Narrative Update • May 20

In the last week, the Asset Management industry is up 1.3%, with Brookfield up 1.5%. This means that the industry has gained 6.7% over the past year. Looking forward, earnings are forecast to grow by 12% annually.
Has the Canadian Asset Management Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 30 May 2026 | CA$303.9b | CA$127.3b | CA$9.0b | 10.4x | 33.8x | 2.4x |
| Mon, 27 Apr 2026 | CA$297.9b | CA$123.0b | CA$8.7b | 9x | 34.3x | 2.4x |
| Wed, 25 Mar 2026 | CA$267.0b | CA$123.5b | CA$8.2b | 8.9x | 32.4x | 2.2x |
| Fri, 20 Feb 2026 | CA$313.8b | CA$122.6b | CA$7.8b | 9.2x | 40x | 2.6x |
| Sun, 18 Jan 2026 | CA$319.9b | CA$122.7b | CA$7.5b | 9.7x | 42.4x | 2.6x |
| Tue, 16 Dec 2025 | CA$310.2b | CA$121.5b | CA$7.5b | 9.2x | 41.3x | 2.6x |
| Thu, 13 Nov 2025 | CA$320.3b | CA$125.3b | CA$7.3b | 9.3x | 43.8x | 2.6x |
| Sat, 11 Oct 2025 | CA$311.8b | CA$124.9b | CA$7.0b | 10.1x | 44.6x | 2.5x |
| Mon, 08 Sep 2025 | CA$317.8b | CA$123.6b | CA$6.9b | 10.3x | 45.9x | 2.6x |
| Wed, 06 Aug 2025 | CA$313.4b | CA$128.9b | CA$6.0b | 12.1x | 52.4x | 2.4x |
| Fri, 04 Jul 2025 | CA$293.9b | CA$127.2b | CA$5.9b | 11.9x | 49.5x | 2.3x |
| Sun, 01 Jun 2025 | CA$287.6b | CA$128.5b | CA$6.0b | 11.2x | 47.8x | 2.2x |
| Tue, 29 Apr 2025 | CA$286.5b | CA$131.3b | CA$3.9b | 10.9x | 74.1x | 2.2x |
| Thu, 27 Mar 2025 | CA$297.6b | CA$135.4b | CA$4.5b | 12.4x | 65.9x | 2.2x |
| Sat, 22 Feb 2025 | CA$316.1b | CA$139.1b | CA$4.9b | 12.1x | 64.6x | 2.3x |
| Mon, 20 Jan 2025 | CA$217.5b | CA$147.6b | CA$5.2b | 11.9x | 41.5x | 1.5x |
| Wed, 18 Dec 2024 | CA$221.0b | CA$146.2b | CA$5.2b | 12x | 42.4x | 1.5x |
| Fri, 15 Nov 2024 | CA$209.6b | CA$149.9b | CA$5.3b | 12.3x | 39.8x | 1.4x |
| Sun, 13 Oct 2024 | CA$189.8b | CA$146.4b | CA$5.1b | 10.9x | 37.2x | 1.3x |
| Tue, 10 Sep 2024 | CA$163.4b | CA$144.4b | CA$5.1b | 10.2x | 32.3x | 1.1x |
| Thu, 08 Aug 2024 | CA$158.5b | CA$146.1b | CA$4.9b | 8.4x | 32.6x | 1.1x |
| Sat, 06 Jul 2024 | CA$154.5b | CA$145.2b | CA$5.0b | 9.8x | 31.1x | 1.1x |
| Mon, 03 Jun 2024 | CA$153.6b | CA$145.1b | CA$4.9b | 10.8x | 31.3x | 1.1x |
| Wed, 01 May 2024 | CA$141.9b | CA$152.6b | CA$7.1b | 10.3x | 20.1x | 0.9x |
| Fri, 29 Mar 2024 | CA$144.8b | CA$151.9b | CA$8.4b | 9.9x | 17.2x | 1x |
| Sun, 25 Feb 2024 | CA$145.9b | CA$151.4b | CA$7.6b | 9.4x | 19.2x | 1x |
| Tue, 23 Jan 2024 | CA$141.4b | CA$150.9b | CA$6.4b | 8.8x | 21.9x | 0.9x |
| Thu, 21 Dec 2023 | CA$137.9b | CA$149.7b | CA$6.4b | 8.8x | 21.5x | 0.9x |
| Sat, 18 Nov 2023 | CA$124.4b | CA$153.3b | CA$6.4b | 8.4x | 19.5x | 0.8x |
| Mon, 16 Oct 2023 | CA$118.0b | CA$148.0b | CA$4.7b | 11x | 25.1x | 0.8x |
| Wed, 13 Sep 2023 | CA$127.8b | CA$147.0b | CA$4.7b | 10x | 27.3x | 0.9x |
| Fri, 11 Aug 2023 | CA$130.1b | CA$150.0b | CA$5.5b | 9x | 23.6x | 0.9x |
| Sun, 09 Jul 2023 | CA$121.7b | CA$144.4b | CA$5.6b | 9.4x | 21.9x | 0.8x |
| Tue, 06 Jun 2023 | CA$117.4b | CA$146.3b | CA$5.9b | 9.3x | 20x | 0.8x |
20x
How does Canadian Asset Management compare with similar industries?
| CA Market | 0.08% | |
| Financials | -0.36% | |
| Capital Markets | 1.10% | |
| Asset Management | 1.32% | |
| Investment Banking and Brokerage | 3.66% | |
| Financial Exchanges and Data | -3.40% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PVF.UN Partners Value Investments | CA$17.00 | 6.3% +CA$697.9m | 17.3% | PE130.9x | |
| BAM Brookfield Asset Management | CA$66.68 | 0.6% +CA$686.6m | -13.6% | PE30.6x | |
| ONEX Onex | CA$110.08 | 4.8% +CA$383.2m | 8.1% | PE10.5x | |
| IGM IGM Financial | CA$78.56 | 1.4% +CA$260.3m | 79.3% | PE15.9x | |
| BN Brookfield | CA$62.81 | 0.2% +CA$223.4m | 18.9% | PE87.3x |