BAM vs RCL

Comparison between Brookfield Asset Management Ltd - Class A (BAM, Company) and Royal Caribbean Group (RCL, Company).

BAM is from the Financial Services sector, while RCL is from the Consumer Cyclical sector.

BAM vs RCL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAM(COMPANY)	RCL(COMPANY)
Market Cap	$79B	$78B
Max Drawdown	32.16%	90.26%
Sharpe Ratio	-0.26	0.59
5Y Beta	1.27	1.59
Industry	Asset Management	Travel Services
P/E Ratio	31.87	17.46
Forward P/E	25.51	15.82
PEG Ratio	1.95	0.63
Dividend Yield	3.60%	1.51%
5Y EPS CAGR	N/A	11.52%
Debt to Equity	41.07%	14.76%
Free Cash Flow Yield	2.81%	1.77%
P/S Ratio	16.54	4.10
P/B Ratio	9.61	7.85

Market Cap

Winner

BAM

$79B

RCL

$78B

Max Drawdown

Winner

BAM

32.16%

RCL

90.26%

Sharpe Ratio

BAM

-0.26

Winner

RCL

0.59

5Y Beta

Winner

BAM

1.27

RCL

1.59

Industry

BAM

Asset Management

RCL

Travel Services

P/E Ratio

BAM

31.87

Winner

RCL

17.46

Forward P/E

BAM

25.51

Winner

RCL

15.82

PEG Ratio

BAM

1.95

Winner

RCL

0.63

Dividend Yield

Winner

BAM

3.60%

RCL

1.51%

5Y EPS CAGR

BAM

N/A

RCL

11.52%

Debt to Equity

BAM

41.07%

Winner

RCL

14.76%

Free Cash Flow Yield

Winner

BAM

2.81%

RCL

1.77%

P/S Ratio

BAM

16.54

Winner

RCL

4.10

P/B Ratio

BAM

9.61

Winner

RCL

7.85

BAM vs RCL - Historical Returns

Returns include dividend reinvestment.

Period	BAM	RCL
1 month	+9.90%	-1.44%
3 months	-2.34%	-20.49%
6 months	-4.41%	+8.47%
1 year	-9.52%	+19.97%
5 years(CAGR)	N/A	+27.27%
10 years(CAGR)	N/A	+15.14%
Max(CAGR)	+17.57%	+7.91%

Winner

BAM

+9.90%

RCL

-1.44%

Winner

BAM

-2.34%

RCL

-20.49%

BAM

-4.41%

Winner

RCL

+8.47%

BAM

-9.52%

Winner

RCL

+19.97%

5Y(CAGR)

BAM

N/A

RCL

+27.27%

10Y(CAGR)

BAM

N/A

RCL

+15.14%

Max(CAGR)

Winner

BAM

+17.57%

RCL

+7.91%

BAM vs RCL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BAM	RCL
2026	-5.94%	-2.31%
2025	-0.56%	+23.37%
2024	+44.51%	+92.91%
2023	+46.61%	+165.84%
2022	-10.41%	-38.85%
2021	N/A	+8.74%
2020	N/A	-43.87%
2019	N/A	+39.95%
2018	N/A	-16.91%
2017	N/A	+45.00%
2016	N/A	-14.50%
2015	N/A	+23.96%
2014	N/A	+77.88%
2013	N/A	+36.52%
2012	N/A	+33.28%
2011	N/A	-47.67%
2010	N/A	+82.17%
2009	N/A	+68.98%
2008	N/A	-66.20%
2007	N/A	-0.96%
2006	N/A	-6.57%
2005	N/A	-15.76%
2004	N/A	+57.42%
2003	N/A	+100.28%
2002	N/A	+4.97%
2001	N/A	-33.80%
2000	N/A	-41.86%
1999	N/A	-6.65%

BAM vs RCL 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 RCL was -89.49%, occurring on Mar 2, 2009. Recovery took 2288 trading sessions.

The current BAM drawdown is -19.20%. The current RCL drawdown is -23.86%.

Rank	BAM	RCL
#1	-30.36% Jul 24, 2025 - Mar 24, 2026	-89.49% Dec 28, 2004 - Jan 30, 2014
#2	-29.54% Jan 29, 2025 - Jul 17, 2025	-84.38% Nov 16, 1999 - Dec 3, 2004
#3	-20.47% Sep 15, 2023 - Dec 1, 2023	-83.27% Jan 17, 2020 - Mar 20, 2024
#4	-17.87% Dec 2, 2022 - Feb 2, 2023	-35.60% Dec 30, 2015 - Mar 28, 2017
#5	-13.12% Feb 15, 2023 - Aug 11, 2023	-35.02% Jan 30, 2025 - Jun 6, 2025
#6	-12.04% Dec 11, 2024 - Jan 24, 2025	-32.36% Aug 28, 2025 - Nov 17, 2025
#7	-11.72% Mar 21, 2024 - Jul 22, 2024	-32.19% Jan 26, 2018 - Dec 20, 2019
#8	-11.57% Jul 31, 2024 - Sep 11, 2024	-21.35% Jan 22, 2015 - Jul 16, 2015
#9	-8.01% Aug 14, 2023 - Sep 11, 2023	-19.63% Sep 18, 2014 - Nov 3, 2014
#10	-6.41% Dec 27, 2023 - Jan 26, 2024	-19.31% Jul 16, 2024 - Sep 20, 2024
#11	-4.84% Nov 11, 2024 - Nov 26, 2024	-14.57% Jul 23, 2025 - Aug 26, 2025
#12	-4.61% Mar 7, 2024 - Mar 21, 2024	-12.49% Dec 6, 2024 - Jan 28, 2025
#13	-4.58% Jan 29, 2024 - Feb 15, 2024	-11.68% Sep 21, 2015 - Oct 23, 2015
#14	-2.84% Jul 22, 2024 - Jul 30, 2024	-10.29% Apr 2, 2014 - Jun 5, 2014
#15	-2.50% Dec 1, 2023 - Dec 12, 2023	-9.93% Apr 1, 2024 - Apr 26, 2024

Correlation

Correlation between BAM and RCL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

BAM vs RCL dividend yield comparison.

Year	BAM	RCL
2026	1.01%	0.54%
2025	3.34%	1.25%
2024	2.80%	0.41%
2023	3.19%	0.00%
2020	0.00%	1.04%
2019	0.00%	2.22%
2018	0.00%	2.66%
2017	0.00%	1.81%
2016	0.00%	2.08%
2015	0.00%	1.33%
2014	0.00%	1.33%
2013	0.00%	1.56%
2012	0.00%	1.29%
2011	0.00%	0.81%
2008	0.00%	3.27%
2007	0.00%	1.41%
2006	0.00%	1.45%
2005	0.00%	1.24%
2004	0.00%	0.96%
2003	0.00%	1.49%
2002	0.00%	3.11%
2001	0.00%	3.21%
2000	0.00%	1.81%
1999	0.00%	0.22%