Brookfield Asset Management Ltd. BAM
We are a leading global alternative asset manager, headquartered in New York, NY, with over $1 trillion of Assets Under Management across infrastructure, renewable power and transition, private equity, real estate, and credit. We invest client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy.
We offer a range of alternative investment products to over 2,400 institutional clients around the world—including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors which also continues to grow with approximately 60,000 clients representing over 8% of capital raised. We earn asset management income for doing so and ensure strong alignment of interests with our clients by investing Brookfield capital alongside them. Our deep operating expertise, global reach and access to large-scale flexible capital enable us to identify attractive investment opportunities and make investments on a proprietary basis in sizable, premier assets and businesses across geographies and asset classes that we believe few others can.
Valuation FY2025 figures against the last close
Annual financial statements
Income statement
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|
| Revenue | $3.94B | $3.38B | $3.14B | — |
| SG&A | $56.0M | $64.0M | $56.0M | — |
| Total operating expenses | $2.04B | $1.68B | $1.55B | — |
| Interest expense | — | — | $9.0M | — |
| Pre-tax income | $2.92B | $2.55B | $2.55B | — |
| Income tax | $527.0M | $438.0M | $417.0M | — |
| Net income | $2.40B | $2.11B | $2.14B | — |
| EPS, basic | — | — | 1.15 | — |
| EPS, diluted | — | — | 1.13 | — |
| Shares, diluted (wtd. avg.) | — | — | 396.5M | — |
Balance sheet
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|
| Cash and equivalents | $1.58B | $404.0M | $2.67B | $3.54B |
| Property, plant and equipment | $92.0M | $58.0M | — | — |
| Goodwill | $236.0M | $251.0M | — | — |
| Other intangibles | $234.0M | $38.0M | $42.0M | — |
| Total assets | $17.05B | $14.16B | $3.21B | $3.16B |
| Total liabilities | $6.74B | $2.97B | $1.12B | $784.0M |
| Retained earnings | -$851.0M | -$488.0M | -$35.0M | $19.0M |
| Total equity | $8.91B | $9.09B | $9.30B | $9.61B |
Cash flow
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|
| Operating cash flow | $2.10B | $1.61B | $1.44B | — |
| Depreciation and amortisation | $40.0M | $14.0M | $14.0M | — |
| Stock-based compensation | $123.0M | $103.0M | $33.0M | — |
| Investing cash flow | -$339.0M | -$1.74B | -$475.0M | — |
| Financing cash flow | -$590.0M | -$2.12B | -$1.84B | — |
| Dividends paid | $2.82B | $2.48B | $2.10B | — |
| Buybacks | $428.0M | $91.0M | $0 | — |
Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0001628280-26-013098.
Plot the figures US dollars
- Revenue
- Gross profit
- Net income
| Fiscal year | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|
| Revenue | — | $3.14B | $3.38B | $3.94B |
| Gross profit | — | — | — | — |
| Net income | — | $2.14B | $2.11B | $2.40B |
Recent filings and events
- Regulation FD disclosure Something the company told the market and had to tell everyone at once - usually a slide deck or a press release. Item 7.01
- Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
- Acquisition or disposal completed A purchase or sale of a significant business or asset has closed. Item 2.01
- Other event The catch-all. The company chose to disclose something that fits no other item, so the content is whatever it says it is. Item 8.01
- Other event Item 8.01
- Other event Item 8.01
- Other event Item 8.01
- Other event Item 8.01
- Other event Item 8.01
- Results announced Item 2.02
- Shareholder vote The results of the annual meeting or a special vote. Item 5.07
- Other event Item 8.01
Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.
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| TROW | PRICE T ROWE GROUP INC | $22.23B | 11.3x | 3.1% |
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| CG | Carlyle Group Inc. | $13.75B | 17.7x | -11.9% |
| IVZ | Invesco Ltd. | $12.39B | — | 5.1% |