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Brookfield Asset Management (BAM) Competitors

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$57.12 +1.58 (+2.84%)
Closing price 07/3/2025 03:56 PM Eastern
Extended Trading
$57.34 +0.22 (+0.39%)
As of 07/3/2025 04:58 PM Eastern
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BAM vs. CG, CSQ, APAM, BLK, BN, BX, ITT, KKR, MFC, and HOOD

Should you be buying Brookfield Asset Management stock or one of its competitors? The main competitors of Brookfield Asset Management include Carlyle Group (CG), Calamos Strategic Total Return Fund (CSQ), Artisan Partners Asset Management (APAM), BlackRock (BLK), Brookfield (BN), Blackstone (BX), ITT (ITT), KKR & Co. Inc. (KKR), Manulife Financial (MFC), and Robinhood Markets (HOOD).

Brookfield Asset Management vs. Its Competitors

Brookfield Asset Management (NYSE:BAM) and Carlyle Group (NASDAQ:CG) are both large-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, valuation, media sentiment, risk, earnings, analyst recommendations, dividends and institutional ownership.

68.4% of Brookfield Asset Management shares are held by institutional investors. Comparatively, 55.9% of Carlyle Group shares are held by institutional investors. 26.3% of Carlyle Group shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Brookfield Asset Management has a net margin of 55.26% compared to Carlyle Group's net margin of 19.00%. Brookfield Asset Management's return on equity of 52.70% beat Carlyle Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Brookfield Asset Management55.26% 52.70% 35.46%
Carlyle Group 19.00%23.78%6.40%

Brookfield Asset Management pays an annual dividend of $1.75 per share and has a dividend yield of 3.1%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 2.5%. Brookfield Asset Management pays out 124.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Group pays out 47.5% of its earnings in the form of a dividend. Brookfield Asset Management has raised its dividend for 2 consecutive years and Carlyle Group has raised its dividend for 4 consecutive years.

Brookfield Asset Management presently has a consensus price target of $59.50, indicating a potential upside of 4.18%. Carlyle Group has a consensus price target of $53.00, indicating a potential downside of 4.66%. Given Brookfield Asset Management's stronger consensus rating and higher possible upside, research analysts clearly believe Brookfield Asset Management is more favorable than Carlyle Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brookfield Asset Management
2 Sell rating(s)
5 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.53
Carlyle Group
1 Sell rating(s)
8 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.38

In the previous week, Carlyle Group had 4 more articles in the media than Brookfield Asset Management. MarketBeat recorded 14 mentions for Carlyle Group and 10 mentions for Brookfield Asset Management. Brookfield Asset Management's average media sentiment score of 1.41 beat Carlyle Group's score of 0.99 indicating that Brookfield Asset Management is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Brookfield Asset Management
7 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Carlyle Group
7 Very Positive mention(s)
0 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Brookfield Asset Management has a beta of 1.43, meaning that its share price is 43% more volatile than the S&P 500. Comparatively, Carlyle Group has a beta of 1.86, meaning that its share price is 86% more volatile than the S&P 500.

Carlyle Group has higher revenue and earnings than Brookfield Asset Management. Carlyle Group is trading at a lower price-to-earnings ratio than Brookfield Asset Management, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Brookfield Asset Management$3.98B23.50$541M$1.4140.51
Carlyle Group$5.43B3.70$1.02B$2.9518.84

Summary

Brookfield Asset Management beats Carlyle Group on 12 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BAM and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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BAM vs. The Competition

MetricBrookfield Asset ManagementFIN IndustryFinance SectorNYSE Exchange
Market Cap$93.52B$7.65B$12.13B$20.73B
Dividend Yield3.08%4.75%5.53%3.72%
P/E Ratio40.5118.1320.0428.06
Price / Sales23.505.2025.6738.45
Price / Cash10.1022.4518.7118.22
Price / Book7.322.722.284.61
Net Income$541M$304.38M$998.26M$983.39M
7 Day Performance3.26%6.77%2.08%2.57%
1 Month Performance-0.76%10.94%4.18%5.08%
1 Year Performance48.50%25.58%542.25%15.10%

Brookfield Asset Management Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BAM
Brookfield Asset Management
4.0929 of 5 stars
$57.12
+2.8%
$59.50
+4.2%
+48.5%$93.52B$3.98B40.51250,000News Coverage
Positive News
CG
Carlyle Group
4.2977 of 5 stars
$51.40
+0.4%
$53.00
+3.1%
+38.0%$18.56B$5.43B17.422,300News Coverage
CSQ
Calamos Strategic Total Return Fund
N/A$18.24
+0.5%
N/A+7.1%$0.00$863.77M0.00N/ADividend Announcement
APAM
Artisan Partners Asset Management
3.4641 of 5 stars
$44.35
-0.4%
$37.90
-14.5%
+16.4%$3.58B$1.11B12.25500News Coverage
Positive News
BLK
BlackRock
4.5216 of 5 stars
$1,050.53
+0.3%
$1,102.08
+4.9%
+36.1%$162.76B$20.41B25.5221,100Trending News
Analyst Forecast
BN
Brookfield
3.5438 of 5 stars
$61.88
+0.5%
$66.13
+6.9%
+51.3%$101.98B$86.01B221.00250,000Positive News
BX
Blackstone
4.5443 of 5 stars
$149.84
-0.8%
$155.65
+3.9%
+26.4%$109.33B$10.71B45.134,895Positive News
Analyst Forecast
ITT
ITT
4.1385 of 5 stars
$156.93
-0.6%
$165.50
+5.5%
+27.1%$12.35B$3.63B24.9511,700News Coverage
Analyst Revision
KKR
KKR & Co. Inc.
4.8328 of 5 stars
$133.24
-0.8%
$149.47
+12.2%
+30.7%$118.67B$15.09B56.224,834Positive News
MFC
Manulife Financial
4.9622 of 5 stars
$31.96
-0.1%
$48.50
+51.8%
+18.7%$54.59B$44.71B16.7340,000
HOOD
Robinhood Markets
3.385 of 5 stars
$93.63
+12.8%
$62.29
-33.5%
+315.0%$82.91B$2.95B53.202,400Trending News
Analyst Forecast
Insider Trade
Gap Down
High Trading Volume

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This page (NYSE:BAM) was last updated on 7/7/2025 by MarketBeat.com Staff
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