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

Correlation

The correlation between BN and BAM 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

BN vs. BAM - Performance Comparison

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

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Key characteristics

Sharpe Ratio

BN:

0.83

BAM:

1.40

Sortino Ratio

BN:

1.29

BAM:

1.90

Omega Ratio

BN:

1.17

BAM:

1.25

Calmar Ratio

BN:

1.04

BAM:

1.58

Martin Ratio

BN:

3.40

BAM:

5.05

Ulcer Index

BN:

8.51%

BAM:

9.22%

Daily Std Dev

BN:

34.94%

BAM:

33.39%

Max Drawdown

BN:

-72.49%

BAM:

-29.54%

Current Drawdown

BN:

-8.05%

BAM:

-5.88%

Fundamentals

Market Cap

BN:

$90.99B

BAM:

$94.85B

EPS

BN:

$0.29

BAM:

$1.36

PE Ratio

BN:

203.38

BAM:

43.25

PS Ratio

BN:

1.09

BAM:

22.71

PB Ratio

BN:

2.21

BAM:

11.17

Total Revenue (TTM)

BN:

$81.28B

BAM:

$1.56B

Gross Profit (TTM)

BN:

$21.40B

BAM:

$942.00M

EBITDA (TTM)

BN:

$29.70B

BAM:

$1.43B

Returns By Period

In the year-to-date period, BN achieves a -0.69% return, which is significantly lower than BAM's 6.57% return.


BN

YTD

-0.69%

1M

18.60%

6M

1.34%

1Y

28.62%

3Y*

15.59%

5Y*

19.68%

10Y*

13.12%

BAM

YTD

6.57%

1M

21.19%

6M

5.70%

1Y

46.29%

3Y*

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Brookfield Corp

Brookfield Asset Management Inc.

Risk-Adjusted Performance

BN vs. BAM — Risk-Adjusted Performance Rank

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

BN
The Risk-Adjusted Performance Rank of BN is 7878
Overall Rank
The Sharpe Ratio Rank of BN is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of BN is 7373
Sortino Ratio Rank
The Omega Ratio Rank of BN is 7272
Omega Ratio Rank
The Calmar Ratio Rank of BN is 8484
Calmar Ratio Rank
The Martin Ratio Rank of BN is 8181
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 8686
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.

BN vs. BAM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookfield Corp (BN) 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 BN Sharpe Ratio is 0.83, which is lower than the BAM Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of BN 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.


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Dividends

BN vs. BAM - Dividend Comparison

BN's dividend yield for the trailing twelve months is around 0.58%, less than BAM's 2.75% yield.


TTM20242023202220212020201920182017201620152014
BN
Brookfield Corp
0.58%0.56%0.87%1.88%0.86%1.16%1.44%1.55%1.68%1.55%1.97%1.76%
BAM
Brookfield Asset Management Inc.
2.75%2.80%3.19%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BN vs. BAM - Drawdown Comparison

The maximum BN drawdown since its inception was -72.49%, which is greater than BAM's maximum drawdown of -29.54%. Use the drawdown chart below to compare losses from any high point for BN and BAM. For additional features, visit the drawdowns tool.


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Volatility

BN vs. BAM - Volatility Comparison

Brookfield Corp (BN) has a higher volatility of 8.19% compared to Brookfield Asset Management Inc. (BAM) at 7.08%. This indicates that BN's price experiences larger fluctuations and is considered to be riskier than BAM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

BN vs. BAM - Financials Comparison

This section allows you to compare key financial metrics between Brookfield Corp 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


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

BN vs. BAM - Profitability Comparison

The chart below illustrates the profitability comparison between Brookfield Corp and Brookfield Asset Management Inc. 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
38.7%
75.9%
(BN) Gross Margin
(BAM) Gross Margin
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 - 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 - 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 - 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 - 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%.

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%.