SU vs BAM

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

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

SU vs BAM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

$78B

Winner

BAM

$79B

Max Drawdown

85.68%

Winner

BAM

32.16%

Sharpe Ratio

Winner

2.87

BAM

-0.26

5Y Beta

Winner

0.53

BAM

1.27

Industry

Oil & Gas Integrated

BAM

Asset Management

P/E Ratio

Winner

18.54

BAM

31.87

Forward P/E

Winner

8.84

BAM

25.51

PEG Ratio

16.42

Winner

BAM

1.95

Dividend Yield

Winner

3.67%

BAM

3.60%

5Y Dividends CAGR

26.54%

BAM

N/A

Debt to Equity

Winner

40.74%

BAM

41.07%

Free Cash Flow Yield

Winner

6.44%

BAM

2.81%

P/S Ratio

Winner

1.57

BAM

16.54

P/B Ratio

Winner

2.42

BAM

9.61

SU vs BAM - Historical Returns

Returns include dividend reinvestment.

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

-0.82%

Winner

BAM

+9.90%

Winner

+17.98%

BAM

-2.34%

Winner

+52.79%

BAM

-4.41%

Winner

+94.28%

BAM

-9.52%

5Y(CAGR)

+27.44%

BAM

N/A

10Y(CAGR)

+14.25%

BAM

N/A

Max(CAGR)

+12.98%

Winner

BAM

+17.57%

SU vs BAM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SU vs BAM Drawdown Comparison

The maximum drawdown for SU was -80.23%, occurring on Mar 18, 2020. Recovery took 4354 trading sessions.

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

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

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

Correlation

Correlation between SU and BAM 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)

SU vs BAM dividend yield comparison.

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