AXP vs. BAM: American Express vs. Brookfield Asset Management Stock Comparison

Company Profile

American Express (AXP) and Brookfield Asset Management (BAM) both fall under the Financial Services industry group, but AXP is classified in Consumer Finance while BAM is classified in Capital Markets.

American Express (AXP) has more than two decades of public-market history since June 1, 1972, whereas Brookfield Asset Management (BAM) listed on December 1, 2022 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both American Express (AXP) at 35.93% and Brookfield Asset Management (BAM) at 42.29% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

Brookfield Asset Management (BAM) at 71.24% converts revenue to bottom-line profit above its industry’s benchmark range, while American Express (AXP) at 16.82% keeps roughly the typical share for its industry.

Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of American Express (AXP) at 18.43%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both American Express (AXP) at 9.52% 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.

Both American Express (AXP) at 9.78% 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

Financial Strength

current ratio doesn’t apply on either side: American Express (AXP) 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-to-equity ratio is set aside for both: American Express (AXP) 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

Dividends

Both American Express (AXP) at 1.13% and Brookfield Asset Management (BAM) at 0.83% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Brookfield Asset Management (BAM) reports payout ratio above 100% at 108.05%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile American Express (AXP) reports 15.32%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both American Express (AXP) at 18.08 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.

American Express (AXP) at 2.95 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.

Both American Express (AXP) at 6.02 and Brookfield Asset Management (BAM) at 7.19 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics