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

Correlation

The correlation between BAM and BIPC is 0.49, 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.


-0.50.00.51.00.5

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.

-20.00%0.00%20.00%40.00%60.00%80.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
83.04%
-10.35%
BAM
BIPC

Key characteristics

Sharpe Ratio

BAM:

1.77

BIPC:

0.48

Sortino Ratio

BAM:

2.35

BIPC:

0.83

Omega Ratio

BAM:

1.31

BIPC:

1.10

Calmar Ratio

BAM:

3.83

BIPC:

0.33

Martin Ratio

BAM:

8.60

BIPC:

2.12

Ulcer Index

BAM:

5.22%

BIPC:

6.45%

Daily Std Dev

BAM:

25.32%

BIPC:

28.50%

Max Drawdown

BAM:

-20.47%

BIPC:

-48.51%

Current Drawdown

BAM:

-7.87%

BIPC:

-20.30%

Fundamentals

Market Cap

BAM:

$24.41B

BIPC:

$5.22B

EPS

BAM:

$1.09

BIPC:

-$5.19

Total Revenue (TTM)

BAM:

$1.37B

BIPC:

$3.64B

Gross Profit (TTM)

BAM:

$347.00M

BIPC:

$2.29B

EBITDA (TTM)

BAM:

$852.00M

BIPC:

$1.41B

Returns By Period

In the year-to-date period, BAM achieves a 40.29% return, which is significantly higher than BIPC's 11.66% return.


BAM

YTD

40.29%

1M

-0.39%

6M

45.67%

1Y

43.07%

5Y*

N/A

10Y*

N/A

BIPC

YTD

11.66%

1M

-12.31%

6M

13.98%

1Y

10.72%

5Y*

N/A

10Y*

N/A

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for BAM, currently valued at 1.77, compared to the broader market-4.00-2.000.002.001.770.48
The chart of Sortino ratio for BAM, currently valued at 2.35, compared to the broader market-4.00-2.000.002.004.002.350.83
The chart of Omega ratio for BAM, currently valued at 1.31, compared to the broader market0.501.001.502.001.311.10
The chart of Calmar ratio for BAM, currently valued at 3.83, compared to the broader market0.002.004.006.003.830.36
The chart of Martin ratio for BAM, currently valued at 8.60, compared to the broader market-5.000.005.0010.0015.0020.0025.008.602.12
BAM
BIPC

The current BAM Sharpe Ratio is 1.77, which is higher than the BIPC Sharpe Ratio of 0.48. 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.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.77
0.48
BAM
BIPC

Dividends

BAM vs. BIPC - Dividend Comparison

BAM's dividend yield for the trailing twelve months is around 2.79%, less than BIPC's 4.29% yield.


TTM2023202220212020
BAM
Brookfield Asset Management Inc.
2.79%3.19%0.00%0.00%0.00%
BIPC
Brookfield Infrastructure Corporation
4.29%4.34%3.70%4.11%2.01%

Drawdowns

BAM vs. BIPC - Drawdown Comparison

The maximum BAM drawdown since its inception was -20.47%, 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. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.87%
-15.98%
BAM
BIPC

Volatility

BAM vs. BIPC - Volatility Comparison

Brookfield Asset Management Inc. (BAM) has a higher volatility of 9.69% compared to Brookfield Infrastructure Corporation (BIPC) at 9.20%. 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.


5.00%6.00%7.00%8.00%9.00%10.00%11.00%JulyAugustSeptemberOctoberNovemberDecember
9.69%
9.20%
BAM
BIPC

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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