Brookfield Asset Management (BAM) Return on Invested Capital [ROIC] (2025 - 2026)
Brookfield Asset Management's Return on Invested Capital [ROIC] came in at 39.58% for Q3 2026, up 15.06 percentage points from 24.52% a year earlier and up 12.74 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%, up 2.23 percentage points from FY2024.
- Going back by year, Return on Invested Capital [ROIC] was 21.88% in FY2024.
- Business Quant data shows BAM's Return on Invested Capital [ROIC] at 26.84% (Q2 2026), 22.94% (Q1 2026) and 22.46% (Q4 2025) in the three quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 189.07 Bn | 145.60 Bn | - | 9.65% |
| 2 | Spdr Gold Trust | 125.11 Bn | -432.90 Bn | - | - |
| 3 | Brookfield | 101.47 Bn | -96.66 Bn | - | - |
| 4 | Blackstone | 91.35 Bn | 85.56 Bn | - | 21.77% |
| 5 | Kkr | 87.89 Bn | 54.59 Bn | 1.76 Bn | -4.58% |
| 6 | Brookfield Asset Management | 82.34 Bn | 77.22 Bn | - | 39.58% |
| 7 | Apollo Global Management | 72.94 Bn | 89.74 Bn | 4.14 Bn | 1.14% |
| 8 | Wheaton Precious Metals | 59.70 Bn | 59.70 Bn | 538.50 Mn | 22.20% |
| 9 | Ares Management | 48.49 Bn | 47.07 Bn | 376.28 Mn | -19.43% |
| 10 | Franco Nevada | 47.61 Bn | 43.98 Bn | 427.60 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 39.58% |
| 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();