BAM vs. PRU: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at BAM and PRU, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | BAM | PRU |
|---|---|---|
| Company Name | Brookfield Asset Management Ltd. | Prudential Financial, Inc. |
| Country | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry | Capital Markets | Insurance |
| Market Capitalization | 82.61 billion USD | 37.06 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 1, 2022 | December 13, 2001 |
| Security Type | Common Stock | Common Stock |
Historical Performance
This chart compares the performance of BAM and PRU by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | BAM | PRU |
|---|---|---|
| 5-Day Price Return | -3.64% | -3.03% |
| 13-Week Price Return | -16.04% | -2.92% |
| 26-Week Price Return | -11.59% | -2.64% |
| 52-Week Price Return | -8.87% | -17.69% |
| Month-to-Date Return | -4.62% | -0.47% |
| Year-to-Date Return | -4.85% | -12.67% |
| 10-Day Avg. Volume | 3.44M | 1.78M |
| 3-Month Avg. Volume | 2.04M | 1.62M |
| 3-Month Volatility | 27.59% | 20.31% |
| Beta | 1.85 | 0.98 |
Profitability
Return on Equity (TTM)
BAM
23.79%
Capital Markets Industry
- Max
- 41.61%
- Q3
- 22.56%
- Median
- 13.62%
- Q1
- 9.23%
- Min
- -4.25%
In the upper quartile for the Capital Markets industry, BAM’s Return on Equity of 23.79% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.
PRU
8.68%
Insurance Industry
- Max
- 31.64%
- Q3
- 19.22%
- Median
- 14.77%
- Q1
- 10.48%
- Min
- 2.20%
PRU’s Return on Equity of 8.68% is in the lower quartile for the Insurance industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
Net Profit Margin (TTM)
BAM
55.57%
Capital Markets Industry
- Max
- 69.91%
- Q3
- 36.88%
- Median
- 24.30%
- Q1
- 13.14%
- Min
- -6.20%
A Net Profit Margin of 55.57% places BAM in the upper quartile for the Capital Markets industry, signifying strong profitability and more effective cost management than most of its peers.
PRU
4.88%
Insurance Industry
- Max
- 28.47%
- Q3
- 15.63%
- Median
- 10.40%
- Q1
- 6.94%
- Min
- -3.51%
Falling into the lower quartile for the Insurance industry, PRU’s Net Profit Margin of 4.88% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
Operating Profit Margin (TTM)
BAM
54.25%
Capital Markets Industry
- Max
- 83.68%
- Q3
- 47.64%
- Median
- 32.36%
- Q1
- 19.28%
- Min
- 0.30%
An Operating Profit Margin of 54.25% places BAM in the upper quartile for the Capital Markets industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.
PRU
6.15%
Insurance Industry
- Max
- 35.59%
- Q3
- 21.31%
- Median
- 14.99%
- Q1
- 10.34%
- Min
- -2.51%
In the Insurance industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | BAM | PRU |
|---|---|---|
| Return on Equity (TTM) | 23.79% | 8.68% |
| Return on Assets (TTM) | 15.14% | 0.35% |
| Net Profit Margin (TTM) | 55.57% | 4.88% |
| Operating Profit Margin (TTM) | 54.25% | 6.15% |
| Gross Profit Margin (TTM) | -- | -- |
Financial Strength
Current Ratio (MRQ)
BAM
1.35
Capital Markets Industry
- Max
- 3.43
- Q3
- 1.76
- Median
- 1.00
- Q1
- 0.60
- Min
- 0.04
For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
PRU
--
Insurance Industry
- Max
- 2.64
- Q3
- 1.19
- Median
- 0.53
- Q1
- 0.15
- Min
- 0.00
For the Insurance industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
Debt-to-Equity Ratio (MRQ)
BAM
0.31
Capital Markets Industry
- Max
- 6.12
- Q3
- 2.78
- Median
- 0.96
- Q1
- 0.31
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.
PRU
0.69
Insurance Industry
- Max
- 1.10
- Q3
- 0.65
- Median
- 0.35
- Q1
- 0.23
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Insurance industry.
Interest Coverage Ratio (TTM)
BAM
20.09
Capital Markets Industry
- Max
- 107.59
- Q3
- 50.42
- Median
- 10.94
- Q1
- 4.37
- Min
- -36.26
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.
PRU
--
Insurance Industry
- Max
- 49.59
- Q3
- 22.05
- Median
- 9.63
- Q1
- 3.42
- Min
- -5.73
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Insurance industry.
Financial Strength at a Glance
| Symbol | BAM | PRU |
|---|---|---|
| Current Ratio (MRQ) | 1.35 | -- |
| Quick Ratio (MRQ) | 1.35 | -- |
| Debt-to-Equity Ratio (MRQ) | 0.31 | 0.69 |
| Interest Coverage Ratio (TTM) | 20.09 | -- |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
BAM
2.17%
Capital Markets Industry
- Max
- 8.63%
- Q3
- 4.88%
- Median
- 2.72%
- Q1
- 1.41%
- Min
- 0.00%
BAM’s Dividend Yield of 2.17% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.
PRU
5.11%
Insurance Industry
- Max
- 9.43%
- Q3
- 5.10%
- Median
- 3.57%
- Q1
- 2.02%
- Min
- 0.00%
With a Dividend Yield of 5.11%, PRU offers a more attractive income stream than most of its peers in the Insurance industry, signaling a strong commitment to shareholder returns.
Dividend Payout Ratio (TTM)
BAM
122.97%
Capital Markets Industry
- Max
- 188.84%
- Q3
- 96.52%
- Median
- 61.58%
- Q1
- 31.74%
- Min
- 0.00%
BAM’s Dividend Payout Ratio of 122.97% is in the upper quartile for the Capital Markets industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.
PRU
54.32%
Insurance Industry
- Max
- 169.40%
- Q3
- 85.57%
- Median
- 50.55%
- Q1
- 22.12%
- Min
- 0.00%
PRU’s Dividend Payout Ratio of 54.32% is within the typical range for the Insurance industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | BAM | PRU |
|---|---|---|
| Dividend Yield (TTM) | 2.17% | 5.11% |
| Dividend Payout Ratio (TTM) | 122.97% | 54.32% |
Valuation
Price-to-Earnings Ratio (TTM)
BAM
40.42
Capital Markets Industry
- Max
- 47.53
- Q3
- 28.81
- Median
- 16.62
- Q1
- 12.06
- Min
- 5.71
A P/E Ratio of 40.42 places BAM in the upper quartile for the Capital Markets industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
PRU
14.35
Insurance Industry
- Max
- 27.66
- Q3
- 17.29
- Median
- 12.59
- Q1
- 9.86
- Min
- 3.13
PRU’s P/E Ratio of 14.35 is within the middle range for the Insurance industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
Price-to-Sales Ratio (TTM)
BAM
22.46
Capital Markets Industry
- Max
- 13.23
- Q3
- 6.65
- Median
- 4.40
- Q1
- 2.22
- Min
- 0.03
With a P/S Ratio of 22.46, BAM trades at a valuation that eclipses even the highest in the Capital Markets industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.
PRU
0.70
Insurance Industry
- Max
- 3.39
- Q3
- 1.95
- Median
- 1.25
- Q1
- 0.83
- Min
- 0.22
In the lower quartile for the Insurance industry, PRU’s P/S Ratio of 0.70 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.
Price-to-Book Ratio (MRQ)
BAM
10.23
Capital Markets Industry
- Max
- 10.83
- Q3
- 5.27
- Median
- 2.66
- Q1
- 1.34
- Min
- 0.37
BAM’s P/B Ratio of 10.23 is in the upper tier for the Capital Markets industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.
PRU
1.14
Insurance Industry
- Max
- 4.36
- Q3
- 2.47
- Median
- 1.77
- Q1
- 1.18
- Min
- 0.17
PRU’s P/B Ratio of 1.14 is in the lower quartile for the Insurance industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.
Valuation at a Glance
| Symbol | BAM | PRU |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 40.42 | 14.35 |
| Price-to-Sales Ratio (TTM) | 22.46 | 0.70 |
| Price-to-Book Ratio (MRQ) | 10.23 | 1.14 |
| Price-to-Free Cash Flow Ratio (TTM) | 82.56 | 4.82 |