BAM vs. TROW: Brookfield Asset Management vs. T. Rowe Price Stock Comparison
How do Brookfield Asset Management (BAM) and T. Rowe Price (TROW) 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 T. Rowe Price (TROW) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.
T. Rowe Price (TROW) has more than two decades of public-market history since April 2, 1986, whereas Brookfield Asset Management (BAM) listed on December 1, 2022 and has a much shorter record to draw on.
| Profile Item | BAM | TROW |
|---|---|---|
| Name | Brookfield Asset Management Ltd. Class A Limited Voting Shares | T. Rowe Price Group 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 | Asset Management & Custody Banks |
| Market Capitalization | 84.57 billion USD | 23.13 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | December 1, 2022 | April 2, 1986 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BAM | TROW |
|---|---|---|
| Total Return (1Y) | 5.93% | 14.59% |
| Total Return (3Y, Annualized) | 24.83% | 11.26% |
| Total Return (5Y, Annualized) | -- | -8.60% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BAM | TROW |
|---|---|---|
| Volatility (1Y, Annualized) | 31.49% | 24.99% |
| Beta (5Y) | 1.17 | 1.39 |
| Max Drawdown (5Y) | -30.37% | -57.57% |
| Avg. Volume (3M) | 2.84M | 1.72M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BAM | TROW |
|---|---|---|
| Sharpe Ratio (1Y) | 0.05 | 0.41 |
| Sortino Ratio (1Y) | 0.08 | 0.58 |
Profitability
ROE (TTM)
Brookfield Asset Management (BAM) at 42.29% sits in the top ROE quartile, while T. Rowe Price (TROW) at 18.20% 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%
TROW
Financial Services industry group
18.20%
- Max
- 44.78%
- Q3
- 21.85%
- TROW
- 18.20%
- 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 T. Rowe Price (TROW) at 28.40% 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%
TROW
Financial Services industry group
28.40%
- Max
- 62.84%
- TROW
- 28.40%
- 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 T. Rowe Price (TROW) at 38.60%, 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%
TROW
Financial Services industry group
38.60%
- Max
- 107.33%
- Q3
- 55.90%
- TROW
- 38.60%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BAM | TROW |
|---|---|---|
| ROE (TTM) | 42.29% | 18.20% |
| ROA (TTM) | 12.57% | 10.67% |
| Net Margin (TTM) | 71.24% | 28.40% |
| Operating Margin (TTM) | 65.33% | 38.60% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Brookfield Asset Management (BAM) at 15.52% and T. Rowe Price (TROW) at 3.12% 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 T. Rowe Price (TROW) at 0.98% 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 | TROW |
|---|---|---|
| Revenue Growth (YoY) | 15.52% | 3.12% |
| Revenue Growth (3Y CAGR) | -- | 4.08% |
| EPS Growth (YoY) | 14.29% | 0.98% |
| EPS Growth (3Y CAGR) | -32.00% | 11.31% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and T. Rowe Price (TROW) 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 T. Rowe Price (TROW) 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 | TROW |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
T. Rowe Price (TROW) at 4.76% delivers top-quartile income for its industry, while Brookfield Asset Management (BAM) at 0.83% pays a more typical yield — both are credible income propositions, TROW the richer one.
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%
TROW
Financial Services industry group
4.76%
- Max
- 9.77%
- TROW
- 4.76%
- Q3
- 3.92%
- 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 T. Rowe Price (TROW) reports 52.33%, 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%
TROW
Financial Services industry group
52.33%
- Max
- 241.07%
- Q3
- 97.36%
- TROW
- 52.33%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BAM | TROW |
|---|---|---|
| Dividend Yield (TTM) | 0.83% | 4.76% |
| Dividend Payout Ratio (TTM) | 108.05% | 52.33% |
Valuation
P/E Ratio (TTM)
Both Brookfield Asset Management (BAM) at 17.95 and T. Rowe Price (TROW) at 10.97 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
TROW
Financial Services industry group
10.97
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- TROW
- 10.97
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
T. Rowe Price (TROW) at 3.00 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
TROW
Financial Services industry group
3.00
- Max
- 9.23
- Q3
- 4.57
- TROW
- 3.00
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
T. Rowe Price (TROW) at 2.03 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
TROW
Financial Services industry group
2.03
- Max
- 7.79
- Q3
- 3.63
- TROW
- 2.03
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BAM | TROW |
|---|---|---|
| P/E Ratio (TTM) | 17.95 | 10.97 |
| P/S Ratio (TTM) | 12.75 | 3.00 |
| P/B Ratio (MRQ) | 7.19 | 2.03 |
| Free Cash Flow Yield (TTM) | -- | -- |