Value
4.1/10data confidence 100%| Component | Sub-score |
|---|---|
| P/E | 4.4 |
| P/S | 0.3 |
| EV/EBITDA | 0.0 |
| Fwd P/E | 6.1 |
| PEG | 5.2 |
| Analyst target | 6.0 |
- ▸Forward P/E: 21.2x
- ▸PEG: 1.45
BAM · Why this verdict
Why Brookfield Asset Management (BAM) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score5.4/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
8.4/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 7.5 |
| ROA | 8.0 |
| Gross margin | 10.0 |
| Op margin | 10.0 |
| Net margin | 10.0 |
| Current ratio | 4.4 |
| FCF quality | 7.8 |
| Moat | 9.0 |
| Rule of 40 | 9.5 |
| Piotroski F | 7.8 |
- ▸Strong margins: 50%
- ▸Wide economic moat
- ▸Compounder quality: strong returns + growth
- ▸Rule of 40: 81 (elite)
Growth
5.8/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 8.4 |
| EPS growth | 3.1 |
- ▸Strong growth: 24% YoY
Momentum
1.5/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 4.5 |
| MACD | 0.0 |
| OBV | 1.0 |
| MA position | 1.0 |
| Volume | 0.8 |
- ▸Volume distribution (falling OBV)
- ▸Below 200-MA, MA slope -3.2%/30d — confirmed downtrend
Sentiment
7.0/10data confidence 100%| Component | Sub-score |
|---|---|
| Analyst rating | 7.4 |
| Price target | 8.0 |
| erm sentiment | 5.0 |
- ▸Analyst upside: 23%
Insider
5.0/10data confidence 50%Peer rank
4.9/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 2.7 |
| quality rank | 8.5 |
| growth rank | 8.3 |
- ▸Superior ROE vs peers
- ▸Best-in-class margins
Technical
7.3/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 9.1 |
| support resistance | 7.9 |
| 52w position | 4.8 |
Risk (lower is worse)
5.8/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 7.2 |
| days to cover | 3.9 |
| volatility | 5.2 |
| put call | 5.2 |
| implied vol | 4.1 |
| beta | 6.0 |
| debt equity | 8.9 |
Catalyst
3.1/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 1.1 |
| earnings timing | 5.0 |
| surprise avg | 0.0 |
| dividend safety | 4.2 |
- ▸Earnings concerns: 1B/2M
- ▸Yield trap warning: high yield but unsafe
How the verdict was assembled
Engine trigger
Wide-moat business. Accumulate on weakness. | News modifier -1 (STRONG_BUY_WAIT → HOLD_IF_HOLDING).
Engine technical detail
verdict_path:
L4:PATH_E_WIDE_MOAT|L3:NEWS_MOD=-1Passed (7)
- ASYMMETRY:1.8>=1.5
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:58d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (2)
- MOMENTUM:1.5<4.5
- DEATH_CROSS:HARD_BLOCK
Warning (0)
none
Reward-to-Risk
1.84
Upside
+10.8%
Downside
5.9%
Sizing output
AVOID
SetupUNKNOWN — No clear chart pattern; technical signals are mixed
EdgeTEMP_HEADWIND — High quality (8.4) with weak momentum (1.5)
SuitabilityMODERATE — Balanced profile
Investment implication
The HOLD_IF_HOLDING verdict reflects the MOMENTUM gate's 1.5<4.5 outcome against Quality at 8.4 and asymmetric R:R of 1.84.
The strongest dimensions are Quality at 8.4, Technical at 7.3, and Sentiment at 7.0; the weakest are Momentum at 1.5, Catalyst at 3.1, and Value at 4.1. The V9 engine flagged 2 failed gates, producing an asymmetric reward-to-risk of 1.84 and an engine sizing output of AVOID.