Positioning no disclosures inside 60 days, left as found
Options put/call open interest 0.44, read 2026-11-02
Ethical does not pass the values gate
Price50.95 USD
Fair value43.13
Ethical score30.0/100
Value readOvervaluedas of 3 Nov 2026
Our investment reviews on this name
2026-10-27Read Accumulation45.98+10.8% to today ✓Markdown gives way to Accumulation with results news in the headlines
2026-10-02Read Markdown44.59+14.3% to today Distribution gives way to Markdown after a 6% slide in 8 weeks
2026-08-04Read Distribution47.56+7.1% to today Markup gives way to Distribution first Distribution read since July
2026-07-30Read Markup47.56+7.1% to today ✓Distribution gives way to Markup
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Brookfield Asset Management Ltd holds its Accumulation at $50.95. The statistical read favours the buyers, held for 7 days.
As held on the ledger · 2026-11-03
Phase
Accumulation
Quantitative state
The statistical read favours the buyers, held for 7 days
Price at the screen
$50.95
Valuation
27.93 trailing · 22.60 forward price to earnings
Values screen
FAIL· score 30.0
Beta
1.33
The Workings
Five Screens, Shown in Full
Does not pass. Excluded industry: Asset Management
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
Excluded industry: Asset Management
Fail
Debt load
Excluded
Below 33%
Interest-bearing debt is of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
Excluded
Below 33%
Interest-bearing cash and securities are of assets, above the one-third limit.
Fail
Receivables
Excluded
Below 49%
Money owed to the company is of assets, above the 49% limit.
Fail
Revenue purity
Excluded
Below 5%
of revenue comes from non-compliant sources, over the 5% line.
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
Brookfield Asset Management does not clear the screen at the business-activity stage. It operates in conventional financial services, which the screen treats as interest-based, so the financial ratios are not the deciding factor here.
Read as at 2026-11-04. It updates when the underlying figures move, and past reads are kept below.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Overvalued vs our fair value, as of 3 Nov 2026: it trades above our $43.13 fair value estimate, narrow competitive moat, 60.80% revenue growth.
Fair value range in USD, drawn from the 2026-11-03 screen. The gold marker is the market price at the same screen. The price runs 18.1% above the base estimate.
Third-party analyst targets: 19 covering, consensus Buy. The average target sits +6% from the screen price.
Reading the gap · Our more conservative model reads it as fully-to-richly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Where our models see it going: fair-value estimate $43.13, with a range of $39.60 to $49.60, dated to the 2026-11-03 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Why it gives us pause
At 22.6x forward earnings, the price already runs ahead of the business. It trades 19% above our $43.13 fair value, so you would be buying at a premium, not a discount. The narrow moat is real, but quality alone does not make an expensive price cheap.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The things to watch: it already moves more than the market on an average day.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
BAM trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-11-03Accumulation$48.26+0.0%Entry 21
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 21%. The street (18 analysts) rates it buy, with a mean price target of $57. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-02Accumulation$48.26+0.0%Entry 20
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 21%. The street (18 analysts) rates it buy, with a mean price target of $57. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-01Accumulation$48.26-0.7%Entry 19
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.7% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 21%. The street (18 analysts) rates it buy, with a mean price target of $57. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-31Accumulation$48.60+0.0%Entry 18
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 21%. The street (18 analysts) rates it buy, with a mean price target of $57. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-30Accumulation$48.60+5.7%Entry 17
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 5.7% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 21%. The street (18 analysts) rates it buy, with a mean price target of $57. It reported earnings in this window, a natural checkpoint for the thesis.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 21%. The street (18 analysts) rates it buy, with a mean price target of $57.
2026-10-20Markdown$45.98+0.2%Entry 15
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 0.2% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 21%. The street (18 analysts) rates it buy, with a mean price target of $57.
2026-10-13Markdown$45.88+2.9%Entry 14
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 2.9% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 21%. The street (18 analysts) rates it buy, with a mean price target of $57.
2026-10-02Markdown · changed$44.59-13.5%Entry 13
The framework has shifted from distribution to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 13.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 21%. The street (18 analysts) rates it buy, with a mean price target of $57.
2026-09-04Distribution$51.52+8.3%Entry 12
Our analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 8.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 21%. The street (18 analysts) rates it buy, with a mean price target of $57.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
