BAM
Price
$59.11
Change
-$1.05 (-1.75%)
Updated
Sep 2, 04:59 PM (EDT)
Capitalization
96.73B
STEP
Price
$61.08
Change
-$0.98 (-1.58%)
Updated
Sep 2, 04:59 PM (EDT)
Capitalization
4.8B
64 days until earnings call
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BAM vs STEP

Header iconBAM vs STEP Comparison
Open Charts BAM vs STEPBanner chart's image
Brookfield Asset Management
Price$59.11
Change-$1.05 (-1.75%)
Volume$10.76K
Capitalization96.73B
StepStone Group
Price$61.08
Change-$0.98 (-1.58%)
Volume$5.73K
Capitalization4.8B
BAM vs STEP Comparison Chart in %
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BAM
Daily Signalchanged days ago
Gain/Loss if bought
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STEP
Daily Signalchanged days ago
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BAM vs. STEP commentary
Sep 03, 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 STEP is a Buy.

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COMPARISON
Comparison
Sep 03, 2025
Stock price -- (BAM: $60.16 vs. STEP: $62.06)
Brand notoriety: BAM and STEP are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BAM: 79% vs. STEP: 78%
Market capitalization -- BAM: $96.73B vs. STEP: $4.8B
BAM [@Investment Managers] is valued at $96.73B. STEP’s [@Investment Managers] market capitalization is $4.8B. The market cap for tickers in the [@Investment Managers] industry ranges from $174.54B to $0. The average market capitalization across the [@Investment Managers] industry is $7.62B.

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 whileSTEP’s FA Score has 2 green FA rating(s).

  • BAM’s FA Score: 1 green, 4 red.
  • STEP’s FA Score: 2 green, 3 red.
According to our system of comparison, BAM is a better buy in the long-term than STEP.

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 STEP’s TA Score has 5 bullish TA indicator(s).

  • BAM’s TA Score: 4 bullish, 4 bearish.
  • STEP’s TA Score: 5 bullish, 3 bearish.
According to our system of comparison, STEP is a better buy in the short-term than BAM.

Price Growth

BAM (@Investment Managers) experienced а -0.76% price change this week, while STEP (@Investment Managers) price change was +1.02% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.55%. For the same industry, the average monthly price growth was +3.54%, and the average quarterly price growth was +21.77%.

Reported Earning Dates

STEP is expected to report earnings on Nov 05, 2025.

Industries' Descriptions

@Investment Managers (+0.55% 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($96.7B) has a higher market cap than STEP($4.8B). STEP has higher P/E ratio than BAM: STEP (104.85) vs BAM (42.07). BAM YTD gains are higher at: 13.591 vs. STEP (9.389). BAM has higher annual earnings (EBITDA): 970M vs. STEP (-237.41M). STEP has less debt than BAM: STEP (383M) vs BAM (639M). STEP has higher revenues than BAM: STEP (1.35B) vs BAM (835M).
BAMSTEPBAM / STEP
Capitalization96.7B4.8B2,015%
EBITDA970M-237.41M-409%
Gain YTD13.5919.389145%
P/E Ratio42.07104.8540%
Revenue835M1.35B62%
Total Cash12MN/A-
Total Debt639M383M167%
FUNDAMENTALS RATINGS
BAM: Fundamental Ratings
BAM
OUTLOOK RATING
1..100
50
VALUATION
overvalued / fair valued / undervalued
1..100
21
Undervalued
PROFIT vs RISK RATING
1..100
48
SMR RATING
1..100
56
PRICE GROWTH RATING
1..100
49
P/E GROWTH RATING
1..100
35
SEASONALITY SCORE
1..100
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.

TECHNICAL ANALYSIS
Technical Analysis
BAMSTEP
RSI
ODDS (%)
Bearish Trend 5 days ago
57%
N/A
Stochastic
ODDS (%)
Bullish Trend 5 days ago
72%
Bearish Trend 5 days ago
70%
Momentum
ODDS (%)
Bearish Trend 5 days ago
59%
Bullish Trend 5 days ago
82%
MACD
ODDS (%)
Bearish Trend 5 days ago
54%
Bullish Trend 5 days ago
86%
TrendWeek
ODDS (%)
Bearish Trend 5 days ago
61%
Bullish Trend 5 days ago
79%
TrendMonth
ODDS (%)
Bearish Trend 5 days ago
53%
Bullish Trend 5 days ago
80%
Advances
ODDS (%)
Bullish Trend 6 days ago
66%
Bullish Trend 12 days ago
79%
Declines
ODDS (%)
Bearish Trend 13 days ago
64%
Bearish Trend 16 days ago
72%
BollingerBands
ODDS (%)
Bullish Trend 5 days ago
81%
Bullish Trend 5 days ago
83%
Aroon
ODDS (%)
Bullish Trend 5 days ago
59%
Bearish Trend 5 days ago
71%
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BAM
Daily Signalchanged days ago
Gain/Loss if bought
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STEP
Daily Signalchanged days ago
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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 84% 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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BAM
1D Price
Change %
BAM100%
-0.25%
BN - BAM
84%
Closely correlated
-0.08%
BX - BAM
77%
Closely correlated
-0.36%
KKR - BAM
77%
Closely correlated
-0.43%
CG - BAM
75%
Closely correlated
+0.22%
STEP - BAM
74%
Closely correlated
-0.85%
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