BAM vs. IBKR: Brookfield Asset Management vs. Interactive Brokers Stock Comparison

Company Profile

Brookfield Asset Management (BAM) and Interactive Brokers (IBKR) both belong to the Capital Markets industry, though BAM is classified under Asset Management & Custody Banks while IBKR falls under Investment Banking & Brokerage.

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 Interactive Brokers (IBKR) at 23.67% 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 Interactive Brokers (IBKR) at 16.68% keeps roughly the typical share for its industry.

Both Brookfield Asset Management (BAM) at 65.33% and Interactive Brokers (IBKR) at 77.70% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

Profitability Metrics

Growth

Both Brookfield Asset Management (BAM) at 15.52% and Interactive Brokers (IBKR) at 9.73% 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 Interactive Brokers (IBKR) at 28.14% 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 Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) at 0.46% 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 Interactive Brokers (IBKR) reports 12.79%, ranking against industry peers normally.

Dividend Metrics

Valuation

Brookfield Asset Management (BAM) at 17.95 is near its industry’s usual P/E ratio, while Interactive Brokers (IBKR) at 28.94 sits in the richer quartile — IBKR needs stronger growth or earnings quality to justify the premium.

Investors are paying well above the peer range per dollar of sales for both Brookfield Asset Management (BAM) at 12.75 and Interactive Brokers (IBKR) at 18.30 — each P/S ratio clears its industry’s benchmark range.

Both Brookfield Asset Management (BAM) at 7.19 and Interactive Brokers (IBKR) at 5.53 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics