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BAM vs RKLB

Comparison between Brookfield Asset Management Ltd - Class A (BAM, Company) and Rocket Lab USA Inc (RKLB, Company).

BAM is from the Financial Services sector, while RKLB is from the Industrials sector.

BAM vs RKLB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BAM
$78B
RKLB
$77B
Max Drawdown
Winner
BAM
32.16%
RKLB
82.96%
Sharpe Ratio
BAM
-0.52
Winner
RKLB
2.14
5Y Beta
Winner
BAM
1.29
RKLB
2.50
Industry
BAM
Asset Management
RKLB
Aerospace & Defense
P/E Ratio
BAM
31.10
Winner
RKLB
-382.67
Forward P/E
BAM
25.84
RKLB
N/A
PEG Ratio
BAM
2.80
RKLB
N/A
Dividend Yield
BAM
3.86%
RKLB
N/A
5Y EPS CAGR
BAM
34.09%
RKLB
N/A
Debt to Equity
BAM
71.22%
Winner
RKLB
0.08%
Free Cash Flow Yield
Winner
BAM
3.06%
RKLB
-0.41%
P/S Ratio
Winner
BAM
15.12
RKLB
110.18
P/B Ratio
Winner
BAM
10.11
RKLB
32.54

BAM vs RKLB - Historical Returns

Returns include dividend reinvestment.

1M
BAM
+0.64%
Winner
RKLB
+44.79%
3M
BAM
-2.98%
Winner
RKLB
+77.04%
6M
BAM
-2.00%
Winner
RKLB
+211.29%
1Y
BAM
-12.38%
Winner
RKLB
+398.41%
5Y(CAGR)
BAM
N/A
RKLB
+65.36%
Max(CAGR)
BAM
+16.54%
Winner
RKLB
+65.36%

BAM vs RKLB - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearBAMRKLB
2026-8.23%+65.09%
2025-0.56%+179.49%
2024+44.51%+379.66%
2023+46.61%+42.89%
2022-10.41%-69.10%
2021N/A+6.14%

BAM vs RKLB 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 RKLB was -82.96%, occurring on Apr 15, 2024. Recovery took 806 trading sessions.

The current BAM drawdown is -21.16%. The current RKLB drawdown is -6.58%.

RankBAMRKLB
#1-30.36%
Jul 24, 2025 - Mar 24, 2026
-82.96%
Sep 9, 2021 - Nov 21, 2024
#2-29.54%
Jan 29, 2025 - Jul 17, 2025
-48.15%
Jan 23, 2025 - Jun 23, 2025
#3-20.47%
Sep 15, 2023 - Dec 1, 2023
-43.01%
Oct 15, 2025 - Dec 19, 2025
#4-17.87%
Dec 2, 2022 - Feb 2, 2023
-40.42%
Jan 16, 2026 - May 8, 2026
#5-13.12%
Feb 15, 2023 - Aug 11, 2023
-20.82%
Jul 18, 2025 - Sep 12, 2025
#6-12.04%
Dec 11, 2024 - Jan 24, 2025
-17.23%
Nov 29, 2024 - Dec 26, 2024
#7-11.72%
Mar 21, 2024 - Jul 22, 2024
-16.98%
Jan 6, 2025 - Jan 21, 2025
#8-11.57%
Jul 31, 2024 - Sep 11, 2024
-14.40%
Sep 15, 2025 - Oct 3, 2025
#9-8.01%
Aug 14, 2023 - Sep 11, 2023
-13.92%
Aug 24, 2021 - Sep 2, 2021
#10-6.41%
Dec 27, 2023 - Jan 26, 2024
-12.24%
Dec 26, 2024 - Jan 3, 2025
#11-4.84%
Nov 11, 2024 - Nov 26, 2024
-10.05%
Dec 22, 2025 - Jan 5, 2026
#12-4.61%
Mar 7, 2024 - Mar 21, 2024
-6.58%
May 20, 2026 - May 21, 2026
#13-4.58%
Jan 29, 2024 - Feb 15, 2024
-5.87%
May 14, 2026 - May 20, 2026
#14-2.84%
Jul 22, 2024 - Jul 30, 2024
-5.28%
Jan 21, 2025 - Jan 23, 2025
#15-2.50%
Dec 1, 2023 - Dec 12, 2023
-5.01%
Jun 26, 2025 - Jul 7, 2025

Correlation

Correlation between BAM and RKLB is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61
-101

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