BAM vs. CBOE: Brookfield Asset Management vs. Cboe Global Markets Stock Comparison
How do Brookfield Asset Management (BAM) and Cboe Global Markets (CBOE) 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
Brookfield Asset Management (BAM) and Cboe Global Markets (CBOE) both belong to the Capital Markets industry, though BAM is classified under Asset Management & Custody Banks while CBOE falls under Financial Exchanges & Data.
| Profile Item | BAM | CBOE |
|---|---|---|
| Name | Brookfield Asset Management Ltd. Class A Limited Voting Shares | Cboe Global Markets Inc. |
| 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 | Financial Exchanges & Data |
| Market Capitalization | 84.57 billion USD | 36.86 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Cboe |
| Listing Date | December 1, 2022 | June 15, 2010 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BAM | CBOE |
|---|---|---|
| Total Return (1Y) | 5.93% | 38.97% |
| Total Return (3Y, Annualized) | 24.83% | 27.34% |
| Total Return (5Y, Annualized) | -- | 23.42% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BAM | CBOE |
|---|---|---|
| Volatility (1Y, Annualized) | 31.49% | 36.53% |
| Beta (5Y) | 1.17 | 0.35 |
| Max Drawdown (5Y) | -30.37% | -36.73% |
| Avg. Volume (3M) | 2.84M | 1.14M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BAM | CBOE |
|---|---|---|
| Sharpe Ratio (1Y) | 0.05 | 0.95 |
| Sortino Ratio (1Y) | 0.08 | 1.37 |
Profitability
ROE (TTM)
Both Brookfield Asset Management (BAM) at 42.29% and Cboe Global Markets (CBOE) at 27.39% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
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%
CBOE
Financial Services industry group
27.39%
- Max
- 44.78%
- CBOE
- 27.39%
- 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 Cboe Global Markets (CBOE) at 28.05% keeps roughly the typical share for its industry.
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%
CBOE
Financial Services industry group
28.05%
- Max
- 62.84%
- Q3
- 28.05%
- CBOE
- 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 Cboe Global Markets (CBOE) at 35.29%, which runs around its industry’s norm.
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%
CBOE
Financial Services industry group
35.29%
- Max
- 107.33%
- Q3
- 55.90%
- CBOE
- 35.29%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BAM | CBOE |
|---|---|---|
| ROE (TTM) | 42.29% | 27.39% |
| ROA (TTM) | 12.57% | 11.84% |
| Net Margin (TTM) | 71.24% | 28.05% |
| Operating Margin (TTM) | 65.33% | 35.29% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Brookfield Asset Management (BAM) at 15.52% and Cboe Global Markets (CBOE) at 15.13% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both Brookfield Asset Management (BAM) at 14.29% and Cboe Global Markets (CBOE) at 44.52% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | BAM | CBOE |
|---|---|---|
| Revenue Growth (YoY) | 15.52% | 15.13% |
| Revenue Growth (3Y CAGR) | -- | 6.00% |
| EPS Growth (YoY) | 14.29% | 44.52% |
| EPS Growth (3Y CAGR) | -32.00% | 68.19% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and Cboe Global Markets (CBOE) 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: Brookfield Asset Management (BAM) in Financial Services and Cboe Global Markets (CBOE) 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 | BAM | CBOE |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Brookfield Asset Management (BAM) at 0.83% and Cboe Global Markets (CBOE) at 0.86% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
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%
CBOE
Financial Services industry group
0.86%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- CBOE
- 0.86%
- 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 Cboe Global Markets (CBOE) reports 21.49%, ranking against industry peers normally.
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%
CBOE
Financial Services industry group
21.49%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- CBOE
- 21.49%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BAM | CBOE |
|---|---|---|
| Dividend Yield (TTM) | 0.83% | 0.86% |
| Dividend Payout Ratio (TTM) | 108.05% | 21.49% |
Valuation
P/E Ratio (TTM)
Brookfield Asset Management (BAM) at 17.95 is near its industry’s usual P/E ratio, while Cboe Global Markets (CBOE) at 25.14 sits in the richer quartile — CBOE needs stronger growth or earnings quality to justify the premium.
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
CBOE
Financial Services industry group
25.14
- Max
- 45.85
- CBOE
- 25.14
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Both look expensive on sales: Cboe Global Markets (CBOE) at 6.98 sits in the upper P/S ratio quartile, and Brookfield Asset Management (BAM) at 12.75 prices even higher, above its industry range.
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
CBOE
Financial Services industry group
6.98
- Max
- 9.23
- CBOE
- 6.98
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both Brookfield Asset Management (BAM) at 7.19 and Cboe Global Markets (CBOE) at 6.22 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
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
CBOE
Financial Services industry group
6.22
- Max
- 7.79
- CBOE
- 6.22
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BAM | CBOE |
|---|---|---|
| P/E Ratio (TTM) | 17.95 | 25.14 |
| P/S Ratio (TTM) | 12.75 | 6.98 |
| P/B Ratio (MRQ) | 7.19 | 6.22 |
| Free Cash Flow Yield (TTM) | -- | -- |