Brookfield Asset ManagementBAM +1.23%61 3-Year ROIIC % is 21.48 as of Dec. 2025, which is 19% above its 10-year median of 18.00. GuruFocus rates BAM with a GF Score™ of 61/100 and a GF Value™ of $56.40 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 648 Asset Management companies, Brookfield Asset Management ranks better than 71.6% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Brookfield Asset Management's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 21.48%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Brookfield Asset Management's 3-Year ROIIC % or its related term are showing as below:
BAM's 3-Year ROIIC % is ranked better than 71.6% of 648
companies
in the Asset Management industry
Industry Median: 2.295
vs BAM: 21.48
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Brookfield Asset Management 3-Year ROIIC % Related Terms
Brookfield Asset Management 3-Year ROIIC % Historical Data
* 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 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Brookfield Asset Management's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Brookfield Asset Management's 3-Year ROIIC % falls into.
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( 2487.2732 (Dec. 2025) - 1 (Dec. 2022) )
/
( 13916 (Dec. 2025) - 2378 (Dec. 2022) )
=
2486.2732
/
11538
=
21.55%***
* 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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Brookfield Asset Management (BAM) has a 3-Year ROIIC % of 21.48 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Brookfield Asset Management and its competitors. This is 19% above median its historical median of 18.00. Over the past decade, Brookfield Asset Management's 3-Year ROIIC % has ranged from 14.51 to 21.48. According to the industry distribution chart, Brookfield Asset Management ranks #184 out of 648 companies in the Asset Management industry, placing it in the top 28.4%.
Is Brookfield Asset Management's 3-Year ROIIC % too high?
Brookfield Asset Management's current 3-Year ROIIC % of 21.48 is 19% above median its 10-year median of 18.00. Over the past 10 years, this metric has ranged from a low of 14.51 to a high of 21.48. The Asset Management industry median 3-Year ROIIC % is 2.30. Brookfield Asset Management's value of 21.48 is 835.9% above this industry median. Based on the distribution chart, Brookfield Asset Management ranks #184 out of 648 companies in the Asset Management industry, which is above the industry midpoint. Overall, Brookfield Asset Management has a GF Score™ of 61/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Brookfield Asset Management's 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Brookfield Asset Management ranks #184 out of 648 companies for 3-Year ROIIC %. This puts Brookfield Asset Management in the upper half of its industry. The industry median 3-Year ROIIC % is 2.30. Brookfield Asset Management's value of 21.48 is 835.9% above this benchmark. Historically, Brookfield Asset Management's own 3-Year ROIIC % has ranged from 14.51 to 21.48 over the past decade. While the company's 10-year median is 18.00 vs. the industry median of 2.30, 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 3-Year ROIIC % for an Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 2.30, based on 648 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Brookfield Asset Management's current 3-Year ROIIC % of 21.48 is 835.9% 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Brookfield Asset Management and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.30 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Brookfield Asset Management's current 3-Year ROIIC % is 21.48, which is 19% above median its own 10-year median of 18.00. 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 $56.40, compared to a current price of $45.40 — trading 19.5% below its estimated fair value. The current 3-Year ROIIC % is 21.48, which is 19% above median its 10-year median of 18.00 and 835.9% above the Asset Management industry median of 2.30. Brookfield Asset Management's overall GF Score™ is 61/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Brookfield Asset Management (BAM), the current 3-Year ROIIC % is 21.48 as of Dec. 2025. 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 $45.40 is trading 19.5% below its estimated GF Value™ of $56.40.
GuruFocus considers Brookfield Asset Management to be Modestly Undervalued.
Key valuation signals for BAM:
3-Year ROIIC %: 21.48 (19% above median its 10-year median of 18.00)
GF Value™: $56.40 vs. price of $45.40 (19.5% below fair value)
Industry Position: 835.9% above the Asset Management median (#184 of 648)
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 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.
61GF Score
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