BAM vs. VIRT: Brookfield Asset Management vs. Virtu Financial Stock Comparison
How do Brookfield Asset Management (BAM) and Virtu Financial (VIRT) 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 Virtu Financial (VIRT) both belong to the Capital Markets industry, though BAM is classified under Asset Management & Custody Banks while VIRT falls under Investment Banking & Brokerage.
| Profile Item | BAM | VIRT |
|---|---|---|
| Name | Brookfield Asset Management Ltd. Class A Limited Voting Shares | Virtu Financial Inc. Class A Common Stock |
| 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 | Investment Banking & Brokerage |
| Market Capitalization | 84.57 billion USD | 11.67 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 1, 2022 | April 16, 2015 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BAM | VIRT |
|---|---|---|
| Total Return (1Y) | 5.93% | 57.98% |
| Total Return (3Y, Annualized) | 24.83% | 51.24% |
| Total Return (5Y, Annualized) | -- | 19.25% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BAM | VIRT |
|---|---|---|
| Volatility (1Y, Annualized) | 31.49% | 37.43% |
| Beta (5Y) | 1.17 | 0.69 |
| Max Drawdown (5Y) | -30.37% | -54.52% |
| Avg. Volume (3M) | 2.84M | 1.26M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BAM | VIRT |
|---|---|---|
| Sharpe Ratio (1Y) | 0.05 | 1.43 |
| Sortino Ratio (1Y) | 0.08 | 2.27 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Virtu Financial (VIRT) at 57.03% 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%
VIRT
Financial Services industry group
57.03%
- VIRT
- 57.03%
- 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% converts revenue to bottom-line profit above its industry’s benchmark range, while Virtu Financial (VIRT) at 17.96% keeps roughly the typical share for its industry.
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%
VIRT
Financial Services industry group
17.96%
- Max
- 62.84%
- Q3
- 28.05%
- VIRT
- 17.96%
- 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 Virtu Financial (VIRT) at 36.32%, 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%
VIRT
Financial Services industry group
36.32%
- Max
- 107.33%
- Q3
- 55.90%
- VIRT
- 36.32%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BAM | VIRT |
|---|---|---|
| ROE (TTM) | 42.29% | 57.03% |
| ROA (TTM) | 12.57% | 5.01% |
| Net Margin (TTM) | 71.24% | 17.96% |
| Operating Margin (TTM) | 65.33% | 36.32% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Brookfield Asset Management (BAM) at 15.52% and Virtu Financial (VIRT) at 26.25% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Virtu Financial (VIRT) at 72.73% 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 VIRT.
Growth Metrics
| Metric | BAM | VIRT |
|---|---|---|
| Revenue Growth (YoY) | 15.52% | 26.25% |
| Revenue Growth (3Y CAGR) | -- | 15.38% |
| EPS Growth (YoY) | 14.29% | 72.73% |
| EPS Growth (3Y CAGR) | -32.00% | 28.11% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and Virtu Financial (VIRT) 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 Virtu Financial (VIRT) 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 | VIRT |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Brookfield Asset Management (BAM) at 0.83% and Virtu Financial (VIRT) at 1.78% 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%
VIRT
Financial Services industry group
1.78%
- Max
- 9.77%
- Q3
- 3.92%
- VIRT
- 1.78%
- 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 Virtu Financial (VIRT) reports 15.95%, 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%
VIRT
Financial Services industry group
15.95%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- VIRT
- 15.95%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BAM | VIRT |
|---|---|---|
| Dividend Yield (TTM) | 0.83% | 1.78% |
| Dividend Payout Ratio (TTM) | 108.05% | 15.95% |
Valuation
P/E Ratio (TTM)
Virtu Financial (VIRT) at 7.92 sits in the cheaper P/E ratio quartile, while Brookfield Asset Management (BAM) at 17.95 is closer to its industry’s usual earnings multiple — a discount for VIRT, though growth and earnings durability still matter.
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
VIRT
Financial Services industry group
7.92
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- VIRT
- 7.92
- Min
- 0.16
P/S Ratio (TTM)
Virtu Financial (VIRT) at 3.35 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
VIRT
Financial Services industry group
3.35
- Max
- 9.23
- Q3
- 4.57
- VIRT
- 3.35
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Virtu Financial (VIRT) at 1.92 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
VIRT
Financial Services industry group
1.92
- Max
- 7.79
- Q3
- 3.63
- VIRT
- 1.92
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BAM | VIRT |
|---|---|---|
| P/E Ratio (TTM) | 17.95 | 7.92 |
| P/S Ratio (TTM) | 12.75 | 3.35 |
| P/B Ratio (MRQ) | 7.19 | 1.92 |
| Free Cash Flow Yield (TTM) | -- | -- |