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

Correlation

The correlation between BIPC and BAM is 0.52, 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

BIPC vs. BAM - Performance Comparison

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

Loading data...

Key characteristics

Sharpe Ratio

BIPC:

0.53

BAM:

1.39

Sortino Ratio

BIPC:

1.07

BAM:

1.90

Omega Ratio

BIPC:

1.13

BAM:

1.26

Calmar Ratio

BIPC:

0.61

BAM:

1.57

Martin Ratio

BIPC:

1.98

BAM:

5.05

Ulcer Index

BIPC:

9.75%

BAM:

9.20%

Daily Std Dev

BIPC:

29.89%

BAM:

33.25%

Max Drawdown

BIPC:

-48.51%

BAM:

-29.54%

Current Drawdown

BIPC:

-17.07%

BAM:

-7.46%

Fundamentals

Market Cap

BIPC:

$4.65B

BAM:

$93.71B

EPS

BIPC:

-$2.05

BAM:

$1.36

PS Ratio

BIPC:

1.26

BAM:

475.70

PB Ratio

BIPC:

37.49

BAM:

10.39

Total Revenue (TTM)

BIPC:

$3.70B

BAM:

$482.00M

Gross Profit (TTM)

BIPC:

$2.30B

BAM:

$122.00M

EBITDA (TTM)

BIPC:

$2.16B

BAM:

$685.00M

Returns By Period

In the year-to-date period, BIPC achieves a -1.87% return, which is significantly lower than BAM's 4.78% return.


BIPC

YTD

-1.87%

1M

14.67%

6M

-7.44%

1Y

16.60%

5Y*

8.58%

10Y*

N/A

BAM

YTD

4.78%

1M

22.27%

6M

1.37%

1Y

46.56%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

BIPC vs. BAM — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BIPC
The Risk-Adjusted Performance Rank of BIPC is 7171
Overall Rank
The Sharpe Ratio Rank of BIPC is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of BIPC is 6868
Sortino Ratio Rank
The Omega Ratio Rank of BIPC is 6565
Omega Ratio Rank
The Calmar Ratio Rank of BIPC is 7676
Calmar Ratio Rank
The Martin Ratio Rank of BIPC is 7373
Martin Ratio Rank

BAM
The Risk-Adjusted Performance Rank of BAM is 8787
Overall Rank
The Sharpe Ratio Rank of BAM is 9090
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 8787
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.

BIPC vs. BAM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookfield Infrastructure Corporation (BIPC) and Brookfield Asset Management Inc. (BAM). 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 BIPC Sharpe Ratio is 0.53, which is lower than the BAM Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of BIPC and BAM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

BIPC vs. BAM - Dividend Comparison

BIPC's dividend yield for the trailing twelve months is around 4.24%, more than BAM's 2.80% yield.


TTM20242023202220212020
BIPC
Brookfield Infrastructure Corporation
4.24%4.05%4.34%3.70%4.11%2.01%
BAM
Brookfield Asset Management Inc.
2.80%2.80%3.19%0.00%0.00%0.00%

Drawdowns

BIPC vs. BAM - Drawdown Comparison

The maximum BIPC drawdown since its inception was -48.51%, which is greater than BAM's maximum drawdown of -29.54%. Use the drawdown chart below to compare losses from any high point for BIPC and BAM. For additional features, visit the drawdowns tool.


Loading data...

Volatility

BIPC vs. BAM - Volatility Comparison

The current volatility for Brookfield Infrastructure Corporation (BIPC) is 8.12%, while Brookfield Asset Management Inc. (BAM) has a volatility of 8.83%. This indicates that BIPC experiences smaller price fluctuations and is considered to be less risky than BAM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

BIPC vs. BAM - Financials Comparison

This section allows you to compare key financial metrics between Brookfield Infrastructure Corporation and Brookfield Asset Management 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B20212022202320242025
929.00M
120.00M
(BIPC) Total Revenue
(BAM) Total Revenue
Values in USD except per share items