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Brookfield Asset Management Ltd. key statistics and ratios

In fiscal 2025, Brookfield Asset Management Ltd. had return on equity of 27.2%, a net margin of 49.8% and debt equal to 0.0% of equity. Each ratio below is calculated from the figures on its income statement, balance sheet and cash flow pages.

Financial ratios

US$ thousands unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year2019Dec 20192020Dec 20202021Dec 20212023Dec 20232024Dec 20242025Dec 2025LTMJun 2026
Net margin96.5%25.9%91.6%52.6%53.0%49.8%53.4%
Free-cash-flow margin38.1%82.0%45.6%35.0%40.3%43.4%40.3%
Return on equity—6.1%29.9%36.0%38.9%27.2%33.9%
Return on assets———66.7%24.3%15.4%16.5%
Asset turnover———1.270.460.310.31
Debt to equity——4.7%0.0%0.0%0.0%44.4%
Effective tax rate———16.3%17.2%18.0%17.5%
Capital spending as % of revenue0.0%0.9%1.1%0.4%0.2%0.2%0.4%
Free cash flow ÷ net income39.5%317.1%49.8%66.5%76.1%87.2%75.4%
Dividends ÷ net income———98.3%117.6%117.5%98.5%
Dividends and buybacks ÷ free cash flow———170.2%154.5%154.4%168.3%

Returns use average equity or assets over the year. Return on equity is left blank when equity is negative or so small that the ratio says nothing (above ±200%); interest cover is left blank above 200 times. Price-based ratios such as P/E are on the valuation page.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

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Figures from Brookfield Asset Management Ltd.'s SEC filings (10-K and 10-Q), retrieved October 20, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to Brookfield Asset Management Ltd.