Company Analysis

Brookfield Asset Management Ltd. (BAM)

NYSE: BAM · Investment Advice · New York, NY · filing with the SEC since 2022
Grade6.4
◀ Past 6.2● Present 6.5▶ Future 6.4
3 est.

The grade of Brookfield Asset Management Ltd.

Nine metrics read from its own filings, by tense
Headline grade
6.4/10
◀ Past6.230% of the headline
● Present6.540% of the headline
▶ Future6.430% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 6 read as filed from the record and 3 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.2/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
3.6/10

Has it survived what it has been through?

1 warning event since 2022; the latest 2025-03-03.

weight 22% of this tense · 36th percentile among 48 sector filers · read for itself

From the record

Brookfield Asset Management Ltd.'s filings since 2022 show 1 warning event: a late-report notice (Form NT 10-K or NT 10-Q, the latest 2025-03-03) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.7/10

What has it actually done, year after year?

+8.9% a year over 3 filed years; profitable in 3 of 3.

weight 45% of this tense · 57th percentile among 42 sector filers · read for its customers

From the record

Brookfield Asset Management Ltd.'s 3 filed years say what it did: revenue went from $4.1 billion in fiscal 2023 to $4.8 billion in fiscal 2025, up 8.9% a year; it rose in 1 of 2 years; the deepest fall was 2% from fiscal 2023 to fiscal 2024; net income was positive in 3 of 3 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span8.9%top 49% of its family
  • the share of years revenue rosebottom 19% of its family
  • the share of filed years with a profittop 25% of its family
  • the deepest fall from a revenue peak2.0%top 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
8.6/10

How has it treated the people who own it?

SI estimate 8.6/10, confidence 35 of 100 (one part).

weight 33% of this tense · 86th percentile among 46 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the cash returned against operating cash flow, which ranks in the top 14% of 46 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: cash returned against operating cash flow, the one part on file, ranked among 46 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Brookfield Asset Management Ltd.'s shareholder treatment is put at 8.6 of 10 with a confidence of 35 of 100, because read from one part only, the cash returned against operating cash flow, which ranks in the top 14% of 46 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

6.5/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
7.1/10

Is it financially healthy right now?

ROE 27%: 27¢ of profit per shareholder dollar. Leverage 48%: owes 48¢ per asset dollar.

weight 22% of this tense · 71st percentile among 44 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Brookfield Asset Management Ltd. earned about 27 cents of profit for every dollar of shareholders' money. Leverage: it owed about 48 cents per dollar of assets (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 33% of its family
  • return on equitytop 26% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.5/10

How strong is its position in its industry?

top 25% of 43 in its family; net margin 49.8%.

weight 45% of this tense · 75th percentile among 43 sector filers · read for its customers

From the record

Brookfield Asset Management Ltd.'s standing among 43 graded names in its industry family: revenue of $4.8 billion in fiscal 2025 ranks in the top 18% by size; a net margin of 49.8% ranks in the top 8%; revenue growth of 8.9% a year over the last 2 filed years ranks in the top 49% (its annual reports).

What it rests on

  • revenue against the family$4.82Btop 18% of its family
  • net margin49.8%top 8% of its family
  • three-year revenue growth8.9%top 49% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
4.8/10

What are the people in charge doing?

SI estimate 4.8/10, confidence 20 of 100 (family median).

weight 33% of this tense · 50th percentile among 37 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
No officer or director has filed a Form 3, 4 or 5 for it in the last fifteen months, so the years in charge cannot be read, so the desk assumes the typical reading of its industry family, the median of 37 members with one.
What the record cannot read
No officer or director has filed a Form 3, 4 or 5 for it in the last fifteen months, so the years in charge cannot be read.
How it was reasoned
family median, 37 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Brookfield Asset Management Ltd.'s leadership is put at 4.8 of 10 with a confidence of 20 of 100, because no officer or director has filed a Form 3, 4 or 5 for it in the last fifteen months, so the years in charge cannot be read, so the desk assumes the typical reading of its industry family, the median of 37 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

6.4/1030% of the headline grade · 2 of 3 filed, 1 estimated

Room to expand

as filed
7.5/10

How much room does it have to grow?

top 25% of 42 in its family for room to expand.

weight 33% of this tense · 75th percentile among 42 sector filers · read for itself

From the record

Brookfield Asset Management Ltd.'s room to grow, from the newest filed statements (fiscal 2025): cash of $1.6 billion against no long-term debt tagged leaves 9.3% of its assets as net cash, top 34% of its family; cash from operations less capital spending is 43.6% of revenue (top 15%) (its annual report).

What it rests on

  • cash less debt against assets9.3%top 34% of its family
  • cash from operations less capital spending against revenue43.6%top 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.5/10

What could actually drive growth from here?

top 35% of 41 in its family for growth drivers.

weight 33% of this tense · 65th percentile among 41 sector filers · read for its customers

From the record

Brookfield Asset Management Ltd.'s growth drivers, from the filed years to fiscal 2025: revenue grew 8.9% a year over the last three filed years against 8.9% over all 3, speeding up (top 43% of its family); the newest year grew 21% (top 28%) (its annual reports). Brookfield Asset Management Ltd. reported 5 lines of business in fiscal 2025: Infrastruture at $1.3 billion, Real Estate at $986 million, Renewable Power and Transition at $852 million, and 2 more. 5 of 5 grew in the latest filed year, and the largest line is 33% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span+0.0 points a yeartop 43% of its family
  • the newest year's revenue growth21.0%top 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

SI estimate
5.1/10

Did its newest year beat what its own record pointed to?

SI estimate 5.1/10, confidence 20 of 100 (family median).

weight 33% of this tense · 50th percentile among 41 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 41 members with one.
What the record cannot read
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change.
How it was reasoned
family median, 41 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Brookfield Asset Management Ltd.'s expectations vs reality is put at 5.1 of 10 with a confidence of 20 of 100, because the record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 41 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton BAM · research, not advice