BAM vs MCO

Comparison between Brookfield Asset Management Ltd - Class A (BAM, Company) and Moody`s Corp (MCO, Company).

Both BAM and MCO are from the Financial Services sector.

BAM vs MCO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAM(COMPANY)	MCO(COMPANY)
Market Cap	$79B	$79B
Max Drawdown	32.16%	79.12%
Sharpe Ratio	-0.26	-0.12
5Y Beta	1.27	0.95
Industry	Asset Management	Financial Data & Stock Exchanges
P/E Ratio	31.87	31.96
Forward P/E	25.51	27.17
PEG Ratio	1.95	1.29
Dividend Yield	3.60%	0.84%
5Y Dividends CAGR	N/A	10.85%
5Y EPS CAGR	N/A	14.37%
Debt to Equity	41.07%	232.57%
Free Cash Flow Yield	2.81%	3.46%
P/S Ratio	16.54	9.95
P/B Ratio	9.61	26.23

Market Cap

BAM

$79B

Winner

MCO

$79B

Max Drawdown

Winner

BAM

32.16%

MCO

79.12%

Sharpe Ratio

BAM

-0.26

Winner

MCO

-0.12

5Y Beta

BAM

1.27

Winner

MCO

0.95

Industry

BAM

Asset Management

MCO

Financial Data & Stock Exchanges

P/E Ratio

Winner

BAM

31.87

MCO

31.96

Forward P/E

Winner

BAM

25.51

MCO

27.17

PEG Ratio

BAM

1.95

Winner

MCO

1.29

Dividend Yield

Winner

BAM

3.60%

MCO

0.84%

5Y Dividends CAGR

BAM

N/A

MCO

10.85%

5Y EPS CAGR

BAM

N/A

MCO

14.37%

Debt to Equity

Winner

BAM

41.07%

MCO

232.57%

Free Cash Flow Yield

BAM

2.81%

Winner

MCO

3.46%

P/S Ratio

BAM

16.54

Winner

MCO

9.95

P/B Ratio

Winner

BAM

9.61

MCO

26.23

BAM vs MCO - Historical Returns

Returns include dividend reinvestment.

Period	BAM	MCO
1 month	+9.90%	+0.83%
3 months	-2.34%	+0.63%
6 months	-4.41%	-7.13%
1 year	-9.52%	-3.56%
5 years(CAGR)	N/A	+7.11%
10 years(CAGR)	N/A	+18.08%
Max(CAGR)	+17.57%	+17.64%

Winner

BAM

+9.90%

MCO

+0.83%

BAM

-2.34%

Winner

MCO

+0.63%

Winner

BAM

-4.41%

MCO

-7.13%

BAM

-9.52%

Winner

MCO

-3.56%

5Y(CAGR)

BAM

N/A

MCO

+7.11%

10Y(CAGR)

BAM

N/A

MCO

+18.08%

Max(CAGR)

BAM

+17.57%

Winner

MCO

+17.64%

BAM vs MCO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BAM	MCO
2026	-5.94%	-9.35%
2025	-0.56%	+8.86%
2024	+44.51%	+24.96%
2023	+46.61%	+42.62%
2022	-10.41%	-26.49%
2021	N/A	+34.75%
2020	N/A	+21.08%
2019	N/A	+70.27%
2018	N/A	-3.13%
2017	N/A	+56.52%
2016	N/A	-1.53%
2015	N/A	+6.00%
2014	N/A	+25.51%
2013	N/A	+53.79%
2012	N/A	+45.46%
2011	N/A	+27.28%
2010	N/A	-0.97%
2009	N/A	+22.92%
2008	N/A	-41.97%
2007	N/A	-48.93%
2006	N/A	+10.18%
2005	N/A	+45.33%
2004	N/A	+44.18%
2003	N/A	+39.06%
2002	N/A	+3.70%
2001	N/A	+51.95%
2000	N/A	+62.41%
1999	N/A	+3.22%

BAM vs MCO 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 MCO was -78.72%, occurring on Nov 20, 2008. Recovery took 1581 trading sessions.

The current BAM drawdown is -19.20%. The current MCO drawdown is -16.18%.

Rank	BAM	MCO
#1	-30.36% Jul 24, 2025 - Mar 24, 2026	-78.72% Feb 8, 2007 - May 21, 2013
#2	-29.54% Jan 29, 2025 - Jul 17, 2025	-42.01% Feb 19, 2020 - Jul 7, 2020
#3	-20.47% Sep 15, 2023 - Dec 1, 2023	-41.66% Oct 28, 2021 - Feb 1, 2024
#4	-17.87% Dec 2, 2022 - Feb 2, 2023	-30.49% Apr 4, 2006 - Jan 23, 2007
#5	-13.12% Feb 15, 2023 - Aug 11, 2023	-30.45% Jul 25, 2018 - Apr 3, 2019
#6	-12.04% Dec 11, 2024 - Jan 24, 2025	-30.07% Jul 20, 2015 - Feb 16, 2017
#7	-11.72% Mar 21, 2024 - Jul 22, 2024	-24.65% Feb 13, 2025 - Jan 5, 2026
#8	-11.57% Jul 31, 2024 - Sep 11, 2024	-23.61% Jan 15, 2026 - Feb 11, 2026
#9	-8.01% Aug 14, 2023 - Sep 11, 2023	-21.95% Jun 20, 2002 - May 20, 2003
#10	-6.41% Dec 27, 2023 - Jan 26, 2024	-16.00% May 21, 2013 - Aug 1, 2013
#11	-4.84% Nov 11, 2024 - Nov 26, 2024	-15.64% Dec 15, 1999 - Mar 22, 2000
#12	-4.61% Mar 7, 2024 - Mar 21, 2024	-15.64% Oct 3, 2000 - Jan 3, 2001
#13	-4.58% Jan 29, 2024 - Feb 15, 2024	-14.67% Jun 5, 2000 - Aug 31, 2000
#14	-2.84% Jul 22, 2024 - Jul 30, 2024	-14.00% Sep 2, 2020 - Mar 26, 2021
#15	-2.50% Dec 1, 2023 - Dec 12, 2023	-13.10% Nov 8, 1999 - Dec 15, 1999

Correlation

Correlation between BAM and MCO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (1999 - 2026)

BAM vs MCO dividend yield comparison.

Year	BAM	MCO
2026	1.01%	0.23%
2025	3.34%	0.74%
2024	2.80%	0.72%
2023	3.19%	0.79%
2022	0.00%	1.26%
2021	0.00%	0.63%
2020	0.00%	0.77%
2019	0.00%	0.84%
2018	0.00%	1.26%
2017	0.00%	1.03%
2016	0.00%	1.57%
2015	0.00%	1.36%
2014	0.00%	1.17%
2013	0.00%	1.15%
2012	0.00%	1.27%
2011	0.00%	1.59%
2010	0.00%	1.58%
2009	0.00%	1.49%
2008	0.00%	1.99%
2007	0.00%	0.90%
2006	0.00%	0.41%
2005	0.00%	0.33%
2004	0.00%	0.35%
2003	0.00%	0.30%
2002	0.00%	0.44%
2001	0.00%	0.45%
2000	0.00%	37.86%
1999	0.00%	0.84%