Brookfield Stock Performance

BAM -  USA Stock  

USD 55.61  1.16  2.13%

Brookfield Asset has performance score of 5 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.4708, which signifies possible diversification benefits within a given portfolio. Let's try to break down what Brookfield's beta means in this case. As returns on the market increase, Brookfield Asset returns are expected to increase less than the market. However, during the bear market, the loss on holding Brookfield Asset will be expected to be smaller as well. Although it is extremely important to respect Brookfield Asset Man historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards foreseeing future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Brookfield Asset Man technical indicators, you can presently evaluate if the expected return of 0.12% will be sustainable into the future. Brookfield Asset Man right now shows a risk of 1.57%. Please confirm Brookfield Asset Man maximum drawdown, and the relationship between the information ratio and downside variance to decide if Brookfield Asset Man will be following its price patterns.

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 Brookfield Performance
5 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Brookfield Asset Management are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Even with relatively sluggish basic indicators, Brookfield Asset may actually be approaching a critical reversion point that can send shares even higher in October 2021. ...more

Brookfield Price Channel

Quick Ratio0.85
Fifty Two Week Low29.09
Target High Price71.00
Fifty Two Week High57.83
Payout Ratio28.25%
Trailing Annual Dividend Yield0.89%
Target Low Price53.00

Brookfield Asset Relative Risk vs. Return Landscape

If you would invest  5,198  in Brookfield Asset Management on June 26, 2021 and sell it today you would earn a total of  363.00  from holding Brookfield Asset Management or generate 6.98% return on investment over 90 days. Brookfield Asset Management is generating 0.1211% of daily returns assuming volatility of 1.5747% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Brookfield, and above 98% of all equities are expected to generate higher returns over the next 90 days.
 Daily Expected Return (%) 
      Risk (%) 
Considering the 90-day investment horizon Brookfield Asset is expected to generate 2.2 times more return on investment than the market. However, the company is 2.2 times more volatile than its market benchmark. It trades about 0.08 of its potential returns per unit of risk. The DOW is currently generating roughly 0.0 per unit of risk.

Brookfield Asset Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Brookfield Asset's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Brookfield Asset Management, and traders can use it to determine the average amount a Brookfield Asset's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0769

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Estimated Market Risk
 1.57
  actual daily
 
 13 %
of total potential
 
1313
Expected Return
 0.12
  actual daily
 
 2 %
of total potential
 
22
Risk-Adjusted Return
 0.08
  actual daily
 
 5 %
of total potential
 
55
Based on monthly moving average Brookfield Asset is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Brookfield Asset by adding it to a well-diversified portfolio.

About Brookfield Asset Performance

To evaluate Brookfield Asset Man Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Brookfield Asset generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Brookfield Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Brookfield Asset Man stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Brookfield's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2021
Effect of Exchange Rate Changes on Cash-34 M-36.7 M
Return on Average Assets 0.009  0.0116 
Return on Average Equity(0.004) (0.004105) 
Return on Invested Capital 0.018  0.0227 
Return on Sales 0.13  0.16 
Brookfield Asset Management is a leading global alternative asset manager and one of the largest investors in real assets. We create value for BAM shareholders in the following ways As an asset manager by investing both our own capital and that of our investors this enables us to increase the scale of our operations, and enhances our financial returns through base management fees and performance-based income as an investor and capital allocator we strive to invest at attractive valuations, particularly in value-oriented situations that create opportunities for superior valuation gains and cash flow returns, or by monetizing assets at appropriate times to realize value and as an owner-operator we constantly work to increase the value of the assets within our operating businesses and the cash flows they produce through our operating expertise, development capabilities and effective financing

Things to note about Brookfield Asset Man

Checking the ongoing alerts about Brookfield Asset for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Brookfield Asset Man help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Brookfield Asset Alerts

Equity Alerts and Improvement Suggestions

About 69.0% of the company shares are held by institutions such as insurance companies
Latest headline from www.advisor.ca: Using stocks as inflation protection - Advisor.ca
Continue to Trending Equities. Note that the Brookfield Asset Man information on this page should be used as a complementary analysis to other Brookfield Asset's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

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When running Brookfield Asset Man price analysis, check to measure Brookfield Asset's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Brookfield Asset is operating at the current time. Most of Brookfield Asset's value examination focuses on studying past and present price action to predict the probability of Brookfield Asset's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Brookfield Asset's price. Additionally, you may evaluate how the addition of Brookfield Asset to your portfolios can decrease your overall portfolio volatility.
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The market value of Brookfield Asset Man is measured differently than its book value, which is the value of Brookfield that is recorded on the company's balance sheet. Investors also form their own opinion of Brookfield Asset's value that differs from its market value or its book value, called intrinsic value, which is Brookfield Asset's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Brookfield Asset's market value can be influenced by many factors that don't directly affect Brookfield Asset Man underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Brookfield Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine Brookfield Asset value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Brookfield Asset's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.