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.
Growth Ambitions | Brookfield Asset Management aims to double AUM and fee-bearing capital in five years, targeting 15%+ dividend growth and 18% distributable earnings increase |
Execution Excellence | Strong performance amid market volatility showcases BAM's operational expertise, positioning it for continued momentum in asset monetization and capital deployment |
Valuation Dynamics | BAM trades at premium multiples with analyst targets ranging from $32 to $70, while efforts for broader index inclusion may catalyze multiple expansion |
Strategic Resilience | Global reach and diversified portfolio provide BAM a competitive edge in navigating macroeconomic challenges and capitalizing on emerging opportunities |
Metrics to compare | BAM | Sector Sector - Average of metrics from a broad group of related Financial sector companies | Relationship RelationshipBAMPeersSector | |
---|---|---|---|---|
P/E Ratio | 38.3x | 26.4x | 9.8x | |
PEG Ratio | 1.06 | 1.46 | 0.03 | |
Price/Book | 11.0x | 3.7x | 1.0x | |
Price / LTM Sales | 21.4x | 4.8x | 2.9x | |
Upside (Analyst Target) | 8.1% | 21.5% | 13.4% | |
Fair Value Upside | Unlock | 1.1% | 0.8% | Unlock |