MCO vs BAM

Comparison between Moody`s Corp (MCO, Company) and Brookfield Asset Management Ltd - Class A (BAM, Company).

Both MCO and BAM are from the Financial Services sector.

MCO vs BAM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MCO(COMPANY)	BAM(COMPANY)
Market Cap	$79B	$79B
Max Drawdown	79.12%	32.16%
Sharpe Ratio	-0.12	-0.26
5Y Beta	0.95	1.27
Industry	Financial Data & Stock Exchanges	Asset Management
P/E Ratio	31.96	31.87
Forward P/E	27.17	25.51
PEG Ratio	1.29	1.95
Dividend Yield	0.84%	3.60%
5Y Dividends CAGR	10.85%	N/A
5Y EPS CAGR	14.37%	N/A
Debt to Equity	232.57%	41.07%
Free Cash Flow Yield	3.46%	2.81%
P/S Ratio	9.95	16.54
P/B Ratio	26.23	9.61

Market Cap

Winner

MCO

$79B

BAM

$79B

Max Drawdown

MCO

79.12%

Winner

BAM

32.16%

Sharpe Ratio

Winner

MCO

-0.12

BAM

-0.26

5Y Beta

Winner

MCO

0.95

BAM

1.27

Industry

MCO

Financial Data & Stock Exchanges

BAM

Asset Management

P/E Ratio

MCO

31.96

Winner

BAM

31.87

Forward P/E

MCO

27.17

Winner

BAM

25.51

PEG Ratio

Winner

MCO

1.29

BAM

1.95

Dividend Yield

MCO

0.84%

Winner

BAM

3.60%

5Y Dividends CAGR

MCO

10.85%

BAM

N/A

5Y EPS CAGR

MCO

14.37%

BAM

N/A

Debt to Equity

MCO

232.57%

Winner

BAM

41.07%

Free Cash Flow Yield

Winner

MCO

3.46%

BAM

2.81%

P/S Ratio

Winner

MCO

9.95

BAM

16.54

P/B Ratio

MCO

26.23

Winner

BAM

9.61

MCO vs BAM - Historical Returns

Returns include dividend reinvestment.

Period	MCO	BAM
1 month	+0.83%	+9.90%
3 months	+0.63%	-2.34%
6 months	-7.13%	-4.41%
1 year	-3.56%	-9.52%
5 years(CAGR)	+7.11%	N/A
10 years(CAGR)	+18.08%	N/A
Max(CAGR)	+17.64%	+17.57%

MCO

+0.83%

Winner

BAM

+9.90%

Winner

MCO

+0.63%

BAM

-2.34%

MCO

-7.13%

Winner

BAM

-4.41%

Winner

MCO

-3.56%

BAM

-9.52%

5Y(CAGR)

MCO

+7.11%

BAM

N/A

10Y(CAGR)

MCO

+18.08%

BAM

N/A

Max(CAGR)

Winner

MCO

+17.64%

BAM

+17.57%

MCO vs BAM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MCO	BAM
2026	-9.35%	-5.94%
2025	+8.86%	-0.56%
2024	+24.96%	+44.51%
2023	+42.62%	+46.61%
2022	-26.49%	-10.41%
2021	+34.75%	N/A
2020	+21.08%	N/A
2019	+70.27%	N/A
2018	-3.13%	N/A
2017	+56.52%	N/A
2016	-1.53%	N/A
2015	+6.00%	N/A
2014	+25.51%	N/A
2013	+53.79%	N/A
2012	+45.46%	N/A
2011	+27.28%	N/A
2010	-0.97%	N/A
2009	+22.92%	N/A
2008	-41.97%	N/A
2007	-48.93%	N/A
2006	+10.18%	N/A
2005	+45.33%	N/A
2004	+44.18%	N/A
2003	+39.06%	N/A
2002	+3.70%	N/A
2001	+51.95%	N/A
2000	+62.41%	N/A
1999	+3.22%	N/A

MCO vs BAM Drawdown Comparison

The maximum drawdown for MCO was -78.72%, occurring on Nov 20, 2008. Recovery took 1581 trading sessions.

The maximum drawdown for BAM was -30.36%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The current MCO drawdown is -16.18%. The current BAM drawdown is -19.20%.

Rank	MCO	BAM
#1	-78.72% Feb 8, 2007 - May 21, 2013	-30.36% Jul 24, 2025 - Mar 24, 2026
#2	-42.01% Feb 19, 2020 - Jul 7, 2020	-29.54% Jan 29, 2025 - Jul 17, 2025
#3	-41.66% Oct 28, 2021 - Feb 1, 2024	-20.47% Sep 15, 2023 - Dec 1, 2023
#4	-30.49% Apr 4, 2006 - Jan 23, 2007	-17.87% Dec 2, 2022 - Feb 2, 2023
#5	-30.45% Jul 25, 2018 - Apr 3, 2019	-13.12% Feb 15, 2023 - Aug 11, 2023
#6	-30.07% Jul 20, 2015 - Feb 16, 2017	-12.04% Dec 11, 2024 - Jan 24, 2025
#7	-24.65% Feb 13, 2025 - Jan 5, 2026	-11.72% Mar 21, 2024 - Jul 22, 2024
#8	-23.61% Jan 15, 2026 - Feb 11, 2026	-11.57% Jul 31, 2024 - Sep 11, 2024
#9	-21.95% Jun 20, 2002 - May 20, 2003	-8.01% Aug 14, 2023 - Sep 11, 2023
#10	-16.00% May 21, 2013 - Aug 1, 2013	-6.41% Dec 27, 2023 - Jan 26, 2024
#11	-15.64% Dec 15, 1999 - Mar 22, 2000	-4.84% Nov 11, 2024 - Nov 26, 2024
#12	-15.64% Oct 3, 2000 - Jan 3, 2001	-4.61% Mar 7, 2024 - Mar 21, 2024
#13	-14.67% Jun 5, 2000 - Aug 31, 2000	-4.58% Jan 29, 2024 - Feb 15, 2024
#14	-14.00% Sep 2, 2020 - Mar 26, 2021	-2.84% Jul 22, 2024 - Jul 30, 2024
#15	-13.10% Nov 8, 1999 - Dec 15, 1999	-2.50% Dec 1, 2023 - Dec 12, 2023

Correlation

Correlation between MCO and BAM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (1999 - 2026)

MCO vs BAM dividend yield comparison.

Year	MCO	BAM
2026	0.23%	1.01%
2025	0.74%	3.34%
2024	0.72%	2.80%
2023	0.79%	3.19%
2022	1.26%	0.00%
2021	0.63%	0.00%
2020	0.77%	0.00%
2019	0.84%	0.00%
2018	1.26%	0.00%
2017	1.03%	0.00%
2016	1.57%	0.00%
2015	1.36%	0.00%
2014	1.17%	0.00%
2013	1.15%	0.00%
2012	1.27%	0.00%
2011	1.59%	0.00%
2010	1.58%	0.00%
2009	1.49%	0.00%
2008	1.99%	0.00%
2007	0.90%	0.00%
2006	0.41%	0.00%
2005	0.33%	0.00%
2004	0.35%	0.00%
2003	0.30%	0.00%
2002	0.44%	0.00%
2001	0.45%	0.00%
2000	37.86%	0.00%
1999	0.84%	0.00%