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BAM vs ROST

Comparison between Brookfield Asset Management Ltd - Class A (BAM, Company) and Ross Stores Inc (ROST, Company).

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

BAM vs ROST - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
BAM
$74B
Winner
ROST
$74B
Max Drawdown
Winner
BAM
32.16%
ROST
51.56%
Sharpe Ratio
BAM
-0.42
Winner
ROST
2.31
5Y Beta
BAM
1.29
Winner
ROST
0.68
Industry
BAM
Asset Management
ROST
Apparel Retail
P/E Ratio
Winner
BAM
29.30
ROST
32.35
Forward P/E
Winner
BAM
25.00
ROST
31.15
PEG Ratio
Winner
BAM
1.46
ROST
2.39
Dividend Yield
Winner
BAM
3.89%
ROST
0.69%
5Y Dividends CAGR
BAM
N/A
ROST
29.86%
5Y EPS CAGR
Winner
BAM
34.33%
ROST
24.14%
Debt to Equity
BAM
71.22%
Winner
ROST
16.15%
Free Cash Flow Yield
BAM
3.11%
Winner
ROST
3.54%
P/S Ratio
BAM
14.84
Winner
ROST
3.10
P/B Ratio
Winner
BAM
9.92
ROST
11.72

BAM vs ROST - Historical Returns

Returns include dividend reinvestment.

1M
BAM
-2.32%
Winner
ROST
+10.53%
3M
BAM
+10.36%
Winner
ROST
+14.90%
6M
BAM
-10.54%
Winner
ROST
+32.42%
1Y
BAM
-12.95%
Winner
ROST
+81.56%
5Y(CAGR)
BAM
N/A
ROST
+16.14%
10Y(CAGR)
BAM
N/A
ROST
+17.38%
Max(CAGR)
BAM
+15.61%
Winner
ROST
+19.88%

BAM vs ROST - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBAMROST
2026-9.97%+31.94%
2025-0.56%+19.37%
2024+44.51%+10.96%
2023+46.61%+20.89%
2022-10.41%+3.98%
2021N/A-1.44%
2020N/A+5.52%
2019N/A+40.74%
2018N/A+4.46%
2017N/A+23.51%
2016N/A+21.75%
2015N/A+20.66%
2014N/A+28.26%
2013N/A+39.07%
2012N/A+15.47%
2011N/A+50.31%
2010N/A+49.94%
2009N/A+40.21%
2008N/A+20.26%
2007N/A-15.28%
2006N/A+0.40%
2005N/A+5.06%
2004N/A+11.21%
2003N/A+23.06%
2002N/A+30.37%
2001N/A+92.11%
2000N/A-1.54%
1999N/A-12.90%

BAM vs ROST 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 ROST was -51.38%, occurring on Mar 18, 2020. Recovery took 255 trading sessions.

The current BAM drawdown is -22.66%.

RankBAMROST
#1-30.36%
Jul 24, 2025 - Mar 24, 2026
-51.38%
Feb 20, 2020 - Feb 24, 2021
#2-29.54%
Jan 29, 2025 - Jul 17, 2025
-46.50%
Sep 8, 2008 - Jul 9, 2009
#3-20.47%
Sep 15, 2023 - Dec 1, 2023
-46.39%
May 7, 2021 - Nov 20, 2023
#4-17.87%
Dec 2, 2022 - Feb 2, 2023
-45.71%
Mar 31, 2000 - May 16, 2001
#5-13.12%
Feb 15, 2023 - Aug 11, 2023
-41.57%
Nov 3, 1999 - Mar 16, 2000
#6-12.04%
Dec 11, 2024 - Jan 24, 2025
-37.89%
Apr 17, 2007 - May 8, 2008
#7-11.72%
Mar 21, 2024 - Jul 22, 2024
-35.38%
Mar 1, 2004 - Jan 12, 2007
#8-11.57%
Jul 31, 2024 - Sep 11, 2024
-29.55%
Jan 13, 2003 - Aug 14, 2003
#9-8.01%
Aug 14, 2023 - Sep 11, 2023
-25.96%
Nov 8, 2018 - Jun 18, 2019
#10-6.41%
Dec 27, 2023 - Jan 26, 2024
-25.02%
Jun 17, 2002 - Oct 22, 2002
#11-4.84%
Nov 11, 2024 - Nov 26, 2024
-24.95%
Aug 29, 2012 - Aug 23, 2013
#12-4.61%
Mar 7, 2024 - Mar 21, 2024
-23.36%
Dec 16, 2016 - Nov 17, 2017
#13-4.58%
Jan 29, 2024 - Feb 15, 2024
-23.26%
Nov 15, 2013 - Oct 30, 2014
#14-2.84%
Jul 22, 2024 - Jul 30, 2024
-21.08%
Dec 5, 2024 - Oct 2, 2025
#15-2.50%
Dec 1, 2023 - Dec 12, 2023
-20.54%
Aug 18, 2015 - Feb 1, 2016

Correlation

Correlation between BAM and ROST is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53
-101

Dividend Comparison (1999 - 2026)

BAM vs ROST dividend yield comparison.

YearBAMROST
20262.13%0.37%
20253.34%0.90%
20242.80%0.97%
20233.19%0.97%
20220.00%1.07%
20210.00%1.00%
20200.00%0.23%
20190.00%1.10%
20180.00%1.08%
20170.00%0.80%
20160.00%0.82%
20150.00%4.59%
20140.00%0.85%
20130.00%0.91%
20120.00%1.04%
20110.00%0.81%
20100.00%1.01%
20090.00%1.03%
20080.00%1.28%
20070.00%1.18%
20060.00%0.82%
20050.00%0.73%
20040.00%0.59%
20030.00%0.44%
20020.00%0.45%
20010.00%0.53%
20000.00%0.89%
19990.00%0.18%

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