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

Correlation

The correlation between BAM and BN is 0.63, 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. 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.

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Key characteristics

Sharpe Ratio

BAM:

1.40

BN:

0.96

Sortino Ratio

BAM:

1.89

BN:

1.37

Omega Ratio

BAM:

1.25

BN:

1.18

Calmar Ratio

BAM:

1.58

BN:

1.13

Martin Ratio

BAM:

5.05

BN:

3.67

Ulcer Index

BAM:

9.23%

BN:

8.55%

Daily Std Dev

BAM:

33.46%

BN:

34.96%

Max Drawdown

BAM:

-29.54%

BN:

-72.49%

Current Drawdown

BAM:

-7.67%

BN:

-6.85%

Fundamentals

Market Cap

BAM:

$93.24B

BN:

$89.75B

EPS

BAM:

$1.38

BN:

$0.29

PE Ratio

BAM:

41.71

BN:

200.52

PS Ratio

BAM:

22.32

BN:

1.07

PB Ratio

BAM:

10.94

BN:

2.17

Total Revenue (TTM)

BAM:

$1.56B

BN:

$81.28B

Gross Profit (TTM)

BAM:

$942.00M

BN:

$21.40B

EBITDA (TTM)

BAM:

$1.43B

BN:

$29.70B

Returns By Period

In the year-to-date period, BAM achieves a 4.54% return, which is significantly higher than BN's 0.60% return.


BAM

YTD

4.54%

1M

5.54%

6M

-0.40%

1Y

46.59%

3Y*

N/A

5Y*

N/A

10Y*

N/A

BN

YTD

0.60%

1M

8.18%

6M

-5.69%

1Y

33.37%

3Y*

13.40%

5Y*

19.08%

10Y*

13.40%

*Annualized

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Brookfield Asset Management Inc.

Brookfield Corp

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

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 8686
Overall Rank
The Sharpe Ratio Rank of BAM is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of BAM is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BAM is 8383
Omega Ratio Rank
The Calmar Ratio Rank of BAM is 9090
Calmar Ratio Rank
The Martin Ratio Rank of BAM is 8686
Martin Ratio Rank

BN
The Risk-Adjusted Performance Rank of BN is 7979
Overall Rank
The Sharpe Ratio Rank of BN is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of BN is 7474
Sortino Ratio Rank
The Omega Ratio Rank of BN is 7474
Omega Ratio Rank
The Calmar Ratio Rank of BN is 8585
Calmar Ratio Rank
The Martin Ratio Rank of BN is 8181
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.


The current BAM Sharpe Ratio is 1.40, which is higher than the BN Sharpe Ratio of 0.96. 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.


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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. BN - Dividend Comparison

BAM's dividend yield for the trailing twelve months is around 2.81%, more than BN's 0.57% yield.


TTM20242023202220212020201920182017201620152014
BAM
Brookfield Asset Management Inc.
2.81%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
0.57%0.56%0.87%1.88%0.86%1.16%1.44%1.55%1.68%1.55%1.97%1.75%

Drawdowns

BAM vs. BN - Drawdown Comparison

The maximum BAM drawdown since its inception was -29.54%, 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.


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

Volatility

BAM vs. BN - Volatility Comparison

The current volatility for Brookfield Asset Management Inc. (BAM) is 7.08%, while Brookfield Corp (BN) has a volatility of 7.63%. This indicates that BAM experiences smaller price fluctuations and is considered to be less risky than BN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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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


-5.00B0.005.00B10.00B15.00B20.00B25.00B30.00B20212022202320242025
1.08B
17.94B
(BAM) Total Revenue
(BN) Total Revenue
Values in USD except per share items

BAM vs. BN - Profitability Comparison

The chart below illustrates the profitability comparison between Brookfield Asset Management Inc. and Brookfield Corp 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%
38.7%
(BAM) Gross Margin
(BN) 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%.

BN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Brookfield Corp reported a gross profit of 6.95B and revenue of 17.94B. Therefore, the gross margin over that period was 38.7%.

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%.

BN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Brookfield Corp reported an operating income of 4.48B and revenue of 17.94B, resulting in an operating margin of 24.9%.

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%.

BN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Brookfield Corp reported a net income of 73.00M and revenue of 17.94B, resulting in a net margin of 0.4%.