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BBUC vs BAM
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
BBUC vs BAM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $2.35B | $81.87B |
| Revenue (TTM) | $8.21B | $3.98B |
| Net Income (TTM) | $-1.04B | $2.60B |
| Gross Margin | 7.8% | 71.0% |
| Operating Margin | 0.8% | 69.4% |
| Forward P/E | 6.1x | 26.4x |
| Total Debt | $8.77B | $219M |
| Cash & Equiv. | $1.01B | $12M |
BBUC vs BAM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Dec 22 | May 26 | Return |
|---|---|---|---|
| Brookfield Business… (BBUC) | 100 | 178.9 | +78.9% |
| Brookfield Asset Ma… (BAM) | 100 | 170.1 | +70.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BBUC vs BAM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BBUC carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.42, yield 0.7%
- Rev growth 6.8%, EPS growth -331.8%
- Lower volatility, beta 1.42, current ratio 0.61x
BAM is the clearest fit if your priority is long-term compounding and defensive.
- 68.2% 10Y total return vs BBUC's 23.8%
- Beta 1.50, yield 0.8%, current ratio 0.88x
- Efficiency ratio 0.0% vs BBUC's 0.1% (lower = leaner)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 6.8% NII/revenue growth vs BAM's -2.0% | |
| Value | Lower P/E (6.1x vs 26.4x) | |
| Quality / Margins | Efficiency ratio 0.0% vs BBUC's 0.1% (lower = leaner) | |
| Stability / Safety | Beta 1.42 vs BAM's 1.50 | |
| Dividends | 0.8% yield, 1-year raise streak, vs BBUC's 0.7% | |
| Momentum (1Y) | +26.0% vs BAM's -9.3% | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs BBUC's 0.1% |
BBUC vs BAM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
BAM leads this category, winning 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BBUC is the larger business by revenue, generating $8.2B annually — 2.1x BAM's $4.0B. BAM is the more profitable business, keeping 54.5% of every revenue dollar as net income compared to BBUC's -10.8%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $8.2B | $4.0B |
| EBITDAEarnings before interest/tax | $1.1B | $3.0B |
| Net IncomeAfter-tax profit | -$1.0B | $2.6B |
| Free Cash FlowCash after capex | -$677M | $1.9B |
| Gross MarginGross profit ÷ Revenue | +7.8% | +71.0% |
| Operating MarginEBIT ÷ Revenue | +0.8% | +69.4% |
| Net MarginNet income ÷ Revenue | -10.8% | +54.5% |
| FCF MarginFCF ÷ Revenue | -5.0% | +15.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -198.2% | +44.8% |
Valuation Metrics
BBUC leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, BBUC's 12.0x EV/EBITDA is more attractive than BAM's 29.6x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.4B | $81.9B |
| Enterprise ValueMkt cap + debt − cash | $10.1B | $82.1B |
| Trailing P/EPrice ÷ TTM EPS | -2.76x | 38.11x |
| Forward P/EPrice ÷ next-FY EPS est. | 6.11x | 26.39x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 12.00x | 29.57x |
| Price / SalesMarket cap ÷ Revenue | 0.29x | 20.57x |
| Price / BookPrice ÷ Book value/share | 0.93x | 24.98x |
| Price / FCFMarket cap ÷ FCF | — | 130.58x |
Profitability & Efficiency
BAM leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
BAM delivers a 24.4% return on equity — every $100 of shareholder capital generates $24 in annual profit, vs $-40 for BBUC. BAM carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to BBUC's 3.33x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -40.3% | +24.4% |
| ROA (TTM)Return on assets | -6.4% | +15.8% |
| ROICReturn on invested capital | +0.4% | +71.0% |
| ROCEReturn on capital employed | +0.4% | +103.0% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 |
| Debt / EquityFinancial leverage | 3.33x | 0.07x |
| Net DebtTotal debt minus cash | $7.8B | $207M |
| Cash & Equiv.Liquid assets | $1.0B | $12M |
| Total DebtShort + long-term debt | $8.8B | $219M |
| Interest CoverageEBIT ÷ Interest expense | 0.49x | 9.00x |
Total Returns (Dividends Reinvested)
BBUC 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 $16,823 today (with dividends reinvested), compared to $12,383 for BBUC. Over the past 12 months, BBUC leads with a +26.0% total return vs BAM's -9.3%. The 3-year compound annual growth rate (CAGR) favors BBUC at 22.7% vs BAM's 17.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -7.5% | -7.8% |
| 1-Year ReturnPast 12 months | +26.0% | -9.3% |
| 3-Year ReturnCumulative with dividends | +84.6% | +62.4% |
| 5-Year ReturnCumulative with dividends | +23.8% | +68.2% |
| 10-Year ReturnCumulative with dividends | +23.8% | +68.2% |
| CAGR (3Y)Annualised 3-year return | +22.7% | +17.5% |
Risk & Volatility
BBUC leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BBUC is the less volatile stock with a 1.42 beta — it tends to amplify market swings less than BAM's 1.50 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BBUC currently trades 87.9% from its 52-week high vs BAM's 76.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.42x | 1.50x |
| 52-Week HighHighest price in past year | $38.25 | $64.10 |
| 52-Week LowLowest price in past year | $26.36 | $42.20 |
| % of 52W HighCurrent price vs 52-week peak | +87.9% | +76.1% |
| RSI (14)Momentum oscillator 0–100 | 60.4 | 59.6 |
| Avg Volume (50D)Average daily shares traded | 207K | 3.6M |
Analyst Outlook
BAM leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates BBUC as "Buy" and BAM as "Buy". For income investors, BAM offers the higher dividend yield at 0.77% vs BBUC's 0.73%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $61.83 |
| # AnalystsCovering analysts | 1 | 20 |
| Dividend YieldAnnual dividend ÷ price | +0.7% | +0.8% |
| Dividend StreakConsecutive years of raises | 1 | 1 |
| Dividend / ShareAnnual DPS | $0.25 | $0.38 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.0% |
BAM leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BBUC leads in 3 (Valuation Metrics, Total Returns).
BBUC vs BAM: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BBUC or BAM a better buy right now?
For growth investors, Brookfield Business Corporation (BBUC) is the stronger pick with 6.
8% revenue growth year-over-year, versus -2. 0% for Brookfield Asset Management Ltd. (BAM). Brookfield Asset Management Ltd. (BAM) offers the better valuation at 38. 1x trailing P/E (26. 4x forward), making it the more compelling value choice. Analysts rate Brookfield Business Corporation (BBUC) a "Buy" — based on 1 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 — BBUC or BAM?
On forward P/E, Brookfield Business Corporation is actually cheaper at 6.
1x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — BBUC or BAM?
Over the past 5 years, Brookfield Asset Management Ltd.
(BAM) delivered a total return of +68. 2%, compared to +23. 8% for Brookfield Business Corporation (BBUC). Over 10 years, the gap is even starker: BAM returned +68. 2% versus BBUC's +23. 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 — BBUC or BAM?
By beta (market sensitivity over 5 years), Brookfield Business Corporation (BBUC) is the lower-risk stock at 1.
42β versus Brookfield Asset Management Ltd. 's 1. 50β — meaning BAM is approximately 6% more volatile than BBUC relative to the S&P 500. On balance sheet safety, Brookfield Asset Management Ltd. (BAM) carries a lower debt/equity ratio of 7% versus 3% for Brookfield Business Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — BBUC or BAM?
By revenue growth (latest reported year), Brookfield Business Corporation (BBUC) is pulling ahead at 6.
8% 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 -331. 8% for Brookfield Business Corporation. 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 — BBUC or BAM?
Brookfield Asset Management Ltd.
(BAM) is the more profitable company, earning 54. 5% net margin versus -10. 8% for Brookfield Business Corporation — 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 0. 8% for BBUC. At the gross margin level — before operating expenses — BAM leads at 71. 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 BBUC or BAM more undervalued right now?
On forward earnings alone, Brookfield Business Corporation (BBUC) trades at 6.
1x forward P/E versus 26. 4x for Brookfield Asset Management Ltd. — 20. 3x cheaper on a one-year earnings basis.
08Which pays a better dividend — BBUC or BAM?
All stocks in this comparison pay dividends.
Brookfield Asset Management Ltd. (BAM) offers the highest yield at 0. 8%, versus 0. 7% for Brookfield Business Corporation (BBUC).
09Is BBUC or BAM better for a retirement portfolio?
For long-horizon retirement investors, Brookfield Business Corporation (BBUC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (0.
7% yield). Both have compounded well over 10 years (BBUC: +23. 8%, BAM: +68. 2%), 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 BBUC and BAM?
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.
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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