Profitability
Weight: 25%
B
70
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 12.0%
- Operating Margin Trend -3.98 pp/yr
BAM
Brookfield Asset Management Ltd.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
B
70
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 24.5%
- 5yr Share-Count CAGR 31.0%
Growth Quality
Weight: 10%
D-
31
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 0.0%
- 5yr EPS CAGR -24.0%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
F
17
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 0.23x
Balance Sheet
Weight: 30%
A+
100
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 51.7%
- Interest Coverage (EBIT/Int) 34.21x
Stability
Weight: 10%
D+
44
- EPS Volatility (σ/μ) 0.68
- Piotroski F-Score 5
- Negative-Revenue Years (5) 1/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.4 of 4 gurus held; 1 new buy; 1 added; 2 trimmed.
- Holders
- 4 +1
- Avg Δ position
- -11.4%
- New buys
- 1
- Full exits
- 0