AMP vs. BAM: Ameriprise Financial vs. Brookfield Asset Management Stock Comparison
How do Ameriprise Financial (AMP) and Brookfield Asset Management (BAM) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Ameriprise Financial (AMP) and Brookfield Asset Management (BAM) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.
Ameriprise Financial (AMP) has more than two decades of public-market history since September 15, 2005, whereas Brookfield Asset Management (BAM) listed on December 1, 2022 and has a much shorter record to draw on.
| Profile Item | AMP | BAM |
|---|---|---|
| Name | Ameriprise Financial Inc. | Brookfield Asset Management Ltd. Class A Limited Voting Shares |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Asset Management & Custody Banks |
| Market Capitalization | 43.54 billion USD | 84.57 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 15, 2005 | December 1, 2022 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AMP | BAM |
|---|---|---|
| Total Return (1Y) | 13.80% | 5.93% |
| Total Return (3Y, Annualized) | 17.42% | 24.83% |
| Total Return (5Y, Annualized) | 12.72% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AMP | BAM |
|---|---|---|
| Volatility (1Y, Annualized) | 26.68% | 31.49% |
| Beta (5Y) | 1.10 | 1.17 |
| Max Drawdown (5Y) | -31.54% | -30.37% |
| Avg. Volume (3M) | 545.31K | 2.84M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AMP | BAM |
|---|---|---|
| Sharpe Ratio (1Y) | 0.36 | 0.05 |
| Sortino Ratio (1Y) | 0.50 | 0.08 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Ameriprise Financial (AMP) at 71.98% is the standout with ROE above its industry range; Brookfield Asset Management (BAM) at 42.29% also sits in the top quartile.
AMP
Financial Services industry group
71.98%
- AMP
- 71.98%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
BAM
Financial Services industry group
42.29%
- Max
- 44.78%
- BAM
- 42.29%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Brookfield Asset Management (BAM) at 71.24% converts revenue to bottom-line profit above its industry’s benchmark range, while Ameriprise Financial (AMP) at 20.67% keeps roughly the typical share for its industry.
AMP
Financial Services industry group
20.67%
- Max
- 62.84%
- Q3
- 28.05%
- AMP
- 20.67%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
BAM
Financial Services industry group
71.24%
- BAM
- 71.24%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of Ameriprise Financial (AMP) at 36.41%, which runs around its industry’s norm.
AMP
Financial Services industry group
36.41%
- Max
- 107.33%
- Q3
- 55.90%
- AMP
- 36.41%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
BAM
Financial Services industry group
65.33%
- Max
- 107.33%
- BAM
- 65.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | AMP | BAM |
|---|---|---|
| ROE (TTM) | 71.98% | 42.29% |
| ROA (TTM) | 2.30% | 12.57% |
| Net Margin (TTM) | 20.67% | 71.24% |
| Operating Margin (TTM) | 36.41% | 65.33% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Ameriprise Financial (AMP) at 7.04% and Brookfield Asset Management (BAM) at 15.52% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both Ameriprise Financial (AMP) at 9.77% and Brookfield Asset Management (BAM) at 14.29% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | AMP | BAM |
|---|---|---|
| Revenue Growth (YoY) | 7.04% | 15.52% |
| Revenue Growth (3Y CAGR) | 9.03% | -- |
| EPS Growth (YoY) | 9.77% | 14.29% |
| EPS Growth (3Y CAGR) | 9.41% | -32.00% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Ameriprise Financial (AMP) in Financial Services and Brookfield Asset Management (BAM) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: Ameriprise Financial (AMP) in Financial Services and Brookfield Asset Management (BAM) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | AMP | BAM |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Ameriprise Financial (AMP) at 1.30% and Brookfield Asset Management (BAM) at 0.83% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
AMP
Financial Services industry group
1.30%
- Max
- 9.77%
- Q3
- 3.92%
- AMP
- 1.30%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
BAM
Financial Services industry group
0.83%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- BAM
- 0.83%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Brookfield Asset Management (BAM) reports payout ratio above 100% at 108.05%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Ameriprise Financial (AMP) reports 14.86%, ranking against industry peers normally.
AMP
Financial Services industry group
14.86%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- AMP
- 14.86%
- Q1
- 0.00%
- Min
- 0.00%
BAM
Financial Services industry group
108.05%
- Max
- 241.07%
- BAM
- 108.05%
- Q3
- 97.36%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AMP | BAM |
|---|---|---|
| Dividend Yield (TTM) | 1.30% | 0.83% |
| Dividend Payout Ratio (TTM) | 14.86% | 108.05% |
Valuation
P/E Ratio (TTM)
Both Ameriprise Financial (AMP) at 11.29 and Brookfield Asset Management (BAM) at 17.95 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
AMP
Financial Services industry group
11.29
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- AMP
- 11.29
- Q1
- 9.68
- Min
- 0.16
BAM
Financial Services industry group
17.95
- Max
- 45.85
- Q3
- 24.64
- BAM
- 17.95
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Ameriprise Financial (AMP) at 2.16 prices around its industry’s typical P/S ratio, while Brookfield Asset Management (BAM) at 12.75 clears its benchmark range — BAM looks notably rich on sales.
AMP
Financial Services industry group
2.16
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- AMP
- 2.16
- Q1
- 1.28
- Min
- -0.55
BAM
Financial Services industry group
12.75
- BAM
- 12.75
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both look rich against book: Brookfield Asset Management (BAM) at 7.19 sits in the upper P/B ratio quartile, and Ameriprise Financial (AMP) at 8.54 prices even higher, above its industry range.
AMP
Financial Services industry group
8.54
- AMP
- 8.54
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
BAM
Financial Services industry group
7.19
- Max
- 7.79
- BAM
- 7.19
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | AMP | BAM |
|---|---|---|
| P/E Ratio (TTM) | 11.29 | 17.95 |
| P/S Ratio (TTM) | 2.16 | 12.75 |
| P/B Ratio (MRQ) | 8.54 | 7.19 |
| Free Cash Flow Yield (TTM) | -- | -- |