BAM vs. BN
Compare and contrast key facts about Brookfield Asset Management Inc. (BAM) and Brookfield Corp (BN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAM or BN.
Key characteristics
| BAM | BN | |
|---|---|---|
| YTD Return | 40.26% | 34.98% |
| 1Y Return | 79.63% | 63.25% |
| Sharpe Ratio | 3.26 | 2.60 |
| Sortino Ratio | 4.06 | 3.27 |
| Omega Ratio | 1.52 | 1.42 |
| Calmar Ratio | 5.65 | 2.01 |
| Martin Ratio | 16.29 | 17.44 |
| Ulcer Index | 5.10% | 3.95% |
| Daily Std Dev | 25.52% | 26.35% |
| Max Drawdown | -20.47% | -72.35% |
| Current Drawdown | 0.00% | -4.49% |
Fundamentals
| BAM | BN | |
|---|---|---|
| Market Cap | $22.94B | $80.29B |
| EPS | $1.12 | $0.57 |
| PE Ratio | 48.90 | 93.23 |
| Total Revenue (TTM) | $1.11B | $69.38B |
| Gross Profit (TTM) | $684.36M | $14.54B |
| EBITDA (TTM) | -$11.00M | $12.71B |
Correlation
The correlation between BAM and BN is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BAM vs. BN - Performance Comparison
In the year-to-date period, BAM achieves a 40.26% return, which is significantly higher than BN's 34.98% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BAM vs. BN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Asset Management Inc. (BAM) and Brookfield Corp (BN). 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.
Dividends
BAM vs. BN - Dividend Comparison
BAM's dividend yield for the trailing twelve months is around 2.67%, more than BN's 0.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAM Brookfield Asset Management Inc. | 2.67% | 3.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BN Brookfield Corp | 0.58% | 0.87% | 1.89% | 0.86% | 1.16% | 1.45% | 1.57% | 1.69% | 1.58% | 1.98% | 1.76% | 1.89% |
Drawdowns
BAM vs. BN - Drawdown Comparison
The maximum BAM drawdown since its inception was -20.47%, smaller than the maximum BN drawdown of -72.35%. Use the drawdown chart below to compare losses from any high point for BAM and BN. For additional features, visit the drawdowns tool.
Volatility
BAM vs. BN - Volatility Comparison
Brookfield Asset Management Inc. (BAM) has a higher volatility of 6.65% compared to Brookfield Corp (BN) at 6.32%. This indicates that BAM's price experiences larger fluctuations and is considered to be riskier than BN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BAM vs. BN - Financials Comparison
This section allows you to compare key financial metrics between Brookfield Asset Management Inc. and Brookfield Corp. 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