AAMI vs BBU

Comparison between BrightSphere Investment Group Inc (AAMI, Company) and Brookfield Business Partners L.P.Limited Partnership Units (BBU, Company).

AAMI is from the Financial Services sector, while BBU is from the Industrials sector.

5-Year PerformanceAAMI has outperformed BBU, delivering a return of +28.4% compared to +14.8%

AAMI vs BBU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AAMI(COMPANY)	BBU(COMPANY)
Market Cap	$2.88B	$2.88B
Max Drawdown	77.07%	62.36%
Sharpe Ratio	1.97	0.81
5Y Beta	1.19	N/A
Industry	Asset Management	Conglomerates
P/E Ratio	42.04	-271.04
Forward P/E	16.56	19.84
PEG Ratio	2.05	-0.50
Dividend Yield	0.27%	0.78%
5Y Dividends CAGR	41.88%	9.23%
5Y EPS CAGR	N/A	-38.63%
Debt to Equity	0.00%	1907.11%
Free Cash Flow Yield	0.05%	49.76%
P/S Ratio	4.71	0.10
P/B Ratio	37.93	1.26

Market Cap

Winner

AAMI

$2.88B

BBU

$2.88B

Max Drawdown

AAMI

77.07%

Winner

BBU

62.36%

Sharpe Ratio

Winner

AAMI

1.97

BBU

0.81

5Y Beta

AAMI

1.19

BBU

N/A

Industry

AAMI

Asset Management

BBU

Conglomerates

P/E Ratio

AAMI

42.04

Winner

BBU

-271.04

Forward P/E

Winner

AAMI

16.56

BBU

19.84

PEG Ratio

AAMI

2.05

Winner

BBU

-0.50

Dividend Yield

AAMI

0.27%

Winner

BBU

0.78%

5Y Dividends CAGR

Winner

AAMI

41.88%

BBU

9.23%

5Y EPS CAGR

AAMI

N/A

BBU

-38.63%

Debt to Equity

Winner

AAMI

0.00%

BBU

1907.11%

Free Cash Flow Yield

AAMI

0.05%

Winner

BBU

49.76%

P/S Ratio

AAMI

4.71

Winner

BBU

0.10

P/B Ratio

AAMI

37.93

Winner

BBU

1.26

AAMI vs BBU - Historical Returns

Returns include dividend reinvestment.

Period	AAMI	BBU
1 month	+20.03%	-8.52%
3 months	+32.10%	-10.44%
6 months	+56.41%	-4.53%
1 year	+107.51%	+35.26%
5 years(CAGR)	+28.42%	+14.79%
10 years(CAGR)	+24.08%	+11.24%
Max(CAGR)	+24.08%	+11.24%

Winner

AAMI

+20.03%

BBU

-8.52%

Winner

AAMI

+32.10%

BBU

-10.44%

Winner

AAMI

+56.41%

BBU

-4.53%

Winner

AAMI

+107.51%

BBU

+35.26%

5Y(CAGR)

Winner

AAMI

+28.42%

BBU

+14.79%

10Y(CAGR)

Winner

AAMI

+24.08%

BBU

+11.24%

Max(CAGR)

Winner

AAMI

+24.08%

BBU

+11.24%

AAMI vs BBU - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	AAMI	BBU
2026	+82.95%	-12.02%
2025	+82.45%	+49.94%
2024	+40.33%	+17.49%
2023	-6.32%	+24.34%
2022	-18.75%	-10.08%
2021	+36.40%	+22.22%
2020	+101.24%	-10.24%
2019	-5.14%	+35.95%
2018	-30.58%	-11.61%
2017	N/A	+44.91%
2016	N/A	-17.38%

AAMI vs BBU Drawdown Comparison

The maximum drawdown for AAMI was -75.21%, occurring on Mar 18, 2020. Recovery took 585 trading sessions.

The maximum drawdown for BBU was -59.11%, occurring on Mar 23, 2020. Recovery took 305 trading sessions.

The current BBU drawdown is -15.19%.

Rank	AAMI	BBU
#1	-75.21% Jun 15, 2018 - Oct 12, 2020	-59.11% Feb 19, 2020 - May 5, 2021
#2	-51.45% Nov 12, 2021 - Nov 22, 2024	-59.03% Mar 30, 2022 - Sep 25, 2025
#3	-26.52% Dec 4, 2024 - Jun 10, 2025	-37.36% Jun 17, 2016 - Aug 8, 2017
#4	-18.20% Aug 28, 2025 - Jan 9, 2026	-34.29% Sep 28, 2018 - Feb 14, 2020
#5	-15.66% Jun 17, 2026 - Jul 15, 2026	-23.91% Nov 12, 2021 - Mar 15, 2022
#6	-15.38% Jan 20, 2021 - Apr 8, 2021	-20.07% Feb 10, 2026 - Mar 13, 2026
#7	-14.35% Oct 15, 2020 - Nov 9, 2020	-19.84% Jul 6, 2021 - Oct 22, 2021
#8	-13.12% Feb 2, 2026 - Feb 25, 2026	-14.00% Apr 5, 2018 - Jun 11, 2018
#9	-10.88% Feb 25, 2026 - Apr 8, 2026	-13.75% Oct 15, 2025 - Dec 4, 2025
#10	-7.72% Apr 15, 2021 - Jun 21, 2021	-12.79% May 7, 2021 - Jul 6, 2021
#11	-7.36% Mar 29, 2018 - Jun 1, 2018	-12.22% Jan 26, 2018 - Apr 5, 2018
#12	-6.01% Aug 27, 2021 - Oct 28, 2021	-8.62% Jan 5, 2026 - Feb 10, 2026
#13	-5.90% May 11, 2026 - May 21, 2026	-7.81% Sep 11, 2017 - Dec 8, 2017
#14	-5.33% Dec 8, 2020 - Jan 6, 2021	-7.76% Jun 18, 2018 - Jul 18, 2018
#15	-5.29% Jul 31, 2025 - Aug 5, 2025	-7.26% Aug 27, 2018 - Sep 28, 2018

Correlation

Correlation between AAMI and BBU is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2016 - 2026)

AAMI vs BBU dividend yield comparison.

Year	AAMI	BBU
2026	0.23%	0.20%
2025	0.09%	0.71%
2024	0.15%	1.07%
2023	0.21%	1.21%
2022	0.19%	87.16%
2021	0.16%	0.54%
2020	1.19%	0.67%
2019	3.91%	0.61%
2018	2.81%	0.82%
2017	0.00%	0.72%
2016	0.00%	0.55%