BEPH
Brookfield BRP Holdings Canada 4.625% Perpetual Subordinated Notes
Real Estate - Development
Market Cap$4.26B
5Y Perf.+9.1%
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Stock Comparison
BEPH vs BAM
Revenue, margins, valuation, and 5-year total return — side by side.
BAM
Brookfield Asset Management Ltd.
Asset Management
Market Cap$81.87B
5Y Perf.+73.6%
BEPH vs BAM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | BEPH | BAM |
|---|---|---|
| Industry | Real Estate - Development | Asset Management |
| Market Cap | $4.26B | $81.87B |
| Revenue (TTM) | $6.30B | $3.98B |
| Net Income (TTM) | $-213M | $2.60B |
| Gross Margin | 55.6% | 71.0% |
| Operating Margin | 16.0% | 69.4% |
| Forward P/E | — | 26.4x |
| Total Debt | $35.90B | $219M |
| Cash & Equiv. | $3.13B | $12M |
BEPH vs BAM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
BEPH
BAM
| Stock | Dec 22 | May 26 | Return |
|---|---|---|---|
| Brookfield BRP Hold… (BEPH) | 100 | 109.1 | +9.1% |
| Brookfield Asset Ma… (BAM) | 100 | 173.6 | +73.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BEPH vs BAM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: BEPH leads in 4 of 6 categories, making it the strongest pick for growth and revenue expansion and capital preservation and lower volatility. Brookfield Asset Management Ltd. is the stronger pick specifically for profitability and margin quality and operational efficiency and capital deployment. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
BEPH
Brookfield BRP Holdings Canada 4.625% Perpetual Subordinated Notes
The Real Estate Income Play
BEPH carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 0 yrs, beta 1.00, yield 23.7%
- Rev growth 16.6%, EPS growth -178.1%, 3Y rev CAGR 12.8%
- Lower volatility, beta 1.00, Low D/E 98.5%, current ratio 0.61x
Best for: income & stability and growth exposure
BAM
Brookfield Asset Management Ltd.
The Banking Pick
BAM is the clearest fit if your priority is long-term compounding.
- 68.2% 10Y total return vs BEPH's -16.8%
- 54.5% margin vs BEPH's -3.4%
- 15.8% ROA vs BEPH's -0.2%, ROIC 71.0% vs 1.3%
Best for: long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | BEPH | 16.6% FFO/revenue growth vs BAM's -2.0% |
| Quality / Margins | BAM | 54.5% margin vs BEPH's -3.4% |
| Stability / Safety | BEPH | Beta 1.00 vs BAM's 1.50 |
| Dividends | BEPH | 23.7% yield, vs BAM's 0.8% |
| Momentum (1Y) | BEPH | +9.3% vs BAM's -9.3% |
| Efficiency (ROA) | BAM | 15.8% ROA vs BEPH's -0.2%, ROIC 71.0% vs 1.3% |
BEPH vs BAM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLBAMLAGGINGBEPH
BEPHBrookfield BRP Holdin…
2leads
BAMBrookfield Asset Mana…
3leads
6 Total Categories
CATEGORYLEADERvs BEPHMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
BAM5/5
Valuation MetricsMultiples, price ratios, and targets
BEPH4/4
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
BAM8/8
Total Returns1Y, 3Y, 5Y total returns with dividends
BAM4/6
Risk & VolatilityBeta, volatility, and downside exposure
BEPH2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
BAM leads this category, winning 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BEPH is the larger business by revenue, generating $6.3B annually — 1.6x BAM's $4.0B. BAM is the more profitable business, keeping 54.5% of every revenue dollar as net income compared to BEPH's -3.4%.
| Metric | BEPHBrookfield BRP Ho… | BAMBrookfield Asset … |
|---|---|---|
| RevenueTrailing 12 months | $6.3B | $4.0B |
| EBITDAEarnings before interest/tax | $3.3B | $3.0B |
| Net IncomeAfter-tax profit | -$213M | $2.6B |
| Free Cash FlowCash after capex | -$4.5B | $1.9B |
| Gross MarginGross profit ÷ Revenue | +55.6% | +71.0% |
| Operating MarginEBIT ÷ Revenue | +16.0% | +69.4% |
| Net MarginNet income ÷ Revenue | -3.4% | +54.5% |
| FCF MarginFCF ÷ Revenue | -71.9% | +15.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.6% | — |
| EPS Growth (YoY)Latest quarter vs prior year | +28.1% | +44.8% |
BAM leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
BEPH leads this category, winning 4 of 4 comparable metrics.
Valuation Metrics
On an enterprise value basis, BEPH's 12.0x EV/EBITDA is more attractive than BAM's 29.6x.
| Metric | BEPHBrookfield BRP Ho… | BAMBrookfield Asset … |
|---|---|---|
| Market CapShares × price | $4.3B | $81.9B |
| Enterprise ValueMkt cap + debt − cash | $37.0B | $82.1B |
| Trailing P/EPrice ÷ TTM EPS | -16.79x | 38.11x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 26.39x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 11.97x | 29.57x |
| Price / SalesMarket cap ÷ Revenue | 0.73x | 20.57x |
| Price / BookPrice ÷ Book value/share | 0.12x | 24.98x |
| Price / FCFMarket cap ÷ FCF | — | 130.58x |
BEPH leads this category, winning 4 of 4 comparable metrics.
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 $-1 for BEPH. BAM carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to BEPH's 0.98x.
| Metric | BEPHBrookfield BRP Ho… | BAMBrookfield Asset … |
|---|---|---|
| ROE (TTM)Return on equity | -0.6% | +24.4% |
| ROA (TTM)Return on assets | -0.2% | +15.8% |
| ROICReturn on invested capital | +1.3% | +71.0% |
| ROCEReturn on capital employed | +1.5% | +103.0% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 |
| Debt / EquityFinancial leverage | 0.98x | 0.07x |
| Net DebtTotal debt minus cash | $32.8B | $207M |
| Cash & Equiv.Liquid assets | $3.1B | $12M |
| Total DebtShort + long-term debt | $35.9B | $219M |
| Interest CoverageEBIT ÷ Interest expense | 0.54x | 9.00x |
BAM leads this category, winning 8 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
BAM 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 $8,404 for BEPH. Over the past 12 months, BEPH leads with a +9.3% total return vs BAM's -9.3%. The 3-year compound annual growth rate (CAGR) favors BAM at 17.5% vs BEPH's 7.1% — a key indicator of consistent wealth creation.
| Metric | BEPHBrookfield BRP Ho… | BAMBrookfield Asset … |
|---|---|---|
| YTD ReturnYear-to-date | +0.5% | -7.8% |
| 1-Year ReturnPast 12 months | +9.3% | -9.3% |
| 3-Year ReturnCumulative with dividends | +22.9% | +62.4% |
| 5-Year ReturnCumulative with dividends | -16.0% | +68.2% |
| 10-Year ReturnCumulative with dividends | -16.8% | +68.2% |
| CAGR (3Y)Annualised 3-year return | +7.1% | +17.5% |
BAM leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
BEPH leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BEPH is the less volatile stock with a 1.00 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. BEPH currently trades 88.5% from its 52-week high vs BAM's 76.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | BEPHBrookfield BRP Ho… | BAMBrookfield Asset … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.03x | 1.50x |
| 52-Week HighHighest price in past year | $16.89 | $64.10 |
| 52-Week LowLowest price in past year | $7.51 | $42.20 |
| % of 52W HighCurrent price vs 52-week peak | +88.5% | +76.1% |
| RSI (14)Momentum oscillator 0–100 | 57.4 | 59.6 |
| Avg Volume (50D)Average daily shares traded | 25K | 3.6M |
BEPH leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — BEPH and BAM each lead in 1 of 2 comparable metrics.
Analyst Outlook
For income investors, BEPH offers the higher dividend yield at 23.70% vs BAM's 0.77%.
| Metric | BEPHBrookfield BRP Ho… | BAMBrookfield Asset … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $61.83 |
| # AnalystsCovering analysts | — | 20 |
| Dividend YieldAnnual dividend ÷ price | +23.7% | +0.8% |
| Dividend StreakConsecutive years of raises | 0 | 1 |
| Dividend / ShareAnnual DPS | $3.54 | $0.38 |
| Buyback YieldShare repurchases ÷ mkt cap | +4.1% | +0.0% |
Evenly matched — BEPH and BAM each lead in 1 of 2 comparable metrics.
Key Takeaway
BAM leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BEPH leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.
Best OverallBrookfield Asset Management… (BAM)Leads 3 of 6 categories
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BEPH vs BAM: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is BEPH or BAM a better buy right now?
For growth investors, Brookfield BRP Holdings Canada 4.
625% Perpetual Subordinated Notes (BEPH) is the stronger pick with 16. 6% 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 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 is the better long-term investment — BEPH or BAM?
Over the past 5 years, Brookfield Asset Management Ltd.
(BAM) delivered a total return of +68. 2%, compared to -16. 0% for Brookfield BRP Holdings Canada 4. 625% Perpetual Subordinated Notes (BEPH). Over 10 years, the gap is even starker: BAM returned +71. 3% versus BEPH's -16. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — BEPH or BAM?
By beta (market sensitivity over 5 years), Brookfield BRP Holdings Canada 4.
625% Perpetual Subordinated Notes (BEPH) is the lower-risk stock at 1. 03β versus Brookfield Asset Management Ltd. 's 1. 50β — meaning BAM is approximately 45% more volatile than BEPH relative to the S&P 500. On balance sheet safety, Brookfield Asset Management Ltd. (BAM) carries a lower debt/equity ratio of 7% versus 98% for Brookfield BRP Holdings Canada 4. 625% Perpetual Subordinated Notes — giving it more financial flexibility in a downturn.
04Which is growing faster — BEPH or BAM?
By revenue growth (latest reported year), Brookfield BRP Holdings Canada 4.
625% Perpetual Subordinated Notes (BEPH) is pulling ahead at 16. 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 -178. 1% for Brookfield BRP Holdings Canada 4. 625% Perpetual Subordinated Notes. 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.
05Which has better profit margins — BEPH or BAM?
Brookfield Asset Management Ltd.
(BAM) is the more profitable company, earning 54. 5% net margin versus -3. 7% for Brookfield BRP Holdings Canada 4. 625% Perpetual Subordinated Notes — 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 18. 4% for BEPH. 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.
06Which pays a better dividend — BEPH or BAM?
All stocks in this comparison pay dividends.
Brookfield BRP Holdings Canada 4. 625% Perpetual Subordinated Notes (BEPH) offers the highest yield at 23. 7%, versus 0. 8% for Brookfield Asset Management Ltd. (BAM).
07Is BEPH or BAM better for a retirement portfolio?
For long-horizon retirement investors, Brookfield BRP Holdings Canada 4.
625% Perpetual Subordinated Notes (BEPH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 03), 23. 7% yield). Both have compounded well over 10 years (BEPH: -16. 1%, BAM: +71. 3%), 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.
08What are the main differences between BEPH and BAM?
These companies operate in different sectors (BEPH (Real Estate) and BAM (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: BEPH is a small-cap high-growth stock; BAM is a mid-cap quality compounder 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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