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BAM vs AEP

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

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

BAM vs AEP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

BAM vs AEP - Historical Returns

Returns include dividend reinvestment.

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

BAM vs AEP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

BAM vs AEP Drawdown Comparison

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

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

The current BAM drawdown is -26.85%.

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

Correlation

Correlation between BAM and AEP 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)

BAM vs AEP dividend yield comparison.

YearBAMAEP
20262.25%1.37%
20253.34%3.24%
20242.80%3.87%
20233.19%4.15%
20220.00%3.34%
20210.00%3.37%
20200.00%3.41%
20190.00%2.87%
20180.00%3.39%
20170.00%3.25%
20160.00%3.61%
20150.00%3.69%
20140.00%3.34%
20130.00%4.17%
20120.00%4.40%
20110.00%4.48%
20100.00%4.75%
20090.00%4.71%
20080.00%4.93%
20070.00%3.39%
20060.00%3.52%
20050.00%3.83%
20040.00%4.08%
20030.00%5.41%
20020.00%8.78%
20010.00%5.51%
20000.00%5.16%
19990.00%1.87%

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