BAM vs. FRHC: Brookfield Asset Management vs. Freedom Stock Comparison
How do Brookfield Asset Management (BAM) and Freedom (FRHC) 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 Freedom (FRHC) both belong to the Capital Markets industry, though BAM is classified under Asset Management & Custody Banks while FRHC falls under Investment Banking & Brokerage.
| Profile Item | BAM | FRHC |
|---|---|---|
| Name | Brookfield Asset Management Ltd. Class A Limited Voting Shares | Freedom Holding Corp. |
| 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 | 11.41 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | December 1, 2022 | February 7, 2018 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BAM | FRHC |
|---|---|---|
| Total Return (1Y) | 5.93% | 18.04% |
| Total Return (3Y, Annualized) | 24.83% | 28.04% |
| Total Return (5Y, Annualized) | -- | 18.95% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BAM | FRHC |
|---|---|---|
| Volatility (1Y, Annualized) | 31.49% | 47.01% |
| Beta (5Y) | 1.17 | 0.71 |
| Max Drawdown (5Y) | -30.37% | -45.80% |
| Avg. Volume (3M) | 2.84M | 108.35K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BAM | FRHC |
|---|---|---|
| Sharpe Ratio (1Y) | 0.05 | 0.29 |
| Sortino Ratio (1Y) | 0.08 | 0.45 |
Profitability
ROE (TTM)
Brookfield Asset Management (BAM) at 42.29% sits in the top ROE quartile, while Freedom (FRHC) at 10.68% is closer to the peer norm — stronger capital efficiency for BAM.
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%
FRHC
Financial Services industry group
10.68%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- FRHC
- 10.68%
- 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 Freedom (FRHC) at 8.43% 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%
FRHC
Financial Services industry group
8.43%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- FRHC
- 8.43%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Brookfield Asset Management (BAM) at 65.33% carries a top-quartile operating margin, while Freedom (FRHC) at 5.01% operates in the bottom quartile.
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%
FRHC
Financial Services industry group
5.01%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- FRHC
- 5.01%
- Min
- -44.34%
Profitability Metrics
| Metric | BAM | FRHC |
|---|---|---|
| ROE (TTM) | 42.29% | 10.68% |
| ROA (TTM) | 12.57% | 1.24% |
| Net Margin (TTM) | 71.24% | 8.43% |
| Operating Margin (TTM) | 65.33% | 5.01% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Brookfield Asset Management (BAM) at 15.52% and Freedom (FRHC) at 8.97% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Freedom (FRHC) at 98.93% 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 FRHC.
Growth Metrics
| Metric | BAM | FRHC |
|---|---|---|
| Revenue Growth (YoY) | 15.52% | 8.97% |
| Revenue Growth (3Y CAGR) | -- | 39.61% |
| EPS Growth (YoY) | 14.29% | 98.93% |
| EPS Growth (3Y CAGR) | -32.00% | -10.08% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and Freedom (FRHC) 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 Freedom (FRHC) 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 | FRHC |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Freedom (FRHC) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Brookfield Asset Management (BAM) reports a yield of 0.83%, ranking against industry peers normally.
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%
FRHC
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- FRHC
- 0.00%
- 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; Freedom (FRHC) pays no dividend (payout 0.00%).
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%
FRHC
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- FRHC
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BAM | FRHC |
|---|---|---|
| Dividend Yield (TTM) | 0.83% | 0.00% |
| Dividend Payout Ratio (TTM) | 108.05% | 0.00% |
Valuation
P/E Ratio (TTM)
Brookfield Asset Management (BAM) at 17.95 is near its industry’s usual P/E ratio, while Freedom (FRHC) at 70.97 sits above its peer range — an unusually expensive price for FRHC’s trailing earnings.
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
FRHC
Financial Services industry group
70.97
- FRHC
- 70.97
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Both look expensive on sales: Freedom (FRHC) at 6.51 sits in the upper P/S ratio quartile, and Brookfield Asset Management (BAM) at 12.75 prices even higher, above its industry range.
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
FRHC
Financial Services industry group
6.51
- Max
- 9.23
- FRHC
- 6.51
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both Brookfield Asset Management (BAM) at 7.19 and Freedom (FRHC) at 7.16 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
FRHC
Financial Services industry group
7.16
- Max
- 7.79
- FRHC
- 7.16
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BAM | FRHC |
|---|---|---|
| P/E Ratio (TTM) | 17.95 | 70.97 |
| P/S Ratio (TTM) | 12.75 | 6.51 |
| P/B Ratio (MRQ) | 7.19 | 7.16 |
| Free Cash Flow Yield (TTM) | -- | -- |