Brookfield Asset ManagementBAM +1.04%61 5-Year Yield-on-Cost % is 4.08 as of Jul. 03, 2026, which is 33% above its 10-year median of 3.06. GuruFocus rates BAM with a GF Score™ of 61/100 and a GF Value™ of $56.98 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,111 Asset Management companies, Brookfield Asset Management ranks worse than 71.11% on this metric.
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Brookfield Asset Management 5-Year Yield-on-Cost % Related Terms
BAM vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Brookfield Asset Management's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Brookfield Asset Management's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Brookfield Asset Management's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Brookfield Asset Management (BAM) has a 5-Year Yield-on-Cost % of 4.08 as of Jul. 03, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Brookfield Asset Management and its competitors. This is 33% above median its historical median of 3.06. Over the past decade, Brookfield Asset Management's 5-Year Yield-on-Cost % has ranged from 1.77 to 4.13. According to the industry distribution chart, Brookfield Asset Management ranks #790 out of 1111 companies in the Asset Management industry, placing it in the top 71.1%.
Is Brookfield Asset Management's 5-Year Yield-on-Cost % too high?
Brookfield Asset Management's current 5-Year Yield-on-Cost % of 4.08 is 33% above median its 10-year median of 3.06. Over the past 10 years, this metric has ranged from a low of 1.77 to a high of 4.13. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Brookfield Asset Management's value of 4.08 is 36.7% below this industry median. Based on the distribution chart, Brookfield Asset Management ranks #790 out of 1111 companies in the Asset Management industry, which is below 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 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Brookfield Asset Management ranks #790 out of 1111 companies for 5-Year Yield-on-Cost %. This places Brookfield Asset Management in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Brookfield Asset Management's value of 4.08 is 36.7% below this benchmark. Historically, Brookfield Asset Management's own 5-Year Yield-on-Cost % has ranged from 1.77 to 4.13 over the past decade. While the company's 10-year median is 3.06 vs. the industry median of 6.45, Brookfield Asset Management has consistently been below 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 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.45, based on 1,111 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Brookfield Asset Management's current 5-Year Yield-on-Cost % of 4.08 is 36.7% below 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Brookfield Asset Management and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Brookfield Asset Management's current 5-Year Yield-on-Cost % is 4.08, which is 33% above median its own 10-year median of 3.06. 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 $56.98, compared to a current price of $45.87 — trading 19.5% below its estimated fair value. The current 5-Year Yield-on-Cost % is 4.08, which is 33% above median its 10-year median of 3.06 and 36.7% below the Asset Management industry median of 6.45. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Brookfield Asset Management (BAM), the current 5-Year Yield-on-Cost % is 4.08 as of Jul. 03, 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 $45.87 is trading 19.5% below its estimated GF Value™ of $56.98.
GuruFocus considers Brookfield Asset Management to be Modestly Undervalued.
Key valuation signals for BAM:
5-Year Yield-on-Cost %: 4.08 (33% above median its 10-year median of 3.06)
GF Value™: $56.98 vs. price of $45.87 (19.5% below fair value)
Industry Position: 36.7% below the Asset Management median (#790 of 1111)
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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