Brookfield Asset Management Ltd. () Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Part of MojoOne Strategy

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Sprott, Inc.

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IGM Financial, Inc.

Brookfield Corp.

ONEX Corp.

Brookfield Asset Management Ltd.

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CI Financial Corp.

Clairvest Group, Inc.

Fairfax India Holdings Corp.

Why is Brookfield Asset Management Ltd. ?

The company has declared negative results in Mar'2026 after 6 consecutive positive quarters

ROCE(HY) Lowest at 30.53%
DEBT-EQUITY RATIO (HY) Highest at 35.96 %
INTEREST COVERAGE RATIO(Q) Lowest at 1,414.89

With ROE of 32.87%, it has a very expensive valuation with a 9.63 Price to Book Value

The stock is trading at a discount compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of -13.03%, its profits have risen by 8.3% ; the PEG ratio of the company is 3.5

Underperformed the market in the last 1 year

Even though the market (S&P/TSX 60) has generated returns of 28.13% in the last 1 year, the stock has hugely underperformed and has generate negative returns of -13.03% returns

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Brookfield Asset Management Ltd. should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Brookfield Asset Management Ltd. for you?

Medium Risk, High Return

Absolute

Risk Adjusted

Volatility

Brookfield Asset Management Ltd.

-12.64%

1.38

29.90%

S&P/TSX 60

29.63%

2.33

12.07%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

212.74%

EBIT Growth (5y)

385.82%

EBIT to Interest (avg)

69.46

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

18.54%

Dividend Payout Ratio

114.55%

Pledged Shares

Institutional Holding

92.66%

ROCE (avg)

48.15%

ROE (avg)

15.60%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

9.63

EV to EBIT

24.65

EV to EBITDA

24.24

EV to Capital Employed

11.09

EV to Sales

14.33

PEG Ratio

3.54

Dividend Yield

ROCE (Latest)

44.97%

ROE (Latest)

32.87%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bullish

Mildly Bearish

RSI

No Signal

Bollinger Bands

Bullish

Sideways

Moving Averages

Mildly Bearish (Daily)

KST

Bullish

Bearish

Dow Theory

Mildly Bullish

OBV

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

17What is working for the Company

OPERATING CASH FLOW(Y)

Highest at CAD 3,282.87 MM

NET SALES(HY)

At CAD 3,779.08 MM has Grown at 119.86%

DIVIDEND PER SHARE(HY)

Highest at CAD 1.37

NET PROFIT(9M)

Higher at CAD 2,624.22 MM

-18What is not working for the Company

ROCE(HY)

Lowest at 30.53%

DEBT-EQUITY RATIO (HY)

Highest at 35.96 %

INTEREST COVERAGE RATIO(Q)

Lowest at 1,414.89

INTEREST(Q)

Highest at CAD 64.47 MM

Here's what is working for Brookfield Asset Management Ltd.

Net Sales

At CAD 3,779.08 MM has Grown at 119.86%

Year on Year (YoY)

MOJO Watch

Near term sales trend is very positive

Net Sales (CAD MM)

Net Profit

At CAD 2,624.22 MM has Grown at 106.68%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is very positive

Net Profit (CAD MM)

Operating Cash Flow

Highest at CAD 3,282.87 MM and Grown

In each year in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (CAD MM)

Dividend per share

Highest at CAD 1.37 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (CAD)

Net Profit

Higher at CAD 2,624.22 MM

than preceding 12 month period ended Mar 2026

MOJO Watch

In the nine month period the company has already crossed sales of the previous twelve months

Net Profit (CAD MM)

Depreciation

At CAD 17.83 MM has Grown at 27.89%

period on period (QoQ)

MOJO Watch

The expenditure on assets done by the company has gone into productive use which should positively reflect in the future sales

Depreciation (CAD MM)

Here's what is not working for Brookfield Asset Management Ltd.

Interest

At CAD 64.47 MM has Grown at 18.56%

period on period (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (CAD MM)

Interest Coverage Ratio

Lowest at 1,414.89

in the last five periods

MOJO Watch

The company's ability to manage interest payments is deteriorating

Operating Profit to Interest

Debt-Equity Ratio

Highest at 35.96 % and Grown

In each half year in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio

Interest

Highest at CAD 64.47 MM

in the last five periods and Increased by 18.56% (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (CAD MM)

Debt-Equity Ratio

Highest at 35.96 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio