BAM
Brookfield Asset Management Ltd.
Asset Management
Market Cap$81.63B
5Y Perf.+69.6%
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Stock Comparison
BAM vs BX
Revenue, margins, valuation, and 5-year total return — side by side.
BX
Blackstone Inc.
Asset Management
Market Cap$97.70B
5Y Perf.+68.1%
BAM vs BX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | BAM | BX |
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $81.63B | $97.70B |
| Revenue (TTM) | $3.98B | $13.83B |
| Net Income (TTM) | $2.60B | $3.02B |
| Gross Margin | 71.0% | 86.0% |
| Operating Margin | 69.4% | 51.9% |
| Forward P/E | 26.3x | 20.9x |
| Total Debt | $219M | $13.31B |
| Cash & Equiv. | $12M | $2.63B |
BAM vs BX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
BAM
BX
| Stock | Dec 22 | May 26 | Return |
|---|---|---|---|
| Brookfield Asset Ma… (BAM) | 100 | 169.6 | +69.6% |
| Blackstone Inc. (BX) | 100 | 168.1 | +68.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BAM vs BX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: BX leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Brookfield Asset Management Ltd. is the stronger pick specifically for profitability and margin quality and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
BAM
Brookfield Asset Management Ltd.
The Banking Pick
BAM is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 1.50, Low D/E 6.7%, current ratio 0.88x
- Efficiency ratio 0.0% vs BX's 0.3% (lower = leaner)
- Beta 1.50 vs BX's 1.53, lower leverage
Best for: sleep-well-at-night
BX
Blackstone Inc.
The Banking Pick
BX carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 1.53, yield 6.2%
- Rev growth 21.6%, EPS growth 7.2%
- 487.1% 10Y total return vs BAM's 67.8%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | BX | 21.6% NII/revenue growth vs BAM's -2.0% |
| Value | BX | Lower P/E (20.9x vs 26.3x) |
| Quality / Margins | BAM | Efficiency ratio 0.0% vs BX's 0.3% (lower = leaner) |
| Stability / Safety | BAM | Beta 1.50 vs BX's 1.53, lower leverage |
| Dividends | BX | 6.2% yield, 2-year raise streak, vs BAM's 0.8% |
| Momentum (1Y) | BX | -3.2% vs BAM's -8.3% |
| Efficiency (ROA) | BAM | Efficiency ratio 0.0% vs BX's 0.3% |
BAM vs BX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
BAM vs BX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLBAMLAGGINGBX
BXBlackstone Inc.
3leads
BAMBrookfield Asset Mana…
3leads
6 Total Categories
CATEGORYLEADERvs BXMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
BAM4/5
Valuation MetricsMultiples, price ratios, and targets
BX6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
BAM7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
BX4/6
Risk & VolatilityBeta, volatility, and downside exposure
BAM2/2
Analyst OutlookRatings, price targets, and dividends
BX2/2
Income & Cash Flow (Last 12 Months)
BAM leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BX is the larger business by revenue, generating $13.8B annually — 3.5x BAM's $4.0B. BAM is the more profitable business, keeping 54.5% of every revenue dollar as net income compared to BX's 21.8%.
| Metric | BAMBrookfield Asset … | BXBlackstone Inc. |
|---|---|---|
| RevenueTrailing 12 months | $4.0B | $13.8B |
| EBITDAEarnings before interest/tax | $3.0B | $7.2B |
| Net IncomeAfter-tax profit | $2.6B | $3.0B |
| Free Cash FlowCash after capex | $1.9B | $3.5B |
| Gross MarginGross profit ÷ Revenue | +71.0% | +86.0% |
| Operating MarginEBIT ÷ Revenue | +69.4% | +51.9% |
| Net MarginNet income ÷ Revenue | +54.5% | +21.8% |
| FCF MarginFCF ÷ Revenue | +15.8% | +12.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +44.8% | +41.3% |
BAM leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
BX leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 32.1x trailing earnings, BX trades at a 15% valuation discount to BAM's 38.0x P/E. On an enterprise value basis, BX's 15.0x EV/EBITDA is more attractive than BAM's 29.5x.
| Metric | BAMBrookfield Asset … | BXBlackstone Inc. |
|---|---|---|
| Market CapShares × price | $81.6B | $97.7B |
| Enterprise ValueMkt cap + debt − cash | $81.8B | $108.4B |
| Trailing P/EPrice ÷ TTM EPS | 38.00x | 32.14x |
| Forward P/EPrice ÷ next-FY EPS est. | 26.31x | 20.89x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.54x |
| EV / EBITDAEnterprise value multiple | 29.48x | 15.02x |
| Price / SalesMarket cap ÷ Revenue | 20.51x | 7.07x |
| Price / BookPrice ÷ Book value/share | 24.90x | 4.45x |
| Price / FCFMarket cap ÷ FCF | 130.19x | 55.99x |
BX leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
BAM leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
BAM delivers a 24.4% return on equity — every $100 of shareholder capital generates $24 in annual profit, vs $14 for BX. BAM carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to BX's 0.61x. On the Piotroski fundamental quality scale (0–9), BX scores 5/9 vs BAM's 4/9, reflecting solid financial health.
| Metric | BAMBrookfield Asset … | BXBlackstone Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +24.4% | +14.3% |
| ROA (TTM)Return on assets | +15.8% | +6.5% |
| ROICReturn on invested capital | +71.0% | +16.1% |
| ROCEReturn on capital employed | +103.0% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 0.07x | 0.61x |
| Net DebtTotal debt minus cash | $207M | $10.7B |
| Cash & Equiv.Liquid assets | $12M | $2.6B |
| Total DebtShort + long-term debt | $219M | $13.3B |
| Interest CoverageEBIT ÷ Interest expense | 9.00x | 14.12x |
BAM leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
BX leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BAM five years ago would be worth $16,777 today (with dividends reinvested), compared to $16,476 for BX. Over the past 12 months, BX leads with a -3.2% total return vs BAM's -8.3%. The 3-year compound annual growth rate (CAGR) favors BX at 19.1% vs BAM's 17.4% — a key indicator of consistent wealth creation.
| Metric | BAMBrookfield Asset … | BXBlackstone Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -8.1% | -19.8% |
| 1-Year ReturnPast 12 months | -8.3% | -3.2% |
| 3-Year ReturnCumulative with dividends | +62.0% | +68.9% |
| 5-Year ReturnCumulative with dividends | +67.8% | +64.8% |
| 10-Year ReturnCumulative with dividends | +67.8% | +487.1% |
| CAGR (3Y)Annualised 3-year return | +17.4% | +19.1% |
BX leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
BAM leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BAM is the less volatile stock with a 1.50 beta — it tends to amplify market swings less than BX's 1.53 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BAM currently trades 75.9% from its 52-week high vs BX's 65.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | BAMBrookfield Asset … | BXBlackstone Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.50x | 1.53x |
| 52-Week HighHighest price in past year | $64.10 | $190.09 |
| 52-Week LowLowest price in past year | $42.20 | $101.73 |
| % of 52W HighCurrent price vs 52-week peak | +75.9% | +65.6% |
| RSI (14)Momentum oscillator 0–100 | 58.6 | 51.8 |
| Avg Volume (50D)Average daily shares traded | 3.6M | 7.2M |
BAM leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
BX leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates BAM as "Buy" and BX as "Buy". Consensus price targets imply 27.1% upside for BAM (target: $62) vs 25.3% for BX (target: $156). For income investors, BX offers the higher dividend yield at 6.18% vs BAM's 0.77%.
| Metric | BAMBrookfield Asset … | BXBlackstone Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $61.83 | $156.29 |
| # AnalystsCovering analysts | 20 | 29 |
| Dividend YieldAnnual dividend ÷ price | +0.8% | +6.2% |
| Dividend StreakConsecutive years of raises | 1 | 2 |
| Dividend / ShareAnnual DPS | $0.38 | $7.70 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +0.3% |
BX leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
BAM leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BX leads in 3 (Valuation Metrics, Total Returns).
Best OverallBrookfield Asset Management… (BAM)Leads 3 of 6 categories
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BAM vs BX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BAM or BX a better buy right now?
For growth investors, Blackstone Inc.
(BX) is the stronger pick with 21. 6% revenue growth year-over-year, versus -2. 0% for Brookfield Asset Management Ltd. (BAM). Blackstone Inc. (BX) offers the better valuation at 32. 1x trailing P/E (20. 9x forward), making it the more compelling value choice. Analysts rate Brookfield Asset Management Ltd. (BAM) a "Buy" — based on 20 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BAM or BX?
On trailing P/E, Blackstone Inc.
(BX) is the cheapest at 32. 1x versus Brookfield Asset Management Ltd. at 38. 0x. On forward P/E, Blackstone Inc. is actually cheaper at 20. 9x.
03Which is the better long-term investment — BAM or BX?
Over the past 5 years, Brookfield Asset Management Ltd.
(BAM) delivered a total return of +67. 8%, compared to +64. 8% for Blackstone Inc. (BX). Over 10 years, the gap is even starker: BX returned +487. 1% versus BAM's +67. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BAM or BX?
By beta (market sensitivity over 5 years), Brookfield Asset Management Ltd.
(BAM) is the lower-risk stock at 1. 50β versus Blackstone Inc. 's 1. 53β — meaning BX is approximately 2% more volatile than BAM relative to the S&P 500. On balance sheet safety, Brookfield Asset Management Ltd. (BAM) carries a lower debt/equity ratio of 7% versus 61% for Blackstone Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — BAM or BX?
By revenue growth (latest reported year), Blackstone Inc.
(BX) is pulling ahead at 21. 6% versus -2. 0% for Brookfield Asset Management Ltd. (BAM). On earnings-per-share growth, the picture is similar: Brookfield Asset Management Ltd. grew EPS 10. 5% year-over-year, compared to 7. 2% for Blackstone Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BAM or BX?
Brookfield Asset Management Ltd.
(BAM) is the more profitable company, earning 54. 5% net margin versus 21. 8% for Blackstone Inc. — meaning it keeps 54. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BAM leads at 69. 4% versus 51. 9% for BX. At the gross margin level — before operating expenses — BX leads at 86. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BAM or BX more undervalued right now?
On forward earnings alone, Blackstone Inc.
(BX) trades at 20. 9x forward P/E versus 26. 3x for Brookfield Asset Management Ltd. — 5. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BAM: 27. 1% to $61. 83.
08Which pays a better dividend — BAM or BX?
All stocks in this comparison pay dividends.
Blackstone Inc. (BX) offers the highest yield at 6. 2%, versus 0. 8% for Brookfield Asset Management Ltd. (BAM).
09Is BAM or BX better for a retirement portfolio?
For long-horizon retirement investors, Blackstone Inc.
(BX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (6. 2% yield, +487. 1% 10Y return). Both have compounded well over 10 years (BX: +487. 1%, BAM: +67. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BAM and BX?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: BAM is a mid-cap quality compounder stock; BX is a mid-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(BAM: -2.0% · BX: 21.6%)Net Margin>
%
(BAM: 54.5% · BX: 21.8%)P/E Ratio<
x
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