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BAM vs. ERIE: A Head-to-Head Stock Comparison

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Here’s a clear look at BAM and ERIE, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolBAMERIE
Company NameBrookfield Asset Management Ltd.Erie Indemnity Company
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsInsurance
Market Capitalization82.61 billion USD15.02 billion USD
ExchangeNYSENasdaqGS
Listing DateDecember 1, 2022October 2, 1995
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of BAM and ERIE by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

BAM vs. ERIE: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolBAMERIE
5-Day Price Return-3.64%3.22%
13-Week Price Return-16.04%-21.81%
26-Week Price Return-11.59%-20.26%
52-Week Price Return-8.87%-30.20%
Month-to-Date Return-4.62%-2.07%
Year-to-Date Return-4.85%-30.48%
10-Day Avg. Volume3.44M0.15M
3-Month Avg. Volume2.04M0.14M
3-Month Volatility27.59%30.91%
Beta1.850.38

Profitability

Return on Equity (TTM)

BAM

23.79%

Capital Markets Industry

Max
41.61%
Q3
22.56%
Median
13.62%
Q1
9.23%
Min
-4.25%

In the upper quartile for the Capital Markets industry, BAM’s Return on Equity of 23.79% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

ERIE

30.32%

Insurance Industry

Max
31.64%
Q3
19.22%
Median
14.77%
Q1
10.48%
Min
2.20%

In the upper quartile for the Insurance industry, ERIE’s Return on Equity of 30.32% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

BAM vs. ERIE: A comparison of their Return on Equity (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Net Profit Margin (TTM)

BAM

55.57%

Capital Markets Industry

Max
69.91%
Q3
36.88%
Median
24.30%
Q1
13.14%
Min
-6.20%

A Net Profit Margin of 55.57% places BAM in the upper quartile for the Capital Markets industry, signifying strong profitability and more effective cost management than most of its peers.

ERIE

16.04%

Insurance Industry

Max
28.47%
Q3
15.63%
Median
10.40%
Q1
6.94%
Min
-3.51%

A Net Profit Margin of 16.04% places ERIE in the upper quartile for the Insurance industry, signifying strong profitability and more effective cost management than most of its peers.

BAM vs. ERIE: A comparison of their Net Profit Margin (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Operating Profit Margin (TTM)

BAM

54.25%

Capital Markets Industry

Max
83.68%
Q3
47.64%
Median
32.36%
Q1
19.28%
Min
0.30%

An Operating Profit Margin of 54.25% places BAM in the upper quartile for the Capital Markets industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

ERIE

17.92%

Insurance Industry

Max
35.59%
Q3
21.31%
Median
14.99%
Q1
10.34%
Min
-2.51%

In the Insurance industry, Operating Profit Margin is often not the primary measure of operational efficiency.

BAM vs. ERIE: A comparison of their Operating Profit Margin (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Profitability at a Glance

SymbolBAMERIE
Return on Equity (TTM)23.79%30.32%
Return on Assets (TTM)15.14%21.05%
Net Profit Margin (TTM)55.57%16.04%
Operating Profit Margin (TTM)54.25%17.92%
Gross Profit Margin (TTM)--17.99%

Financial Strength

Current Ratio (MRQ)

BAM

1.35

Capital Markets Industry

Max
3.43
Q3
1.76
Median
1.00
Q1
0.60
Min
0.04

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

ERIE

1.67

Insurance Industry

Max
2.64
Q3
1.19
Median
0.53
Q1
0.15
Min
0.00

For the Insurance industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

BAM vs. ERIE: A comparison of their Current Ratio (MRQ) against their respective Capital Markets and Insurance industry benchmarks.

Debt-to-Equity Ratio (MRQ)

BAM

0.31

Capital Markets Industry

Max
6.12
Q3
2.78
Median
0.96
Q1
0.31
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

ERIE

0.00

Insurance Industry

Max
1.10
Q3
0.65
Median
0.35
Q1
0.23
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Insurance industry.

BAM vs. ERIE: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Capital Markets and Insurance industry benchmarks.

Interest Coverage Ratio (TTM)

BAM

20.09

Capital Markets Industry

Max
107.59
Q3
50.42
Median
10.94
Q1
4.37
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

ERIE

538.86

Insurance Industry

Max
49.59
Q3
22.05
Median
9.63
Q1
3.42
Min
-5.73

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Insurance industry.

BAM vs. ERIE: A comparison of their Interest Coverage Ratio (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Financial Strength at a Glance

SymbolBAMERIE
Current Ratio (MRQ)1.351.67
Quick Ratio (MRQ)1.351.59
Debt-to-Equity Ratio (MRQ)0.310.00
Interest Coverage Ratio (TTM)20.09538.86

Growth

Revenue Growth

BAM vs. ERIE: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

BAM vs. ERIE: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

BAM

2.17%

Capital Markets Industry

Max
8.63%
Q3
4.88%
Median
2.72%
Q1
1.41%
Min
0.00%

BAM’s Dividend Yield of 2.17% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

ERIE

1.88%

Insurance Industry

Max
9.43%
Q3
5.10%
Median
3.57%
Q1
2.02%
Min
0.00%

ERIE’s Dividend Yield of 1.88% is in the lower quartile for the Insurance industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

BAM vs. ERIE: A comparison of their Dividend Yield (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Dividend Payout Ratio (TTM)

BAM

122.97%

Capital Markets Industry

Max
188.84%
Q3
96.52%
Median
61.58%
Q1
31.74%
Min
0.00%

BAM’s Dividend Payout Ratio of 122.97% is in the upper quartile for the Capital Markets industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.

ERIE

38.69%

Insurance Industry

Max
169.40%
Q3
85.57%
Median
50.55%
Q1
22.12%
Min
0.00%

ERIE’s Dividend Payout Ratio of 38.69% is within the typical range for the Insurance industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

BAM vs. ERIE: A comparison of their Dividend Payout Ratio (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Dividend at a Glance

SymbolBAMERIE
Dividend Yield (TTM)2.17%1.88%
Dividend Payout Ratio (TTM)122.97%38.69%

Valuation

Price-to-Earnings Ratio (TTM)

BAM

40.42

Capital Markets Industry

Max
47.53
Q3
28.81
Median
16.62
Q1
12.06
Min
5.71

A P/E Ratio of 40.42 places BAM in the upper quartile for the Capital Markets industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

ERIE

20.60

Insurance Industry

Max
27.66
Q3
17.29
Median
12.59
Q1
9.86
Min
3.13

A P/E Ratio of 20.60 places ERIE in the upper quartile for the Insurance industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

BAM vs. ERIE: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Price-to-Sales Ratio (TTM)

BAM

22.46

Capital Markets Industry

Max
13.23
Q3
6.65
Median
4.40
Q1
2.22
Min
0.03

With a P/S Ratio of 22.46, BAM trades at a valuation that eclipses even the highest in the Capital Markets industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

ERIE

3.30

Insurance Industry

Max
3.39
Q3
1.95
Median
1.25
Q1
0.83
Min
0.22

ERIE’s P/S Ratio of 3.30 is in the upper echelon for the Insurance industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

BAM vs. ERIE: A comparison of their Price-to-Sales Ratio (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Price-to-Book Ratio (MRQ)

BAM

10.23

Capital Markets Industry

Max
10.83
Q3
5.27
Median
2.66
Q1
1.34
Min
0.37

BAM’s P/B Ratio of 10.23 is in the upper tier for the Capital Markets industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.

ERIE

7.21

Insurance Industry

Max
4.36
Q3
2.47
Median
1.77
Q1
1.18
Min
0.17

At 7.21, ERIE’s P/B Ratio is at an extreme premium to the Insurance industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

BAM vs. ERIE: A comparison of their Price-to-Book Ratio (MRQ) against their respective Capital Markets and Insurance industry benchmarks.

Valuation at a Glance

SymbolBAMERIE
Price-to-Earnings Ratio (TTM)40.4220.60
Price-to-Sales Ratio (TTM)22.463.30
Price-to-Book Ratio (MRQ)10.237.21
Price-to-Free Cash Flow Ratio (TTM)82.5623.16