BAM vs. XYZ: Brookfield Asset Management vs. Block Stock Comparison

Company Profile

Brookfield Asset Management (BAM) and Block (XYZ) both fall under the Financial Services industry group, but BAM is classified in Capital Markets while XYZ is classified in Financial Services.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Block (XYZ) carries a highly aggressive beta of 2.48, indicating much higher sensitivity to broad-market moves, whereas Brookfield Asset Management (BAM) is closer to market-like at 1.17 — a noticeable difference in market-sensitivity profile.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Brookfield Asset Management (BAM) at 42.29% sits in the top ROE quartile, while Block (XYZ) at 2.02% is in the bottom quartile, showing a clear gap in returns on equity.

Brookfield Asset Management (BAM) at 71.24% retains an above-range share of revenue as profit, while Block (XYZ) at 1.80% keeps a bottom-quartile share — a wide gap in how much each sales dollar survives to the bottom line.

Brookfield Asset Management (BAM) at 65.33% carries a top-quartile operating margin, while Block (XYZ) at 6.65% operates in the bottom quartile.

Profitability Metrics

Growth

Brookfield Asset Management (BAM) at 15.52% is around its peer norm for revenue growth, while Block (XYZ) at 0.30% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Brookfield Asset Management (BAM) at 14.29% is around its peer norm for EPS growth, while Block (XYZ) at -53.95% drops into the bottom quartile, signaling weaker earnings momentum.

Growth Metrics

Financial Strength

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

Block (XYZ) 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; Block (XYZ) pays no dividend (payout 0.00%).

Dividend Metrics

Valuation

Brookfield Asset Management (BAM) at 17.95 is near its industry’s usual P/E ratio, while Block (XYZ) at 112.47 sits above its peer range — an unusually expensive price for XYZ’s trailing earnings.

Block (XYZ) at 2.01 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.

Block (XYZ) at 2.26 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