BROOKFIELD ASSET MANAGEMENT LTD.

BAM — scored out of ten from its own filings

Figures as at 2026-06-30, reported in USD. The newest fact in the filings is dated 2026-06-30, 55 days ago. Nothing on this page is advice.

The five scores

Dimension	What it asks	Score
Quality	How much of the revenue is really kept — and what did it take to earn it?	7.34
Valuation	What does the price ask for what the company earns, owns and pays out?	0.5
Durability	How predictable is the revenue, and how much of it is already committed?	7.14
Resilience	Can the balance sheet absorb a bad year?	7.27
Growth	Is the business getting bigger, and is it getting more profitable?	2.69

A dimension reading not measured means the filing does not carry the figures it needs. It is left out of the total rather than scored as though it were bad.

What each measure said

A dimension's score is the weighted average of these. Each links to the page explaining how it is worked out and which XBRL tags it reads.

Quality — 7.34

Measure	What it is	Score
OE margin	(Free cash flow − stock comp) over revenue	10.0
Adj. EBITDA margin	Cash operating margin, before stock compensation	9.4
SBC / sales	Stock compensation over revenue, inverted	9.09
Oper. margin	GAAP operating margin	8.55
ROIC	Return on invested capital	2.07

Durability — 7.14

Measure	What it is	Score
Cash-flow margin stability, operating cash flow over revenue	Cash-flow margin stability, operating cash flow over revenue	7.14

Resilience — 7.27

Measure	What it is	Score
Interest cover, EBIT over interest	Interest cover, EBIT over interest	7.54
ND/EBITDA	Net cash, or net debt over EBITDA	7.0

Growth — 2.69

Measure	What it is	Score
Most recent margin move, in percentage points	Most recent margin move, in percentage points	4.88
Sales/sh Y/Y	Revenue growth per diluted share, trailing twelve months against the prior twelve	2.73
Operating margin trend, in percentage points per year	Operating margin trend, in percentage points per year	1.0

A measure missing from a list here could not be computed from this company's filings. It is left out rather than scored as though it were bad.

Revenue by fiscal year

As the company reported it, one row per year, straight from the filings.

Fiscal year	Ends	Revenue
2023	2023-12-31	3,142,000,000
2024	2024-12-31	3,381,000,000
2025	2025-12-31	3,944,000,000

The ratios

The figures themselves rather than their scores — what somebody looking up BAM on one particular measure came for.

Ratio	Value
cash operating margin	46.66
ebit cagr	3.02
ebit yoy	1.06
fcf margin	56.45
interest cover	15.08
net debt ebitda	1.46
operating margin	41.97
owner earnings margin	53.03
revenue growth	11.94
revenue growth per share	11.94
roic	11.54
rule of 40	53.91
sbc pct revenue	3.42

The figures, and where each came from

This is the part no other screener shows. Each figure below names the XBRL element it was read from, so it can be checked against the filing itself.

Figure	Value	XBRL tag	As at
capex	22,000,000	`PaymentsToAcquireOtherPropertyPlantAndEquipment`	2026-06-30
cash	1,503,000,000	`CashAndCashEquivalentsAtCarryingValue`	2026-06-30
equity	9,188,000,000	`StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest`	2026-06-30
interest expense	114,000,000	`InterestPaidNet`	2026-06-30
ocf	2,334,000,000	`NetCashProvidedByUsedInOperatingActivities`	2026-06-30
revenue	4,096,000,000	`RevenueFromContractWithCustomerExcludingAssessedTax`	2026-06-30
sbc	140,000,000	`ShareBasedCompensation`	2026-06-30

What to be careful about

operating income last tagged 2022-12-31, 1277 days before the revenue period (2026-06-30); dropped rather than divided by current revenue
no operating income tagged; derived as revenue minus CostsAndExpenses
no market cap; set `market_cap` in overrides.yaml
share count is from 2023-12-31 (967 days old, weighted average diluted); a stock split since then would make the market cap wrong. Set `market_cap` in overrides.yaml to be sure.
no usable diluted share count, so growth is measured on total revenue rather than per share; a company issuing shares to fund that growth reads better than it is
no forward EPS estimate; growth rests on filings only. Analyst consensus is not published in XBRL, so it has to be fetched from a data provider or set by hand in overrides.yaml as `eps_growth_2y`

See it scored yourself

The dashboard puts BAM beside other companies and lets you change what counts: the weight of each dimension, the value that earns a ten, and which of the 61 measures are included at all.