Brookfield Asset Management Stock Performance

BAM Stock  USD 42.02  0.22  0.53%   
Brookfield Asset has a performance score of 5 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.84, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Brookfield Asset will likely underperform. Brookfield Asset Man right now shows a risk of 1.39%. Please confirm Brookfield Asset Man total risk alpha, downside variance, daily balance of power, as well as the relationship between the maximum drawdown and skewness , to decide if Brookfield Asset Man will be following its price patterns.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Brookfield Asset Management are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Brookfield Asset is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
 
Brookfield Asset dividend paid on 28th of March 2024
03/28/2024
Begin Period Cash Flow1000 K
  

Brookfield Asset Relative Risk vs. Return Landscape

If you would invest  3,980  in Brookfield Asset Management on December 29, 2023 and sell it today you would earn a total of  222.00  from holding Brookfield Asset Management or generate 5.58% return on investment over 90 days. Brookfield Asset Management is generating 0.0971% of daily returns assuming volatility of 1.3874% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than Brookfield, and above 99% of all equities are expected to generate higher returns over the next 90 days.
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Considering the 90-day investment horizon Brookfield Asset is expected to generate 1.4 times less return on investment than the market. In addition to that, the company is 2.44 times more volatile than its market benchmark. It trades about 0.07 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of volatility.

Brookfield Asset Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Brookfield Asset's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Brookfield Asset Management, and traders can use it to determine the average amount a Brookfield Asset's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.07

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Estimated Market Risk

 1.39
  actual daily
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88% of assets are more volatile

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99% of assets have higher returns

Risk-Adjusted Return

 0.07
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95% of assets perform better
Based on monthly moving average Brookfield Asset is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Brookfield Asset by adding it to a well-diversified portfolio.

Brookfield Asset Fundamentals Growth

Brookfield Stock prices reflect investors' perceptions of the future prospects and financial health of Brookfield Asset, and Brookfield Asset fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Brookfield Stock performance.

About Brookfield Asset Performance

To evaluate Brookfield Asset Man Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Brookfield Asset generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Brookfield Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Brookfield Asset Man market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Brookfield's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Brookfield Asset Management is an alternative asset manager and REITReal Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. Brookfield Asset Management Inc. was founded in 1997 and based in Toronto, Canada with additional offices across Northern America South America Europe Middle East and Asia. Brookfield Asset operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 180000 people.

Things to note about Brookfield Asset Man performance evaluation

Checking the ongoing alerts about Brookfield Asset for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Brookfield Asset Man help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
About 69.0% of the company shares are held by institutions such as insurance companies
On 28th of March 2024 Brookfield Asset paid $ 0.38 per share dividend to its current shareholders
Evaluating Brookfield Asset's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Brookfield Asset's stock performance include:
  • Analyzing Brookfield Asset's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Brookfield Asset's stock is overvalued or undervalued compared to its peers.
  • Examining Brookfield Asset's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Brookfield Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brookfield Asset's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Brookfield Asset's stock. These opinions can provide insight into Brookfield Asset's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Brookfield Asset's stock performance is not an exact science, and many factors can impact Brookfield Asset's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Brookfield Asset Man is a strong investment it is important to analyze Brookfield Asset's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Brookfield Asset's future performance. For an informed investment choice regarding Brookfield Stock, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brookfield Asset Management. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the Brookfield Asset Man information on this page should be used as a complementary analysis to other Brookfield Asset's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.

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When running Brookfield Asset's price analysis, check to measure Brookfield Asset's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Brookfield Asset is operating at the current time. Most of Brookfield Asset's value examination focuses on studying past and present price action to predict the probability of Brookfield Asset's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Brookfield Asset's price. Additionally, you may evaluate how the addition of Brookfield Asset to your portfolios can decrease your overall portfolio volatility.
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Is Brookfield Asset's industry 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.
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.