BAM vs SU

Comparison between Brookfield Asset Management Ltd - Class A (BAM, Company) and Suncor Energy Inc (SU, Company).

BAM is from the Financial Services sector, while SU is from the Energy sector.

BAM vs SU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAM(COMPANY)	SU(COMPANY)
Market Cap	$79B	$78B
Max Drawdown	32.16%	85.68%
Sharpe Ratio	-0.26	2.87
5Y Beta	1.27	0.53
Industry	Asset Management	Oil & Gas Integrated
P/E Ratio	31.87	18.54
Forward P/E	25.51	8.84
PEG Ratio	1.95	16.42
Dividend Yield	3.60%	3.67%
5Y Dividends CAGR	N/A	26.54%
Debt to Equity	41.07%	40.74%
Free Cash Flow Yield	2.81%	6.44%
P/S Ratio	16.54	1.57
P/B Ratio	9.61	2.42

Market Cap

Winner

BAM

$79B

$78B

Max Drawdown

Winner

BAM

32.16%

85.68%

Sharpe Ratio

BAM

-0.26

Winner

2.87

5Y Beta

BAM

1.27

Winner

0.53

Industry

BAM

Asset Management

Oil & Gas Integrated

P/E Ratio

BAM

31.87

Winner

18.54

Forward P/E

BAM

25.51

Winner

8.84

PEG Ratio

Winner

BAM

1.95

16.42

Dividend Yield

BAM

3.60%

Winner

3.67%

5Y Dividends CAGR

BAM

N/A

26.54%

Debt to Equity

BAM

41.07%

Winner

40.74%

Free Cash Flow Yield

BAM

2.81%

Winner

6.44%

P/S Ratio

BAM

16.54

Winner

1.57

P/B Ratio

BAM

9.61

Winner

2.42

BAM vs SU - Historical Returns

Returns include dividend reinvestment.

Period	BAM	SU
1 month	+9.90%	-0.82%
3 months	-2.34%	+17.98%
6 months	-4.41%	+52.79%
1 year	-9.52%	+94.28%
5 years(CAGR)	N/A	+27.44%
10 years(CAGR)	N/A	+14.25%
Max(CAGR)	+17.57%	+12.98%

Winner

BAM

+9.90%

-0.82%

BAM

-2.34%

Winner

+17.98%

BAM

-4.41%

Winner

+52.79%

BAM

-9.52%

Winner

+94.28%

5Y(CAGR)

BAM

N/A

+27.44%

10Y(CAGR)

BAM

N/A

+14.25%

Max(CAGR)

Winner

BAM

+17.57%

+12.98%

BAM vs SU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BAM	SU
2026	-5.94%	+41.48%
2025	-0.56%	+28.40%
2024	+44.51%	+15.96%
2023	+46.61%	+11.65%
2022	-10.41%	+28.92%
2021	N/A	+55.37%
2020	N/A	-46.65%
2019	N/A	+20.82%
2018	N/A	-22.77%
2017	N/A	+16.99%
2016	N/A	+34.75%
2015	N/A	-15.34%
2014	N/A	-5.11%
2013	N/A	+5.75%
2012	N/A	+9.30%
2011	N/A	-24.84%
2010	N/A	+5.46%
2009	N/A	+69.07%
2008	N/A	-64.46%
2007	N/A	+47.73%
2006	N/A	+20.81%
2005	N/A	+87.18%
2004	N/A	+39.88%
2003	N/A	+56.36%
2002	N/A	+3.34%
2001	N/A	+34.56%
2000	N/A	+26.80%
1999	N/A	+10.76%

BAM vs SU 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 SU was -80.23%, occurring on Mar 18, 2020. Recovery took 4354 trading sessions.

The current BAM drawdown is -19.20%. The current SU drawdown is -8.10%.

Rank	BAM	SU
#1	-30.36% Jul 24, 2025 - Mar 24, 2026	-80.23% May 20, 2008 - Sep 10, 2025
#2	-29.54% Jan 29, 2025 - Jul 17, 2025	-26.02% May 2, 2006 - Jun 4, 2007
#3	-20.47% Sep 15, 2023 - Dec 1, 2023	-25.96% Nov 6, 2007 - Apr 16, 2008
#4	-17.87% Dec 2, 2022 - Feb 2, 2023	-25.36% Sep 15, 2000 - Mar 5, 2001
#5	-13.12% Feb 15, 2023 - Aug 11, 2023	-23.17% Mar 18, 2002 - May 27, 2003
#6	-12.04% Dec 11, 2024 - Jan 24, 2025	-21.04% Jan 18, 2000 - May 11, 2000
#7	-11.72% Mar 21, 2024 - Jul 22, 2024	-19.66% Sep 19, 2005 - Dec 7, 2005
#8	-11.57% Jul 31, 2024 - Sep 11, 2024	-17.59% May 22, 2000 - Sep 12, 2000
#9	-8.01% Aug 14, 2023 - Sep 11, 2023	-16.72% Mar 5, 2004 - Jul 30, 2004
#10	-6.41% Dec 27, 2023 - Jan 26, 2024	-13.93% May 21, 2001 - Sep 6, 2001
#11	-4.84% Nov 11, 2024 - Nov 26, 2024	-13.86% Apr 1, 2005 - Jun 9, 2005
#12	-4.61% Mar 7, 2024 - Mar 21, 2024	-12.90% Feb 6, 2006 - Apr 5, 2006
#13	-4.58% Jan 29, 2024 - Feb 15, 2024	-12.87% Sep 17, 2001 - Oct 10, 2001
#14	-2.84% Jul 22, 2024 - Jul 30, 2024	-12.69% Oct 29, 2001 - Dec 4, 2001
#15	-2.50% Dec 1, 2023 - Dec 12, 2023	-11.94% Jul 19, 2007 - Sep 13, 2007

Correlation

Correlation between BAM and SU is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.50

-101

Dividend Comparison (1999 - 2026)

BAM vs SU dividend yield comparison.

Year	BAM	SU
2026	1.01%	0.69%
2025	3.34%	3.72%
2024	2.80%	4.51%
2023	3.19%	5.27%
2022	0.00%	4.56%
2021	0.00%	3.34%
2020	0.00%	4.93%
2019	0.00%	3.84%
2018	0.00%	4.24%
2017	0.00%	4.16%
2016	0.00%	3.55%
2015	0.00%	4.42%
2014	0.00%	3.21%
2013	0.00%	2.08%
2012	0.00%	1.52%
2011	0.00%	1.49%
2010	0.00%	1.04%
2009	0.00%	0.85%
2008	0.00%	0.97%
2007	0.00%	0.33%
2006	0.00%	0.33%
2005	0.00%	0.32%
2004	0.00%	0.51%
2003	0.00%	0.60%
2002	0.00%	1.01%
2001	0.00%	0.49%
2000	0.00%	1.03%
1999	0.00%	0.29%