BAM vs. SCHW: Brookfield Asset Management vs. Charles Schwab Stock Comparison
How do Brookfield Asset Management (BAM) and Charles Schwab (SCHW) 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 Charles Schwab (SCHW) both belong to the Capital Markets industry, though BAM is classified under Asset Management & Custody Banks while SCHW falls under Investment Banking & Brokerage.
Charles Schwab (SCHW) has more than two decades of public-market history since September 22, 1987, whereas Brookfield Asset Management (BAM) listed on December 1, 2022 and has a much shorter record to draw on.
| Profile Item | BAM | SCHW |
|---|---|---|
| Name | Brookfield Asset Management Ltd. Class A Limited Voting Shares | The Charles Schwab Corporation |
| 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 | Investment Banking & Brokerage |
| Market Capitalization | 84.57 billion USD | 158.22 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 1, 2022 | September 22, 1987 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BAM | SCHW |
|---|---|---|
| Total Return (1Y) | 5.93% | -0.80% |
| Total Return (3Y, Annualized) | 24.83% | 21.35% |
| Total Return (5Y, Annualized) | -- | 4.31% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BAM | SCHW |
|---|---|---|
| Volatility (1Y, Annualized) | 31.49% | 26.01% |
| Beta (5Y) | 1.17 | 0.74 |
| Max Drawdown (5Y) | -30.37% | -49.70% |
| Avg. Volume (3M) | 2.84M | 8.22M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BAM | SCHW |
|---|---|---|
| Sharpe Ratio (1Y) | 0.05 | -0.20 |
| Sortino Ratio (1Y) | 0.08 | -0.26 |
Profitability
ROE (TTM)
Brookfield Asset Management (BAM) at 42.29% sits in the top ROE quartile, while Charles Schwab (SCHW) at 21.12% 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%
SCHW
Financial Services industry group
21.12%
- Max
- 44.78%
- Q3
- 21.85%
- SCHW
- 21.12%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
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 Charles Schwab (SCHW) at 39.33% 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%
SCHW
Financial Services industry group
39.33%
- Max
- 62.84%
- SCHW
- 39.33%
- Q3
- 28.05%
- Median
- 15.36%
- 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 Charles Schwab (SCHW) at 52.67%, 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%
SCHW
Financial Services industry group
52.67%
- Max
- 107.33%
- Q3
- 55.90%
- SCHW
- 52.67%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BAM | SCHW |
|---|---|---|
| ROE (TTM) | 42.29% | 21.12% |
| ROA (TTM) | 12.57% | 2.16% |
| Net Margin (TTM) | 71.24% | 39.33% |
| Operating Margin (TTM) | 65.33% | 52.67% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Brookfield Asset Management (BAM) at 15.52% and Charles Schwab (SCHW) at 22.01% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Charles Schwab (SCHW) at 55.52% sits in the top EPS growth quartile, while Brookfield Asset Management (BAM) at 14.29% is closer to the peer norm — faster per-share earnings growth for SCHW.
Growth Metrics
| Metric | BAM | SCHW |
|---|---|---|
| Revenue Growth (YoY) | 15.52% | 22.01% |
| Revenue Growth (3Y CAGR) | -- | 4.83% |
| EPS Growth (YoY) | 14.29% | 55.52% |
| EPS Growth (3Y CAGR) | -32.00% | 9.93% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and Charles Schwab (SCHW) 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 Charles Schwab (SCHW) 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 | SCHW |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Brookfield Asset Management (BAM) at 0.83% and Charles Schwab (SCHW) at 1.33% 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%
SCHW
Financial Services industry group
1.33%
- Max
- 9.77%
- Q3
- 3.92%
- SCHW
- 1.33%
- 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 Charles Schwab (SCHW) reports 21.03%, 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%
SCHW
Financial Services industry group
21.03%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- SCHW
- 21.03%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BAM | SCHW |
|---|---|---|
| Dividend Yield (TTM) | 0.83% | 1.33% |
| Dividend Payout Ratio (TTM) | 108.05% | 21.03% |
Valuation
P/E Ratio (TTM)
Both Brookfield Asset Management (BAM) at 17.95 and Charles Schwab (SCHW) at 15.64 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
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
SCHW
Financial Services industry group
15.64
- Max
- 45.85
- Q3
- 24.64
- SCHW
- 15.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Both look expensive on sales: Charles Schwab (SCHW) at 5.85 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
SCHW
Financial Services industry group
5.85
- Max
- 9.23
- SCHW
- 5.85
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Charles Schwab (SCHW) at 3.08 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
SCHW
Financial Services industry group
3.08
- Max
- 7.79
- Q3
- 3.63
- SCHW
- 3.08
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BAM | SCHW |
|---|---|---|
| P/E Ratio (TTM) | 17.95 | 15.64 |
| P/S Ratio (TTM) | 12.75 | 5.85 |
| P/B Ratio (MRQ) | 7.19 | 3.08 |
| Free Cash Flow Yield (TTM) | -- | -- |