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Upturn AI SWOT - About
BAM 
Brookfield Asset Management Inc (BAM)
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Upturn Advisory Summary
08/14/2025: BAM (3-star) is a STRONG-BUY. BUY since 73 days. Profits (17.59%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
17 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $63.4
1 Year Target Price $63.4
| 6 | Strong Buy |
| 3 | Buy |
| 5 | Hold |
| 1 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 37.43% | Avg. Invested days 46 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 100.68B USD | Price to earnings Ratio 43.43 | 1Y Target Price 63.4 |
Price to earnings Ratio 43.43 | 1Y Target Price 63.4 | ||
Volume (30-day avg) 17 | Beta 1.84 | 52 Weeks Range 38.32 - 64.10 | Updated Date 08/15/2025 |
52 Weeks Range 38.32 - 64.10 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 1.40% | Basic EPS (TTM) 1.43 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-13 | When Before Market | Estimate 0.4 | Actual 0.38 |
Profitability
Profit Margin 55.92% | Operating Margin (TTM) 53.76% |
Management Effectiveness
Return on Assets (TTM) 11.01% | Return on Equity (TTM) 23.07% |
Valuation
Trailing PE 43.43 | Forward PE 38.31 | Enterprise Value 101322090687 | Price to Sales(TTM) 23.14 |
Enterprise Value 101322090687 | Price to Sales(TTM) 23.14 | ||
Enterprise Value to Revenue 121.34 | Enterprise Value to EBITDA 104.46 | Shares Outstanding 1613110016 | Shares Floating 337966644 |
Shares Outstanding 1613110016 | Shares Floating 337966644 | ||
Percent Insiders 3.78 | Percent Institutions 89.94 |
Upturn AI SWOT
Brookfield Asset Management Inc
Company Overview
History and Background
Brookfield Asset Management was founded in 1899 as the Su00e3o Paulo Tramway, Light and Power Company in Brazil. It evolved from infrastructure and utilities to a global alternative asset manager, focusing on real estate, infrastructure, renewable power, private equity, and credit.
Core Business Areas
- Asset Management: Manages assets on behalf of institutional and retail clients, generating fee-related earnings.
- Renewable Power & Transition: Owns and operates renewable power generating facilities globally.
- Infrastructure: Owns and operates infrastructure assets, including utilities, transport, and data infrastructure.
- Real Estate: Owns, operates, and develops commercial properties globally.
- Private Equity: Invests in and operates businesses across various sectors.
- Credit: Provides financing solutions and manages credit-related investments.
Leadership and Structure
Bruce Flatt serves as the CEO. The company operates with a decentralized structure, empowering business group heads while maintaining centralized oversight and capital allocation.
Top Products and Market Share
Key Offerings
- Infrastructure Funds: Investments in critical infrastructure assets. Competitors include Macquarie Infrastructure Partners, and Global Infrastructure Partners. It is difficult to quantify specific market share for Infrastructure Funds due to the bespoke nature of funds and regional variations.
- Real Estate Funds: Investments in commercial properties, including office, retail, and residential. Competitors include Blackstone Real Estate, and Starwood Capital Group. It is difficult to quantify specific market share for Real Estate Funds due to the bespoke nature of funds and regional variations.
- Renewable Energy Funds: Investments in wind, solar, hydro, and other renewable energy assets. Competitors include NextEra Energy Partners, and Clearway Energy. It is difficult to quantify specific market share for Renewable Energy Funds due to the bespoke nature of funds and regional variations.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing significant growth, driven by low interest rates and institutional investors seeking higher returns. Demand for infrastructure, renewable energy, and real estate assets remains strong.
Positioning
Brookfield is a leading global alternative asset manager with a diversified portfolio and a strong track record. Its scale, operational expertise, and access to capital provide a competitive advantage.
Total Addressable Market (TAM)
The global alternative assets under management (AuM) is estimated to be over $10 trillion. Brookfield is well-positioned to capture a significant portion of this market through its diverse investment strategies and global presence.
Upturn SWOT Analysis
Strengths
- Global Scale and Diversification
- Strong Brand Reputation
- Operational Expertise
- Access to Capital
- Experienced Management Team
Weaknesses
- Complexity of Business Model
- Exposure to Market Volatility
- Dependence on Capital Markets
- High Debt Levels
Opportunities
- Growing Demand for Alternative Assets
- Expansion into New Markets
- Acquisitions of Distressed Assets
- Increased Infrastructure Spending
- Renewable Energy Transition
Threats
- Rising Interest Rates
- Economic Recession
- Increased Competition
- Regulatory Changes
- Geopolitical Risks
Competitors and Market Share
Key Competitors
- BLK
- BX
- KKR
Competitive Landscape
Brookfield's competitive advantage lies in its diversified portfolio, operational expertise, and access to capital. It competes with other large alternative asset managers on deal sourcing, fund raising, and investment performance.
Major Acquisitions
Origin Energy
- Year: 2023
- Acquisition Price (USD millions): 11730
- Strategic Rationale: Expanded Brookfield's renewable energy portfolio in Australia and accelerated the energy transition. The deal also included EIG.
Growth Trajectory and Initiatives
Historical Growth: Brookfield has experienced significant growth through organic expansion and acquisitions. Its focus on infrastructure, renewable energy, and real estate has driven its asset growth.
Future Projections: Analyst estimates suggest continued growth for Brookfield, driven by increasing demand for alternative assets and its strategic initiatives.
Recent Initiatives: Recent initiatives include expanding its presence in Asia, launching new investment funds, and focusing on sustainable investing.
Summary
Brookfield is a global leader in alternative asset management with a strong diversified portfolio and operational expertise. Its growth is driven by increasing demand for alternative assets, but it faces risks from market volatility and rising interest rates. The company's scale and access to capital provide a competitive advantage, but its high debt levels and complex business model require careful management. Brookfield must also watch out for greater competition within the renewable space and other market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise.
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 | Chair of the Board & CEO Mr. James Bruce Flatt | ||
Sector Financial Services | Industry Asset Management | Full time employees 2500 | Website https://bam.brookfield.com |
Full time employees 2500 | Website https://bam.brookfield.com | ||
Brookfield Asset Management Ltd. 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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