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The Screen · Financials · Asset Management
Brookfield Asset Management Ltd
BAM · the NYSE · USD · Market cap $78.1B · 5,800 employees
Brookfield Asset Management Ltd.
FAIL · Does not pass the screen
48.87 USD
At the last full screen 2026-09-08
Screened 2026-09-08 · the tape above runs as of 09:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markdown label.
Brookfield Asset Management Ltd holds its Markdown at $48.87. The statistical read favours the sellers, held for 6 days.
As held on the ledger · 2026-09-08
Phase
Markdown · caution
Quantitative state
The statistical read favours the sellers, held for 6 days
Price at the screen
$48.87
Valuation
28.09 trailing · 22.51 forward price to earnings
Values screen
FAIL· score 30.0
Beta
1.26
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.
Fair value range in USD, drawn from the 2026-09-08 screen. The gold marker is the market price at the same screen. The price runs 9.9% above the base estimate.
Third-party analyst targets: 18 covering, consensus Buy. The average target sits +14% 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.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-08 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
Asset managers sit on our excluded list
Every time a pension hands capital to a private equity shop the fees keep rolling in, yet Brookfield Asset Management lands straight on the excluded list because the entire asset management sector fails our ethical screen.
We pass for that reason alone. The shares also trade at $48.33 against our fair value of $44.56, a negative margin of safety, while a forward multiple of 22.2 times sits above what a narrow-moat business with 24 percent revenue growth and 22 percent ROE normally justifies.
Analyst targets sit higher at $56, yet the ethical screen is absolute and the valuation leaves no room for error. Analysis, not advice.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
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
2026-09-04Distribution$51.52+8.3%Entry 12
The framework 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.
2026-08-05Distribution$47.56+0.0%Entry 11
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. 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 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. It reported earnings in this window, a natural checkpoint for the thesis.
The framework has shifted from markup to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. 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 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. It reported earnings in this window, a natural checkpoint for the thesis.
2026-08-03Markup$47.56+0.0%Entry 9
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. 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 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. It reported earnings in this window, a natural checkpoint for the thesis.
2026-08-02Markup$47.56+0.0%Entry 8
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. 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 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. It reported earnings in this window, a natural checkpoint for the thesis.
2026-08-01Markup$47.56+0.0%Entry 7
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. 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 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. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-31Markup$47.56+0.0%Entry 6
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. 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 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. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-30Markup · changed$47.56-1.6%Entry 5
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 1.6% 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 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. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-22Distribution$48.33+2.5%Entry 4
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 2.5% 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 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.
2026-07-18Distribution$47.13+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. 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 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.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
