Brookfield Asset Management (BAM) Return on Invested Capital [ROIC] (2025 - 2026)
Brookfield Asset Management's Return on Invested Capital [ROIC] came in at 26.84% for Q2 2026, up 2.27 percentage points from 24.58% a year earlier and up 3.90 percentage points from the prior quarter.
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Analysis
Brookfield Asset Management (BAM) Return on Invested Capital [ROIC] (2025 - 2026) Analysis & Trends
For FY2025, Brookfield Asset Management's Return on Invested Capital [ROIC] was 24.12%.
- Business Quant data shows BAM's Return on Invested Capital [ROIC] at 22.94% (Q1 2026), 22.46% (Q4 2025) and 24.52% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | - |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 21.55% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | -21.34% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | - |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 26.84% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 20.60% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | - |
| 10 | Ameriprise Financial | 43.37 Bn | 4.79 Bn | 4.72 Bn | 49.52% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 26.84% |
| Mar 31, 2026 | 22.94% |
| Dec 31, 2025 | 22.46% |
| Sep 30, 2025 | 24.52% |
| Jun 30, 2025 | 24.58% |
| Mar 31, 2025 | 24.71% |
API Access
Brookfield Asset Management Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BAM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "BAM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BAM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();