BAM vs. IVZ: Brookfield Asset Management vs. Invesco Stock Comparison

Company Profile

Brookfield Asset Management (BAM) and Invesco (IVZ) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

Invesco (IVZ) has more than two decades of public-market history since August 25, 1995, 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

Invesco (IVZ) reports a negative ROE of -0.58%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Brookfield Asset Management (BAM) reports 42.29%, ranking against industry peers normally.

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Brookfield Asset Management (BAM) reports 71.24%, ranking against industry peers normally.

Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of Invesco (IVZ) at 23.30%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both Brookfield Asset Management (BAM) at 15.52% and Invesco (IVZ) at 5.11% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Brookfield Asset Management (BAM) at 14.29% is around its peer norm for EPS growth, while Invesco (IVZ) at -235.59% falls below its industry range, a notably weak earnings reading.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and Invesco (IVZ) 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 Invesco (IVZ) 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 Invesco (IVZ) at 3.16% 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 Invesco (IVZ) reports 56.46%, ranking against industry peers normally.

Dividend Metrics

Valuation

An earnings multiple is available for just one side: Brookfield Asset Management (BAM) trades at 17.95 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

Invesco (IVZ) at 1.67 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.

Invesco (IVZ) at 1.18 is valued about in line with its industry on P/B ratio, while Brookfield Asset Management (BAM) at 7.19 carries an above-peer premium to book — BAM is pricier on assets.

Valuation Metrics