BAM · NYSE · STOCK
Brookfield Asset Management (BAM) Stock Analysis
$45.33
52W $42.20 – $57.56
63/100
$72.22B
26.3
1.30
Is BAM Bullish or Bearish?
Bullish.
Innellis AI committee rates Brookfield Asset Management Ltd. (BAM) Buy with a composite score of 63/100
, based on 5 analysts with 60% agreement.
Last updated October 14, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +11.71 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 — -8.29 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. Portfolio Manager remains cautious — 2 existing position pair(s) are highly correlated already. 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
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- P/E of 26.4 is moderate-to-rich — Value
- Price-to-book of 10.6x prices in significant intangible value — Value
- Price structure making lower highs and lower lows — Technical
- Price structure (HH_HL) contradicts the downtrend -- mixed signals — Technical
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 October 14, 2026
Overall Committee Score
63/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 31%
of 211 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 26.4 is moderate-to-rich
Growth Analyst
bullish
85
/ 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 132.7% YoY -- genuine top-line momentum
Technical Analyst
neutral
53
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
neutral
60
/ 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager
bearish
35
/ 100 · Low confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− 2 existing position pair(s) are highly correlated already
Investment Thesis Evolution
Committee score weakened from 66.3 to 63.3.
- New bearish signals: 1 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- Bearish pressure eased: 2 signal(s) disappeared.
Analyst-level changes:
- Macro Analyst: score 80->65 (-15).
- Portfolio Manager: score 30->35 (+5).
- Value Analyst: +1 bearish signal(s).
Comparing 2026-10-13 to 2026-10-14 (1 day apart).
Technical Analysis
RSI (14)
39.0
Neutral
MACD Histogram
0.227
Bullish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Hh Hl
Support
$43.61
Resistance
$49.68
Bollinger %B
0.28
Inside Bands
Price vs Moving Averages
EMA 9
$45.15
Above
EMA 21
$45.69
Below
EMA 50
$47.04
Below
EMA 200
$48.93
Below
Fundamental Analysis
Valuation
52
Growth
56
Profitability
100
Financial Health
99
Cash Flow
70
Valuation
P/E Ratio
26.3×
P/B Ratio
9.74×
PEG Ratio
0.33
Dividend Yield
4.17%
52W High
$57.56
52W Low
$42.20
Quality & Growth
ROE
2793.5%
ROA
1443.7%
Gross Margin
7661.7%
Operating Margin
6624.4%
Revenue Growth YoY
—
Debt / Equity
0.54
AI Fundamental Assessment
P/E ratio of 26.3 (moderate relative to a 15-40x range); Price-to-book of 9.7x; PEG ratio of 0.3 (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 50.4%; Gross margin of 76.6%; Current ratio of 2.97 (healthy short-term liquidity); Debt-to-equity of 0.54; Free cash flow per share is positive (1.54); Most recent quarter missed estimates by 1.4%; EPS growth accelerating (-8.5% -> +2.3% QoQ); Analyst estimates flat over recent quarters
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