Brookfield Asset Management stock rated 'Hold' by Jefferies, citing fair valuation

Published 02/08/2024, 11:14
Brookfield Asset Management stock rated 'Hold' by Jefferies, citing fair valuation

On Friday, Brookfield Asset Management Inc. (NYSE:TSX:BAM) stock received a new coverage from a Jefferies analyst with a Hold rating and a price target set at $43.00.

The coverage note highlighted Brookfield's position as a first-mover in significant growth areas for alternative asset managers, notably in Infrastructure and Renewables.

With funds from operations in Infrastructure reaching $93 billion and Renewables at $51 billion, the company has achieved industry-leading growth and established scale across its various franchises.

The analyst anticipates potential for future margin expansion and continued robust growth for Brookfield Asset Management. Despite the positive outlook on the company's growth and scale, the analyst believes that the current share price reflects the company's value accurately. The valuation of the shares at 25 times the estimated 2025 Distributable Earnings (DE) suggests that they are fairly valued at present.

Brookfield Asset Management's involvement in key growth segments such as Infrastructure and Renewables positions it favorably in the alternative asset management space. These segments are increasingly important as global investment trends shift towards sustainable and resilient infrastructure development.

The Hold rating indicates that the analyst does not see immediate upside potential in the stock price, which may inform investors' decisions. The price target of $43.00 provides a reference for where the analyst believes the stock will move over the next 12 months.

Investors and market watchers will likely monitor Brookfield Asset Management's performance closely, particularly regarding its ability to leverage its first-mover advantage in Infrastructure and Renewables to achieve the anticipated margin expansion and growth.

The company's stock performance will continue to be a point of interest, especially in the context of its valuation and the analyst's assessment of its fair market value.

In other recent news, Brookfield Asset Management has been making notable strides in the financial sphere. The company received a Neutral rating from JPMorgan, which highlighted its leading position in the alternative asset management sector.

The firm also underscored Brookfield's focus on infrastructure and alternative credit over private equity, which is seen as a positive move amid inflationary pressures.

Furthermore, Brookfield's significant fundraising cycle and expansion into new areas such as technology, retail, and renewable energy were acknowledged as potential growth drivers.

Additionally, the company's first quarter 2024 earnings call reported robust results. Brookfield raised $20 billion in new capital and sold a 49% stake in ICD Brookfield Place in Dubai for $1.5 billion.

The company reported fee-related earnings of $552 million and distributable earnings of $547 million for the quarter. These strategic moves and positive market conditions position Brookfield for continued growth.

These developments underscore the company's commitment to capitalizing on market opportunities and delivering value to shareholders. Analysts at Jefferies and JPMorgan have noted Brookfield's first-mover advantage in Infrastructure and Renewables and its potential for future margin expansion.

Investors will likely continue to monitor Brookfield Asset Management's performance, especially regarding its strategic expansions and fundraising initiatives.

InvestingPro Insights

Brookfield Asset Management's (NYSE:BAM) market cap stands at a robust $73.8 billion, reflecting the company's significant presence in the alternative asset management sector. The company trades at an earnings multiple of 38.44, which is a premium compared to the industry average, indicating high expectations of future earnings growth. This aligns with one of the InvestingPro Tips, which suggests that net income is expected to grow this year. However, the company's high Price / Book multiple of 8.03 suggests that investors are paying a considerable amount for each dollar of book value, which could be a point of caution for value-focused investors.

Another InvestingPro Tip to bear in mind is that while Brookfield Asset Management is predicted to be profitable over the last twelve months, analysts have recently revised their earnings estimates downwards for the upcoming period. This could signal a more conservative outlook on the company's immediate financial performance. Additionally, with a gross profit of -$321 million in the last twelve months as of Q1 2024, there may be concerns over the company's profitability in the near term.

For investors who are considering adding Brookfield Asset Management to their portfolio, it is important to balance these insights with the company's strategic positioning in Infrastructure and Renewables. With a total of 7 InvestingPro Tips available, investors can further explore the nuances of Brookfield Asset Management's financial health and growth prospects on InvestingPro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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