Brookfield Asset Management
BAM Β· Asset Management & Custody Banks
$47.03
1.3%Invesco
IVZ Β· Asset Management & Custody Banks
$28.06
2.5%The short version
- Invesco is the larger business, with $6.4B of revenue in fiscal 2025 against $4.8B for Brookfield Asset Management.
- Brookfield Asset Management grew revenue faster (21.0%, against 5.1%).
- Brookfield Asset Management turned more of its sales into free cash flow (43.4% FCF margin, against 22.6% FCF margin).
| Latest fiscal year | BAM Β· FY25 | IVZ Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | β | $12.8B |
| Revenue | $4.8B | $6.4B |
| Free cash flow | $2.1B | $1.4B |
| Net income | $2.4B | β$726M |
| Growth | ||
| Revenue growth | 21.0% | 5.1% |
| 5-year growth | β | 0.7% |
| Share count change | β | β0.6% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β | β10.9% |
| Net margin | 49.8% | β11.4% |
| FCF margin | 43.4% | 22.6% |
| Return on capital | β | β3.8% |
| Return on equity | 39.4% | β5.4% |
| Balance sheet | ||
| Net debt | β | $788M |
| Net debt / EBITDA | β | β |
| Dividends and buybacks | $3.2B | $501M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | β | β |
FY16
BAM β
IVZ $4.7B
FY17
BAM β
IVZ $5.2B
FY18
BAM β
IVZ $5.3B
FY19
BAM β
IVZ $6.1B
FY20
BAM β
IVZ $6.1B
FY21
BAM β
IVZ $6.9B
FY22
BAM β
IVZ $6.0B
FY23
BAM $4.1B
IVZ $5.7B
FY24
BAM $4.0B
IVZ $6.1B
FY25
BAM $4.8B
IVZ $6.4B
BAM
IVZ
FY16
BAM β
IVZ 24.3%
FY17
BAM β
IVZ 24.8%
FY18
BAM β
IVZ 22.7%
FY19
BAM β
IVZ 13.2%
FY20
BAM β
IVZ 15.0%
FY21
BAM β
IVZ 25.9%
FY22
BAM β
IVZ 21.8%
FY23
BAM β
IVZ β7.6%
FY24
BAM β
IVZ 13.7%
FY25
BAM β
IVZ β10.9%
BAM
IVZ
FY16
BAM β
IVZ $506M
FY17
BAM β
IVZ $1.0B
FY18
BAM β
IVZ $726M
FY19
BAM β
IVZ $992M
FY20
BAM β
IVZ $1.1B
FY21
BAM β
IVZ $969M
FY22
BAM β
IVZ $510M
FY23
BAM $1.4B
IVZ $1.1B
FY24
BAM $1.6B
IVZ $1.1B
FY25
BAM $2.1B
IVZ $1.4B
BAM
IVZ
FY16
BAM β
IVZ 9.6%
FY17
BAM β
IVZ 11.9%
FY18
BAM β
IVZ 9.7%
FY19
BAM β
IVZ 4.8%
FY20
BAM β
IVZ 4.5%
FY21
BAM β
IVZ 8.9%
FY22
BAM β
IVZ 6.0%
FY23
BAM β
IVZ β2.2%
FY24
BAM β
IVZ 4.1%
FY25
BAM β
IVZ β3.8%
BAM
IVZ
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.