BAM vs. UBS: Brookfield Asset Management vs. UBS Stock Comparison

Company Profile

Brookfield Asset Management (BAM) and UBS (UBS) both belong to the Capital Markets industry, though BAM is classified under Asset Management & Custody Banks while UBS falls under Diversified Capital Markets.

UBS (UBS) has more than two decades of public-market history since May 16, 2000, whereas Brookfield Asset Management (BAM) listed on December 1, 2022 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Capital efficiency shows on one side only: Brookfield Asset Management (BAM) earns 42.29% on shareholders’ equity, ranked against its industry; UBS (UBS) has no ROE this period.

Brookfield Asset Management (BAM) at 71.24% converts revenue to bottom-line profit above its industry’s benchmark range, while UBS (UBS) at 18.18% keeps roughly the typical share for its industry.

Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of UBS (UBS) at 27.10%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both Brookfield Asset Management (BAM) at 15.52% and UBS (UBS) at 4.30% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

UBS (UBS) at 55.26% 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 UBS.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and UBS (UBS) 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 UBS (UBS) 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

UBS (UBS) 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 and sustainability needs extra context. Meanwhile UBS (UBS) reports 36.30%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both Brookfield Asset Management (BAM) at 17.95 and UBS (UBS) at 15.77 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

UBS (UBS) at 2.71 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.

UBS (UBS) at 1.64 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