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AEP vs BAM

Comparison between American Electric Power Company Inc (AEP, Company) and Brookfield Asset Management Ltd - Class A (BAM, Company).

AEP is from the Utilities sector, while BAM is from the Financial Services sector.

AEP vs BAM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AEP
$73B
BAM
$73B
Max Drawdown
AEP
65.39%
Winner
BAM
32.16%
Sharpe Ratio
Winner
AEP
1.75
BAM
-0.52
5Y Beta
Winner
AEP
-0.00
BAM
1.28
Industry
AEP
Utilities - Regulated Electric
BAM
Asset Management
P/E Ratio
Winner
AEP
18.11
BAM
28.91
Forward P/E
Winner
AEP
21.46
BAM
24.21
PEG Ratio
Winner
AEP
0.90
BAM
1.46
Dividend Yield
AEP
2.74%
Winner
BAM
4.06%
5Y Dividends CAGR
AEP
10.03%
BAM
N/A
5Y EPS CAGR
AEP
11.39%
Winner
BAM
34.24%
Debt to Equity
AEP
155.79%
Winner
BAM
71.22%
Free Cash Flow Yield
Winner
AEP
9.59%
BAM
3.17%
P/S Ratio
Winner
AEP
3.27
BAM
14.13
P/B Ratio
Winner
AEP
2.31
BAM
9.44

AEP vs BAM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AEP
+5.95%
BAM
-8.46%
3M
Winner
AEP
+8.42%
BAM
+3.12%
6M
Winner
AEP
+21.72%
BAM
-14.72%
1Y
Winner
AEP
+39.78%
BAM
-16.14%
5Y(CAGR)
AEP
+14.39%
BAM
N/A
10Y(CAGR)
AEP
+11.16%
BAM
N/A
Max(CAGR)
AEP
+10.00%
Winner
BAM
+13.64%

AEP vs BAM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAEPBAM
2026+21.58%-14.85%
2025+29.75%-0.56%
2024+15.37%+44.51%
2023-10.90%+46.61%
2022+10.82%-10.41%
2021+13.04%N/A
2020-8.01%N/A
2019+33.75%N/A
2018+7.08%N/A
2017+21.31%N/A
2016+11.80%N/A
2015-1.00%N/A
2014+36.86%N/A
2013+11.62%N/A
2012+9.64%N/A
2011+19.89%N/A
2010+8.19%N/A
2009+8.02%N/A
2008-24.96%N/A
2007+12.34%N/A
2006+18.72%N/A
2005+13.39%N/A
2004+16.54%N/A
2003+15.63%N/A
2002-33.49%N/A
2001+0.76%N/A
2000+58.03%N/A
1999-5.93%N/A

AEP vs BAM Drawdown Comparison

The maximum drawdown for AEP was -62.74%, occurring on Oct 9, 2002. Recovery took 1351 trading sessions.

The maximum drawdown for BAM was -30.36%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The current BAM drawdown is -26.85%.

RankAEPBAM
#1-62.74%
May 24, 2001 - Oct 10, 2006
-30.36%
Jul 24, 2025 - Mar 24, 2026
#2-48.37%
Apr 24, 2007 - Dec 21, 2011
-29.54%
Jan 29, 2025 - Jul 17, 2025
#3-32.91%
Feb 18, 2020 - Mar 28, 2022
-20.47%
Sep 15, 2023 - Dec 1, 2023
#4-29.55%
Sep 12, 2022 - Jul 30, 2024
-17.87%
Dec 2, 2022 - Feb 2, 2023
#5-23.66%
Feb 3, 2000 - Apr 24, 2000
-13.12%
Feb 15, 2023 - Aug 11, 2023
#6-20.97%
Apr 27, 2000 - Sep 6, 2000
-12.04%
Dec 11, 2024 - Jan 24, 2025
#7-17.56%
Nov 30, 2017 - Oct 24, 2018
-11.72%
Mar 21, 2024 - Jul 22, 2024
#8-17.06%
Dec 26, 2000 - Feb 22, 2001
-11.57%
Jul 31, 2024 - Sep 11, 2024
#9-16.98%
Jan 26, 2015 - Feb 3, 2016
-8.01%
Aug 14, 2023 - Sep 11, 2023
#10-16.95%
Jul 6, 2016 - May 22, 2017
-6.41%
Dec 27, 2023 - Jan 26, 2024
#11-16.81%
Apr 30, 2013 - Feb 13, 2014
-4.84%
Nov 11, 2024 - Nov 26, 2024
#12-14.73%
Apr 6, 2022 - Aug 12, 2022
-4.61%
Mar 7, 2024 - Mar 21, 2024
#13-13.11%
Sep 16, 2024 - Feb 19, 2025
-4.58%
Jan 29, 2024 - Feb 15, 2024
#14-11.67%
Mar 1, 2001 - Apr 2, 2001
-2.84%
Jul 22, 2024 - Jul 30, 2024
#15-10.92%
Nov 5, 1999 - Feb 3, 2000
-2.50%
Dec 1, 2023 - Dec 12, 2023

Correlation

Correlation between AEP and BAM is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69
-101

Dividend Comparison (1999 - 2026)

AEP vs BAM dividend yield comparison.

YearAEPBAM
20261.37%2.25%
20253.24%3.34%
20243.87%2.80%
20234.15%3.19%
20223.34%0.00%
20213.37%0.00%
20203.41%0.00%
20192.87%0.00%
20183.39%0.00%
20173.25%0.00%
20163.61%0.00%
20153.69%0.00%
20143.34%0.00%
20134.17%0.00%
20124.40%0.00%
20114.48%0.00%
20104.75%0.00%
20094.71%0.00%
20084.93%0.00%
20073.39%0.00%
20063.52%0.00%
20053.83%0.00%
20044.08%0.00%
20035.41%0.00%
20028.78%0.00%
20015.51%0.00%
20005.16%0.00%
19991.87%0.00%

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