BAM vs. MCO: Brookfield Asset Management vs. Moody's Stock Comparison

Company Profile

Brookfield Asset Management (BAM) and Moody's (MCO) both belong to the Capital Markets industry, though BAM is classified under Asset Management & Custody Banks while MCO falls under Financial Exchanges & Data.

Moody's (MCO) has more than two decades of public-market history since October 31, 1994, 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

Both companies show strong equity returns, but Moody's (MCO) at 76.74% is the standout with ROE above its industry range; Brookfield Asset Management (BAM) at 42.29% also sits in the top quartile.

Brookfield Asset Management (BAM) at 71.24% keeps the most of each sales dollar — above its industry’s net margin range — and Moody's (MCO) at 35.26% also retains a top-quartile share.

Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of Moody's (MCO) at 46.27%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both Brookfield Asset Management (BAM) at 15.52% and Moody's (MCO) at 8.89% 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 Moody's (MCO) at 21.40% 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 Moody's (MCO) 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 Moody's (MCO) 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 Moody's (MCO) at 0.78% 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 Moody's (MCO) reports 24.59%, 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 Moody's (MCO) at 30.85 sits in the richer quartile — MCO 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 Moody's (MCO) at 10.66 — each P/S ratio clears its industry’s benchmark range.

Both look rich against book: Brookfield Asset Management (BAM) at 7.19 sits in the upper P/B ratio quartile, and Moody's (MCO) at 26.68 prices even higher, above its industry range.

Valuation Metrics