Narrative Update • Jun 06

Brookfield is up 2.4%, leading the way for the Asset Management industry, which has gained 2.1%. This takes the industry's 12 month performance to a gain of 8.0%. As for the next few years, earnings are expected to grow by 12% per annum.
Has the Canadian Asset Management Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | CA$301.3b | CA$128.9b | CA$9.1b | 10x | 33.2x | 2.3x |
| Wed, 13 May 2026 | CA$303.1b | CA$124.0b | CA$8.9b | 8.9x | 34.2x | 2.4x |
| Fri, 10 Apr 2026 | CA$283.1b | CA$124.0b | CA$8.5b | 9.2x | 33.4x | 2.3x |
| Sun, 08 Mar 2026 | CA$280.5b | CA$122.4b | CA$8.4b | 9.3x | 33.3x | 2.3x |
| Tue, 03 Feb 2026 | CA$301.6b | CA$120.7b | CA$7.5b | 9.2x | 40.4x | 2.5x |
| Thu, 01 Jan 2026 | CA$309.0b | CA$121.2b | CA$7.5b | 9.3x | 41.4x | 2.6x |
| Sat, 29 Nov 2025 | CA$314.5b | CA$123.0b | CA$7.4b | 9.3x | 42.5x | 2.6x |
| Mon, 27 Oct 2025 | CA$321.6b | CA$124.8b | CA$7.0b | 8.7x | 46x | 2.6x |
| Wed, 24 Sep 2025 | CA$338.1b | CA$123.5b | CA$6.9b | 10.3x | 48.8x | 2.7x |
| Fri, 22 Aug 2025 | CA$313.3b | CA$124.0b | CA$6.9b | 11.2x | 45.6x | 2.5x |
| Sun, 20 Jul 2025 | CA$319.1b | CA$128.5b | CA$6.0b | 12x | 53.2x | 2.5x |
| Tue, 17 Jun 2025 | CA$280.6b | CA$127.2b | CA$6.0b | 11.2x | 47.1x | 2.2x |
| Thu, 15 May 2025 | CA$176.4b | CA$125.8b | CA$3.3b | 10.4x | 52.9x | 1.4x |
| Sat, 12 Apr 2025 | CA$253.3b | CA$131.9b | CA$3.9b | 13.3x | 65.3x | 1.9x |
| Mon, 10 Mar 2025 | CA$273.8b | CA$136.3b | CA$4.4b | 12x | 61.6x | 2x |
| Wed, 05 Feb 2025 | CA$223.0b | CA$146.3b | CA$5.2b | 11.8x | 42.6x | 1.5x |
| Fri, 03 Jan 2025 | CA$213.6b | CA$147.0b | CA$5.2b | 12.2x | 40.8x | 1.5x |
| Sun, 01 Dec 2024 | CA$218.6b | CA$143.2b | CA$5.1b | 11.3x | 42.6x | 1.5x |
| Tue, 29 Oct 2024 | CA$192.8b | CA$147.7b | CA$5.1b | 10.8x | 37.5x | 1.3x |
| Thu, 26 Sep 2024 | CA$179.5b | CA$143.7b | CA$5.0b | 10.5x | 35.7x | 1.2x |
| Sat, 24 Aug 2024 | CA$164.4b | CA$143.9b | CA$5.0b | 10.7x | 32.6x | 1.1x |
| Mon, 22 Jul 2024 | CA$163.5b | CA$146.2b | CA$5.0b | 9.6x | 32.7x | 1.1x |
| Wed, 19 Jun 2024 | CA$148.7b | CA$146.0b | CA$5.0b | 9.7x | 29.9x | 1x |
| Fri, 17 May 2024 | CA$155.7b | CA$145.0b | CA$4.9b | 11x | 32x | 1.1x |
| Sun, 14 Apr 2024 | CA$142.6b | CA$152.7b | CA$7.1b | 10.7x | 20.2x | 0.9x |
| Tue, 12 Mar 2024 | CA$148.4b | CA$151.2b | CA$7.6b | 11x | 19.5x | 1x |
| Thu, 08 Feb 2024 | CA$140.8b | CA$150.7b | CA$6.5b | 8x | 21.6x | 0.9x |
| Sat, 06 Jan 2024 | CA$135.5b | CA$149.6b | CA$6.4b | 8.7x | 21.2x | 0.9x |
| Mon, 04 Dec 2023 | CA$129.7b | CA$151.0b | CA$6.4b | 8x | 20.1x | 0.9x |
| Wed, 01 Nov 2023 | CA$109.7b | CA$150.1b | CA$4.8b | 8.8x | 23x | 0.7x |
| Fri, 29 Sep 2023 | CA$118.5b | CA$146.3b | CA$4.7b | 10.3x | 25.4x | 0.8x |
| Sun, 27 Aug 2023 | CA$121.0b | CA$147.4b | CA$4.7b | 10.2x | 25.7x | 0.8x |
| Tue, 25 Jul 2023 | CA$129.5b | CA$143.3b | CA$5.5b | 9.6x | 23.5x | 0.9x |
| Thu, 22 Jun 2023 | CA$119.9b | CA$143.5b | CA$5.8b | 9.3x | 20.8x | 0.8x |
20.8x
How does Canadian Asset Management compare with similar industries?
| CA Market | 1.37% | |
| Financials | 2.71% | |
| Capital Markets | 2.02% | |
| Asset Management | 2.05% | |
| Investment Banking and Brokerage | 3.45% | |
| Financial Exchanges and Data | 1.18% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BN Brookfield | CA$63.20 | 2.4% +CA$3.3b | 19.3% | PE86.7x | |
| BAM Brookfield Asset Management | CA$65.94 | 2.8% +CA$2.8b | -11.5% | PE29.9x | |
| ONEX Onex | CA$110.63 | 2.4% +CA$196.6m | 5.0% | PE10.4x | |
| AGF.B AGF Management | CA$18.71 | 4.6% +CA$52.8m | 55.5% | PE10.4x | |
| IGM IGM Financial | CA$80.51 | 0.09% +CA$16.3m | 84.8% | PE16.3x |