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BAM.TO vs. CNQ.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BAM.TO vs. CNQ.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Brookfield Asset Management Ltd (BAM.TO) and Canadian Natural Resources Limited (CNQ.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BAM.TO achieves a -6.38% return, which is significantly lower than CNQ.TO's 37.61% return.


BAM.TO

1D
1.48%
1M
-1.81%
YTD
-6.38%
6M
-9.11%
1Y
-7.86%
3Y*
18.57%
5Y*
10Y*

CNQ.TO

1D
-0.19%
1M
-2.91%
YTD
37.61%
6M
40.79%
1Y
43.07%
3Y*
27.02%
5Y*
33.86%
10Y*
23.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BAM.TO vs. CNQ.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022
BAM.TO
Brookfield Asset Management Ltd
-6.38%-4.85%51.69%42.64%33.69%
CNQ.TO
Canadian Natural Resources Limited
37.61%10.42%8.27%26.98%-4.21%

Correlation

The correlation between BAM.TO and CNQ.TO is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Dec 1, 2022

0.17

The correlation between BAM.TO and CNQ.TO shifts across timeframes, from -0.09 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BAM.TO:

CA$107.08B

CNQ.TO:

CA$132.89B

EPS

BAM.TO:

$1.54

CNQ.TO:

CA$4.65

PE Ratio

BAM.TO:

30.56

CNQ.TO:

13.64

PEG Ratio

BAM.TO:

0.05

CNQ.TO:

0.66

PS Ratio

BAM.TO:

15.53

CNQ.TO:

3.34

PB Ratio

BAM.TO:

8.91

CNQ.TO:

2.98

Total Revenue (TTM)

BAM.TO:

$4.94B

CNQ.TO:

CA$39.61B

Gross Profit (TTM)

BAM.TO:

$3.48B

CNQ.TO:

CA$12.42B

EBITDA (TTM)

BAM.TO:

$3.14B

CNQ.TO:

CA$17.78B

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Return for Risk

BAM.TO vs. CNQ.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BAM.TO
BAM.TO Risk / Return Rank: 2828
Overall Rank
BAM.TO Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
BAM.TO Sortino Ratio Rank: 2525
Sortino Ratio Rank
BAM.TO Omega Ratio Rank: 2525
Omega Ratio Rank
BAM.TO Calmar Ratio Rank: 3232
Calmar Ratio Rank
BAM.TO Martin Ratio Rank: 3131
Martin Ratio Rank

CNQ.TO
CNQ.TO Risk / Return Rank: 8383
Overall Rank
CNQ.TO Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
CNQ.TO Sortino Ratio Rank: 7979
Sortino Ratio Rank
CNQ.TO Omega Ratio Rank: 7979
Omega Ratio Rank
CNQ.TO Calmar Ratio Rank: 8585
Calmar Ratio Rank
CNQ.TO Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BAM.TO vs. CNQ.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookfield Asset Management Ltd (BAM.TO) and Canadian Natural Resources Limited (CNQ.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.


BAM.TOCNQ.TODifference
Sharpe ratioReturn per unit of total volatility

-2.02

Sortino ratioReturn per unit of downside risk

-2.44

Omega ratioGain probability vs. loss probability

0.96

1.28

-0.32

Calmar ratioReturn relative to maximum drawdown

-0.35

3.12

-3.47

Martin ratioReturn relative to average drawdown

-0.64

7.98

-8.63

BAM.TO vs. CNQ.TO - Sharpe Ratio Comparison

The current BAM.TO Sharpe Ratio is -0.36, which is lower than the CNQ.TO Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of BAM.TO and CNQ.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BAM.TO vs. CNQ.TO - Drawdown Comparison

The maximum BAM.TO drawdown since its inception was -30.80%, smaller than the maximum CNQ.TO drawdown of -74.63%. Use the drawdown chart below to compare losses from any high point for BAM.TO and CNQ.TO.


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Drawdown Indicators


BAM.TOCNQ.TODifference

Max Drawdown

Largest peak-to-trough decline

-30.80%

-74.63%

+43.83%

Max Drawdown (1Y)

Largest decline over 1 year

-30.31%

-15.33%

-14.98%

Max Drawdown (3Y)

Largest decline over 3 years

-30.80%

-33.12%

+2.32%

Max Drawdown (5Y)

Largest decline over 5 years

-33.12%

Max Drawdown (10Y)

Largest decline over 10 years

-74.63%

Current Drawdown

Current decline from peak

-21.54%

-8.72%

-12.82%

Average Drawdown

Average peak-to-trough decline

-9.24%

-17.63%

+8.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.31%

5.98%

+10.33%

Volatility

BAM.TO vs. CNQ.TO - Volatility Comparison

Brookfield Asset Management Ltd (BAM.TO) has a higher volatility of 9.78% compared to Canadian Natural Resources Limited (CNQ.TO) at 8.91%. This indicates that BAM.TO's price experiences larger fluctuations and is considered to be riskier than CNQ.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BAM.TOCNQ.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.78%

8.91%

+0.87%

Volatility (6M)

Calculated over the trailing 6-month period

22.05%

24.23%

-2.18%

Volatility (1Y)

Calculated over the trailing 1-year period

28.95%

28.98%

-0.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.28%

30.61%

+10.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.28%

38.12%

+3.16%

Dividends

BAM.TO vs. CNQ.TO - Dividend Comparison

BAM.TO's dividend yield for the trailing twelve months is around 3.93%, more than CNQ.TO's 3.77% yield.


PositionTTM20252024202320222021202020192018201720162015
BAM.TO
Brookfield Asset Management Ltd
3.93%3.40%2.67%3.27%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CNQ.TO
Canadian Natural Resources Limited
2.84%5.05%6.00%8.53%12.23%7.63%11.35%7.29%8.31%5.00%4.49%6.22%

Financials

BAM.TO vs. CNQ.TO - Financials Comparison

This section allows you to compare key financial metrics between Brookfield Asset Management Ltd and Canadian Natural Resources Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B20222023202420252026
1.32B
10.81B
(BAM.TO) Total Revenue
(CNQ.TO) Total Revenue
Please note, different currencies. BAM.TO values in USD, CNQ.TO values in CAD

BAM.TO vs. CNQ.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Brookfield Asset Management Ltd and Canadian Natural Resources Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%20222023202420252026
80.7%
32.1%
Portfolio components
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%.

CNQ.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Canadian Natural Resources Limited reported a gross profit of 3.47B and revenue of 10.81B. Therefore, the gross margin over that period was 32.1%.

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%.

CNQ.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Canadian Natural Resources Limited reported an operating income of 2.67B and revenue of 10.81B, resulting in an operating margin of 24.7%.

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%.

CNQ.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Canadian Natural Resources Limited reported a net income of 1.35B and revenue of 10.81B, resulting in a net margin of 12.5%.


Frequently Asked Questions


BAM.TO and CNQ.TO have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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