BAM
Price
$56.81
Change
+$1.27 (+2.29%)
Updated
Jul 3 closing price
Capitalization
16.34B
SHNWF
Price
$4.98
Change
-$0.49 (-8.96%)
Updated
Jun 23 closing price
Capitalization
7.9B
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BAM vs SHNWF

Header iconBAM vs SHNWF Comparison
Open Charts BAM vs SHNWFBanner chart's image
Brookfield Asset Management
Price$56.81
Change+$1.27 (+2.29%)
Volume$1.43M
Capitalization16.34B
Schroders
Price$4.98
Change-$0.49 (-8.96%)
Volume$111
Capitalization7.9B
BAM vs SHNWF Comparison Chart in %
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BAM
Daily Signalchanged days ago
Gain/Loss if bought
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SHNWF
Daily Signalchanged days ago
Gain/Loss if bought
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BAM vs. SHNWF commentary
Jul 06, 2025

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 SHNWF is a Hold.

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COMPARISON
Comparison
Jul 06, 2025
Stock price -- (BAM: $56.81 vs. SHNWF: $4.98)
Brand notoriety: BAM and SHNWF are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BAM: 55% vs. SHNWF: 11%
Market capitalization -- BAM: $16.34B vs. SHNWF: $7.9B
BAM [@Investment Managers] is valued at $16.34B. SHNWF’s [@Investment Managers] market capitalization is $7.9B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.16B.

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 1 FA rating(s) are green whileSHNWF’s FA Score has 1 green FA rating(s).

  • BAM’s FA Score: 1 green, 4 red.
  • SHNWF’s FA Score: 1 green, 4 red.
According to our system of comparison, BAM is a better buy in the long-term than SHNWF.

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 4 TA indicator(s) are bullish while SHNWF’s TA Score has 2 bullish TA indicator(s).

  • BAM’s TA Score: 4 bullish, 5 bearish.
  • SHNWF’s TA Score: 2 bullish, 4 bearish.
According to our system of comparison, BAM is a better buy in the short-term than SHNWF.

Price Growth

BAM (@Investment Managers) experienced а +3.07% price change this week, while SHNWF (@Investment Managers) price change was 0.00% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.17%. For the same industry, the average monthly price growth was +6.54%, and the average quarterly price growth was +10.33%.

Reported Earning Dates

BAM is expected to report earnings on Mar 17, 2025.

SHNWF is expected to report earnings on Mar 19, 2025.

Industries' Descriptions

@Investment Managers (+2.17% 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.

SUMMARIES
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FUNDAMENTALS
Fundamentals
BAM($16.3B) has a higher market cap than SHNWF($7.9B). BAM has higher P/E ratio than SHNWF: BAM (37.12) vs SHNWF (12.05). SHNWF YTD gains are higher at: 18.524 vs. BAM (6.493).
BAMSHNWFBAM / SHNWF
Capitalization16.3B7.9B206%
EBITDA522MN/A-
Gain YTD6.49318.52435%
P/E Ratio37.1212.05308%
Revenue383MN/A-
Total Cash9MN/A-
Total Debt256MN/A-
FUNDAMENTALS RATINGS
BAM: Fundamental Ratings
BAM
OUTLOOK RATING
1..100
41
VALUATION
overvalued / fair valued / undervalued
1..100
31
Undervalued
PROFIT vs RISK RATING
1..100
54
SMR RATING
1..100
60
PRICE GROWTH RATING
1..100
45
P/E GROWTH RATING
1..100
39
SEASONALITY SCORE
1..100
95

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.

TECHNICAL ANALYSIS
Technical Analysis
BAMSHNWF
RSI
ODDS (%)
N/A
Bearish Trend 3 days ago
58%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
56%
Bullish Trend 3 days ago
71%
Momentum
ODDS (%)
Bullish Trend 3 days ago
72%
Bearish Trend 3 days ago
66%
MACD
ODDS (%)
Bullish Trend 3 days ago
79%
Bearish Trend 3 days ago
67%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
67%
Bullish Trend 3 days ago
46%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
62%
Bullish Trend 3 days ago
43%
Advances
ODDS (%)
Bullish Trend 3 days ago
65%
N/A
Declines
ODDS (%)
Bearish Trend 13 days ago
64%
N/A
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 3 days ago
83%
Aroon
ODDS (%)
Bearish Trend 3 days ago
57%
Bullish Trend 3 days ago
51%
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BAM
Daily Signalchanged days ago
Gain/Loss if bought
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SHNWF
Daily Signalchanged days ago
Gain/Loss if bought
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SHNWF and

Correlation & Price change

A.I.dvisor tells us that SHNWF and STT have been poorly correlated (+22% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SHNWF and STT's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SHNWF
1D Price
Change %
SHNWF100%
N/A
STT - SHNWF
22%
Poorly correlated
+0.75%
FNCSF - SHNWF
21%
Poorly correlated
N/A
BAM - SHNWF
12%
Poorly correlated
+2.29%
BBUC - SHNWF
11%
Poorly correlated
+2.67%
GAMI - SHNWF
6%
Poorly correlated
+0.62%
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