BAM vs. V: Brookfield Asset Management vs. Visa Stock Comparison
How do Brookfield Asset Management (BAM) and Visa (V) 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 Visa (V) both fall under the Financial Services industry group, but BAM is classified in Capital Markets while V is classified in Financial Services.
| Profile Item | BAM | V |
|---|---|---|
| Name | Brookfield Asset Management Ltd. Class A Limited Voting Shares | Visa Inc. Class A |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Financial Services |
| GICS Sub-Industry | Asset Management & Custody Banks | Transaction & Payment Processing Services |
| Market Capitalization | 84.57 billion USD | 788.58 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 1, 2022 | March 19, 2008 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BAM | V |
|---|---|---|
| Total Return (1Y) | 5.93% | 27.50% |
| Total Return (3Y, Annualized) | 24.83% | 21.55% |
| Total Return (5Y, Annualized) | -- | 15.65% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BAM | V |
|---|---|---|
| Volatility (1Y, Annualized) | 31.49% | 22.99% |
| Beta (5Y) | 1.17 | 0.78 |
| Max Drawdown (5Y) | -30.37% | -24.14% |
| Avg. Volume (3M) | 2.84M | 6.56M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BAM | V |
|---|---|---|
| Sharpe Ratio (1Y) | 0.05 | 1.01 |
| Sortino Ratio (1Y) | 0.08 | 1.64 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Visa (V) at 63.51% is the standout with ROE above its industry range; Brookfield Asset Management (BAM) at 42.29% also sits in the top quartile.
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%
V
Financial Services industry group
63.51%
- V
- 63.51%
- Max
- 44.78%
- Q3
- 21.85%
- 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 Visa (V) at 51.20% 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%
V
Financial Services industry group
51.20%
- Max
- 62.84%
- V
- 51.20%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Brookfield Asset Management (BAM) at 65.33% and Visa (V) at 63.73% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
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%
V
Financial Services industry group
63.73%
- Max
- 107.33%
- V
- 63.73%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BAM | V |
|---|---|---|
| ROE (TTM) | 42.29% | 63.51% |
| ROA (TTM) | 12.57% | 19.61% |
| Net Margin (TTM) | 71.24% | 51.20% |
| Operating Margin (TTM) | 65.33% | 63.73% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Brookfield Asset Management (BAM) at 15.52% and Visa (V) at 14.76% 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 Visa (V) at 20.78% 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 | V |
|---|---|---|
| Revenue Growth (YoY) | 15.52% | 14.76% |
| Revenue Growth (3Y CAGR) | -- | 12.02% |
| EPS Growth (YoY) | 14.29% | 20.78% |
| EPS Growth (3Y CAGR) | -32.00% | 14.16% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and Visa (V) 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 Visa (V) 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 | V |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Brookfield Asset Management (BAM) at 0.83% and Visa (V) at 0.66% 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%
V
Financial Services industry group
0.66%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- V
- 0.66%
- 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 Visa (V) reports 21.75%, 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%
V
Financial Services industry group
21.75%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- V
- 21.75%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BAM | V |
|---|---|---|
| Dividend Yield (TTM) | 0.83% | 0.66% |
| Dividend Payout Ratio (TTM) | 108.05% | 21.75% |
Valuation
P/E Ratio (TTM)
Brookfield Asset Management (BAM) at 17.95 is near its industry’s usual P/E ratio, while Visa (V) at 34.31 sits in the richer quartile — V 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
V
Financial Services industry group
34.31
- Max
- 45.85
- V
- 34.31
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Investors are paying well above the peer range per dollar of sales for both Brookfield Asset Management (BAM) at 12.75 and Visa (V) at 17.18 — each P/S ratio clears its industry’s benchmark 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
V
Financial Services industry group
17.18
- V
- 17.18
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both look rich against book: Brookfield Asset Management (BAM) at 7.19 sits in the upper P/B ratio quartile, and Visa (V) at 22.05 prices even higher, above its industry range.
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
V
Financial Services industry group
22.05
- V
- 22.05
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BAM | V |
|---|---|---|
| P/E Ratio (TTM) | 17.95 | 34.31 |
| P/S Ratio (TTM) | 12.75 | 17.18 |
| P/B Ratio (MRQ) | 7.19 | 22.05 |
| Free Cash Flow Yield (TTM) | -- | -- |