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BAM vs. IBKR: A Head-to-Head Stock Comparison

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Here’s a clear look at BAM and IBKR, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolBAMIBKR
Company NameBrookfield Asset Management Ltd.Interactive Brokers Group, Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsCapital Markets
Market Capitalization100.87 billion USD107.92 billion USD
ExchangeNYSENasdaqGS
Listing DateDecember 1, 2022May 4, 2007
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of BAM and IBKR 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. IBKR: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolBAMIBKR
5-Day Price Return2.61%-1.18%
13-Week Price Return8.77%28.76%
26-Week Price Return7.98%11.27%
52-Week Price Return59.79%115.37%
Month-to-Date Return1.36%-3.16%
Year-to-Date Return15.35%43.74%
10-Day Avg. Volume2.06M4.49M
3-Month Avg. Volume2.36M6.25M
3-Month Volatility26.66%34.10%
Beta1.911.23

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.

IBKR

18.88%

Capital Markets Industry

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

IBKR’s Return on Equity of 18.88% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.

BAM vs. IBKR: A comparison of their Return on Equity (TTM) against the Capital Markets industry benchmark.

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.

IBKR

8.57%

Capital Markets Industry

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

Falling into the lower quartile for the Capital Markets industry, IBKR’s Net Profit Margin of 8.57% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

BAM vs. IBKR: A comparison of their Net Profit Margin (TTM) against the Capital Markets industry benchmark.

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.

IBKR

42.00%

Capital Markets Industry

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

IBKR’s Operating Profit Margin of 42.00% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.

BAM vs. IBKR: A comparison of their Operating Profit Margin (TTM) against the Capital Markets industry benchmark.

Profitability at a Glance

SymbolBAMIBKR
Return on Equity (TTM)20.67%18.88%
Return on Assets (TTM)14.12%0.53%
Net Profit Margin (TTM)57.13%8.57%
Operating Profit Margin (TTM)51.12%42.00%
Gross Profit Margin (TTM)--53.08%

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.

IBKR

0.96

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.

BAM vs. IBKR: A comparison of their Current Ratio (MRQ) against the Capital Markets industry benchmark.

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.

IBKR

4.40

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.

BAM vs. IBKR: A comparison of their Debt-to-Equity Ratio (MRQ) against the Capital Markets industry benchmark.

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.

IBKR

--

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.

BAM vs. IBKR: A comparison of their Interest Coverage Ratio (TTM) against the Capital Markets industry benchmark.

Financial Strength at a Glance

SymbolBAMIBKR
Current Ratio (MRQ)1.310.96
Quick Ratio (MRQ)1.310.96
Debt-to-Equity Ratio (MRQ)0.224.40
Interest Coverage Ratio (TTM)20.09--

Growth

Revenue Growth

BAM vs. IBKR: 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. IBKR: 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.

IBKR

0.11%

Capital Markets Industry

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

IBKR’s Dividend Yield of 0.11% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

BAM vs. IBKR: A comparison of their Dividend Yield (TTM) against the Capital Markets industry benchmark.

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.

IBKR

13.84%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

IBKR’s Dividend Payout Ratio of 13.84% is in the lower quartile for the Capital Markets industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

BAM vs. IBKR: A comparison of their Dividend Payout Ratio (TTM) against the Capital Markets industry benchmark.

Dividend at a Glance

SymbolBAMIBKR
Dividend Yield (TTM)1.71%0.11%
Dividend Payout Ratio (TTM)122.97%13.84%

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.

IBKR

126.97

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

At 126.97, IBKR’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.

BAM vs. IBKR: A comparison of their Price-to-Earnings Ratio (TTM) against the Capital Markets industry benchmark.

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.

IBKR

10.88

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

IBKR’s P/S Ratio of 10.88 is in the upper echelon for the Capital Markets industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

BAM vs. IBKR: A comparison of their Price-to-Sales Ratio (TTM) against the Capital Markets industry benchmark.

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.

IBKR

19.41

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

At 19.41, IBKR’s P/B Ratio is at an extreme premium to the Capital Markets 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. IBKR: A comparison of their Price-to-Book Ratio (MRQ) against the Capital Markets industry benchmark.

Valuation at a Glance

SymbolBAMIBKR
Price-to-Earnings Ratio (TTM)71.72126.97
Price-to-Sales Ratio (TTM)40.9710.88
Price-to-Book Ratio (MRQ)8.7619.41
Price-to-Free Cash Flow Ratio (TTM)104.607.05