BAM vs. MSCI: Brookfield Asset Management vs. MSCI Stock Comparison
How do Brookfield Asset Management (BAM) and MSCI (MSCI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Brookfield Asset Management (BAM) and MSCI (MSCI) both belong to the Capital Markets industry, though BAM is classified under Asset Management & Custody Banks while MSCI falls under Financial Exchanges & Data.
| Profile Item | BAM | MSCI |
|---|---|---|
| Name | Brookfield Asset Management Ltd. Class A Limited Voting Shares | MSCI Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Financial Exchanges & Data |
| Market Capitalization | 84.57 billion USD | 46.60 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 1, 2022 | November 15, 2007 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BAM | MSCI |
|---|---|---|
| Total Return (1Y) | 5.93% | 12.76% |
| Total Return (3Y, Annualized) | 24.83% | 9.86% |
| Total Return (5Y, Annualized) | -- | 1.00% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BAM | MSCI |
|---|---|---|
| Volatility (1Y, Annualized) | 31.49% | 29.82% |
| Beta (5Y) | 1.17 | 1.17 |
| Max Drawdown (5Y) | -30.37% | -43.74% |
| Avg. Volume (3M) | 2.84M | 590.34K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BAM | MSCI |
|---|---|---|
| Sharpe Ratio (1Y) | 0.05 | 0.28 |
| Sortino Ratio (1Y) | 0.08 | 0.40 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Brookfield Asset Management (BAM) earns 42.29% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.
BAM
Financial Services industry group
42.29%
- Max
- 44.78%
- BAM
- 42.29%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
MSCI
Financial Services industry group
--
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
- MSCI
- --
Net Margin (TTM)
Brookfield Asset Management (BAM) at 71.24% keeps the most of each sales dollar — above its industry’s net margin range — and MSCI (MSCI) at 40.31% also retains a top-quartile share.
BAM
Financial Services industry group
71.24%
- BAM
- 71.24%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
MSCI
Financial Services industry group
40.31%
- Max
- 62.84%
- MSCI
- 40.31%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Brookfield Asset Management (BAM) at 65.33% and MSCI (MSCI) at 56.41% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
BAM
Financial Services industry group
65.33%
- Max
- 107.33%
- BAM
- 65.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
MSCI
Financial Services industry group
56.41%
- Max
- 107.33%
- MSCI
- 56.41%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BAM | MSCI |
|---|---|---|
| ROE (TTM) | 42.29% | -- |
| ROA (TTM) | 12.57% | 21.75% |
| Net Margin (TTM) | 71.24% | 40.31% |
| Operating Margin (TTM) | 65.33% | 56.41% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Brookfield Asset Management (BAM) at 15.52% and MSCI (MSCI) at 9.75% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both Brookfield Asset Management (BAM) at 14.29% and MSCI (MSCI) at 11.67% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | BAM | MSCI |
|---|---|---|
| Revenue Growth (YoY) | 15.52% | 9.75% |
| Revenue Growth (3Y CAGR) | -- | 11.71% |
| EPS Growth (YoY) | 14.29% | 11.67% |
| EPS Growth (3Y CAGR) | -32.00% | 13.54% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and MSCI (MSCI) 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 / Equity (MRQ)
debt-to-equity ratio is set aside for both: Brookfield Asset Management (BAM) in Financial Services and MSCI (MSCI) 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
| Metric | BAM | MSCI |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Brookfield Asset Management (BAM) at 0.83% and MSCI (MSCI) at 1.21% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
BAM
Financial Services industry group
0.83%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- BAM
- 0.83%
- Q1
- 0.00%
- Min
- 0.00%
MSCI
Financial Services industry group
1.21%
- Max
- 9.77%
- Q3
- 3.92%
- MSCI
- 1.21%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Brookfield Asset Management (BAM) reports payout ratio above 100% at 108.05%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile MSCI (MSCI) reports 42.04%, ranking against industry peers normally.
BAM
Financial Services industry group
108.05%
- Max
- 241.07%
- BAM
- 108.05%
- Q3
- 97.36%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
MSCI
Financial Services industry group
42.04%
- Max
- 241.07%
- Q3
- 97.36%
- MSCI
- 42.04%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BAM | MSCI |
|---|---|---|
| Dividend Yield (TTM) | 0.83% | 1.21% |
| Dividend Payout Ratio (TTM) | 108.05% | 42.04% |
Valuation
P/E Ratio (TTM)
Brookfield Asset Management (BAM) at 17.95 is near its industry’s usual P/E ratio, while MSCI (MSCI) at 33.90 sits in the richer quartile — MSCI needs stronger growth or earnings quality to justify the premium.
BAM
Financial Services industry group
17.95
- Max
- 45.85
- Q3
- 24.64
- BAM
- 17.95
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
MSCI
Financial Services industry group
33.90
- Max
- 45.85
- MSCI
- 33.90
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Investors are paying well above the peer range per dollar of sales for both Brookfield Asset Management (BAM) at 12.75 and MSCI (MSCI) at 13.58 — each P/S ratio clears its industry’s benchmark range.
BAM
Financial Services industry group
12.75
- BAM
- 12.75
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
MSCI
Financial Services industry group
13.58
- MSCI
- 13.58
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Brookfield Asset Management (BAM) reports 7.19, ranking against industry peers normally.
BAM
Financial Services industry group
7.19
- Max
- 7.79
- BAM
- 7.19
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
MSCI
Financial Services industry group
-15.24
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
- MSCI
- -15.24
Valuation Metrics
| Metric | BAM | MSCI |
|---|---|---|
| P/E Ratio (TTM) | 17.95 | 33.90 |
| P/S Ratio (TTM) | 12.75 | 13.58 |
| P/B Ratio (MRQ) | 7.19 | -15.24 |
| Free Cash Flow Yield (TTM) | -- | -- |