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BAM vs. BIPC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BAM and BIPC is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

BAM vs. BIPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookfield Asset Management Inc. (BAM) and Brookfield Infrastructure Corporation (BIPC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BAM:

1.44

BIPC:

0.60

Sortino Ratio

BAM:

1.83

BIPC:

0.93

Omega Ratio

BAM:

1.24

BIPC:

1.12

Calmar Ratio

BAM:

1.50

BIPC:

0.51

Martin Ratio

BAM:

4.82

BIPC:

1.61

Ulcer Index

BAM:

9.21%

BIPC:

10.02%

Daily Std Dev

BAM:

33.35%

BIPC:

29.81%

Max Drawdown

BAM:

-29.54%

BIPC:

-48.51%

Current Drawdown

BAM:

-7.10%

BIPC:

-15.66%

Fundamentals

Market Cap

BAM:

$91.21B

BIPC:

$4.70B

EPS

BAM:

$1.36

BIPC:

-$2.05

PS Ratio

BAM:

21.84

BIPC:

1.27

PB Ratio

BAM:

10.87

BIPC:

37.49

Total Revenue (TTM)

BAM:

$1.56B

BIPC:

$3.69B

Gross Profit (TTM)

BAM:

$942.00M

BIPC:

$2.30B

EBITDA (TTM)

BAM:

$1.43B

BIPC:

$3.62B

Returns By Period

In the year-to-date period, BAM achieves a 5.19% return, which is significantly higher than BIPC's -0.21% return.


BAM

YTD

5.19%

1M

7.88%

6M

3.45%

1Y

45.41%

3Y*

N/A

5Y*

N/A

10Y*

N/A

BIPC

YTD

-0.21%

1M

9.00%

6M

-8.72%

1Y

15.88%

3Y*

-4.31%

5Y*

10.27%

10Y*

N/A

*Annualized

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Brookfield Asset Management Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BAM vs. BIPC — Risk-Adjusted Performance Rank

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

BAM
The Risk-Adjusted Performance Rank of BAM is 8686
Overall Rank
The Sharpe Ratio Rank of BAM is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of BAM is 8383
Sortino Ratio Rank
The Omega Ratio Rank of BAM is 8282
Omega Ratio Rank
The Calmar Ratio Rank of BAM is 8989
Calmar Ratio Rank
The Martin Ratio Rank of BAM is 8686
Martin Ratio Rank

BIPC
The Risk-Adjusted Performance Rank of BIPC is 6969
Overall Rank
The Sharpe Ratio Rank of BIPC is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of BIPC is 6565
Sortino Ratio Rank
The Omega Ratio Rank of BIPC is 6262
Omega Ratio Rank
The Calmar Ratio Rank of BIPC is 7474
Calmar Ratio Rank
The Martin Ratio Rank of BIPC is 7171
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BAM vs. BIPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookfield Asset Management Inc. (BAM) and Brookfield Infrastructure Corporation (BIPC). 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.


The current BAM Sharpe Ratio is 1.44, which is higher than the BIPC Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of BAM and BIPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BAM vs. BIPC - Dividend Comparison

BAM's dividend yield for the trailing twelve months is around 2.79%, less than BIPC's 4.16% yield.


TTM20242023202220212020
BAM
Brookfield Asset Management Inc.
2.79%2.80%3.19%0.00%0.00%0.00%
BIPC
Brookfield Infrastructure Corporation
4.16%4.05%4.34%3.70%4.11%2.01%

Drawdowns

BAM vs. BIPC - Drawdown Comparison

The maximum BAM drawdown since its inception was -29.54%, smaller than the maximum BIPC drawdown of -48.51%. Use the drawdown chart below to compare losses from any high point for BAM and BIPC.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BAM vs. BIPC - Volatility Comparison

Brookfield Asset Management Inc. (BAM) has a higher volatility of 6.40% compared to Brookfield Infrastructure Corporation (BIPC) at 5.90%. This indicates that BAM's price experiences larger fluctuations and is considered to be riskier than BIPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

BAM vs. BIPC - Financials Comparison

This section allows you to compare key financial metrics between Brookfield Asset Management Inc. and Brookfield Infrastructure Corporation. 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


0.005.00B10.00B15.00B20212022202320242025
1.08B
929.00M
(BAM) Total Revenue
(BIPC) Total Revenue
Values in USD except per share items

BAM vs. BIPC - Profitability Comparison

The chart below illustrates the profitability comparison between Brookfield Asset Management Inc. and Brookfield Infrastructure Corporation 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%20212022202320242025
75.9%
61.8%
(BAM) Gross Margin
(BIPC) Gross Margin
BAM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Brookfield Asset Management Inc. reported a gross profit of 820.00M and revenue of 1.08B. Therefore, the gross margin over that period was 75.9%.

BIPC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Brookfield Infrastructure Corporation reported a gross profit of 574.00M and revenue of 929.00M. Therefore, the gross margin over that period was 61.8%.

BAM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Brookfield Asset Management Inc. reported an operating income of 738.00M and revenue of 1.08B, resulting in an operating margin of 68.3%.

BIPC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Brookfield Infrastructure Corporation reported an operating income of 555.00M and revenue of 929.00M, resulting in an operating margin of 59.7%.

BAM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Brookfield Asset Management Inc. reported a net income of 581.00M and revenue of 1.08B, resulting in a net margin of 53.8%.

BIPC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Brookfield Infrastructure Corporation reported a net income of 389.00M and revenue of 929.00M, resulting in a net margin of 41.9%.