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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 Capitalization100.87 billion USD19.29 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 Return2.61%4.64%
13-Week Price Return8.77%3.21%
26-Week Price Return7.98%-10.64%
52-Week Price Return59.79%-18.29%
Month-to-Date Return1.36%3.57%
Year-to-Date Return15.35%-10.50%
10-Day Avg. Volume2.06M0.16M
3-Month Avg. Volume2.36M0.15M
3-Month Volatility26.66%23.94%
Beta1.910.33

Profitability

Return on Equity (TTM)

BAM

20.67%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

BAM’s Return on Equity of 20.67% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.

ERIE

30.53%

Insurance Industry

Max
29.03%
Q3
18.11%
Median
13.90%
Q1
10.42%
Min
-0.64%

ERIE’s Return on Equity of 30.53% is exceptionally high, placing it well beyond the typical range for the Insurance industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.

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

57.13%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

A Net Profit Margin of 57.13% 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

15.73%

Insurance Industry

Max
26.78%
Q3
14.06%
Median
9.15%
Q1
5.48%
Min
-7.05%

A Net Profit Margin of 15.73% 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

51.12%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

An Operating Profit Margin of 51.12% 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

17.49%

Insurance Industry

Max
35.49%
Q3
19.49%
Median
14.35%
Q1
8.53%
Min
-5.25%

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)20.67%30.53%
Return on Assets (TTM)14.12%21.10%
Net Profit Margin (TTM)57.13%15.73%
Operating Profit Margin (TTM)51.12%17.49%
Gross Profit Margin (TTM)--17.57%

Financial Strength

Current Ratio (MRQ)

BAM

1.31

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

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

ERIE

1.47

Insurance Industry

Max
2.97
Q3
1.33
Median
0.55
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

0.22

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
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
1.25
Q3
0.65
Median
0.34
Q1
0.22
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
126.03
Q3
60.98
Median
11.77
Q1
4.95
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
43.68
Q3
20.84
Median
9.56
Q1
3.34
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)1.311.47
Quick Ratio (MRQ)1.311.39
Debt-to-Equity Ratio (MRQ)0.220.00
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

1.71%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

BAM’s Dividend Yield of 1.71% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

ERIE

1.45%

Insurance Industry

Max
8.23%
Q3
4.54%
Median
3.42%
Q1
1.97%
Min
0.00%

ERIE’s Dividend Yield of 1.45% 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
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
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

39.35%

Insurance Industry

Max
168.02%
Q3
85.57%
Median
50.71%
Q1
22.04%
Min
0.00%

ERIE’s Dividend Payout Ratio of 39.35% 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)1.71%1.45%
Dividend Payout Ratio (TTM)122.97%39.35%

Valuation

Price-to-Earnings Ratio (TTM)

BAM

71.72

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

At 71.72, BAM’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Capital Markets industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.

ERIE

27.14

Insurance Industry

Max
28.91
Q3
17.76
Median
13.63
Q1
10.02
Min
2.89

A P/E Ratio of 27.14 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

40.97

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

With a P/S Ratio of 40.97, 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

4.27

Insurance Industry

Max
3.72
Q3
1.98
Median
1.23
Q1
0.81
Min
0.23

With a P/S Ratio of 4.27, ERIE trades at a valuation that eclipses even the highest in the Insurance industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

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

8.76

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

BAM’s P/B Ratio of 8.76 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

8.30

Insurance Industry

Max
4.37
Q3
2.48
Median
1.68
Q1
1.19
Min
0.19

At 8.30, 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)71.7227.14
Price-to-Sales Ratio (TTM)40.974.27
Price-to-Book Ratio (MRQ)8.768.30
Price-to-Free Cash Flow Ratio (TTM)104.6030.07