Brookfield Asset Management Stock Year To Date Return
| BAM Stock | USD 53.26 0.34 0.64% |
Fundamental analysis of Brookfield Asset allows traders to better anticipate movements in Brookfield Asset's stock price by examining its financial health and performance throughout various phases of its business cycle.
Brookfield | Year To Date Return | Build AI portfolio with Brookfield Stock |
Brookfield Asset Management Company Year To Date Return Analysis
Brookfield Asset's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Brookfield Year To Date Return Driver Correlations
Understanding the fundamental principles of building solid financial models for Brookfield Asset is extremely important. It helps to project a fair market value of Brookfield Stock properly, considering its historical fundamentals such as Year To Date Return. Since Brookfield Asset's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Brookfield Asset's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Brookfield Asset's interrelated accounts and indicators.
Click cells to compare fundamentals
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Brookfield Return On Tangible Assets
Return On Tangible Assets |
|
In accordance with the company's disclosures, Brookfield Asset Management has a Year To Date Return of 0.0%. This indicator is about the same for the Capital Markets average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).
Did you try this?
Run Correlation Analysis Now
Correlation AnalysisReduce portfolio risk simply by holding instruments which are not perfectly correlated |
| All Next | Launch Module |
Brookfield Asset ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Brookfield Asset's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Brookfield Asset's managers, analysts, and investors.Environmental | Governance | Social |
Brookfield Fundamentals
| Return On Equity | 0.23 | ||||
| Return On Asset | 0.11 | ||||
| Profit Margin | 0.58 % | ||||
| Operating Margin | 0.61 % | ||||
| Current Valuation | 85.71 B | ||||
| Shares Outstanding | 1.61 B | ||||
| Shares Owned By Insiders | 3.78 % | ||||
| Shares Owned By Institutions | 90.53 % | ||||
| Number Of Shares Shorted | 15.25 M | ||||
| Price To Earning | 22.49 X | ||||
| Price To Book | 9.94 X | ||||
| Price To Sales | 19.17 X | ||||
| Revenue | 3.98 B | ||||
| Gross Profit | 3.17 B | ||||
| EBITDA | 2.43 B | ||||
| Net Income | 2.17 B | ||||
| Cash And Equivalents | 3.54 B | ||||
| Cash Per Share | 7.18 X | ||||
| Total Debt | 219 M | ||||
| Debt To Equity | 1.53 % | ||||
| Current Ratio | 1.69 X | ||||
| Book Value Per Share | 5.25 X | ||||
| Cash Flow From Operations | 1.86 B | ||||
| Short Ratio | 6.19 X | ||||
| Earnings Per Share | 1.55 X | ||||
| Price To Earnings To Growth | 4.84 X | ||||
| Target Price | 63.25 | ||||
| Number Of Employees | 2.5 K | ||||
| Beta | 1.53 | ||||
| Market Capitalization | 85.98 B | ||||
| Total Asset | 4.39 B | ||||
| Retained Earnings | (143 M) | ||||
| Working Capital | (128 M) | ||||
| Annual Yield | 0.03 % | ||||
| Five Year Return | 1.23 % | ||||
| Net Asset | 4.39 B |
About Brookfield Asset Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Brookfield Asset Management's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Brookfield Asset using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Brookfield Asset Management based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Prophet is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ProphetCheck out Brookfield Asset Piotroski F Score and Brookfield Asset Altman Z Score analysis. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Brookfield Asset. If investors know Brookfield will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Brookfield Asset listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.343 | Earnings Share 1.55 | Revenue Per Share | Quarterly Revenue Growth 0.121 | Return On Assets |
The market value of Brookfield Asset Man is measured differently than its book value, which is the value of Brookfield that is recorded on the company's balance sheet. Investors also form their own opinion of Brookfield Asset's value that differs from its market value or its book value, called intrinsic value, which is Brookfield Asset's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Brookfield Asset's market value can be influenced by many factors that don't directly affect Brookfield Asset's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Brookfield Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine if Brookfield Asset is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Brookfield Asset's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.