WEBNF vs. BAM

Last updated Apr 1, 2026

Compare and contrast key facts about Westpac Banking Corp (WEBNF) and Brookfield Asset Management Inc. (BAM).

Performance

WEBNF vs. BAM - Performance Comparison

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

WEBNF vs. BAM - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
WEBNF Westpac Banking Corp	14.12%	39.75%	34.48%	5.37%	-2.80%
BAM Brookfield Asset Management Inc.	-14.27%	-0.24%	39.70%	45.61%	-10.41%

Fundamentals

Market Cap WEBNF : $69.94B BAM : $72.38B
EPS WEBNF : $5.20 BAM : $1.53
PE Ratio WEBNF : 5.51 BAM : 29.12
PS Ratio WEBNF : 1.38 BAM : 14.77
PB Ratio WEBNF : 1.45 BAM : 8.14
Total Revenue (TTM) WEBNF : $50.58B BAM : $4.90B
Gross Profit (TTM) WEBNF : $77.69B BAM : $4.64B
EBITDA (TTM) WEBNF : $3.05B BAM : $3.04B

Returns By Period

In the year-to-date period, WEBNF achieves a 14.12% return, which is significantly higher than BAM's -14.27% return.

WEBNF

• 1D: 0.00%
• 1M: 1.59%
• YTD: 14.12%
• 6M: 14.91%
• 1Y: 51.03%
• 3Y*: 35.22%
• 5Y*: 23.89%
• 10Y*: 14.69%

BAM

• 1D: 3.01%
• 1M: -4.92%
• YTD: -14.27%
• 6M: -20.45%
• 1Y: -5.09%
• 3Y*: 14.72%
• 5Y*: —
• 10Y*: —

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

Return for Risk

WEBNF vs. BAM — Risk / Return Rank

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

WEBNF

WEBNF Risk / Return Rank: 76
WEBNF Sharpe Ratio Rank: 71
WEBNF Sortino Ratio Rank: 70
WEBNF Omega Ratio Rank: 72
WEBNF Calmar Ratio Rank: 83
WEBNF Martin Ratio Rank: 86

BAM

BAM Risk / Return Rank: 34
BAM Sharpe Ratio Rank: 35
BAM Sortino Ratio Rank: 31
BAM Omega Ratio Rank: 30
BAM Calmar Ratio Rank: 37
BAM Martin Ratio Rank: 36

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.

WEBNF vs. BAM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Westpac Banking Corp (WEBNF) 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.

	WEBNF	BAM	Difference
Sharpe ratio Return per unit of total volatility	0.91	-0.16	+1.07
Sortino ratio Return per unit of downside risk	1.58	-0.00	+1.58
Omega ratio Gain probability vs. loss probability	1.23	1.00	+0.23
Calmar ratio Return relative to maximum drawdown	2.70	-0.17	+2.87
Martin ratio Return relative to average drawdown	8.48	-0.38	+8.86
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WEBNF vs. BAM - Sharpe Ratio Comparison

The current WEBNF Sharpe Ratio is 0.91, which is higher than the BAM Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of WEBNF 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.

Sharpe Ratios by Period

	WEBNF	BAM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.91	-0.16	+1.07
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.56	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.38	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.20	0.48	-0.27

Correlation

The correlation between WEBNF and BAM is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

WEBNF vs. BAM - Dividend Comparison

WEBNF's dividend yield for the trailing twelve months is around 2.43%, less than BAM's 4.08% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
WEBNF Westpac Banking Corp	2.43%	2.78%	8.39%	8.91%	7.82%	42.62%	3.83%	14.51%	19.31%	16.01%
BAM Brookfield Asset Management Inc.	4.08%	3.34%	2.80%	3.19%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

WEBNF vs. BAM - Drawdown Comparison

The maximum WEBNF drawdown since its inception was -66.96%, which is greater than BAM's maximum drawdown of -30.37%. Use the drawdown chart below to compare losses from any high point for WEBNF and BAM.

Drawdown Indicators

	WEBNF	BAM	Difference
Max Drawdown Largest peak-to-trough decline	-66.96%	-30.37%	-36.59%
Max Drawdown (1Y) Largest decline over 1 year	-18.99%	-30.37%	+11.38%
Max Drawdown (5Y) Largest decline over 5 years	-31.26%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-61.21%	—	—
Current Drawdown Current decline from peak	-6.12%	-27.80%	+21.68%
Average Drawdown Average peak-to-trough decline	-21.11%	-8.02%	-13.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.05%	13.59%	-7.54%

Volatility

WEBNF vs. BAM - Volatility Comparison

Westpac Banking Corp (WEBNF) has a higher volatility of 8.97% compared to Brookfield Asset Management Inc. (BAM) at 7.36%. This indicates that WEBNF'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.

Volatility by Period

	WEBNF	BAM	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.97%	7.36%	+1.61%
Volatility (6M) Calculated over the trailing 6-month period	30.96%	22.37%	+8.59%
Volatility (1Y) Calculated over the trailing 1-year period	56.21%	32.28%	+23.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	42.56%	30.23%	+12.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	39.08%	30.23%	+8.85%

Financials