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BAM vs BX
Which Stock Would AI Choose? Brookfield Asset Management (BAM) vs. Blackstone (BX) Stock Comparison
Key Takeaways
- Both BAM and BX are leading alternative asset managers, but BX boasts a larger market cap of $157.66 billion compared to BAM's $80.35 billion.
- BAM delivered record 2025 results with $112 billion in fundraising and fee-related earnings (FRE, recurring revenue from management fees) up 22% year-over-year.
- BX shares have faced steeper year-to-date (YTD) declines of around 16%, trading near $129 versus end-2025 levels above $152, while BAM shows relative resilience.
- Price-to-earnings (P/E) ratios are similar at approximately 32x for both, reflecting comparable valuations in a challenging rate environment.
- BAM exhibits lower beta (1.24 vs. 1.74), indicating reduced volatility relative to the market.
- Analyst targets suggest upside for both, with BX averaging $146 and BAM $58.
Introduction
Brookfield Asset Management (BAM) and Blackstone (BX) stand as titans in alternative asset management, overseeing vast portfolios in private equity, real estate, infrastructure, and credit. This comparison is particularly relevant for investors seeking exposure to fee-based businesses that thrive on assets under management (AUM) growth amid evolving market dynamics like interest rate shifts and fundraising trends. Traders monitoring relative performance may find insights into momentum, volatility, and sector positioning valuable in the current environment.
BAM Overview and Recent Performance
Brookfield Asset Management Ltd. (BAM) is a global alternative asset manager focused on real assets including real estate, infrastructure, renewable power, private equity, and credit. With roots dating back to 1899, it serves institutional and high-net-worth clients through diverse funds and co-investments. In recent market activity, BAM shares have shown resilience, trading around $49 with a 52-week range of $42.20 to $64.10. The stock experienced gains in recent weeks, up over 5% weekly at points, buoyed by record 2025 fundraising of $112 billion and Q4 fee-related earnings of $867 million, up 22% year-over-year. Sentiment reflects optimism around scalable, asset-light model growth, though broader YTD pressures have tempered absolute returns.
BX Overview and Recent Performance
Blackstone Inc. (BX), founded in 1985, is the world's largest alternative asset manager, spanning private equity, real estate, credit, hedge funds, and multi-asset strategies across global markets. It targets opportunities from early-stage ventures to large buyouts and real estate debt. Recently, BX shares hover near $129, within a 52-week range of $101.73 to $190.09, but down sharply YTD from 2025 year-end highs around $152. Performance has been pressured in recent months amid sector selloffs, though Q4 2025 revenue beat expectations and analysts eye recovery potential to $140. Fundraising momentum and strategic bets in data centers support long-term sentiment, offset by higher volatility.
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Head-to-Head Comparison
BAM and BX share fee-driven business models reliant on AUM expansion, but diverge in scale and focus: BX leads with broader private equity and credit exposure, while BAM emphasizes real assets like renewables and infrastructure. Growth drivers include robust fundraising—BAM's 2025 record versus BX's consistent beats—but recent momentum favors BAM with shallower YTD drawdowns. Risk factors mirror sector sensitivities to rates and realizations; BX's higher beta signals amplified swings. Market sentiment tilts toward value in beaten-down BX, balanced by BAM's stability.
Tickeron AI Verdict
Tickeron's AI currently favors BAM with higher probability in the near term, owing to trend consistency from record fundraising, lower beta for stability, and relative outperformance amid sector headwinds. BX offers compelling recovery upside from oversold levels, but observable momentum tilts toward BAM.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BAM is a Hold and BX is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BAM’s FA Score shows that 2 FA rating(s) are green whileBX’s FA Score has 2 green FA rating(s).
- BAM’s FA Score: 2 green, 3 red.
- BX’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BAM’s TA Score shows that 3 TA indicator(s) are bullish while BX’s TA Score has 3 bullish TA indicator(s).
- BAM’s TA Score: 3 bullish, 4 bearish.
- BX’s TA Score: 3 bullish, 6 bearish.
Price Growth
BAM (@Investment Managers) experienced а -1.92% price change this week, while BX (@Investment Managers) price change was -2.72% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.33%. For the same industry, the average monthly price growth was -3.81%, and the average quarterly price growth was -8.17%.
Reported Earning Dates
BX is expected to report earnings on Jul 16, 2026.
Industries' Descriptions
@Investment Managers (-2.33% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| BAM | BX | BAM / BX | |
| Capitalization | 77.1B | 140B | 55% |
| EBITDA | 3.46B | N/A | - |
| Gain YTD | -6.953 | -23.886 | 29% |
| P/E Ratio | 30.61 | 29.46 | 104% |
| Revenue | 4.77B | 12.6B | 38% |
| Total Cash | 402M | N/A | - |
| Total Debt | 3.62B | 14.2B | 26% |
BAM | BX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 19 | 66 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 16 Undervalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 88 | 72 | |
SMR RATING 1..100 | 32 | 28 | |
PRICE GROWTH RATING 1..100 | 57 | 61 | |
P/E GROWTH RATING 1..100 | 78 | 80 | |
SEASONALITY SCORE 1..100 | 50 | 35 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BX's Valuation (14) in the Investment Managers industry is in the same range as BAM (16) in the null industry. This means that BX’s stock grew similarly to BAM’s over the last 12 months.
BX's Profit vs Risk Rating (72) in the Investment Managers industry is in the same range as BAM (88) in the null industry. This means that BX’s stock grew similarly to BAM’s over the last 12 months.
BX's SMR Rating (28) in the Investment Managers industry is in the same range as BAM (32) in the null industry. This means that BX’s stock grew similarly to BAM’s over the last 12 months.
BAM's Price Growth Rating (57) in the null industry is in the same range as BX (61) in the Investment Managers industry. This means that BAM’s stock grew similarly to BX’s over the last 12 months.
BAM's P/E Growth Rating (78) in the null industry is in the same range as BX (80) in the Investment Managers industry. This means that BAM’s stock grew similarly to BX’s over the last 12 months.
| BAM | BX | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 65% | 2 days ago 84% |
| Momentum ODDS (%) | 2 days ago 64% | 2 days ago 70% |
| MACD ODDS (%) | 2 days ago 65% | 7 days ago 50% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 65% |
| TrendMonth ODDS (%) | 2 days ago 57% | 2 days ago 66% |
| Advances ODDS (%) | 6 days ago 61% | 14 days ago 72% |
| Declines ODDS (%) | 2 days ago 66% | 2 days ago 67% |
| BollingerBands ODDS (%) | N/A | 2 days ago 65% |
| Aroon ODDS (%) | 2 days ago 52% | 2 days ago 68% |
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BAM and
Correlation & Price change
A.I.dvisor indicates that over the last year, BAM has been closely correlated with BN. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if BAM jumps, then BN could also see price increases.
BX and
Correlation & Price change
A.I.dvisor indicates that over the last year, BX has been closely correlated with KKR. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if BX jumps, then KKR could also see price increases.