BAM vs. EVR
BAM (Brookfield Asset Management Ltd.) and EVR (Evercore Inc.) are both stocks. Both are in the Financial Services sector — BAM in Asset Management, EVR in Capital Markets. Over the past 3 years, BAM returned 16.64%/yr vs 44.27%/yr for EVR. A 0.59 correlation means they provide meaningful diversification when combined.
Performance
BAM vs. EVR - Performance Comparison
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Returns By Period
In the year-to-date period, BAM achieves a -8.16% return, which is significantly lower than EVR's 5.58% return.
BAM
- 1D
- 1.09%
- 1M
- -0.63%
- YTD
- -8.16%
- 6M
- -10.55%
- 1Y
- -10.49%
- 3Y*
- 16.64%
- 5Y*
- —
- 10Y*
- —
EVR
- 1D
- 0.64%
- 1M
- 7.42%
- YTD
- 5.58%
- 6M
- 6.58%
- 1Y
- 50.39%
- 3Y*
- 44.27%
- 5Y*
- 22.48%
- 10Y*
- 24.68%
BAM vs. EVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BAM Brookfield Asset Management Ltd. | -8.16% | -0.24% | 39.70% | 45.61% | -10.80% |
EVR Evercore Inc. | 5.58% | 24.25% | 64.35% | 60.59% | 1.30% |
Correlation
The correlation between BAM and EVR is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2022 | 0.59 |
The correlation between BAM and EVR has been stable across timeframes, ranging from 0.59 to 0.64 - a consistent structural relationship.
Fundamentals
BAM:
$76.32B
EVR:
$14.96B
BAM:
$1.55
EVR:
$17.52
BAM:
30.39
EVR:
20.40
BAM:
0.05
EVR:
3.55
BAM:
15.08
EVR:
3.33
BAM:
6.79
EVR:
8.39
BAM:
$5.08B
EVR:
$4.58B
BAM:
$3.26B
EVR:
$4.53B
BAM:
$2.35B
EVR:
$1.04B
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Return for Risk
BAM vs. EVR — Risk / Return Rank
BAM
EVR
BAM vs. EVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Asset Management Ltd. (BAM) and Evercore Inc. (EVR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BAM | EVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.72 | ||
| Sortino ratioReturn per unit of downside risk | -2.17 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.23 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 1.54 | -1.97 |
| Martin ratioReturn relative to average drawdown | -0.77 | 3.91 | -4.68 |
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Drawdowns
BAM vs. EVR - Drawdown Comparison
The maximum BAM drawdown since its inception was -30.37%, smaller than the maximum EVR drawdown of -81.49%. Use the drawdown chart below to compare losses from any high point for BAM and EVR.
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Drawdown Indicators
| BAM | EVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.37% | -81.49% | +51.12% |
Max Drawdown (1Y)Largest decline over 1 year | -30.37% | -30.08% | -0.29% |
Max Drawdown (3Y)Largest decline over 3 years | -30.37% | -47.86% | +17.49% |
Max Drawdown (5Y)Largest decline over 5 years | — | -49.61% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -67.42% | — |
Current DrawdownCurrent decline from peak | -22.66% | -6.24% | -16.42% |
Average DrawdownAverage peak-to-trough decline | -8.86% | -20.84% | +11.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.80% | 11.83% | +4.97% |
Volatility
BAM vs. EVR - Volatility Comparison
Brookfield Asset Management Ltd. (BAM) and Evercore Inc. (EVR) have volatilities of 10.83% and 11.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAM | EVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.83% | 11.25% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 22.75% | 27.79% | -5.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.82% | 35.98% | -6.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.18% | 35.84% | -5.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.18% | 36.91% | -6.73% |
Dividends
BAM vs. EVR - Dividend Comparison
BAM's dividend yield for the trailing twelve months is around 3.99%, more than EVR's 0.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAM Brookfield Asset Management Ltd. | 3.99% | 3.34% | 2.80% | 3.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EVR Evercore Inc. | 0.95% | 0.98% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% |
Financials
BAM vs. EVR - Financials Comparison
This section allows you to compare key financial metrics between Brookfield Asset Management Ltd. and Evercore Inc.. 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
BAM vs. EVR - Profitability Comparison
BAM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Ltd. reported a gross profit of 0.00 and revenue of 1.34B. Therefore, the gross margin over that period was 0.0%.
EVR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported a gross profit of 1.37B and revenue of 1.40B. Therefore, the gross margin over that period was 98.0%.
BAM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Ltd. reported an operating income of 0.00 and revenue of 1.34B, resulting in an operating margin of 0.0%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported an operating income of 341.42M and revenue of 1.40B, resulting in an operating margin of 24.4%.
BAM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Ltd. reported a net income of 617.00M and revenue of 1.34B, resulting in a net margin of 46.1%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported a net income of 301.24M and revenue of 1.40B, resulting in a net margin of 21.5%.
Frequently Asked Questions
BAM and EVR have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVR has higher volatility (11.25%) compared to BAM (10.83%). In terms of maximum drawdown, BAM dropped -30.37% vs EVR's -81.49%.
EVR currently has the higher Sharpe Ratio (1.29 vs -0.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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