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BX vs. BAM
Performance
Risk-Adjusted Performance
Dividends
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BX vs. BAM

Last updated May 15, 2025

Compare and contrast key facts about The Blackstone Group Inc. (BX) and Brookfield Asset Management Inc. (BAM).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BX or BAM.

Correlation

The correlation between BX and BAM is 0.62, 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

BX vs. BAM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Blackstone Group Inc. (BX) 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

BX:

0.55

BAM:

1.59

Sortino Ratio

BX:

1.06

BAM:

2.10

Omega Ratio

BX:

1.14

BAM:

1.29

Calmar Ratio

BX:

0.58

BAM:

1.80

Martin Ratio

BX:

1.48

BAM:

5.78

Ulcer Index

BX:

15.43%

BAM:

9.21%

Daily Std Dev

BX:

38.78%

BAM:

33.26%

Max Drawdown

BX:

-87.65%

BAM:

-29.54%

Current Drawdown

BX:

-24.27%

BAM:

-3.22%

Fundamentals

Market Cap

BX:

$180.29B

BAM:

$94.52B

EPS

BX:

$3.30

BAM:

$1.36

PE Ratio

BX:

45.03

BAM:

42.88

PEG Ratio

BX:

2.18

BAM:

4.84

PS Ratio

BX:

14.57

BAM:

479.79

PB Ratio

BX:

14.24

BAM:

10.92

Total Revenue (TTM)

BX:

$11.95B

BAM:

$1.56B

Gross Profit (TTM)

BX:

$11.95B

BAM:

$942.00M

EBITDA (TTM)

BX:

$6.03B

BAM:

$685.00M

Returns By Period

In the year-to-date period, BX achieves a -12.57% return, which is significantly lower than BAM's 9.58% return.

BX

YTD

-12.57%

1M

14.56%

6M

-16.97%

1Y

20.98%

5Y*

28.29%

10Y*

18.95%

BAM

YTD

9.58%

1M

21.91%

6M

5.65%

1Y

52.46%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

BX vs. BAM — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BX
The Risk-Adjusted Performance Rank of BX is 6969
Overall Rank
The Sharpe Ratio Rank of BX is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of BX is 6767
Sortino Ratio Rank
The Omega Ratio Rank of BX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of BX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of BX is 6868
Martin Ratio Rank
BAM
The Risk-Adjusted Performance Rank of BAM is 8989
Overall Rank
The Sharpe Ratio Rank of BAM is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BAM is 8787
Sortino Ratio Rank
The Omega Ratio Rank of BAM is 8787
Omega Ratio Rank
The Calmar Ratio Rank of BAM is 9292
Calmar Ratio Rank
The Martin Ratio Rank of BAM is 8888
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.

BX vs. BAM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Blackstone Group Inc. (BX) 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 BX Sharpe Ratio is 0.55, which is lower than the BAM Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of BX 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

BX vs. BAM - Dividend Comparison

BX's dividend yield for the trailing twelve months is around 2.73%, more than BAM's 2.68% yield.

TTM20242023202220212020201920182017201620152014
BX
The Blackstone Group Inc.		2.73%2.00%2.54%6.66%2.76%2.95%3.43%8.12%7.25%8.44%9.76%5.57%
BAM
Brookfield Asset Management Inc.		2.68%2.80%3.19%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BX vs. BAM - Drawdown Comparison

The maximum BX drawdown since its inception was -87.65%, which is greater than BAM's maximum drawdown of -29.54%. Use the drawdown chart below to compare losses from any high point for BX and BAM. For additional features, visit the drawdowns tool.

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Volatility

BX vs. BAM - Volatility Comparison

The Blackstone Group Inc. (BX) has a higher volatility of 14.38% compared to Brookfield Asset Management Inc. (BAM) at 8.12%. This indicates that BX'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

BX vs. BAM - Financials Comparison

This section allows you to compare key financial metrics between The Blackstone Group Inc. 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
2.83B
1.08B
(BX) Total Revenue
(BAM) Total Revenue
Values in USD except per share items

BX vs. BAM - Profitability Comparison

The chart below illustrates the profitability comparison between The Blackstone Group Inc. 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%100.0%20212022202320242025
100.0%
76.0%
(BX) Gross Margin
(BAM) Gross Margin
BX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported a gross profit of 2.83B and revenue of 2.83B. Therefore, the gross margin over that period was 100.0%.

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 76.0%.

BX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported an operating income of 1.45B and revenue of 2.83B, resulting in an operating margin of 51.4%.

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 68.4%.

BX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported a net income of 614.85M and revenue of 2.83B, resulting in a net margin of 21.8%.

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 53.9%.