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BABA   71.82 (-4.05%)
T   16.33 (-0.55%)
F   12.57 (-3.60%)
MU   122.50 (-3.93%)
GE   154.57 (-1.80%)
CGC   7.75 (-4.91%)
DIS   114.19 (-2.53%)
AMC   2.66 (-5.00%)
PFE   25.96 (-1.44%)
PYPL   64.28 (-2.31%)
XOM   120.80 (-0.81%)
QQQ   438.12 (-1.63%)
AAPL   175.49 (+0.26%)
MSFT   420.75 (-1.68%)
META   511.59 (-2.21%)
GOOGL   157.33 (-1.30%)
AMZN   185.51 (-1.87%)
TSLA   171.25 (-1.92%)
NVDA   883.79 (-2.47%)
AMD   162.98 (-4.41%)
NIO   4.13 (-7.40%)
BABA   71.82 (-4.05%)
T   16.33 (-0.55%)
F   12.57 (-3.60%)
MU   122.50 (-3.93%)
GE   154.57 (-1.80%)
CGC   7.75 (-4.91%)
DIS   114.19 (-2.53%)
AMC   2.66 (-5.00%)
PFE   25.96 (-1.44%)
PYPL   64.28 (-2.31%)
XOM   120.80 (-0.81%)

Brookfield Asset Management (BAM) Competitors

$39.43
-0.69 (-1.72%)
(As of 02:03 PM ET)

BAM vs. CG, TPG, BEN, HLI, OWL, IVZ, EVR, HLNE, AMG, and JHG

Should you be buying Brookfield Asset Management stock or one of its competitors? The main competitors of Brookfield Asset Management include The Carlyle Group (CG), TPG (TPG), Franklin Resources (BEN), Houlihan Lokey (HLI), Blue Owl Capital (OWL), Invesco (IVZ), Evercore (EVR), Hamilton Lane (HLNE), Affiliated Managers Group (AMG), and Janus Henderson Group (JHG). These companies are all part of the "investment advice" industry.

Brookfield Asset Management vs.

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

68.4% of Brookfield Asset Management shares are held by institutional investors. Comparatively, 55.9% of The Carlyle Group shares are held by institutional investors. 11.0% of Brookfield Asset Management shares are held by company insiders. Comparatively, 27.0% of The 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 50.23% compared to The Carlyle Group's net margin of -20.53%. Brookfield Asset Management's return on equity of 96.43% beat The Carlyle Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Brookfield Asset Management50.23% 96.43% 66.17%
The Carlyle Group -20.53%19.74%5.99%

Brookfield Asset Management has higher revenue and earnings than The Carlyle Group. The 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$4.06B4.02$451M$1.1334.98
The Carlyle Group$2.96B5.62-$608.40M-$1.69-27.22

The Carlyle Group received 42 more outperform votes than Brookfield Asset Management when rated by MarketBeat users. However, 66.38% of users gave Brookfield Asset Management an outperform vote while only 57.10% of users gave The Carlyle Group an outperform vote.

CompanyUnderperformOutperform
Brookfield Asset ManagementOutperform Votes
533
66.38%
Underperform Votes
270
33.62%
The Carlyle GroupOutperform Votes
575
57.10%
Underperform Votes
432
42.90%

Brookfield Asset Management presently has a consensus price target of $42.20, suggesting a potential upside of 7.05%. The Carlyle Group has a consensus price target of $42.00, suggesting a potential downside of 8.72%. Given Brookfield Asset Management's stronger consensus rating and higher possible upside, research analysts clearly believe Brookfield Asset Management is more favorable than The Carlyle Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brookfield Asset Management
1 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.60
The Carlyle Group
0 Sell rating(s)
6 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.50

Brookfield Asset Management pays an annual dividend of $1.52 per share and has a dividend yield of 3.8%. The Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.0%. Brookfield Asset Management pays out 134.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. The Carlyle Group pays out -82.8% of its earnings in the form of a dividend.

Brookfield Asset Management has a beta of 1.68, suggesting that its share price is 68% more volatile than the S&P 500. Comparatively, The Carlyle Group has a beta of 1.79, suggesting that its share price is 79% more volatile than the S&P 500.

In the previous week, The Carlyle Group had 15 more articles in the media than Brookfield Asset Management. MarketBeat recorded 22 mentions for The Carlyle Group and 7 mentions for Brookfield Asset Management. The Carlyle Group's average media sentiment score of 1.09 beat Brookfield Asset Management's score of 0.69 indicating that The Carlyle Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Brookfield Asset Management
2 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
The Carlyle Group
9 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Brookfield Asset Management beats The Carlyle Group on 13 of the 21 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 ManagementInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$16.33B$8.51B$8.09B$17.36B
Dividend Yield3.77%24.93%10.57%3.54%
P/E Ratio34.9824.7359.6422.87
Price / Sales4.026.763,646.499.26
Price / Cash7.0215.0228.2017.55
Price / Book7.393.532.255.11
Net Income$451M$268.98M$1.00B$971.52M
7 Day Performance-4.38%-2.13%-1.38%-2.23%
1 Month Performance-6.30%0.39%-1.76%-0.79%
1 Year Performance23.07%22.00%11.64%115.54%

Brookfield Asset Management Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CG
The Carlyle Group
4.6256 of 5 stars
$46.36
-0.1%
$41.93
-9.6%
+56.9%$16.79B$2.96B-27.432,200Short Interest ↓
Analyst Revision
Positive News
TPG
TPG
3.9739 of 5 stars
$44.14
-1.4%
$39.04
-11.6%
+54.5%$16.10B$2.39B-1,103.221,850Analyst Report
BEN
Franklin Resources
3.2962 of 5 stars
$27.28
-1.2%
$27.05
-0.8%
-3.2%$14.54B$7.87B14.369,200Short Interest ↑
News Coverage
HLI
Houlihan Lokey
4.6417 of 5 stars
$128.35
+0.1%
$123.33
-3.9%
+47.0%$8.87B$1.81B31.852,610Analyst Report
Analyst Revision
News Coverage
OWL
Blue Owl Capital
3.0465 of 5 stars
$18.51
-0.3%
$16.63
-10.2%
+72.0%$26.45B$1.73B185.12685Analyst Report
IVZ
Invesco
4.6874 of 5 stars
$16.47
-0.1%
$17.40
+5.6%
-3.8%$7.41B$5.72B-22.268,500Analyst Report
Short Interest ↑
EVR
Evercore
4.4445 of 5 stars
$188.76
-0.3%
$168.25
-10.9%
+66.5%$7.30B$2.43B29.772,195Analyst Report
Short Interest ↓
Analyst Revision
HLNE
Hamilton Lane
4.5132 of 5 stars
$110.59
-0.6%
$102.33
-7.5%
+59.4%$5.97B$528.75M34.03600Analyst Downgrade
Short Interest ↓
AMG
Affiliated Managers Group
4.2149 of 5 stars
$164.38
-0.9%
$168.20
+2.3%
+19.9%$5.39B$2.06B9.474,000Analyst Report
Short Interest ↓
Analyst Revision
News Coverage
JHG
Janus Henderson Group
3.0759 of 5 stars
$31.83
-1.7%
$26.93
-15.4%
+20.0%$5.13B$2.10B13.432,200Short Interest ↑

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This page (NYSE:BAM) was last updated on 4/12/2024 by MarketBeat.com Staff

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