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

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.


-0.50.00.51.00.7

Performance

BAM vs. BN - Performance Comparison

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

-10.00%0.00%10.00%20.00%30.00%40.00%AugustSeptemberOctoberNovemberDecember2025
37.14%
27.58%
BAM
BN

Key characteristics

Sharpe Ratio

BAM:

2.06

BN:

2.10

Sortino Ratio

BAM:

2.61

BN:

2.58

Omega Ratio

BAM:

1.36

BN:

1.35

Calmar Ratio

BAM:

4.48

BN:

2.68

Martin Ratio

BAM:

9.75

BN:

12.53

Ulcer Index

BAM:

5.53%

BN:

4.42%

Daily Std Dev

BAM:

26.10%

BN:

26.32%

Max Drawdown

BAM:

-20.47%

BN:

-72.49%

Current Drawdown

BAM:

-3.76%

BN:

-2.58%

Fundamentals

Market Cap

BAM:

$23.87B

BN:

$90.48B

EPS

BAM:

$1.09

BN:

$0.46

PE Ratio

BAM:

52.16

BN:

130.09

Total Revenue (TTM)

BAM:

$1.21B

BN:

$67.20B

Gross Profit (TTM)

BAM:

$359.00M

BN:

$13.54B

EBITDA (TTM)

BAM:

$765.00M

BN:

$21.56B

Returns By Period

In the year-to-date period, BAM achieves a 4.91% return, which is significantly higher than BN's 4.16% return.


BAM

YTD

4.91%

1M

4.47%

6M

37.14%

1Y

51.30%

5Y*

N/A

10Y*

N/A

BN

YTD

4.16%

1M

6.69%

6M

27.57%

1Y

49.92%

5Y*

13.46%

10Y*

14.13%

*Annualized

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Risk-Adjusted Performance

BAM vs. BN — 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 9191
Overall Rank
The Sharpe Ratio Rank of BAM is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BAM is 8888
Sortino Ratio Rank
The Omega Ratio Rank of BAM is 8888
Omega Ratio Rank
The Calmar Ratio Rank of BAM is 9797
Calmar Ratio Rank
The Martin Ratio Rank of BAM is 9191
Martin Ratio Rank

BN
The Risk-Adjusted Performance Rank of BN is 9191
Overall Rank
The Sharpe Ratio Rank of BN is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BN is 8888
Sortino Ratio Rank
The Omega Ratio Rank of BN is 8787
Omega Ratio Rank
The Calmar Ratio Rank of BN is 9393
Calmar Ratio Rank
The Martin Ratio Rank of BN is 9494
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. 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.


Sharpe ratio
The chart of Sharpe ratio for BAM, currently valued at 2.06, compared to the broader market-2.000.002.004.002.062.10
The chart of Sortino ratio for BAM, currently valued at 2.61, compared to the broader market-4.00-2.000.002.004.006.002.612.58
The chart of Omega ratio for BAM, currently valued at 1.36, compared to the broader market0.501.001.502.001.361.35
The chart of Calmar ratio for BAM, currently valued at 4.48, compared to the broader market0.002.004.006.004.484.63
The chart of Martin ratio for BAM, currently valued at 9.75, compared to the broader market0.0010.0020.0030.009.7512.53
BAM
BN

The current BAM Sharpe Ratio is 2.06, which is comparable to the BN Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of BAM and BN, 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 Ratio0.501.001.502.002.503.003.504.00AugustSeptemberOctoberNovemberDecember2025
2.06
2.10
BAM
BN

Dividends

BAM vs. BN - Dividend Comparison

BAM's dividend yield for the trailing twelve months is around 2.67%, more than BN's 0.53% yield.


TTM20242023202220212020201920182017201620152014
BAM
Brookfield Asset Management Inc.
2.67%2.80%3.19%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BN
Brookfield Corp
0.53%0.56%0.87%1.88%0.86%1.16%1.45%1.56%1.68%1.56%1.97%1.75%

Drawdowns

BAM vs. BN - Drawdown Comparison

The maximum BAM drawdown since its inception was -20.47%, smaller than the maximum BN drawdown of -72.49%. Use the drawdown chart below to compare losses from any high point for BAM and BN. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-3.76%
-2.58%
BAM
BN

Volatility

BAM vs. BN - Volatility Comparison

Brookfield Asset Management Inc. (BAM) has a higher volatility of 11.85% compared to Brookfield Corp (BN) at 10.62%. 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.


4.00%6.00%8.00%10.00%12.00%AugustSeptemberOctoberNovemberDecember2025
11.85%
10.62%
BAM
BN

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.


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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