BAM vs. SPGI: Brookfield Asset Management vs. S&P Global Stock Comparison
How do Brookfield Asset Management (BAM) and S&P Global (SPGI) 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 S&P Global (SPGI) both belong to the Capital Markets industry, though BAM is classified under Asset Management & Custody Banks while SPGI falls under Financial Exchanges & Data.
S&P Global (SPGI) has more than two decades of public-market history since February 21, 1973, whereas Brookfield Asset Management (BAM) listed on December 1, 2022 and has a much shorter record to draw on.
| Profile Item | BAM | SPGI |
|---|---|---|
| Name | Brookfield Asset Management Ltd. Class A Limited Voting Shares | S&P Global Inc. |
| 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 | Financial Exchanges & Data |
| Market Capitalization | 84.57 billion USD | 135.62 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 1, 2022 | February 21, 1973 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BAM | SPGI |
|---|---|---|
| Total Return (1Y) | 5.93% | 1.66% |
| Total Return (3Y, Annualized) | 24.83% | 9.75% |
| Total Return (5Y, Annualized) | -- | 2.47% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BAM | SPGI |
|---|---|---|
| Volatility (1Y, Annualized) | 31.49% | 31.02% |
| Beta (5Y) | 1.17 | 1.02 |
| Max Drawdown (5Y) | -30.37% | -39.76% |
| Avg. Volume (3M) | 2.84M | 1.86M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BAM | SPGI |
|---|---|---|
| Sharpe Ratio (1Y) | 0.05 | -0.08 |
| Sortino Ratio (1Y) | 0.08 | -0.11 |
Profitability
ROE (TTM)
Brookfield Asset Management (BAM) at 42.29% sits in the top ROE quartile, while S&P Global (SPGI) at 17.88% 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%
SPGI
Financial Services industry group
17.88%
- Max
- 44.78%
- Q3
- 21.85%
- SPGI
- 17.88%
- 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 S&P Global (SPGI) at 30.60% 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%
SPGI
Financial Services industry group
30.60%
- Max
- 62.84%
- SPGI
- 30.60%
- 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 S&P Global (SPGI) at 48.21%, 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%
SPGI
Financial Services industry group
48.21%
- Max
- 107.33%
- Q3
- 55.90%
- SPGI
- 48.21%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BAM | SPGI |
|---|---|---|
| ROE (TTM) | 42.29% | 17.88% |
| ROA (TTM) | 12.57% | 8.33% |
| Net Margin (TTM) | 71.24% | 30.60% |
| Operating Margin (TTM) | 65.33% | 48.21% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Brookfield Asset Management (BAM) at 15.52% and S&P Global (SPGI) at 7.94% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both Brookfield Asset Management (BAM) at 14.29% and S&P Global (SPGI) at 18.70% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | BAM | SPGI |
|---|---|---|
| Revenue Growth (YoY) | 15.52% | 7.94% |
| Revenue Growth (3Y CAGR) | -- | 11.11% |
| EPS Growth (YoY) | 14.29% | 18.70% |
| EPS Growth (3Y CAGR) | -32.00% | 12.85% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and S&P Global (SPGI) 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 S&P Global (SPGI) 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 | SPGI |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Brookfield Asset Management (BAM) at 0.83% and S&P Global (SPGI) at 0.82% 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%
SPGI
Financial Services industry group
0.82%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- SPGI
- 0.82%
- 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 S&P Global (SPGI) reports 22.06%, 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%
SPGI
Financial Services industry group
22.06%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- SPGI
- 22.06%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BAM | SPGI |
|---|---|---|
| Dividend Yield (TTM) | 0.83% | 0.82% |
| Dividend Payout Ratio (TTM) | 108.05% | 22.06% |
Valuation
P/E Ratio (TTM)
Brookfield Asset Management (BAM) at 17.95 is near its industry’s usual P/E ratio, while S&P Global (SPGI) at 27.95 sits in the richer quartile — SPGI needs stronger growth or earnings quality to justify the premium.
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
SPGI
Financial Services industry group
27.95
- Max
- 45.85
- SPGI
- 27.95
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Both look expensive on sales: S&P Global (SPGI) at 8.32 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
SPGI
Financial Services industry group
8.32
- Max
- 9.23
- SPGI
- 8.32
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both Brookfield Asset Management (BAM) at 7.19 and S&P Global (SPGI) at 6.88 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
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
SPGI
Financial Services industry group
6.88
- Max
- 7.79
- SPGI
- 6.88
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BAM | SPGI |
|---|---|---|
| P/E Ratio (TTM) | 17.95 | 27.95 |
| P/S Ratio (TTM) | 12.75 | 8.32 |
| P/B Ratio (MRQ) | 7.19 | 6.88 |
| Free Cash Flow Yield (TTM) | -- | -- |