BAM vs. RJF: Brookfield Asset Management vs. Raymond James Financial Stock Comparison

Company Profile

Brookfield Asset Management (BAM) and Raymond James Financial (RJF) both belong to the Capital Markets industry, though BAM is classified under Asset Management & Custody Banks while RJF falls under Investment Banking & Brokerage.

Raymond James Financial (RJF) has more than two decades of public-market history since July 1, 1983, 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

Brookfield Asset Management (BAM) at 42.29% sits in the top ROE quartile, while Raymond James Financial (RJF) at 18.73% is closer to the peer norm — stronger capital efficiency for BAM.

Brookfield Asset Management (BAM) at 71.24% converts revenue to bottom-line profit above its industry’s benchmark range, while Raymond James Financial (RJF) at 14.97% keeps roughly the typical share for its industry.

Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of Raymond James Financial (RJF) at 20.88%, which runs around its industry’s norm.

Profitability Metrics

Growth

Only one side can be read here: Brookfield Asset Management (BAM) reports revenue growth of 15.52%, ranked against its industry; Raymond James Financial (RJF) has no revenue growth figure this period.

Both Brookfield Asset Management (BAM) at 14.29% and Raymond James Financial (RJF) at 15.63% 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 Raymond James Financial (RJF) 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 Raymond James Financial (RJF) 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

Raymond James Financial (RJF) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Brookfield Asset Management (BAM) reports a yield of 0.83%, ranking against industry peers normally.

Brookfield Asset Management (BAM) reports payout ratio above 100% at 108.05%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Raymond James Financial (RJF) reports 18.48%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both Brookfield Asset Management (BAM) at 17.95 and Raymond James Financial (RJF) at 13.67 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Raymond James Financial (RJF) at 1.98 prices around its industry’s typical P/S ratio, while Brookfield Asset Management (BAM) at 12.75 clears its benchmark range — BAM looks notably rich on sales.

Raymond James Financial (RJF) at 2.46 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.

Valuation Metrics