RW5 Stock Overview

Brookfield Asset Management ULC was incorporated in 2022 and is based in Toronto, Canada. More details

RW5 fundamental analysis
Snowflake Score
Valuation	0/6
Future Growth	5/6
Past Performance	6/6
Financial Health	5/6
Dividends	2/6

Rewards

Earnings are forecast to grow 30.41% per year

Earnings grew by 30.8% over the past year

Risk Analysis

Dividend of 3.11% is not well covered by free cash flows

Community vs My Fair Value

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Brookfield Asset Management Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Brookfield Asset Management
Historical stock prices
Current Share Price	CA$48.60
52 Week High	CA$58.58
52 Week Low	CA$33.41
Beta	1.95
1 Month Change	4.00%
3 Month Change	-9.02%
1 Year Change	33.41%
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	75.99%

Recent updates

Shareholder Returns

	RW5	DE Capital Markets	DE Market
7D	-2.3%	-0.004%	1.1%
1Y	33.4%	46.1%	16.3%

Return vs Industry: RW5 underperformed the German Capital Markets industry which returned 46.5% over the past year.

Return vs Market: RW5 exceeded the German Market which returned 16.4% over the past year.

Price Volatility

Is RW5's price volatile compared to industry and market?
RW5 volatility
RW5 Average Weekly Movement	7.8%
Capital Markets Industry Average Movement	6.3%
Market Average Movement	6.5%
10% most volatile stocks in DE Market	12.9%
10% least volatile stocks in DE Market	3.1%

Stable Share Price: RW5 has not had significant price volatility in the past 3 months compared to the German market.

Volatility Over Time: RW5's weekly volatility (8%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
2022	2,500	n/a	bam.brookfield.com

Brookfield Asset Management ULC was incorporated in 2022 and is based in Toronto, Canada. Brookfield Asset Management ULC operates as a subsidiary of Brookfield Corporation.

Brookfield Asset Management Ltd. Fundamentals Summary

How do Brookfield Asset Management's earnings and revenue compare to its market cap?
RW5 fundamental statistics
Market cap	€79.70b
Earnings (TTM)	€2.03b
Revenue (TTM)	€3.68b

39.3x

P/E Ratio

21.7x

P/S Ratio

Is RW5 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
RW5 income statement (TTM)
Revenue	US$4.18b
Cost of Revenue	US$1.14b
Gross Profit	US$3.04b
Other Expenses	US$731.00m
Earnings	US$2.31b

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)	1.43
Gross Margin	72.76%
Net Profit Margin	55.25%
Debt/Equity Ratio	5.9%

How did RW5 perform over the long term?

See historical performance and comparison

Dividends

3.1%

Current Dividend Yield

60%

Payout Ratio

Does RW5 pay a reliable dividends?

See RW5 dividend history and benchmarks

When do you need to buy RW5 by to receive an upcoming dividend?
Brookfield Asset Management dividend dates
Ex Dividend Date	May 30 2025
Dividend Pay Date	Jun 30 2025
Days until Ex dividend	2 days
Days until Dividend pay date	29 days

Does RW5 pay a reliable dividends?

See RW5 dividend history and benchmarks

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/30 12:35
End of Day Share Price	2025/05/30 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Brookfield Asset Management Ltd. is covered by 1 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Michael Brown	Wells Fargo Securities, LLC

Brookfield Asset Management DB:RW5 Stock Report