BAM vs. EQH: Brookfield Asset Management vs. Equitable Stock Comparison
How do Brookfield Asset Management (BAM) and Equitable (EQH) 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 Equitable (EQH) both fall under the Financial Services industry group, but BAM is classified in Capital Markets while EQH is classified in Financial Services.
| Profile Item | BAM | EQH |
|---|---|---|
| Name | Brookfield Asset Management Ltd. Class A Limited Voting Shares | Equitable Holdings Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Financial Services |
| GICS Sub-Industry | Asset Management & Custody Banks | Diversified Financial Services |
| Market Capitalization | 84.57 billion USD | 14.04 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 1, 2022 | May 10, 2018 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BAM | EQH |
|---|---|---|
| Total Return (1Y) | 5.93% | 26.35% |
| Total Return (3Y, Annualized) | 24.83% | 32.07% |
| Total Return (5Y, Annualized) | -- | 12.88% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BAM | EQH |
|---|---|---|
| Volatility (1Y, Annualized) | 31.49% | 33.44% |
| Beta (5Y) | 1.17 | 1.04 |
| Max Drawdown (5Y) | -30.37% | -35.85% |
| Avg. Volume (3M) | 2.84M | 2.71M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BAM | EQH |
|---|---|---|
| Sharpe Ratio (1Y) | 0.05 | 0.66 |
| Sortino Ratio (1Y) | 0.08 | 0.94 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Equitable (EQH) at 171.08% is the standout with ROE above its industry range; Brookfield Asset Management (BAM) at 42.29% also sits in the top quartile.
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%
EQH
Financial Services industry group
171.08%
- EQH
- 171.08%
- Max
- 44.78%
- 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 Equitable (EQH) at 11.52% 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%
EQH
Financial Services industry group
11.52%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- EQH
- 11.52%
- 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 Equitable (EQH) at 37.18%, 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%
EQH
Financial Services industry group
37.18%
- Max
- 107.33%
- Q3
- 55.90%
- EQH
- 37.18%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BAM | EQH |
|---|---|---|
| ROE (TTM) | 42.29% | 171.08% |
| ROA (TTM) | 12.57% | 0.45% |
| Net Margin (TTM) | 71.24% | 11.52% |
| Operating Margin (TTM) | 65.33% | 37.18% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Brookfield Asset Management (BAM) at 15.52% is around its peer norm for revenue growth, while Equitable (EQH) at -6.12% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Brookfield Asset Management (BAM) at 14.29% is around its peer norm for EPS growth, while Equitable (EQH) at -227.78% falls below its industry range, a notably weak earnings reading.
Growth Metrics
| Metric | BAM | EQH |
|---|---|---|
| Revenue Growth (YoY) | 15.52% | -6.12% |
| Revenue Growth (3Y CAGR) | -- | -2.65% |
| EPS Growth (YoY) | 14.29% | -227.78% |
| EPS Growth (3Y CAGR) | -32.00% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and Equitable (EQH) 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 Equitable (EQH) 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 | EQH |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Brookfield Asset Management (BAM) at 0.83% and Equitable (EQH) at 0.51% 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%
EQH
Financial Services industry group
0.51%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- EQH
- 0.51%
- 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 Equitable (EQH) reports 22.49%, 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%
EQH
Financial Services industry group
22.49%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- EQH
- 22.49%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BAM | EQH |
|---|---|---|
| Dividend Yield (TTM) | 0.83% | 0.51% |
| Dividend Payout Ratio (TTM) | 108.05% | 22.49% |
Valuation
P/E Ratio (TTM)
Both Brookfield Asset Management (BAM) at 17.95 and Equitable (EQH) at 10.39 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
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
EQH
Financial Services industry group
10.39
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- EQH
- 10.39
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Equitable (EQH) at 1.08 sits in the cheaper P/S ratio quartile while Brookfield Asset Management (BAM) at 12.75 prices above its industry range — a wide gap in sales valuation between them.
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
EQH
Financial Services industry group
1.08
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- EQH
- 1.08
- Min
- -0.55
P/B Ratio (MRQ)
Equitable (EQH) reports a negative P/B ratio of -4.92, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Brookfield Asset Management (BAM) reports 7.19, ranking against industry peers normally.
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
EQH
Financial Services industry group
-4.92
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
- EQH
- -4.92
Valuation Metrics
| Metric | BAM | EQH |
|---|---|---|
| P/E Ratio (TTM) | 17.95 | 10.39 |
| P/S Ratio (TTM) | 12.75 | 1.08 |
| P/B Ratio (MRQ) | 7.19 | -4.92 |
| Free Cash Flow Yield (TTM) | -- | -- |