
Key Competitors
- Blackstone (BX)
- KKR & Co. Inc. (KKR)
- Ares Management Corporation (ARES)
- Apollo Global Management (APO)
Competitive Landscape
Brookfield competes with other large alternative asset managers for capital and investment opportunities. Its advantages include its focus on real assets, its operational expertise, and its global reach. Disadvantages include its complex organizational structure and high leverage levels in some investments.
Major Acquisitions
Origin Energy
- Year: 2023
- Acquisition Price (USD millions): 12700
- Strategic Rationale: Acquisition of Origin Energy, an Australian power company, expands Brookfield's renewable energy portfolio and strengthens its position in the Asia-Pacific region.
Growth Trajectory and Initiatives
Historical Growth: Brookfield has experienced significant growth in assets under management (AUM) over the past decade, driven by acquisitions, organic growth, and strong investment performance.
Future Projections: Analysts project continued growth in AUM and earnings, driven by demand for alternative assets and Brookfield's ability to capitalize on market opportunities.
Recent Initiatives: Recent initiatives include expanding its presence in renewable energy, infrastructure, and private equity, as well as launching new investment products focused on sustainable investing.
Summary
Brookfield Asset Management is a strong player in alternative investments, with a well-diversified portfolio of real estate, infrastructure, renewable energy and private equity. Its global scale, operational expertise and experienced management are working well, while its complex structure and high leverage may pose risks. Brookfield should look out for increased competition, rising interest rates and macroeconomic downturns to its business.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Investor Presentations
- Analyst Reports
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data is subject to change. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Brookfield Asset Management Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1983-12-30 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees 2500 | Website https://www.bam.brookfield.com |
Full time employees 2500 | Website https://www.bam.brookfield.com | ||
Brookfield Asset Management Ltd. is a private equity firm specializing in acquisitions and growth capital investments. The firm typically invests in renewable power and transition, and infrastructure sectors. Within infrastructure sector, it seeks to invest across the transport, data, utilities and midstream sectors. Within renewable power and transition sector, it seeks to invest in hydro, wind, solar, distributed energy storage and sustainable solutions. It also invests in industrials, infrastructure services and business services sectors. Within business services, it seeks to invest in financial, healthcare, technology and real estate services. The firm is geography-agnostic. was incorporated in 2022 and is based in New York, New York. Brookfield Asset Management Ltd. operates as a subsidiary of Brookfield Corporation.
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