BAM vs. RKT: Brookfield Asset Management vs. Rocket Stock Comparison
How do Brookfield Asset Management (BAM) and Rocket (RKT) 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 Rocket (RKT) both fall under the Financial Services industry group, but BAM is classified in Capital Markets while RKT is classified in Financial Services.
| Profile Item | BAM | RKT |
|---|---|---|
| Name | Brookfield Asset Management Ltd. Class A Limited Voting Shares | Rocket Companies 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 | Financial Services |
| GICS Sub-Industry | Asset Management & Custody Banks | Commercial & Residential Mortgage Finance |
| Market Capitalization | 84.57 billion USD | 42.74 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 1, 2022 | August 6, 2020 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BAM | RKT |
|---|---|---|
| Total Return (1Y) | 5.93% | -7.27% |
| Total Return (3Y, Annualized) | 24.83% | 26.30% |
| Total Return (5Y, Annualized) | -- | 0.22% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Rocket (RKT) carries a highly aggressive beta of 2.19, indicating much higher sensitivity to broad-market moves, whereas Brookfield Asset Management (BAM) is closer to market-like at 1.17 — a noticeable difference in market-sensitivity profile.
| Metric | BAM | RKT |
|---|---|---|
| Volatility (1Y, Annualized) | 31.49% | 58.88% |
| Beta (5Y) | 1.17 | 2.19 |
| Max Drawdown (5Y) | -30.37% | -59.90% |
| Avg. Volume (3M) | 2.84M | 34.27M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BAM | RKT |
|---|---|---|
| Sharpe Ratio (1Y) | 0.05 | -0.20 |
| Sortino Ratio (1Y) | 0.08 | -0.29 |
Profitability
ROE (TTM)
Brookfield Asset Management (BAM) at 42.29% sits in the top ROE quartile, while Rocket (RKT) at 7.86% 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%
RKT
Financial Services industry group
7.86%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- RKT
- 7.86%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Brookfield Asset Management (BAM) at 71.24% converts revenue to bottom-line profit above its industry’s benchmark range, while Rocket (RKT) at 11.02% keeps roughly the typical share for its industry.
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%
RKT
Financial Services industry group
11.02%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- RKT
- 11.02%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of Rocket (RKT) at 43.54%, 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%
RKT
Financial Services industry group
43.54%
- Max
- 107.33%
- Q3
- 55.90%
- RKT
- 43.54%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BAM | RKT |
|---|---|---|
| ROE (TTM) | 42.29% | 7.86% |
| ROA (TTM) | 12.57% | 4.45% |
| Net Margin (TTM) | 71.24% | 11.02% |
| Operating Margin (TTM) | 65.33% | 43.54% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Rocket (RKT) at 26.87% sits in the top revenue growth quartile, while Brookfield Asset Management (BAM) at 15.52% is closer to the peer norm — faster top-line expansion for RKT.
EPS Growth
Brookfield Asset Management (BAM) at 14.29% is around its peer norm for EPS growth, while Rocket (RKT) at -123.81% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | BAM | RKT |
|---|---|---|
| Revenue Growth (YoY) | 15.52% | 26.87% |
| Revenue Growth (3Y CAGR) | -- | 3.25% |
| EPS Growth (YoY) | 14.29% | -123.81% |
| 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 Rocket (RKT) 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 Rocket (RKT) 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 | RKT |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Rocket (RKT) 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.
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%
RKT
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- RKT
- 0.00%
- 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; Rocket (RKT) pays no dividend (payout 0.00%).
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%
RKT
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- RKT
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BAM | RKT |
|---|---|---|
| Dividend Yield (TTM) | 0.83% | 0.00% |
| Dividend Payout Ratio (TTM) | 108.05% | 0.00% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Brookfield Asset Management (BAM) trades at 17.95 times trailing earnings, ranked against its peers, while Rocket (RKT) has no P/E ratio this period.
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
RKT
Financial Services industry group
--
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
- RKT
- --
P/S Ratio (TTM)
Rocket (RKT) at 3.61 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.
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
RKT
Financial Services industry group
3.61
- Max
- 9.23
- Q3
- 4.57
- RKT
- 3.61
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Rocket (RKT) at 1.76 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
RKT
Financial Services industry group
1.76
- Max
- 7.79
- Q3
- 3.63
- RKT
- 1.76
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BAM | RKT |
|---|---|---|
| P/E Ratio (TTM) | 17.95 | -- |
| P/S Ratio (TTM) | 12.75 | 3.61 |
| P/B Ratio (MRQ) | 7.19 | 1.76 |
| Free Cash Flow Yield (TTM) | -- | -- |