BAM vs. OWL: Brookfield Asset Management vs. Blue Owl Capital Stock Comparison
How do Brookfield Asset Management (BAM) and Blue Owl Capital (OWL) 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 Blue Owl Capital (OWL) 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.
| Profile Item | BAM | OWL |
|---|---|---|
| Name | Brookfield Asset Management Ltd. Class A Limited Voting Shares | Blue Owl Capital Inc. Class A Common Stock |
| 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 | Asset Management & Custody Banks |
| Market Capitalization | 84.57 billion USD | 15.48 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 1, 2022 | December 14, 2020 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BAM | OWL |
|---|---|---|
| Total Return (1Y) | 5.93% | -27.51% |
| Total Return (3Y, Annualized) | 24.83% | -3.02% |
| Total Return (5Y, Annualized) | -- | -4.22% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BAM | OWL |
|---|---|---|
| Volatility (1Y, Annualized) | 31.49% | 46.89% |
| Beta (5Y) | 1.17 | 1.28 |
| Max Drawdown (5Y) | -30.37% | -67.10% |
| Avg. Volume (3M) | 2.84M | 19.50M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BAM | OWL |
|---|---|---|
| Sharpe Ratio (1Y) | 0.05 | -0.68 |
| Sortino Ratio (1Y) | 0.08 | -0.99 |
Profitability
ROE (TTM)
Brookfield Asset Management (BAM) at 42.29% sits in the top ROE quartile, while Blue Owl Capital (OWL) at 6.41% is closer to the peer norm — stronger capital efficiency for BAM.
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%
OWL
Financial Services industry group
6.41%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- OWL
- 6.41%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Brookfield Asset Management (BAM) at 71.24% retains an above-range share of revenue as profit, while Blue Owl Capital (OWL) at 3.08% keeps a bottom-quartile share — a wide gap in how much each sales dollar survives to the bottom line.
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%
OWL
Financial Services industry group
3.08%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- OWL
- 3.08%
- Min
- -28.52%
Operating Margin (TTM)
Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of Blue Owl Capital (OWL) at 31.15%, which runs around its industry’s norm.
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%
OWL
Financial Services industry group
31.15%
- Max
- 107.33%
- Q3
- 55.90%
- OWL
- 31.15%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BAM | OWL |
|---|---|---|
| ROE (TTM) | 42.29% | 6.41% |
| ROA (TTM) | 12.57% | 4.69% |
| Net Margin (TTM) | 71.24% | 3.08% |
| Operating Margin (TTM) | 65.33% | 31.15% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Brookfield Asset Management (BAM) at 15.52% and Blue Owl Capital (OWL) at 25.04% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Brookfield Asset Management (BAM) at 14.29% is around its peer norm for EPS growth, while Blue Owl Capital (OWL) at -50.00% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | BAM | OWL |
|---|---|---|
| Revenue Growth (YoY) | 15.52% | 25.04% |
| Revenue Growth (3Y CAGR) | -- | 27.97% |
| EPS Growth (YoY) | 14.29% | -50.00% |
| EPS Growth (3Y CAGR) | -32.00% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and Blue Owl Capital (OWL) 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 Blue Owl Capital (OWL) 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 | OWL |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Blue Owl Capital (OWL) at 9.66% delivers top-quartile income for its industry, while Brookfield Asset Management (BAM) at 0.83% pays a more typical yield — both are credible income propositions, OWL the richer one.
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%
OWL
Financial Services industry group
9.66%
- Max
- 9.77%
- OWL
- 9.66%
- Q3
- 3.92%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Brookfield Asset Management (BAM) at 108.05% and Blue Owl Capital (OWL) at 650.00% report payout ratio above 100%, meaning dividends exceeded current-period earnings on both sides.
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%
OWL
Financial Services industry group
650.00%
- OWL
- 650.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BAM | OWL |
|---|---|---|
| Dividend Yield (TTM) | 0.83% | 9.66% |
| Dividend Payout Ratio (TTM) | 108.05% | 650.00% |
Valuation
P/E Ratio (TTM)
Brookfield Asset Management (BAM) at 17.95 is near its industry’s usual P/E ratio, while Blue Owl Capital (OWL) at 70.14 sits above its peer range — an unusually expensive price for OWL’s trailing earnings.
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
OWL
Financial Services industry group
70.14
- OWL
- 70.14
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Both look expensive on sales: Blue Owl Capital (OWL) at 5.04 sits in the upper P/S ratio quartile, and Brookfield Asset Management (BAM) at 12.75 prices even higher, above its industry 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
OWL
Financial Services industry group
5.04
- Max
- 9.23
- OWL
- 5.04
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Blue Owl Capital (OWL) at 3.54 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.
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
OWL
Financial Services industry group
3.54
- Max
- 7.79
- Q3
- 3.63
- OWL
- 3.54
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BAM | OWL |
|---|---|---|
| P/E Ratio (TTM) | 17.95 | 70.14 |
| P/S Ratio (TTM) | 12.75 | 5.04 |
| P/B Ratio (MRQ) | 7.19 | 3.54 |
| Free Cash Flow Yield (TTM) | -- | -- |