Brookfield Asset ManagementHAM:RW5 -0.44%42 ROE % is 31.63% as of Mar. 2026, which is 9% below its 10-year median of 34.74. GuruFocus rates HAM:RW5 with a GF Score™ of 42/100 and a GF Value™ of €48.52 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,614 Asset Management companies, Brookfield Asset Management ranks better than 90.83% on this metric.
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
* 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.
For the Asset Management subindustry, Brookfield Asset Management's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Brookfield Asset Management's ROE % distribution charts can be found below:
* The bar in red indicates where Brookfield Asset Management's ROE % falls into.
* 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.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is four times the quarterly (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Brookfield Asset Management (HAM:RW5) has a ROE % of 31.63% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Brookfield Asset Management and its competitors. This is near median its historical median of 34.74. Over the past decade, Brookfield Asset Management's ROE % has ranged from 0.80 to 82.04. According to the industry distribution chart, Brookfield Asset Management ranks #148 out of 1614 companies in the Asset Management industry, placing it in the top 9.2%.
Is Brookfield Asset Management's ROE % too high?
Brookfield Asset Management's current ROE % of 31.63% is near median its 10-year median of 34.74. Over the past 10 years, this metric has ranged from a low of 0.80 to a high of 82.04. The Asset Management industry median ROE % is 6.36. Brookfield Asset Management's value of 31.63% is 397.3% above this industry median. Based on the distribution chart, Brookfield Asset Management ranks #148 out of 1614 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Brookfield Asset Management has a GF Score™ of 42/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Brookfield Asset Management's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Brookfield Asset Management ranks #148 out of 1614 companies for ROE %. This places Brookfield Asset Management in the top 9% of its industry — outperforming the majority of peers. The industry median ROE % is 6.36. Brookfield Asset Management's value of 31.63% is 397.3% above this benchmark. Historically, Brookfield Asset Management's own ROE % has ranged from 0.80 to 82.04 over the past decade. While the company's 10-year median is 34.74 vs. the industry median of 6.36, Brookfield Asset Management has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.36, based on 1,614 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Brookfield Asset Management's current ROE % of 31.63% is 397.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Brookfield Asset Management and its competitors. For the Asset Management industry, the median ROE % is 6.36 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Brookfield Asset Management's current ROE % is 31.63%, which is near median its own 10-year median of 34.74. 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 (HAM:RW5) is currently considered Modestly Undervalued. The stock's GF Value™ is €48.52, compared to a current price of €40.71 — trading 16.1% below its estimated fair value. The current ROE % is 31.63%, which is near median its 10-year median of 34.74 and 397.3% above the Asset Management industry median of 6.36. Brookfield Asset Management's overall GF Score™ is 42/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Brookfield Asset Management (HAM:RW5), the current ROE % is 31.63% as of Mar. 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 (HAM:RW5) Overvalued in 2026?
Based on GuruFocus' analysis, Brookfield Asset Management stock appears to be undervalued.
The current stock price of €40.71 is trading 16.1% below its estimated GF Value™ of €48.52.
GuruFocus considers Brookfield Asset Management to be Modestly Undervalued.
Key valuation signals for HAM:RW5:
ROE %: 31.63% (near median its 10-year median of 34.74)
GF Value™: €48.52 vs. price of €40.71 (16.1% below fair value)
Industry Position: 397.3% above the Asset Management median (#148 of 1614)
No single metric tells the full story. See the HAM:RW5 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
42GF Score
Get the complete analysis for HAM:RW5
ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
HAM:RW5 has been successfully added to your 
