BAM vs. BRK.B: Brookfield Asset Management vs. Berkshire Hathaway Stock Comparison

Company Profile

Brookfield Asset Management (BAM) and Berkshire Hathaway (BRK.B) both fall under the Financial Services industry group, but BAM is classified in Capital Markets while BRK.B is classified in Financial Services.

Berkshire Hathaway (BRK.B) has more than two decades of public-market history since May 9, 1996, 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 Berkshire Hathaway (BRK.B) at 12.12% is closer to the peer norm — stronger capital efficiency for BAM.

Brookfield Asset Management (BAM) at 71.24% converts revenue to bottom-line profit above its industry’s benchmark range, while Berkshire Hathaway (BRK.B) at 22.30% keeps roughly the typical share for its industry.

Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of Berkshire Hathaway (BRK.B) at 32.56%, which runs around its industry’s norm.

Profitability Metrics

Growth

Brookfield Asset Management (BAM) at 15.52% is around its peer norm for revenue growth, while Berkshire Hathaway (BRK.B) at -3.23% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Brookfield Asset Management (BAM) at 14.29% is around its peer norm for EPS growth, while Berkshire Hathaway (BRK.B) at -24.78% drops into the bottom quartile, signaling weaker earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and Berkshire Hathaway (BRK.B) 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 Berkshire Hathaway (BRK.B) 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

Berkshire Hathaway (BRK.B) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Brookfield Asset Management (BAM) reports a yield of 0.83%, ranking against industry peers normally.

Brookfield Asset Management (BAM) reports payout ratio above 100% at 108.05%, meaning dividends exceeded current-period earnings; Berkshire Hathaway (BRK.B) pays no dividend (payout 0.00%).

Dividend Metrics

Valuation

Both Brookfield Asset Management (BAM) at 17.95 and Berkshire Hathaway (BRK.B) at 14.36 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Berkshire Hathaway (BRK.B) at 3.18 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.

Berkshire Hathaway (BRK.B) at 0.00 looks cheap against book in the lower P/B ratio quartile, while Brookfield Asset Management (BAM) at 7.19 carries a premium in the upper quartile — a clear price-to-book gap.

Valuation Metrics