BAM (Brookfield Asset Management) 3-1 Month Momentum %: 0.12% (As of Jul. 17, 2026)

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Director of Data and Quant Analytics at GuruFocus
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

BAM Brookfield Asset Management Ltd BAM
62 GF Score
Price $49.57
GF Value $58.11
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Brookfield Asset Management 3-1 Month Momentum %?

Brookfield Asset Management BAM +1.12% 62 3-1 Month Momentum % is 0.12% as of Jul. 17, 2026. GuruFocus rates BAM with a GF Score™ of 62/100 and a GF Value™ of $58.11 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,626 Asset Management companies, Brookfield Asset Management ranks better than 65.25% on this metric.

3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-17), Brookfield Asset Management's 3-1 Month Momentum % is 0.12%.

The industry rank for Brookfield Asset Management's 3-1 Month Momentum % or its related term are showing as below:

BAM's 3-1 Month Momentum % is ranked better than
65.25% of 1626 companies
in the Asset Management industry
Industry Median: -0.41 vs BAM: 0.12

Brookfield Asset Management  (NYSE:BAM) 3-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.


Brookfield Asset Management 3-1 Month Momentum % Related Terms


BAM vs BLK, BX, KKR: 3-1 Month Momentum % Comparison

For the Asset Management subindustry, Brookfield Asset Management's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Brookfield Asset Management 3-1 Month Momentum % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Brookfield Asset Management's 3-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where Brookfield Asset Management's 3-1 Month Momentum % falls into.


BAM
62GF Score
Brookfield Asset Management Ltd BAM
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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Brookfield Asset Management  (NYSE:BAM) 3-1 Month Momentum % Calculation

3-1 Month Momentum % is calculated as following:

3-1 Month Momentum %=( Price 1-month ago / Price 3-month ago - 1 ) * 100 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about 3-1 Month Momentum % →
What does a 3-1 Month Momentum % of 0.12% mean?
Brookfield Asset Management (BAM) has a 3-1 Month Momentum % of 0.12% as of Jul. 17, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Brookfield Asset Management and its competitors. According to the industry distribution chart, Brookfield Asset Management ranks #565 out of 1626 companies in the Asset Management industry, placing it in the top 34.7%.
Is Brookfield Asset Management's 3-1 Month Momentum % too high?
Brookfield Asset Management's current 3-1 Month Momentum % is 0.12%. Based on the distribution chart, Brookfield Asset Management ranks #565 out of 1626 companies in the Asset Management industry, which is above the industry midpoint. Overall, Brookfield Asset Management has a GF Score™ of 62/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Brookfield Asset Management's 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Brookfield Asset Management ranks #565 out of 1626 companies for 3-1 Month Momentum %. This puts Brookfield Asset Management in the upper half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Brookfield Asset Management and its competitors. Brookfield Asset Management's current 3-1 Month Momentum % is 0.12%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Brookfield Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Brookfield Asset Management (BAM) is currently considered Modestly Undervalued. The stock's GF Value™ is $58.11, compared to a current price of $49.57 — trading 14.7% below its estimated fair value. The current 3-1 Month Momentum % is 0.12%. Brookfield Asset Management's overall GF Score™ is 62/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Brookfield Asset Management (BAM), the current 3-1 Month Momentum % is 0.12% as of Jul. 17, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Brookfield Asset Management (BAM) Overvalued in 2026?

Based on GuruFocus' analysis, Brookfield Asset Management stock appears to be undervalued. The current stock price of $49.57 is trading 14.7% below its estimated GF Value™ of $58.11. GuruFocus considers Brookfield Asset Management to be Modestly Undervalued.

Key valuation signals for BAM:

  • 3-1 Month Momentum %: 0.12%
  • GF Value™: $58.11 vs. price of $49.57 (14.7% below fair value)
  • GF Score™: 62/100 with 2 warning signs

No single metric tells the full story. See the BAM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Brookfield Asset Management Business Description

Other Exchanges RW5:GermanyBAM:Canada
Address 225 Liberty Street, 8th Floor, New York, NY, USA, 10281-1048
Brookfield Asset Management is one of the world's largest alternative-asset managers, with USD 1.181 trillion in total managed assets, including USD 602.7 billion in fee-earning AUM, at the end of 2025. The company has three main business segments: credit strategies (USD 363.0 billion in total AUM and USD 279.4 billion in fee-earning AUM), private equity (USD 155.0 billion/USD 48.0 billion), and real estate/real assets (USD 663.0 billion/USD 275.3 billion). The firm primarily serves institutional investors (90% of AUM) and high-net-worth individuals (10%), and is diversified globally, with 67% of revenue from the Americas, 20% from EMEA, and 13% from Asia-Pacific. Canada-based Brookfield Corp. owns 73% of Brookfield's outstanding Class A shares.
62GF Score

Get the complete analysis for BAM

3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$49.57
Price
$58.11
GF Value