BAM vs. SOFI: Brookfield Asset Management vs. SoFi Stock Comparison

Company Profile

Brookfield Asset Management (BAM) and SoFi (SOFI) both fall under the Financial Services industry group, but BAM is classified in Capital Markets while SOFI is classified in Consumer Finance.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

SoFi (SOFI) carries a highly aggressive beta of 2.22, 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.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Brookfield Asset Management (BAM) at 42.29% sits in the top ROE quartile, while SoFi (SOFI) at 7.35% 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 SoFi (SOFI) at 15.75% keeps roughly the typical share for its industry.

Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of SoFi (SOFI) at 23.19%, which runs around its industry’s norm.

Profitability Metrics

Growth

SoFi (SOFI) at 38.32% 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 SOFI.

Both Brookfield Asset Management (BAM) at 14.29% and SoFi (SOFI) at 0.00% 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 SoFi (SOFI) 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 SoFi (SOFI) 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

SoFi (SOFI) 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; SoFi (SOFI) pays no dividend (payout 0.00%).

Dividend Metrics

Valuation

Brookfield Asset Management (BAM) at 17.95 is near its industry’s usual P/E ratio, while SoFi (SOFI) at 29.47 sits in the richer quartile — SOFI needs stronger growth or earnings quality to justify the premium.

SoFi (SOFI) at 4.49 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.

SoFi (SOFI) at 1.86 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