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BAM vs VALE

Comparison between Brookfield Asset Management Ltd - Class A (BAM, Company) and Vale S.A. (VALE, Company).

BAM is from the Financial Services sector, while VALE is from the Basic Materials sector.

BAM vs VALE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BAM
$77B
VALE
$76B
Max Drawdown
Winner
BAM
32.16%
VALE
95.10%
Sharpe Ratio
BAM
-0.70
Winner
VALE
1.63
5Y Beta
BAM
1.27
Winner
VALE
0.82
Industry
BAM
Asset Management
VALE
Other Industrial Metals & Mining
P/E Ratio
BAM
30.47
Winner
VALE
3.32
Forward P/E
BAM
25.77
Winner
VALE
7.94
PEG Ratio
BAM
1.21
Winner
VALE
0.01
Dividend Yield
BAM
3.78%
Winner
VALE
37.30%
5Y Dividends CAGR
BAM
N/A
VALE
5.32%
5Y EPS CAGR
BAM
34.24%
VALE
N/A
Debt to Equity
BAM
71.22%
Winner
VALE
0.00%
Free Cash Flow Yield
Winner
BAM
3.01%
VALE
0.00%
P/S Ratio
BAM
14.90
Winner
VALE
0.29
P/B Ratio
BAM
10.11
Winner
VALE
1.72

BAM vs VALE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BAM
+6.63%
VALE
+1.07%
3M
Winner
BAM
+1.94%
VALE
-6.92%
6M
Winner
BAM
-0.55%
VALE
-6.29%
1Y
BAM
-18.58%
Winner
VALE
+66.39%
5Y(CAGR)
BAM
N/A
VALE
+2.49%
10Y(CAGR)
BAM
N/A
VALE
+18.34%
Max(CAGR)
Winner
BAM
+15.85%
VALE
+13.74%

BAM vs VALE - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearBAMVALE
2026-7.51%+13.57%
2025-0.56%+60.78%
2024+44.51%-38.21%
2023+46.61%+5.54%
2022-10.41%+34.53%
2021N/A-5.31%
2020N/A+29.96%
2019N/A+0.57%
2018N/A+7.41%
2017N/A+58.97%
2016N/A+143.46%
2015N/A-56.72%
2014N/A-40.55%
2013N/A-25.81%
2012N/A+2.05%
2011N/A-35.45%
2010N/A+16.75%
2009N/A+126.85%
2008N/A-62.17%
2007N/A+129.73%
2006N/A+41.37%
2005N/A+51.98%
2004N/A+46.25%
2003N/A+111.37%
2002N/A+10.13%

BAM vs VALE 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 VALE was -92.80%, occurring on Jan 25, 2016. Recovery took 3494 trading sessions.

The current BAM drawdown is -20.54%. The current VALE drawdown is -15.49%.

RankBAMVALE
#1-30.36%
Jul 24, 2025 - Mar 24, 2026
-92.80%
May 16, 2008 - Apr 1, 2022
#2-29.54%
Jan 29, 2025 - Jul 17, 2025
-49.74%
Apr 4, 2022 - Jan 21, 2026
#3-20.47%
Sep 15, 2023 - Dec 1, 2023
-32.07%
May 9, 2006 - Dec 5, 2006
#4-17.87%
Dec 2, 2022 - Feb 2, 2023
-32.04%
Jan 5, 2004 - Sep 20, 2004
#5-13.12%
Feb 15, 2023 - Aug 11, 2023
-29.62%
Nov 6, 2007 - Apr 16, 2008
#6-12.04%
Dec 11, 2024 - Jan 24, 2025
-28.82%
Feb 24, 2005 - Sep 6, 2005
#7-11.72%
Mar 21, 2024 - Jul 22, 2024
-28.04%
Jul 23, 2007 - Sep 13, 2007
#8-11.57%
Jul 31, 2024 - Sep 11, 2024
-27.50%
May 31, 2002 - Feb 11, 2003
#9-8.01%
Aug 14, 2023 - Sep 11, 2023
-21.16%
Apr 20, 2026 - Jul 8, 2026
#10-6.41%
Dec 27, 2023 - Jan 26, 2024
-19.85%
Feb 25, 2026 - Apr 14, 2026
#11-4.84%
Nov 11, 2024 - Nov 26, 2024
-17.53%
Jan 31, 2006 - Apr 21, 2006
#12-4.61%
Mar 7, 2024 - Mar 21, 2024
-16.25%
Sep 29, 2005 - Nov 25, 2005
#13-4.58%
Jan 29, 2024 - Feb 15, 2024
-14.15%
Feb 22, 2007 - Mar 21, 2007
#14-2.84%
Jul 22, 2024 - Jul 30, 2024
-13.16%
Oct 5, 2004 - Nov 12, 2004
#15-2.50%
Dec 1, 2023 - Dec 12, 2023
-11.32%
Oct 1, 2007 - Oct 29, 2007

Correlation

Correlation between BAM and VALE is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.15
-101

Dividend Comparison (2002 - 2026)

BAM vs VALE dividend yield comparison.

YearBAMVALE
20262.08%0.00%
20253.34%7.30%
20242.80%11.41%
20233.19%7.75%
20220.00%8.63%
20210.00%19.70%
20200.00%2.72%
20190.00%2.63%
20180.00%4.16%
20170.00%3.77%
20160.00%1.06%
20150.00%7.48%
20140.00%8.24%
20130.00%4.71%
20120.00%12.44%
20110.00%7.58%
20100.00%2.07%
20090.00%2.32%
20080.00%3.72%
20070.00%1.04%
20060.00%1.77%
20050.00%2.77%
20040.00%1.40%
20030.00%2.63%
20020.00%2.59%

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