BAM
ACCE-researchedOverview
ACCE thesis
Brookfield operates the world's largest alternative asset management platform with $925 billion in assets under management across real estate, infrastructure, renewable power, and private equity. The firm captures management fees on this massive base while co-investing its own capital alongside institutional clients, creating multiple revenue streams from the same underlying investments. Fee-related earnings jumped 31% in Q3 as the company deployed record capital and raised new funds, with $93 billion of dry powder ready for deployment. The stock trades at 1.8x book value despite generating 22% ROE, while management expects to double fee-bearing capital to $2 trillion over the next five years. Brookfield's perpetual capital vehicles now represent 76% of fee-bearing capital, providing more stable and predictable cash flows than traditional private equity structures.
- moderateEarnings growth lag revenueRevenue grew 23.8% YoY but earnings only 5.6%, suggesting rising costs or mix shift compressing bottom-line conversion.
- moderateNear-zero 5-year revenue CAGR5y Rev CAGR of 0.1% signals the recent 23.8% YoY surge may be episodic rather than structural compounding.
- moderateMomentum score very weakACCE Momentum score of 23/100 is notably poor despite recent score recovery, flagging weak near-term price action.
- moderateRich valuation vs growth qualityP/S 14.7x and EV/EBITDA 22.3x are elevated for an asset manager with near-flat 5-year revenue trajectory.
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| BAM.TO | Brookfield Asset Management Ltd. | $73.5B | 26.4 | 26.8% | 0.45 | 3.0% | - | Compare |
| APO | Apollo Global Management Inc. (New) Common Stock | $74.4B | 44.8 | 11.4% | 0.57 | 1.7% | - | Compare |
| BN.TO | Brookfield Corporation | $83.7B | 69.1 | 2.3% | 6.24 | 0.7% | - | Compare |
| BN | Brookfield Corporation Class A Limited Voting Shares | $83.7B | 69.5 | 2.3% | 6.24 | 0.7% | - | Compare |
| KKR | KKR & Co. Inc. Common Stock | $91.3B | 31.6 | 7.3% | 1.76 | 0.8% | - | Compare |
| STT | State Street Corporation Common Stock | $50.2B | 16.1 | 12.4% | 1.04 | 1.8% | - | Compare |
Sector report card
Where BAM ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- GlobeNewswire•Sep 15, 2026Brookfield Agrees to Acquire Reliance Worldwide Corporation
- Business Wire•Sep 14, 2026Brookfield to Acquire a Minority Interest in American Real Estate Partners
- GlobeNewswire•Sep 14, 2026Brookfield to Host 2026 Investor Day on September 17
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Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.
Recent performance
SEC filings
Recent ACCE blog coverage
- $BAM ACCE Score Jumps 12 Points to 72 - What Drove ItBrookfield Asset Management's ACCE composite score rose from 60 to 72. Here's what the subscore breakdown tells us about the move - and the risks still present.2026-08-11