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Brookfield Asset Management given Neutral from JPMorgan, cites leading position

EditorEmilio Ghigini
Published 05/15/2024, 05:02 AM
BAM
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Wednesday, JPMorgan has resumed coverage on Brookfield Asset Management (NYSE:TSX:BAM), maintaining a Neutral rating but raising the price target to $41 from $38.

The firm highlights Brookfield's position as a leading alternative asset manager, particularly noting its advantageous asset mix amid inflationary pressures. The company's increased focus on infrastructure and alternative credit over private equity is seen as a positive factor.

Brookfield is currently engaging in a significant fundraising cycle, with several flagship funds either on the market or expected to be introduced soon. This move is anticipated to boost fee-related earnings (FRE), although the conversion of assets under management (AUM) to fee-producing assets under management (FPAUM) might require some time.

The company is also expanding its product offerings, venturing into new areas such as secondaries, technology, retail, and renewable energy, as well as perpetual funds.

These initiatives are expected to potentially increase the growth of FRE beyond initial projections. Brookfield's strategy involves both leading and following industry trends, which could contribute to its growth in the alternative asset management sector.

The revised price target reflects JPMorgan's assessment of Brookfield's current initiatives and market position. With the company's proactive approach to fundraising and product diversification, the firm acknowledges the potential for Brookfield to elevate its fee-related earnings.

However, the Neutral rating indicates a cautious stance on the stock's near-term prospects, taking into account the time needed for AUM to FPAUM conversion and the unfolding of the company's strategic expansions.

InvestingPro Insights

As Brookfield Asset Management (NYSE:BAM) continues to navigate the complex landscape of alternative asset management, recent data and insights from InvestingPro highlight several key financial metrics and projections that investors should consider. With a market capitalization of $67.32 billion, BAM's growth trajectory is under scrutiny, especially given that net income is expected to grow this year, according to InvestingPro Tips. This is a positive sign for investors looking for growth in their portfolio.

However, it's important to note that BAM is trading at a high earnings multiple, with a P/E ratio of 36.94 and an adjusted P/E ratio for the last twelve months as of Q1 2024 at 39.03. This suggests that the stock may be priced optimistically relative to its earnings. Moreover, the company's Price / Book ratio stands at 7.61, indicating that the stock may be trading at a premium compared to the company's book value. On the flip side, analysts predict the company will be profitable this year, and it has been profitable over the last twelve months, showcasing its ability to generate positive earnings amidst market challenges.

InvestingPro also provides additional insights for investors seeking a comprehensive analysis of Brookfield Asset Management. For instance, there are currently 6 more InvestingPro Tips available for BAM, which can be accessed at InvestingPro. To further enrich your investment strategy, use coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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