BAM vs. JKHY: Brookfield Asset Management vs. Jack Henry & Associates Stock Comparison

Company Profile

Brookfield Asset Management (BAM) and Jack Henry & Associates (JKHY) both fall under the Financial Services industry group, but BAM is classified in Capital Markets while JKHY is classified in Financial Services.

Jack Henry & Associates (JKHY) has more than two decades of public-market history since November 20, 1985, 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

Capital efficiency shows on one side only: Brookfield Asset Management (BAM) earns 42.29% on shareholders’ equity, ranked against its industry; Jack Henry & Associates (JKHY) has no ROE this period.

Brookfield Asset Management (BAM) at 71.24% converts revenue to bottom-line profit above its industry’s benchmark range, while Jack Henry & Associates (JKHY) at 19.96% keeps roughly the typical share for its industry.

Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of Jack Henry & Associates (JKHY) at 29.52%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both Brookfield Asset Management (BAM) at 15.52% and Jack Henry & Associates (JKHY) at 7.12% 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 Jack Henry & Associates (JKHY) at 11.86% 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 Jack Henry & Associates (JKHY) 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 Jack Henry & Associates (JKHY) 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 Jack Henry & Associates (JKHY) at 1.34% 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 Jack Henry & Associates (JKHY) reports 33.10%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both Brookfield Asset Management (BAM) at 17.95 and Jack Henry & Associates (JKHY) at 23.80 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Both look expensive on sales: Jack Henry & Associates (JKHY) at 4.67 sits in the upper P/S ratio quartile, and Brookfield Asset Management (BAM) at 12.75 prices even higher, above its industry range.

Both Brookfield Asset Management (BAM) at 7.19 and Jack Henry & Associates (JKHY) at 5.92 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics