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

Alaris Equity Partners Income Trust

Sprott, Inc.

AGF Management Ltd.

Brookfield Asset Management Ltd.

Brookfield Corp.

ONEX Corp.

IGM Financial, Inc.

iA Financial Corp., Inc.

Clairvest Group, Inc.

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 270.20% and Operating profit at 455.37%

With a growth in Net Sales of 2196.78%, the company declared Very Positive results in Jun 25

NET SALES(HY) Higher at CAD 3,059.51 MM
DIVIDEND PER SHARE(HY) Highest at CAD 1.08
PRE-TAX PROFIT(Q) Highest at CAD 911.99 MM

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.

-15.02%

1.68

32.59%

S&P/TSX 60

21.87%

1.54

14.62%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

57.47%

EBIT Growth (5y)

707.11%

EBIT to Interest (avg)

44.46

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

7.47%

Dividend Payout Ratio

114.55%

Pledged Shares

Institutional Holding

92.29%

ROCE (avg)

16.05%

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

9.10

EV to EBIT

24.58

EV to EBITDA

24.24

EV to Capital Employed

11.06

EV to Sales

14.73

PEG Ratio

Dividend Yield

ROCE (Latest)

45.01%

ROE (Latest)

31.18%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Dow Theory

No Trend

Mildly Bearish

OBV

No Trend

Mildly Bearish

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

37What is working for the Company

ROCE(HY)

Highest at 41.1%

DEBTORS TURNOVER RATIO(HY)

Highest at 5.62 times

PRE-TAX PROFIT(Q)

Highest at CAD 1,274.44 MM

NET PROFIT(Q)

At CAD 780.84 MM has Grown at 200.2%

RAW MATERIAL COST(Y)

Fallen by -21.42% (YoY

DIVIDEND PER SHARE(HY)

Highest at CAD 5.62

NET SALES(Q)

Highest at CAD 1,943.73 MM

-9What is not working for the Company

INTEREST(HY)

At CAD 35.81 MM has Grown at 224.04%

EPS(Q)

Lowest at CAD 0.47

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

Net Sales

At CAD 1,943.73 MM has Grown at 1,058.27%

Year on Year (YoY)

MOJO Watch

Near term sales trend is extremely positive

Net Sales (CAD MM)

Pre-Tax Profit

At CAD 1,274.44 MM has Grown at 389.96%

Year on Year (YoY)

MOJO Watch

Near term Pre-Tax Profit trend is very positive

Pre-Tax Profit (CAD MM)

Pre-Tax Profit

Highest at CAD 1,274.44 MM and Grown

In each period in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is very positive

Pre-Tax Profit (CAD MM)

Net Profit

At CAD 780.84 MM has Grown at 200.2%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is very positive

Net Profit (CAD MM)

Debtors Turnover Ratio

Highest at 5.62 times and Grown

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

MOJO Watch

Company has been able to sell its Debtors faster

Debtors Turnover Ratio

Net Sales

Highest at CAD 1,943.73 MM

in the last five periods

MOJO Watch

Near term sales trend is positive

Net Sales (CAD MM)

Dividend per share

Highest at CAD 5.62

in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (CAD)

Raw Material Cost

Fallen by -21.42% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Depreciation

Highest at CAD 33.46 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 33.46 MM has Grown at 51.88%

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 35.81 MM has Grown at 224.04%

over previous Semi-Annual period

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (CAD MM)

EPS

Lowest at CAD 0.47

in the last five periods

MOJO Watch

Declining profitability; company has created lower earnings for shareholders

EPS (CAD)