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BAM vs OWL
Which Stock Would AI Choose? Brookfield Asset Management (BAM) vs. Blue Owl Capital (OWL) Stock Comparison
Key Takeaways
- Both BAM and OWL are leading alternative asset managers, but they differ sharply in scale, momentum, and market positioning.
- BAM has delivered record fundraising and double-digit growth in fee-related earnings, supported by AI (artificial intelligence) and digital infrastructure exposure.
- OWL has faced redemption pressure in private credit funds and a steep year-to-date decline, despite a recent rebound in sentiment.
- Tickeron AI Verdict: Based on trend consistency, stability, and relative positioning, Tickeron's AI currently favors BAM over OWL.
- For deeper coverage of these names, explore the BAM Major News and BAM Today's Price Move pages, as well as OWL Major News and OWL Today's Price Move.
- To see how automated strategies are positioning across the market, explore the Trending AI Robots page.
Introduction
Investors tracking the alternative asset management sector frequently weigh BAM against OWL because both firms convert investor capital into recurring fee income across private markets. Yet their profiles diverge meaningfully: Brookfield Asset Management operates a broad real assets and infrastructure platform, while Blue Owl Capital emphasizes credit, GP (general partner) stakes, and digital infrastructure. This stock comparison is relevant for traders and long-term investors evaluating relative performance, growth drivers, and risk exposure across two businesses that sit at the center of the AI infrastructure financing theme but trade with very different momentum profiles.
BAM Overview and Recent Performance
Brookfield Asset Management is one of the world's largest alternative asset managers, overseeing roughly $672 billion in fee-earning AUM (assets under management) within a broader base of about $1.27 trillion in total managed assets. Its platform spans real estate and real assets, private equity, infrastructure, and alternative credit. In recent weeks, BAM has drawn investor attention for its leadership in AI infrastructure financing, including an expanded partnership with Bloom Energy, a role in OpenAI's new Deployment Company, and large-scale data center initiatives.
Recent quarterly results reinforced the firm's momentum, with fee-related earnings rising roughly 20% year over year and record fundraising supporting future fee streams. The stock has recovered from earlier weakness, with positive short-term returns offsetting a softer one-year period, while the dividend yield remains attractive to income-focused investors. Analyst consensus remains constructive, though the shares trade at a premium valuation relative to the broader industry.
OWL Overview and Recent Performance
Blue Owl Capital is a fast-growing alternative asset manager with roughly $192 billion in fee-earning AUM, concentrated in private credit, GP stakes, and real assets with a substantial digital infrastructure franchise. OWL has also positioned itself in the AI data center buildout, including a reported joint venture with Meta and involvement in large Texas data center projects alongside BlackRock.
Recent market activity has been more volatile for OWL. The stock has declined sharply on a year-to-date basis, pressured by redemption requests in certain private credit funds and an investor lawsuit related to BDC (business development company) liquidity disclosures. A third-quarter update showing higher revenue, record institutional fundraising, and easing redemptions triggered a short-term rebound, and the elevated dividend yield has attracted income-seeking investors. However, a high price-to-earnings multiple relative to peers leaves less room for execution missteps.
Trending AI Robots
Tickeron maintains a large roster of AI trading bots that monitor and trade thousands of different tickers, each built around distinct strategies, timeframes, and performance metrics. Because not every bot suits every market regime, Tickeron curates the strongest performers into the Trending AI Robots section. This list surfaces the bots currently best aligned with prevailing market conditions, with hundreds of automated strategies available across varied trading styles and statistical profiles. The selection process emphasizes consistency and adaptability rather than a one-size-fits-all approach, giving traders a practical way to observe how machine-driven analysis is responding to the market. Explore the Trending AI Robots page to review the current lineup and performance data.
Head-to-Head Comparison
Business model is the clearest contrast. BAM derives the bulk of its fee income from real assets, infrastructure, and energy, while OWL leans more heavily on private credit and GP stakes, with real assets and digital infrastructure a smaller but growing share. This difference shapes both growth drivers and risk factors: BAM benefits from long-duration, inflation-linked infrastructure cash flows, whereas OWL is more exposed to credit spreads, software lending, and wealth-channel fund flows.
Recent momentum also diverges. BAM has shown more consistent relative performance and record fundraising, while OWL has been weighed down by redemption pressure and litigation headlines even as its fundamentals improve. On valuation, OWL offers a substantially higher dividend yield but trades at a much higher earnings multiple, reflecting uncertainty around earnings quality, while BAM commands a premium to industry averages backed by steadier fee growth.
Tickeron AI Verdict
Weighing trend consistency, stability, catalysts, and relative positioning, Tickeron's AI currently favors BAM over OWL. The BAM thesis is supported by record fundraising, accelerating fee-related earnings, and durable AI infrastructure catalysts that translate into more stable fee streams. By contrast, OWL presents a higher-yield but higher-uncertainty profile, with ongoing redemption and litigation overhangs tempering the strength of its recent rebound. This is a probabilistic assessment based on observable factors rather than a definitive prediction, and it may shift as new data emerges.
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.
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 StrongBuy and OWL is a Buy.
BAM's RSI Indicator ascends from oversold territory
The RSI Oscillator for BAM moved out of oversold territory on October 02, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 25 similar instances when the indicator left oversold territory. In 17 of the 25 cases the stock moved higher. This puts the odds of a move higher at 68%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on BAM as a result. In 51 of 83 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 61%.
The Moving Average Convergence Divergence (MACD) for BAM just turned positive on October 05, 2026. Looking at past instances where BAM's MACD turned positive, the stock continued to rise in 28 of 45 cases over the following month. The odds of a continued upward trend are 62%.
BAM moved above its 50-day moving average on October 28, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +3.96% 3-day Advance, the price is estimated to grow further. Considering data from situations where BAM advanced for three days, in 187 of 317 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
The Aroon Indicator entered an Uptrend today. In 129 of 242 cases where BAM Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 53%.
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 6 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for BAM moved below the 200-day moving average on October 26, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BAM declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 66%.
BAM broke above its upper Bollinger Band on October 29, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 29 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 49 (best 1 - 100 worst), indicating steady price growth. BAM’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 77 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 94 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: BAM's P/B Ratio (10.260) is slightly higher than the industry average of (2.410). P/E Ratio (27.577) is within average values for comparable stocks, (-3.016). Projected Growth (PEG Ratio) (1.046) is also within normal values, averaging (1.319). Dividend Yield (0.042) settles around the average of (0.272) among similar stocks. P/S Ratio (15.198) is also within normal values, averaging (15.694).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BAM’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 81, placing this stock worse than average.
OWL in upward trend: price rose above 50-day moving average on October 29, 2026
OWL moved above its 50-day moving average on October 29, 2026 date and that indicates a change from a downward trend to an upward trend. In 32 of 38 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 84%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 26, 2026. You may want to consider a long position or call options on OWL as a result. In 57 of 78 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 73%.
The Moving Average Convergence Divergence (MACD) for OWL just turned positive on October 08, 2026. Looking at past instances where OWL's MACD turned positive, the stock continued to rise in 36 of 44 cases over the following month. The odds of a continued upward trend are 82%.
Following a +11.82% 3-day Advance, the price is estimated to grow further. Considering data from situations where OWL advanced for three days, in 224 of 298 cases, the price rose further within the following month. The odds of a continued upward trend are 75%.
Bearish Trend Analysis
The 10-day RSI Indicator for OWL moved out of overbought territory on October 30, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 36 similar instances where the indicator moved out of overbought territory. In 26 of the 36 cases, the stock moved lower in the following days. This puts the odds of a move lower at 72%.
The Stochastic Oscillator has been in the overbought zone for 2 days. Expect a price pull-back in the near future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where OWL declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 72%.
OWL broke above its upper Bollinger Band on October 29, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for OWL entered a downward trend on October 26, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 47 (best 1 - 100 worst), indicating steady price growth. OWL’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 84 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 86 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.539) is normal, around the industry mean (2.410). P/E Ratio (86.083) is within average values for comparable stocks, (-3.016). Projected Growth (PEG Ratio) (0.146) is also within normal values, averaging (1.319). Dividend Yield (0.089) settles around the average of (0.272) among similar stocks. P/S Ratio (2.303) is also within normal values, averaging (15.694).
The Tickeron SMR rating for this company is 86 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. OWL’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 81, placing this stock worse than average.
BAM | OWL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 29 | 86 | |
PRICE GROWTH RATING 1..100 | 49 | 47 | |
P/E GROWTH RATING 1..100 | 77 | 84 | |
SEASONALITY SCORE 1..100 | 75 | n/a |
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.
OWL's Valuation (86) in the null industry is in the same range as BAM (94). This means that OWL’s stock grew similarly to BAM’s over the last 12 months.
OWL's Profit vs Risk Rating (100) in the null industry is in the same range as BAM (100). This means that OWL’s stock grew similarly to BAM’s over the last 12 months.
BAM's SMR Rating (29) in the null industry is somewhat better than the same rating for OWL (86). This means that BAM’s stock grew somewhat faster than OWL’s over the last 12 months.
OWL's Price Growth Rating (47) in the null industry is in the same range as BAM (49). This means that OWL’s stock grew similarly to BAM’s over the last 12 months.
BAM's P/E Growth Rating (77) in the null industry is in the same range as OWL (84). This means that BAM’s stock grew similarly to OWL’s over the last 12 months.
| BAM | OWL | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 68% | 4 days ago 72% |
| Stochastic ODDS (%) | 4 days ago 67% | 4 days ago 66% |
| Momentum ODDS (%) | 4 days ago 61% | 4 days ago 73% |
| MACD ODDS (%) | 4 days ago 62% | 4 days ago 82% |
| TrendWeek ODDS (%) | 4 days ago 65% | 4 days ago 73% |
| TrendMonth ODDS (%) | 4 days ago 57% | 4 days ago 72% |
| Advances ODDS (%) | 5 days ago 59% | 5 days ago 75% |
| Declines ODDS (%) | 15 days ago 66% | 7 days ago 72% |
| BollingerBands ODDS (%) | 4 days ago 56% | 4 days ago 65% |
| Aroon ODDS (%) | 4 days ago 53% | 4 days ago 78% |
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 overvalued. 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 1 FA rating(s) are green while OWL’s FA Score has 0 green FA rating(s).
- BAM’s FA Score: 1 green, 4 red.
- OWL’s FA Score: 0 green, 5 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 6 TA indicator(s) are bullish while OWL’s TA Score has 4 bullish TA indicator(s).
- BAM’s TA Score: 6 bullish, 4 bearish.
- OWL’s TA Score: 4 bullish, 5 bearish.
Price Growth
BAM (@Investment Managers) experienced а +2.62% price change this week, while OWL (@Investment Managers) price change was +10.36% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.34%. For the same industry, the average monthly price growth was -6.05%, and the average quarterly price growth was -3.42%.
Reported Earning Dates
BAM is expected to report earnings on Nov 06, 2026.
OWL is expected to report earnings on Feb 17, 2027.
Industries' Descriptions
@Investment Managers (+0.34% 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.
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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.
OWL and
Correlation & Price change
A.I.dvisor indicates that over the last year, OWL has been closely correlated with ARES. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if OWL jumps, then ARES could also see price increases.