BAM vs. FDS: Brookfield Asset Management vs. FactSet Research Systems Stock Comparison

Company Profile

Brookfield Asset Management (BAM) and FactSet Research Systems (FDS) both belong to the Capital Markets industry, though BAM is classified under Asset Management & Custody Banks while FDS falls under Financial Exchanges & Data.

FactSet Research Systems (FDS) has more than two decades of public-market history since June 28, 1996, whereas Brookfield Asset Management (BAM) listed on December 1, 2022 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Brookfield Asset Management (BAM) at 42.29% and FactSet Research Systems (FDS) at 25.48% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

Brookfield Asset Management (BAM) at 71.24% converts revenue to bottom-line profit above its industry’s benchmark range, while FactSet Research Systems (FDS) at 21.54% keeps roughly the typical share for its industry.

Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of FactSet Research Systems (FDS) at 22.22%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both Brookfield Asset Management (BAM) at 15.52% and FactSet Research Systems (FDS) at 6.65% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Both Brookfield Asset Management (BAM) at 14.29% and FactSet Research Systems (FDS) at -6.30% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and FactSet Research Systems (FDS) 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-to-equity ratio is set aside for both: Brookfield Asset Management (BAM) in Financial Services and FactSet Research Systems (FDS) 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

Dividends

Both Brookfield Asset Management (BAM) at 0.83% and FactSet Research Systems (FDS) at 1.33% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Brookfield Asset Management (BAM) reports payout ratio above 100% at 108.05%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile FactSet Research Systems (FDS) reports 31.02%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both Brookfield Asset Management (BAM) at 17.95 and FactSet Research Systems (FDS) at 22.50 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Both look expensive on sales: FactSet Research Systems (FDS) at 4.67 sits in the upper P/S ratio quartile, and Brookfield Asset Management (BAM) at 12.75 prices even higher, above its industry range.

Both Brookfield Asset Management (BAM) at 7.19 and FactSet Research Systems (FDS) at 5.77 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics