Brookfield Asset Management Ltd.

BAM Financial Asset Management

Brookfield Asset Management Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $4.8 billion, up 21.0% from fiscal 2024.

Revenue
+60.8%
EPS
+47.4%
Free cash flow
+3.02%
Total debt
+224.4%

Quarter to June 2026, against a year earlier

52.75 0.29 +0.55%
Market cap
$85.9B
P/E
30.3×
Fwd P/E
22.8×
Dividend yield
3.69%
F-score
2/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Brookfield Asset Management Ltd. (BAM) Return on invested capital

Alert me on Return on invested capital

Brookfield Asset Management Ltd.'s return on invested capital over the twelve months to 30 June 2026 was 19.7%, up 1.3 percentage points from fiscal 2025 (18.3%). Over the past ten years it has ranged from −0.30% (fiscal 2023) to 18.3% (fiscal 2025) — the current reading is the highest in ten years. That is above the Asset Management industry median of 2.12% and above the Financial sector median of 4.70%.

Return on invested capital, annual

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Annual newest first

Period Return on invested capital Change (points)
FY2025 18.3% 1.65
FY2024 16.7% 16.97
FY2023 −0.30% (0.25)
FY2022 −0.05% (0.05)
FY2021 0.00% 0.00
FY2020 0.00% —

Against its own ten years

Low −0.30% High 18.3%
Ten-year median 0.00%
Current reading's percentile 100

Return on invested capital against peers

Company Return on invested capital
AMP Ameriprise Financial, Inc. compare 239.2%
BAM Brookfield Asset Management Ltd. 19.7%
BX Blackstone Inc. compare 16.2%
APO Apollo Global Management Inc. compare 6.57%
KKR KKR & Co. Inc. compare 1.08%
ARES Ares Management Corporation compare 0.00%
STT State Street Corporation compare 0.00%
NTRS Northern Trust Corporation compare 0.00%
BLK BlackRock compare 0.00%
Asset Management industry median 2.12%
Financial sector median 4.70%
Market median 0.00%

What Return on invested capital is

Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.

TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)

The full definition of Return on invested capital →

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