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

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

Alaris Equity Partners Income Trust

IGM Financial, Inc.

AGF Management Ltd.

Brookfield Asset Management Ltd.

ONEX Corp.

Sprott, Inc.

iA Financial Corp., Inc.

Brookfield Corp.

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 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.

-8.63%

1.68

32.59%

S&P/TSX 60

19.1%

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)

270.20%

EBIT Growth (5y)

455.37%

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

117.63%

Pledged Shares

Institutional Holding

92.34%

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

11.19

EV to EBIT

78.99

EV to EBITDA

78.06

EV to Capital Employed

11.80

EV to Sales

37.19

PEG Ratio

3.07

Dividend Yield

ROCE (Latest)

14.94%

ROE (Latest)

18.41%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Bullish

Moving Averages

Bearish (Daily)

KST

Bearish

Dow Theory

Mildly Bullish

No Trend

OBV

Bullish

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

7What is working for the Company

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

NET PROFIT(Q)

Highest at CAD 858.02 MM

-13What is not working for the Company

RAW MATERIAL COST(Y)

Grown by 5.35% (YoY

DEBT-EQUITY RATIO (HY)

Highest at 20.78 %

INTEREST(Q)

Highest at CAD 51.2 MM

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

Net Sales

Higher at CAD 3,059.51 MM

than preceding 12 month period ended Jun 2025

MOJO Watch

In the half year the company has already crossed sales of the previous twelve months

Net Sales (CAD MM)

Pre-Tax Profit

Highest at CAD 911.99 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (CAD MM)

Net Profit

Highest at CAD 858.02 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is positive

Net Profit (CAD MM)

Dividend per share

Highest at CAD 1.08

in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (CAD)

Depreciation

Highest at CAD 15.22 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 15.22 MM has Grown at 253.65%

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 51.2 MM has Grown at 174.51%

period on period (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (CAD MM)

Interest

Highest at CAD 51.2 MM

in the last five periods and Increased by 174.51% (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (CAD MM)

Debt-Equity Ratio

Highest at 20.78 %

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

Raw Material Cost

Grown by 5.35% (YoY)

MOJO Watch

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

Raw Material Cost as a percentage of Sales