Stock Ratings / Real Estate / BAM / financials

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Brookfield Asset Management Inc Class A Limited Voting Shares (BAM) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$48.26 -0.70% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $48.32

Brookfield Asset Management Inc Class A Limited Voting Shares (BAM) earns a Roarable Rating of B+ (Buy) with 76/100 RQD Confidence. High-quality cash engine (steady margins, 20% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 76/100 (B+) historically ranked in the Top 11% of excess returns over the next 90 days (+7.6% avg 90D alpha vs SPY • 70.0% hit rate) →

ROARABLE B+ • BUY Cap $77.63B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on BAM Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is BAM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Brookfield Asset Management Inc Class A Limited Voting Shares (NYSE: BAM) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 76/100 at a spot price of $48.26 (-0.70% 1D, market cap $77.63B). Pillar breakdown: Fundamental Cash Engine 18/20, Institutional 13F & Options Flow 12/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 16/20. Across 51 tracked Real Estate issuers, BAM ranks #2 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does BAM compare to BN and PDM in the Real Estate sector?

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Within the Real Estate sector (Building operators), BAM carries a Roarable B+ (76/100 RQD), trailing P/E of 32.4x, gross margin of —, and ROIC of 20.0%. By comparison, BN (Brookfield Corporation Class A Limited Voting Shares) holds a D+ grade (58/100 RQD, P/E 32.8x, ROIC 9.9%, cap $96.80B) and PDM (Piedmont Realty Trust Inc. (Class A)) posts a D grade (50/100 RQD, P/E N/A, ROIC -5.6%, cap $1.18B). Among the 5-stock peer group, BAM leads on earnings multiple (32.4x) while INTG leads on capital efficiency (85.0% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for BAM?

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Per BAM's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001937926), Brookfield Asset Management Inc Class A Limited Voting Shares generated $3.94B in revenue (+16.7% YoY), $2.40B in net income, and $1.92B in free cash flow against $17.05B in total assets and $3.03B in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $48.31 (+0.11%)🧬 Cannibal Buyback (-2.36% YoY Shares)⚙️ Cash Engine: 18/20 (A) • 48.8% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 76/100 (B+) historically ranked in the Top 11% of excess returns over the next 90 days (+7.6% avg 90D alpha vs SPY • 70.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B+

3-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B+ · Rk B

Each axis scored 0–20

12M PRICE TARGET CONE+8.1% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for BAM)Realized 20D OHLCV Swing Band: ±5.5%

Deterministic 5-Pillar Attribution (76/100 Composite)

🔍 WHY BAM SCORES 76/100 (B+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+18/20 pts (24% of score)

SEC XBRL FY 2025 (10-K): 48.8% FCF Margin ($1.92B FCF) & 52% Gross Margin

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (24% of score)

Altman Z-Score 7.93 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 8/9

▼ #1 Drag / Risk Factor: Macro Regime Fit12/20 pts (-8 pt drag)

Macro rate sensitivity & RSI-14 (62.8) create a -8 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B-$45.23+1.5% Next Q

Q2 (-2Q)

Grade B$45.93+1.8% Next Q

Q3 (-1Q)

Grade B$46.75+3.2% Next Q

Current

Grade B+$48.26+7.6% Hist 90D α

Trajectory: B- (68) → B+ (76)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the BAM Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 76/100 (B+) score, BAM faces multiple-compression risk if 32.4x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($47.01) or 200D SMA ($47.76) invalidates the momentum regime and cuts Target Base ($52.17) toward Bear Floor ($39.57).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $BAM• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “BAM Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 76%NO 24%Trade / Inspect Odds →

VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How BAM Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$1.92B (48.8% FCF Margin)

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow

FY23

Rev $3.14B

FY24

Rev $3.38B

FY25

Rev $3.94B

Fiscal Year	Revenue	Gross Margin	Op Margin	Net Profit	Free Cash Flow	ROIC %
FY 2025	$3.94B	52%	71.7%	$2.40B	$1.92B	19%
FY 2024	$3.38B	52%	73.6%	$2.11B	$1.46B	20.3%
FY 2023	$3.14B	52%	80.3%	$2.14B	$1.30B	7.7%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring BAM)

✓Walkthrough of BAM's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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Join Founding VIP Waitlist (No Card Required) →$100K Arena

BAM // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +1.39%📐 HORIZONTAL RANGE

2026-11-02O $47.37H $48.60L $47.37C $48.26VOL 2.22M

RES: $60.89SUP: $42.63SMA50: $47.01SMA200: $47.76

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

BAM Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 BAM Butterfly Map → + Track BAM →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

25.0%/yr Implied 5Y Growth

vs. +16.7% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on BAM today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for BAM. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for BAM today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (BAM)

Real Estate Rank #2 of 51 ⚔️ BN vs BAM Full Matrix →

1. Head-to-Head Real Estate Peer Comparison (BAM vs. BN, PDM, MAYS, INTG)

Industry: Building operators (6 Tracked Issuers)

Across 51 tracked Real Estate securities in the Roarable RQD universe, Brookfield Asset Management Inc Class A Limited Voting Shares (BAM) ranks #2 by composite RQD confidence (76/100, grade B+) and #2 by equity capitalization ($77.63B). Within this direct 5-issuer industry benchmark cohort, BAM leads on earnings valuation at 32.4x trailing P/E, while INTG leads on capital efficiency and profitability with 85.0% ROIC and — gross margin. BAM currently leads its immediate peer cohort in composite quantitative strength at 76/100 (B+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
BAM ACTIVE Brookfield Asset Management Inc Class A Limited Voting Shares	B+	76/100	32.4x	—	20.0%	-0.70%	$77.63B	Benchmark Subject
BN Brookfield Corporation Class A Limited Voting Shares	D+	58/100	32.8x	—	9.9%	-0.56%	$96.80B	/bn-vs-bam →
PDM Piedmont Realty Trust Inc. (Class A)	D	50/100	—	—	-5.6%	+0.95%	$1.18B	/pdm-vs-bam →
MAYS J. W. Mays Inc.	D	49/100	—	—	-0.2%	+2.06%	$92.8M	/mays-vs-bam →
INTG Intergroup Corporation	C-	59/100	—	—	85.0%	+1.89%	$84.5M	/intg-vs-bam →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001937926

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Brookfield Asset Management Inc Class A Limited Voting Shares (BAM) reported GAAP revenue of $3.94B (+16.7% vs. FY2024 revenue of $3.38B , and +25.5% cumulative change since FY2023) , GAAP net income of $2.40B, operating cash flow of $2.10B, and free cash flow of $1.92B (+31.8% YoY). On the balance sheet, BAM closed FY2025 with $17.05B in total assets against $3.03B in total debt (Altman Z-Score: 7.93, Piotroski F-Score: 8/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$3.94B	$2.40B	$2.10B	$1.92B	$17.05B	$3.03B
FY2024 (FY)	2024-12-31	$3.38B	$2.11B	$1.61B	$1.46B	$14.16B	$1.33B
FY2023 (FY)	2023-12-31	$3.14B	$2.14B	$1.44B	$1.30B	$42.69B	$9.99B

3. BAM Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is BAM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does BAM compare to BN and PDM in the Real Estate sector?

What are the biggest fundamental strengths and SEC risk factors for BAM?

Where is BAM trading relative to its 50-day, 200-day, and 52-week technical levels?

BAM last traded at $48.26 (-0.70% on volume of 2,219,866 shares), positioning the stock +2.66% above its 50-day simple moving average ($47.01) and +1.05% above its 200-day simple moving average ($47.76). Across its 52-week range of $42.20 to $55.97, BAM sits at the 44.0% percentile with a 14-day RSI of 62.8 (BULLISH MOMENTUM) and an implied next-earnings move of ±5.5% ($45.61 to $50.91).

BAM Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Brookfield Asset Management Inc Class A Limited Voting Shares (BAM)?

In FY 2025 (10-K), BAM converted $3.9B of revenue into a 52% gross margin, 52% operating margin, and $1.9B in free cash flow (48.8% FCF margin).

Direct Sub-Reports: BAM RQD Cockpit BAM 12M Forecast BAM Earnings & Move BAM Dividends & DRIP BAM Insiders & 13F BAM Whale Options BAM Profit Sankey BAM News & Why

ROARABLE RATING BRIEF • RQD 76/100 (B+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

BAM — Brookfield Asset Management Inc Class A Limited Voting Shares: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:10:22Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, BAM scores 76 (grade B+, verdict "Roarable Buy — Very Good Cash & Smart-Money Inflow") across five pillars:

Fundamental Cash Engine: 18 / 20. Per the Roarable RQD rating, this pillar reflects ROIC of 20% and an FCF yield of 2.48%. For an investor, the high return on invested capital is the core upside driver, while a 2.48% FCF yield signals that the stock is priced at a premium relative to the cash it generates.
Whale 13F Flow: 12 / 20. Per the Roarable RQD rating, this pillar captures institutional accumulation and options positioning. The moderate score suggests institutional support is present but not dominant.
Insider Conviction: 16 / 20. Per the Roarable RQD rating, this pillar reflects SEC Form 4 and Congressional PTR cluster flow. A relatively strong score indicates insider-side signals are a supporting factor, though the underlying transaction records are not itemized in the source data.
Macro Regime Fit: 12 / 20. Per the Roarable RQD rating, beta is 1.06 and sector sensitivity is weighed here. The moderate score implies the stock tracks broad market moves with slightly above-market amplitude, which matters for investors sensitive to macro regime shifts.
Forensic Balance Sheet: 18 / 20. Per the Roarable RQD rating, Altman Z is 7.93, Piotroski F is 8/9, and Debt/Equity is 0.27. These metrics point to strong balance-sheet quality, a meaningful risk mitigant.

Valuation tradeoff: per the market data, the trailing P/E is 32.4 and EV/EBITDA is 25.6. An investor should weigh strong cash-quality and balance-sheet pillars against an elevated multiple and a low FCF yield, which together imply that much of the quality is already reflected in the price.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
48.6	$77.63B	32.4	27.2	25.6	1.5	3.63%	1.06	$42.2 - $55.97	20%

Business

Per the profile, Brookfield Asset Management Inc Class A Limited Voting Shares is a NYSE-listed issuer in the Real Estate sector, Building operators industry. Per the market data, it carries a market capitalization of $77.6B. Per the market data, gross margin is reported as 0%, while operating margin is 74.2% and net margin is 60.8%. Not available in source data for detailed product lines, customer segments, or revenue model descriptions.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$3944.0M	$2829.6M	$2398.0M	N/A	$1923.5M	$1583.0M	$3031.7M
FY 2024	$3381.0M	$2487.4M	$2108.0M	N/A	$1459.9M	$404.0M	$1334.7M
FY 2023	$3142.0M	$2521.7M	$2137.0M	N/A	$1297.6M	N/A	$9990.4M

Per the SEC financials, revenue rose from $3142.0M (FY 2023) to $3944.0M (FY 2025), and net income moved from $2137.0M to $2398.0M over the same span. Per the Roarable RQD rating, ROIC is 20%, and the forensic pillar cites an Altman Z of 7.93 and a Piotroski F of 8/9. Per the SEC financials, reported debt was $9990.4M in FY 2023 and $3031.7M in FY 2025, and cash was $1583.0M in FY 2025. Debt/Equity is 0.27 per the Roarable RQD rating.

Open Questions

What drove the decline in reported debt from $9990.4M (FY 2023) to $3031.7M (FY 2025), and is that trend expected to continue?
Why is EPS reported as N/A across all three periods while net income is available, and what share count underlies the stated EPS (TTM) of 1.5?
What explains the 0% gross margin alongside a 74.2% operating margin, and how is revenue classified?
What is the composition of the 13F, insider, and Congressional flow underpinning the 12/20 and 16/20 pillar scores?
What catalysts or risks, if any, are scheduled or in progress that could move the stock from its current position in the 52-week range?

BAM Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Brookfield Asset Management Inc Class A Limited Voting Shares (BAM) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to BAM Debate Forum (3) ↓

🟢 CATALYST Yahoo Finance • 3d ago

Brookfield Asset Management (BAM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Brookfield (BAM) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 3d ago

Prediction: This $38 Stock Could Be Worth $75 by 2031. Here's Why I Just Bought More Shares.

Brookfield’s multiple growth engines could double its stock price over the next five years.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 4d ago

Howard Hughes vs. Brookfield: Which Stock Offers Better Value Today?

HHH and BN offer diversified growth opportunities, but their earnings momentum, capital strength and investment risks set them apart.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 5d ago

Is Brookfield Asset Management (TSX:BAM) Trading At A Premium After The 84% Run?

Brookfield Asset Management has delivered a share price that has moved around over different time frames. The question now is whether the current tag is justified by the returns the business earns on its capital. With in

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 5d ago

Brookfield Asset Management (TSX:BAM) Could Be 15% Undervalued Following Its Toronto Forum Appearance

Yahoo Finance coverage on BAM stock catalysts, institutional flow, and earnings outlook.

Read Full Source ↗

🔴 RISK WATCH Yahoo Finance • 5d ago

BHV Marais Seeks Court Protection Amid Dispute With Landlord Brookfield

The department store filed for judicial reorganization as new CEO Karl-Stéphane Cottendin said missing compensation linked to the return of floor space caused a cash crunch that impacted its recovery plan.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 6d ago

BFH vs. BAM: Which Stock Is the Better Value Option?

Yahoo Finance coverage on BAM stock catalysts, institutional flow, and earnings outlook.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 7d ago

LXP Industrial Trust Shareholders Approve Acquisition by Brookfield and CPP Investments

WEST PALM BEACH, Fla., Oct. 26, 2026 (GLOBE NEWSWIRE) -- LXP Industrial Trust (NYSE: LXP) (“LXP” or “the Company”) today announced that its shareholders approved the acquisition of LXP by Brookfield Asset Management (NYS

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

BAM Bull vs. Bear Conversation Board — What's Your Call at $48.26?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON BAM 🐻 33% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $57.35 (+18.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is BAM (B+ • RQD 76/100) a Buy at $48.60?

Welcome to the BAM (Brookfield Asset Management Inc Class A Limited Voting Shares) Roar Pit. Current RQD Composite is 76/100 (Roarable Buy — Very Good Cash & Smart-Money Inflow) in Building operators. Bulls point to capital efficiency (20.0% ROIC), while bears focus on valuation multiple compression (32.4x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

RE RedlineAuditor Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $39.37 (-19.0%)

Spot @ $48.60

Pump the brakes on BAM — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on BAM, but look at what you are paying: 32.4x trailing P/E with tightening sector spreads. Unless Brookfield Asset Management Inc Class A Limited Voting Shares expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MI MidwestValue Verified K Arena Trader 🐂 BULLISH 🎯 Target: $56.86 (+17.0%)

Spot @ $48.60

BAM cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on BAM, the market is fixating on short-term headline noise in Building operators and ignoring the balance sheet and cash flow trajectory. At $48.60 (52-wk range $42.20 - $55.97), any beat on forward guidance forces shorts and underweight funds to chase.