ATZ.TO vs. BAM.TO
ATZ.TO (Aritzia Inc.) and BAM.TO (Brookfield Asset Management Ltd) are both stocks. ATZ.TO operates in Apparel Retail (Consumer Cyclical), while BAM.TO operates in Asset Management (Financial Services). Over the past 3 years, ATZ.TO returned 67.44%/yr vs 18.57%/yr for BAM.TO. At a 0.31 correlation, their price movements are largely independent.
Performance
ATZ.TO vs. BAM.TO - Performance Comparison
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Returns By Period
In the year-to-date period, ATZ.TO achieves a 43.60% return, which is significantly higher than BAM.TO's -6.38% return.
ATZ.TO
- 1D
- 1.59%
- 1M
- 17.04%
- YTD
- 43.60%
- 6M
- 48.06%
- 1Y
- 158.47%
- 3Y*
- 67.44%
- 5Y*
- 38.38%
- 10Y*
- —
BAM.TO
- 1D
- 1.48%
- 1M
- -1.81%
- YTD
- -6.38%
- 6M
- -9.11%
- 1Y
- -7.86%
- 3Y*
- 18.57%
- 5Y*
- —
- 10Y*
- —
ATZ.TO vs. BAM.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ATZ.TO Aritzia Inc. | 43.60% | 119.59% | 94.33% | -41.92% | -7.47% |
BAM.TO Brookfield Asset Management Ltd | -6.38% | -4.85% | 51.69% | 42.64% | 33.69% |
Correlation
The correlation between ATZ.TO and BAM.TO is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 2022 | 0.31 |
Fundamentals
ATZ.TO:
CA$20.25B
BAM.TO:
CA$107.08B
ATZ.TO:
CA$3.19
BAM.TO:
$1.54
ATZ.TO:
52.81
BAM.TO:
30.56
ATZ.TO:
1.05
BAM.TO:
0.05
ATZ.TO:
5.45
BAM.TO:
15.53
ATZ.TO:
14.88
BAM.TO:
8.91
ATZ.TO:
CA$3.70B
BAM.TO:
$4.94B
ATZ.TO:
CA$1.65B
BAM.TO:
$3.48B
ATZ.TO:
CA$736.90M
BAM.TO:
$3.14B
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Return for Risk
ATZ.TO vs. BAM.TO — Risk / Return Rank
ATZ.TO
BAM.TO
ATZ.TO vs. BAM.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aritzia Inc. (ATZ.TO) and Brookfield Asset Management Ltd (BAM.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ATZ.TO | BAM.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +4.41 | ||
| Sortino ratioReturn per unit of downside risk | +4.60 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 0.96 | +0.61 |
| Calmar ratioReturn relative to maximum drawdown | 6.47 | -0.35 | +6.82 |
| Martin ratioReturn relative to average drawdown | 18.39 | -0.64 | +19.03 |
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Drawdowns
ATZ.TO vs. BAM.TO - Drawdown Comparison
The maximum ATZ.TO drawdown since its inception was -64.82%, which is greater than BAM.TO's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for ATZ.TO and BAM.TO.
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Drawdown Indicators
| ATZ.TO | BAM.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.82% | -30.80% | -34.02% |
Max Drawdown (1Y)Largest decline over 1 year | -23.22% | -30.31% | +7.09% |
Max Drawdown (3Y)Largest decline over 3 years | -46.84% | -30.80% | -16.04% |
Max Drawdown (5Y)Largest decline over 5 years | -64.82% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -21.54% | +21.54% |
Average DrawdownAverage peak-to-trough decline | -20.12% | -9.24% | -10.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.15% | 16.31% | -8.16% |
Volatility
ATZ.TO vs. BAM.TO - Volatility Comparison
Aritzia Inc. (ATZ.TO) has a higher volatility of 10.40% compared to Brookfield Asset Management Ltd (BAM.TO) at 9.78%. This indicates that ATZ.TO's price experiences larger fluctuations and is considered to be riskier than BAM.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATZ.TO | BAM.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.40% | 9.78% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 30.77% | 22.05% | +8.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.12% | 28.95% | +8.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.69% | 41.28% | +5.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.07% | 41.28% | +1.79% |
Dividends
ATZ.TO vs. BAM.TO - Dividend Comparison
ATZ.TO has not paid dividends to shareholders, while BAM.TO's dividend yield for the trailing twelve months is around 3.93%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
ATZ.TO Aritzia Inc. | 0.00% | 0.00% | 0.00% | 0.00% |
BAM.TO Brookfield Asset Management Ltd | 3.93% | 3.40% | 2.67% | 3.27% |
Financials
ATZ.TO vs. BAM.TO - Financials Comparison
This section allows you to compare key financial metrics between Aritzia Inc. and Brookfield Asset Management Ltd. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ATZ.TO vs. BAM.TO - Profitability Comparison
ATZ.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Aritzia Inc. reported a gross profit of 507.19M and revenue of 1.19B. Therefore, the gross margin over that period was 42.8%.
BAM.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Ltd reported a gross profit of 1.06B and revenue of 1.32B. Therefore, the gross margin over that period was 80.7%.
ATZ.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Aritzia Inc. reported an operating income of 183.02M and revenue of 1.19B, resulting in an operating margin of 15.4%.
BAM.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Ltd reported an operating income of 595.08M and revenue of 1.32B, resulting in an operating margin of 45.2%.
ATZ.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Aritzia Inc. reported a net income of 134.27M and revenue of 1.19B, resulting in a net margin of 11.3%.
BAM.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Ltd reported a net income of 606.89M and revenue of 1.32B, resulting in a net margin of 46.1%.
Frequently Asked Questions
ATZ.TO and BAM.TO have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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