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.

AGF Management Ltd.

Brookfield Asset Management Ltd.

Alaris Equity Partners Income Trust

IGM Financial, Inc.

Clairvest Group, Inc.

iA Financial Corp., Inc.

ONEX Corp.

Brookfield Corp.

CI Financial Corp.

Fairfax India Holdings Corp.

Why is Brookfield Asset Management Ltd. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 15.60%

Healthy long term growth as Net Sales has grown by an annual rate of 212.74% and Operating profit at 385.82%

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 -12.06%, its profits have risen by 8.3% ; the PEG ratio of the company is 3.5

High Institutional Holdings at 94.78%

These investors have better capability and resources to analyse fundamentals of companies than most retail investors.

Real-Time Research Report

Verdict Report

How much should you buy?

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.

-23.72%

1.50

30.23%

S&P/TSX 60

20.36%

2.51

12.02%

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)

62.57

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

17.51%

Dividend Payout Ratio

114.55%

Pledged Shares

Institutional Holding

94.78%

ROCE (avg)

41.23%

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

10What is working for the Company

OPERATING CASH FLOW(Y)

Highest at CAD 3,418.89 MM

DIVIDEND PER SHARE(HY)

Highest at CAD 1.53

NET SALES(Q)

Highest at CAD 2,426.83 MM

PRE-TAX PROFIT(Q)

Highest at CAD 1,846.77 MM

NET PROFIT(Q)

Highest at CAD 1,251.48 MM

EPS(Q)

Highest at CAD 0.78

-13What is not working for the Company

DEBT-EQUITY RATIO (HY)

Highest at 51 %

INTEREST(Q)

Highest at CAD 83.06 MM

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

Dividend per share

Highest at CAD 1.53 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (CAD)

Operating Cash Flow

Highest at CAD 3,418.89 MM

in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (CAD MM)

Net Sales

Highest at CAD 2,426.83 MM

in the last five periods

MOJO Watch

Near term sales trend is positive

Net Sales (CAD MM)

Net Sales

At CAD 2,426.83 MM has Grown at 60.78%

Year on Year (YoY)

MOJO Watch

Near term sales trend is positive

Net Sales (CAD MM)

Pre-Tax Profit

Highest at CAD 1,846.77 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (CAD MM)

Pre-Tax Profit

At CAD 1,846.77 MM has Grown at 102.37%

Year on Year (YoY)

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (CAD MM)

Net Profit

Highest at CAD 1,251.48 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is positive

Net Profit (CAD MM)

EPS

Highest at CAD 0.78

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (CAD)

Depreciation

Highest at CAD 27.69 MM

in the last five periods

MOJO Watch

The expenditure on assets done by the company may have gone into operation

Depreciation (CAD MM)

Depreciation

At CAD 27.69 MM has Grown at 55.27%

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 83.06 MM has Grown at 28.84%

period on period (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (CAD MM)

Debt-Equity Ratio

Highest at 51 % 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 83.06 MM

in the last five periods and Increased by 28.84% (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (CAD MM)

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