BAM vs. IX: Brookfield Asset Management vs. ORIX Stock Comparison

Company Profile

Brookfield Asset Management (BAM) and ORIX (IX) both fall under the Financial Services industry group, but BAM is classified in Capital Markets while IX is classified in Financial Services.

ORIX (IX) has more than two decades of public-market history since September 16, 1998, whereas Brookfield Asset Management (BAM) listed on December 1, 2022 and has a much shorter record to draw on.

Brookfield Asset Management (BAM) trades as ordinary local shares, while ORIX (IX) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

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

Brookfield Asset Management (BAM) at 42.29% sits in the top ROE quartile, while ORIX (IX) at 14.04% is closer to the peer norm — stronger capital efficiency for BAM.

Brookfield Asset Management (BAM) at 71.24% converts revenue to bottom-line profit above its industry’s benchmark range, while ORIX (IX) at 17.94% keeps roughly the typical share for its industry.

Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of ORIX (IX) at 21.52%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both Brookfield Asset Management (BAM) at 15.52% and ORIX (IX) at 18.57% 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 ORIX (IX) at 30.03% 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 ORIX (IX) 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 ORIX (IX) 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

Brookfield Asset Management (BAM) at 0.83% pays an industry-typical yield; ORIX (IX) at 435.55% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

Brookfield Asset Management (BAM) reports payout ratio above 100% at 108.05%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile ORIX (IX) reports 26.52%, ranking against industry peers normally.

Dividend Metrics

Valuation

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Brookfield Asset Management (BAM) at 17.95 is closer to its industry’s usual earnings multiple — a discount for IX, though growth and earnings durability still matter.

ORIX (IX) at 0.01 sits in the cheaper P/S ratio quartile while Brookfield Asset Management (BAM) at 12.75 prices above its industry range — a wide gap in sales valuation between them.

ORIX (IX) at 1.28 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