URB.TO vs. BAM.TO

Last updated Jun 5, 2026

URB.TO (Urbana Corporation) and BAM.TO (Brookfield Asset Management Ltd) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 3 years, URB.TO returned 35.02%/yr vs 19.25%/yr for BAM.TO. At a 0.10 correlation, their price movements are largely independent.

Performance

URB.TO vs. BAM.TO - Performance Comparison

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

Returns By Period

In the year-to-date period, URB.TO achieves a -3.28% return, which is significantly higher than BAM.TO's -7.84% return.

URB.TO

• 1D: 0.00%
• 1M: 0.65%
• YTD: -3.28%
• 6M: 8.58%
• 1Y: 47.67%
• 3Y*: 35.02%
• 5Y*: 24.98%
• 10Y*: 19.05%

BAM.TO

• 1D: 3.28%
• 1M: -0.68%
• YTD: -7.84%
• 6M: -10.33%
• 1Y: -13.07%
• 3Y*: 19.25%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

URB.TO vs. BAM.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
URB.TO Urbana Corporation	-3.28%	71.25%	25.08%	14.21%	-1.16%
BAM.TO Brookfield Asset Management Ltd	-7.84%	-4.84%	51.69%	42.59%	-12.88%

Correlation

The correlation between URB.TO and BAM.TO is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.16
Correlation (3Y) Calculated over the trailing 3-year period	0.12
Correlation (All Time) Calculated using the full available price history since Dec 2, 2022	0.10

Fundamentals

Market Cap URB.TO : CA$383.32M BAM.TO : CA$105.40B
EPS URB.TO : CA$2.36 BAM.TO : CA$1.54
PE Ratio URB.TO : 3.93 BAM.TO : 42.06
PEG Ratio URB.TO : 0.07 BAM.TO : 0.07
PS Ratio URB.TO : 6.37 BAM.TO : 21.37
PB Ratio URB.TO : 0.70 BAM.TO : 12.27
Total Revenue (TTM) URB.TO : CA$60.16M BAM.TO : CA$4.94B
Gross Profit (TTM) URB.TO : CA$52.98M BAM.TO : CA$3.48B
EBITDA (TTM) URB.TO : CA$110.36M BAM.TO : CA$3.14B

Return for Risk

URB.TO vs. BAM.TO — Risk / Return Rank

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

URB.TO

URB.TO Risk / Return Rank: 83
URB.TO Sharpe Ratio Rank: 85
URB.TO Sortino Ratio Rank: 81
URB.TO Omega Ratio Rank: 80
URB.TO Calmar Ratio Rank: 86
URB.TO Martin Ratio Rank: 84

BAM.TO

BAM.TO Risk / Return Rank: 23
BAM.TO Sharpe Ratio Rank: 22
BAM.TO Sortino Ratio Rank: 21
BAM.TO Omega Ratio Rank: 21
BAM.TO Calmar Ratio Rank: 27
BAM.TO Martin Ratio Rank: 26

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

URB.TO vs. BAM.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Urbana Corporation (URB.TO) and Brookfield Asset Management Ltd (BAM.TO). 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.

	URB.TO	BAM.TO	Difference
Sharpe ratio: Return per unit of total volatility	1.76	-0.45	+2.21
Sortino ratio: Return per unit of downside risk	2.43	-0.45	+2.88
Omega ratio: Gain probability vs. loss probability	1.31	0.94	+0.37
Calmar ratio: Return relative to maximum drawdown	3.66	-0.43	+4.09
Martin ratio: Return relative to average drawdown	8.45	-0.82	+9.27
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

URB.TO vs. BAM.TO - Sharpe Ratio Comparison

The current URB.TO Sharpe Ratio is 1.76, which is higher than the BAM.TO Sharpe Ratio of -0.45. The chart below compares the historical Sharpe Ratios of URB.TO and BAM.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	URB.TO	BAM.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.76	-0.45	+2.21
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.82	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.59	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.36	0.52	-0.16

Drawdowns

URB.TO vs. BAM.TO - Drawdown Comparison

The maximum URB.TO drawdown since its inception was -85.54%, which is greater than BAM.TO's maximum drawdown of -30.79%. Use the drawdown chart below to compare losses from any high point for URB.TO and BAM.TO.

Drawdown Indicators

	URB.TO	BAM.TO	Difference
Max Drawdown Largest peak-to-trough decline	-85.54%	-30.79%	-54.75%
Max Drawdown (1Y) Largest decline over 1 year	-13.15%	-30.31%	+17.16%
Max Drawdown (3Y) Largest decline over 3 years	-14.77%	-30.79%	+16.02%
Max Drawdown (5Y) Largest decline over 5 years	-14.77%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-55.07%	—	—
Current Drawdown Current decline from peak	-10.64%	-22.75%	+12.11%
Average Drawdown Average peak-to-trough decline	-41.32%	-9.16%	-32.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.69%	15.98%	-10.29%

Volatility

URB.TO vs. BAM.TO - Volatility Comparison

Urbana Corporation (URB.TO) has a higher volatility of 10.27% compared to Brookfield Asset Management Ltd (BAM.TO) at 9.18%. This indicates that URB.TO's price experiences larger fluctuations and is considered to be riskier than BAM.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	URB.TO	BAM.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.27%	9.18%	+1.09%
Volatility (6M) Calculated over the trailing 6-month period	22.72%	21.81%	+0.91%
Volatility (1Y) Calculated over the trailing 1-year period	27.35%	28.98%	-1.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.71%	29.92%	+0.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.49%	29.92%	+2.57%

Dividends

URB.TO vs. BAM.TO - Dividend Comparison

URB.TO's dividend yield for the trailing twelve months is around 1.51%, less than BAM.TO's 4.00% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BAM.TO Brookfield Asset Management Ltd	4.00%	3.41%	2.67%	3.24%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
URB.TO Urbana Corporation	1.51%	1.34%	2.07%	2.32%	2.35%	2.44%	2.76%	2.44%	4.00%	2.83%	1.69%	2.44%

Financials

Frequently Asked Questions

Can I hold both URB.TO and BAM.TO in my portfolio?

URB.TO and BAM.TO have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.