BAM vs. BNY: Brookfield Asset Management vs. Bank of New York Mellon Stock Comparison

Company Profile

Brookfield Asset Management (BAM) and Bank of New York Mellon (BNY) 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.

Bank of New York Mellon (BNY) has more than two decades of public-market history since May 3, 1973, 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

Brookfield Asset Management (BAM) at 42.29% sits in the top ROE quartile, while Bank of New York Mellon (BNY) at 14.87% is closer to the peer norm — stronger capital efficiency for BAM.

Brookfield Asset Management (BAM) at 71.24% keeps the most of each sales dollar — above its industry’s net margin range — and Bank of New York Mellon (BNY) at 29.74% also retains a top-quartile share.

Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of Bank of New York Mellon (BNY) at 39.07%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both Brookfield Asset Management (BAM) at 15.52% and Bank of New York Mellon (BNY) at 8.22% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Both Brookfield Asset Management (BAM) at 14.29% and Bank of New York Mellon (BNY) at 27.59% 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: Brookfield Asset Management (BAM) in Financial Services and Bank of New York Mellon (BNY) 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: Brookfield Asset Management (BAM) in Financial Services and Bank of New York Mellon (BNY) 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 Brookfield Asset Management (BAM) at 0.83% and Bank of New York Mellon (BNY) at 1.51% 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 Bank of New York Mellon (BNY) reports 24.58%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both Brookfield Asset Management (BAM) at 17.95 and Bank of New York Mellon (BNY) at 16.36 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Bank of New York Mellon (BNY) at 4.52 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.

Bank of New York Mellon (BNY) at 2.53 is valued about in line with its industry on P/B ratio, while Brookfield Asset Management (BAM) at 7.19 carries an above-peer premium to book — BAM is pricier on assets.

Valuation Metrics