BAM vs. EVR: Brookfield Asset Management vs. Evercore Stock Comparison
How do Brookfield Asset Management (BAM) and Evercore (EVR) 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 Evercore (EVR) both belong to the Capital Markets industry, though BAM is classified under Asset Management & Custody Banks while EVR falls under Investment Banking & Brokerage.
Evercore (EVR) has more than two decades of public-market history since August 14, 2006, whereas Brookfield Asset Management (BAM) listed on December 1, 2022 and has a much shorter record to draw on.
| Profile Item | BAM | EVR |
|---|---|---|
| Name | Brookfield Asset Management Ltd. Class A Limited Voting Shares | Evercore Inc. Class A Common Stock |
| 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 | Investment Banking & Brokerage |
| Market Capitalization | 84.57 billion USD | 10.81 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 1, 2022 | August 14, 2006 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BAM | EVR |
|---|---|---|
| Total Return (1Y) | 5.93% | -2.40% |
| Total Return (3Y, Annualized) | 24.83% | 30.98% |
| Total Return (5Y, Annualized) | -- | 16.41% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BAM | EVR |
|---|---|---|
| Volatility (1Y, Annualized) | 31.49% | 39.76% |
| Beta (5Y) | 1.17 | 1.45 |
| Max Drawdown (5Y) | -30.37% | -47.86% |
| Avg. Volume (3M) | 2.84M | 546.56K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BAM | EVR |
|---|---|---|
| Sharpe Ratio (1Y) | 0.05 | -0.17 |
| Sortino Ratio (1Y) | 0.08 | -0.23 |
Profitability
ROE (TTM)
Both Brookfield Asset Management (BAM) at 42.29% and Evercore (EVR) at 37.97% 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%
EVR
Financial Services industry group
37.97%
- Max
- 44.78%
- EVR
- 37.97%
- 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 Evercore (EVR) at 15.73% 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%
EVR
Financial Services industry group
15.73%
- Max
- 62.84%
- Q3
- 28.05%
- EVR
- 15.73%
- 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 Evercore (EVR) at 21.94%, 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%
EVR
Financial Services industry group
21.94%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- EVR
- 21.94%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BAM | EVR |
|---|---|---|
| ROE (TTM) | 42.29% | 37.97% |
| ROA (TTM) | 12.57% | 17.07% |
| Net Margin (TTM) | 71.24% | 15.73% |
| Operating Margin (TTM) | 65.33% | 21.94% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Brookfield Asset Management (BAM) at 15.52% is closer to the peer norm — faster top-line expansion for EVR.
EPS Growth
Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while Brookfield Asset Management (BAM) at 14.29% is closer to the peer norm — faster per-share earnings growth for EVR.
Growth Metrics
| Metric | BAM | EVR |
|---|---|---|
| Revenue Growth (YoY) | 15.52% | 29.41% |
| Revenue Growth (3Y CAGR) | -- | 11.76% |
| EPS Growth (YoY) | 14.29% | 54.74% |
| EPS Growth (3Y CAGR) | -32.00% | 6.57% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and Evercore (EVR) 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 Evercore (EVR) 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 | EVR |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Brookfield Asset Management (BAM) at 0.83% and Evercore (EVR) at 1.21% 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%
EVR
Financial Services industry group
1.21%
- Max
- 9.77%
- Q3
- 3.92%
- EVR
- 1.21%
- Median
- 1.09%
- 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 Evercore (EVR) reports 18.93%, 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%
EVR
Financial Services industry group
18.93%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- EVR
- 18.93%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BAM | EVR |
|---|---|---|
| Dividend Yield (TTM) | 0.83% | 1.21% |
| Dividend Payout Ratio (TTM) | 108.05% | 18.93% |
Valuation
P/E Ratio (TTM)
Both Brookfield Asset Management (BAM) at 17.95 and Evercore (EVR) at 15.57 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
EVR
Financial Services industry group
15.57
- Max
- 45.85
- Q3
- 24.64
- EVR
- 15.57
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Evercore (EVR) at 2.23 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.
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
EVR
Financial Services industry group
2.23
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- EVR
- 2.23
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both Brookfield Asset Management (BAM) at 7.19 and Evercore (EVR) at 5.56 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
EVR
Financial Services industry group
5.56
- Max
- 7.79
- EVR
- 5.56
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BAM | EVR |
|---|---|---|
| P/E Ratio (TTM) | 17.95 | 15.57 |
| P/S Ratio (TTM) | 12.75 | 2.23 |
| P/B Ratio (MRQ) | 7.19 | 5.56 |
| Free Cash Flow Yield (TTM) | -- | -- |