Brookfield Asset Management Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Brookfield Asset Management Ltd (BAM) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Brookfield Asset Management Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 5,737M vs 1,012M combined for tracked competitors (85.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+22.2% annualized vs trailing 12 months), vs holding steady (+0.4%) for its tracked peer group.
- Growth: Brookfield Asset Management Ltd generated 60.8% revenue growth year over year in Q2 2026, vs 0.1% for its tracked competitors combined.
- Profitability: Its 66.9% net margin compares with 24.0% for the peer group.
- Scale: Brookfield Asset Management Ltd ranks #12 of 91 companies by market capitalization in the Investment Services industry, holding 3.1% of industry market cap.
- Peer revenue share: Brookfield Asset Management Ltd accounted for 87.4% of combined revenue among its tracked peer group, up from 81.1% a year earlier.
- Peer differentiation: Revenue per employee of $2.87M compares with $1.50M for the peer group (1.9x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
BAM Sales vs. its Competitors, Q2 2026
Brookfield Asset Management Ltd reported revenue growth of 60.83 % year on year in Q2 2026, above its competitors' combined revenue growth of 0.12 %.
With a net margin of 66.86 %, Brookfield Asset Management Ltd achieved higher profitability than its competitors (23.97 %).
Brookfield Asset Management Ltd generated 87.35 % of the combined sales of its peer group, up from 81.12 % a year earlier.
Brookfield Asset Management Ltd vs. its Competitors, Q2 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Brookfield Asset Management Ltd and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Brookfield Asset Management Ltd | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (9) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (8) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Brookfield Asset Management Ltd's competitor groups requires a Commercial License.
For context: the Investment Services industry grew revenue -2.0% year over year, combined, vs 60.8% for Brookfield Asset Management Ltd. Brookfield Asset Management Ltd's share of combined industry revenue moved from 0.43% to 0.70%, a gain of 0.27 percentage points.
Brookfield Asset Management Ltd's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Brookfield Asset Management Ltd | Yes | Yes | Yes | No |
| Competitors combined (6) | ||||
| High-Confidence Competitors (1) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 87.50 % (7 of 8) | 14.30 % (1 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
BAM Stock Performance relative to its Competitors
BAM Stock Performance relative to High-Confidence Competitors
BAM Stock Performance relative to Similar-Size Competitors
BAM Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Cbl and Associates Properties Inc | 282.9% | Outperformed |
| 2 | Compass Diversified Holdings | 282.9% | Outperformed |
| 3 | Kennedy wilson Holdings Inc | 282.9% | Outperformed |
| 4 | Cannae Holdings Inc | 282.9% | Outperformed |
| 5 | Alset Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Brookfield Asset Management Ltd's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Brookfield Asset Management Ltd's Comment on Competition and Industry Peers
Publicly Traded Peers of Brookfield Asset Management Ltd
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Brookfield Asset Management Ltd | - | 5,737.00 |
| Cbl and Associates Properties Inc | 1,618.88 | 588.15 |
| Kennedy wilson Holdings Inc | 1,520.18 | 489.90 |
| Compass Diversified Holdings | 842.64 | 1,845.17 |
| Cannae Holdings Inc | 679.29 | 408.60 |
| Alset Inc | 30.32 | 4.27 |
| SUBTOTAL | 4,691.96 | 9,084.16 |
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Sources: Brookfield Asset Management Ltd's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Brookfield Asset Management Ltd versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Brookfield Asset Management Ltd's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Brookfield Capital Partners | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Brookfield Asset Management Ltd's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Brookfield Asset Management Ltd's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Brookfield Asset Management Ltd | Infrastruture 20.37 % |
| Cbl and Associates Properties Inc | Malls 84.16 % |
| Cannae Holdings Inc | Restaurant Group 90.02 % |
| Alset Inc | Other 26.73 % |
| Safe And Green Development Corp | Technology 99.84 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Brookfield Asset Management Ltd's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Brookfield Asset Management Ltd | - | 2,868,500 | 1,532,500 |
| Cbl and Associates Properties Inc | 1,619 | 1,176,294 | 433,374 |
| Kennedy wilson Holdings Inc | 1,520 | 1,526,168 | 242,679 |
| Compass Diversified Holdings | 843 | 1,432,586 | -213,270 |
| Cannae Holdings Inc | 679 | 13,180,645 | -5,703,226 |
| Alset Inc | 30 | 89,019 | -877,183 |
| PEERS TOTAL | 4,692 | 1,503,668 | -97,602 |
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Brookfield Asset Management Ltd's Position in Industry Market Structure
Market-capitalization share and concentration across all 88 companies in Brookfield Asset Management Ltd's industry classification, broader than the peer set above. Market cap in millions of $.Brookfield Asset Management Ltd ranks #12 of 88 companies by market capitalization in its industry, holding 3.10 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 607, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Morgan Stanley | 305,186 | 13.29 % |
| 2 | The Goldman Sachs Group Inc | 282,278 | 12.29 % |
| 3 | Blackrock Inc | 177,737 | 7.74 % |
| 4 | Schwab Charles Corp | 171,118 | 7.45 % |
| 5 | Futu Holdings Ltd | 1,234 | 5.2% |
| 6 | Robinhood Markets Inc | 1,234 | 5.2% |
| 7 | Cme Group Inc | 1,234 | 5.2% |
| 8 | Blackstone Inc | 1,234 | 5.2% |
| 9 | Kkr and co inc | 1,234 | 5.2% |
| 10 | Intercontinental Exchange Inc | 1,234 | 5.2% |
| 12 | Brookfield Asset Management Ltd | 71,233 | 3.10 % |
Market cap and industry share for the rest of Brookfield Asset Management Ltd's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Brookfield Asset Management Ltd's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 7 | Cme Group Inc | 96,636 | -0.47 % |
| 8 | Blackstone Inc | 92,768 | -33.96 % |
| 9 | Kkr and co inc | 90,288 | -30.25 % |
| 10 | Intercontinental Exchange Inc | 87,696 | -7.38 % |
| 11 | Apollo Global Management Inc | 1,234 | 12.3% |
| 12 | Brookfield Asset Management Ltd | 71,233 | -24.17 % |
| 13 | Nasdaq Inc | 1,234 | 12.3% |
| 14 | Ameriprise Financial Inc | 1,234 | 12.3% |
| 15 | Interactive Brokers Group Inc | 1,234 | 12.3% |
| 16 | Raymond James Financial Inc | 1,234 | 12.3% |
| 17 | Nomura Holdings Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Brookfield Asset Management Ltd's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Brookfield Asset Management Ltd's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Investment Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (78 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | - | 61.67 % (avg) | - |
| Operating Margin | 74.78 % | industry median | +38.7 pp |
| EBITDA Margin | 66.04 % | 19.52 % (avg) | +46.5 pp |
| Capital Intensity (Capex / Revenue) | 0.42 % | 2.93 % (avg) | -2.5 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Brookfield Asset Management Ltd's Strategic Group Map
Every company in Brookfield Asset Management Ltd's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Brookfield Asset Management Ltd is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Brookfield Asset Management Ltd's BCG Growth-Share Matrix
Relative market share (vs Brookfield Asset Management Ltd's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Brookfield Asset Management Ltd falls in the Dog quadrant: relative market share of 0.23x vs its largest competitor, in an industry growing revenue 9.2% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Brookfield Asset Management Ltd's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 607 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.42 % vs industry average 2.93 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Brookfield Asset Management Ltd's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Brookfield Asset Management Ltd's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Brookfield Asset Management Ltd's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Brookfield Asset Management Ltd falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Brookfield Asset Management Ltd's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 38.7 points above the industry median.
- Return on equity 19.0 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+22.2% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.23x).
Opportunities
- A meaningful share of tracked competitors (50.00 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Brookfield Asset Management Ltd's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Brookfield Asset Management Ltd | - | - | 0.30 |
| Cbl and Associates Properties Inc | 0.12 | 0.63 | 6.90 |
| Kennedy wilson Holdings Inc | 0.49 | 0.57 | 1.56 |
| Compass Diversified Holdings | 0.05 | 0.65 | 4.08 |
| Cannae Holdings Inc | 1.16 | 1.72 | 0.07 |
| Alset Inc | 6.08 | 9.74 | 0.00 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Brookfield Asset Management Ltd's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Brookfield Asset Management Ltd | Q2 2026 | +60.8 % | +100.7 % |
| Cbl and Associates Properties Inc | Q2 2026 | +4.0 % | +2,046.5 % |
| Kennedy wilson Holdings Inc | Q1 2026 | -8.7 % | - |
| Compass Diversified Holdings | Q1 2026 | -5.9 % | - |
| Cannae Holdings Inc | Q2 2026 | -7.3 % | - |
| Alset Inc | Q2 2026 | -10.0 % | - |
| PEERS TOTAL | +32.6 % | +379.2 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Brookfield Asset Management Ltd's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Brookfield Asset Management Ltd | Q2 2026 | - | - |
| Cbl and Associates Properties Inc | Q2 2026 | +253.2 % | - |
| Kennedy wilson Holdings Inc | Q1 2026 | -11.9 % | +21.8 % |
| Compass Diversified Holdings | Q1 2026 | -7.8 % | -61.0 % |
| Cannae Holdings Inc | Q2 2026 | -6.1 % | +55.0 % |
| Alset Inc | Q2 2026 | +7.3 % | -3.2 % |
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Brookfield Asset Management Ltd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Brookfield Asset Management Ltd | 17.13% | 21.04% | 34.88% |
| Cbl and Associates Properties Inc | 8.07% | 8.56% | 57.02% |
| Kennedy wilson Holdings Inc | 1.16% | 1.25% | 4.96% |
| Compass Diversified Holdings | - | - | - |
| Cannae Holdings Inc | - | - | - |
| Alset Inc | - | - | - |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Brookfield Asset Management Ltd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Brookfield Asset Management Ltd | 37.08 | - |
| Cbl and Associates Properties Inc | 7.57 | 2.75 |
| Kennedy wilson Holdings Inc | 95.88 | 3.10 |
| Compass Diversified Holdings | - | 0.46 |
| Cannae Holdings Inc | - | 1.66 |
| Alset Inc | - | 7.10 |
| PEERS AVERAGE | 1.65 | 0.52 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.