BAM · NYSE · STOCK
Brookfield Asset Management Ltd.
$55.38
52W $42.20 – $63.37
61/100
$88.40B
31.8
1.25
Is BAM Bullish or Bearish?
Bullish.
Innellis AI committee rates Brookfield Asset Management Ltd. (BAM) Buy with a composite score of 61/100
, based on 6 analysts with 50% agreement.
Last updated August 11, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +14.40 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -5.60 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 132.7% yoy -- genuine top-line momentum. Risk Analyst remains cautious — bollinger bandwidth of 22.6% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- ROE of 33.6% shows genuine earnings power backing the valuation — Value
- Dividend yield of 3.8% pays you to wait — Value
- Revenue growing 132.7% YoY -- genuine top-line momentum — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- P/E of 30.9 is moderate-to-rich — Value
- Price-to-book of 10.6x prices in significant intangible value — Value
- RSI at 84 is in overbought territory — Technical
- Price trading above the upper Bollinger Band -- stretched — Technical
- Bollinger bandwidth of 22.6% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of August 11, 2026
Overall Committee Score
61/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 69%
of 209 Financial Services peers
Value Analyst
neutral
54
/ 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 33.6% shows genuine earnings power backing the valuation
− P/E of 30.9 is moderate-to-rich
Growth Analyst
bullish
85
/ 100 · Low confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 132.7% YoY -- genuine top-line momentum
Technical Analyst
neutral
48
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− RSI at 84 is in overbought territory
Risk Analyst
bearish
35
/ 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 22.6% signals elevated volatility
Macro Analyst
bullish
78
/ 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst
bullish
64
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 19 articles, 14d)
Portfolio Manager
neutral
55
/ 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
Technical Analysis
RSI (14)
83.7
Overbought
MACD Histogram
0.676
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Lh Ll
Support
$55.30
Resistance
$55.91
Bollinger %B
1.04
Above Upper Band
Price vs Moving Averages
EMA 9
$52.04
Above
EMA 21
$50.01
Above
EMA 50
$48.51
Above
EMA 200
$49.56
Above
Fundamental Analysis
Valuation
28
Profitability
100
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio
31.8×
P/B Ratio
9.69×
PEG Ratio
1.99
Dividend Yield
3.40%
52W High
$63.37
52W Low
$42.20
Quality & Growth
ROE
2793.5%
ROA
1443.7%
Gross Margin
8017.4%
Operating Margin
6060.0%
Revenue Growth YoY
—
Debt / Equity
0.44
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 31.8 (rich relative to a 15-40x range); Price-to-book of 9.7x; PEG ratio of 2.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 27.9%; Return on assets of 14.4%; Net margin of 51.6%; Gross margin of 80.2%; Current ratio of 0.58 (tight short-term liquidity); Debt-to-equity of 0.44; Free cash flow per share is positive (1.11); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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