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BAM or BLK or VCTR
Which Stock Would AI Choose? Brookfield Asset Management (BAM) vs. BlackRock (BLK) vs. Victory Capital Holdings (VCTR) Stock Comparison
Key Takeaways
- BAM, BLK, and VCTR represent asset managers of varying scale, with BLK as the largest by assets under management (AUM) and VCTR demonstrating the strongest recent total returns.
- Recent market activity shows VCTR with substantial year-to-date gains exceeding 58%, outpacing broader benchmarks while BAM trades near $48 with a dividend yield above 4%.
- BLK benefits from its dominant position in index and exchange-traded fund (ETF) products, providing relative stability amid fluctuating equity markets.
- BAM focuses on alternative assets including infrastructure, supporting fee-related earnings growth reported in recent quarters.
- Valuation sensitivity differs, with smaller firms like VCTR showing higher price volatility tied to performance fees and AUM flows.
- Overall sector exposure centers on asset management, where AUM growth, fee margins, and market sentiment drive relative performance across the three.
Introduction
Asset management firms play a central role in global capital markets by overseeing trillions in client assets and generating revenue primarily through management and performance fees. This comparison examines BAM (Brookfield Asset Management), BLK (BlackRock), and VCTR (Victory Capital Holdings) to highlight differences in scale, business focus, and recent stock behavior. Professional investors, portfolio managers, and active traders seeking exposure to the financial services sector may find this analysis useful for evaluating relative positioning within the asset management industry.
BAM Overview and Recent Performance
Brookfield Asset Management specializes in alternative investments, including infrastructure, real estate, and private equity. The firm reported strong fundraising momentum in recent quarters, with fee-related earnings showing year-over-year growth. In recent market activity, BAM shares have traded around the $48 level, supported by a forward dividend yield near 4.15%. Broader sentiment has been influenced by continued interest in alternative assets amid shifting interest rate expectations, contributing to steady but measured price behavior over recent weeks.
BLK Overview and Recent Performance
BlackRock is the world’s largest asset manager, with significant scale in index funds, ETFs, and active strategies. Its business model emphasizes diversified AUM across equities, fixed income, and multi-asset solutions. Recent market activity for BLK has reflected resilience tied to ETF inflows and overall equity market participation. Stock performance has remained relatively stable compared with smaller peers, as investors weigh the firm’s market leadership against broader sector dynamics in recent weeks.
VCTR Overview and Recent Performance
Victory Capital Holdings operates as a diversified asset manager with strategies spanning traditional and alternative asset classes. The firm has reported record quarterly results in recent periods, driven by AUM growth and strong investment performance. In recent market activity, VCTR shares have shown notable strength, with year-to-date returns exceeding 58% and one-year returns near 48%, outpacing major benchmarks. Sentiment has benefited from operational momentum and favorable AUM trends observed over recent weeks.
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Head-to-Head Comparison
BAM, BLK, and VCTR differ markedly in scale and focus. BLK leads in AUM size and benefits from ETF-driven stability, while BAM emphasizes alternatives that can deliver resilient fee income. VCTR offers higher growth potential through concentrated performance but carries greater volatility linked to AUM flows and market sentiment. Growth drivers include organic inflows for all three, with BAM and VCTR showing recent fundraising or earnings momentum. Risk factors center on fee compression and equity market sensitivity, though BLK’s diversification provides relative insulation. Valuation metrics vary, with dividend focus at BAM contrasting growth-oriented multiples at VCTR.
Tickeron AI Verdict
Based on observable factors such as trend consistency, AUM momentum, and relative returns in recent market activity, Tickeron’s AI would currently assign a probabilistic edge to VCTR. Its stronger recent performance metrics and operational results position it favorably compared with peers, though outcomes remain subject to market conditions and sector dynamics.
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.
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 whileBLK’s FA Score has 1 green FA rating(s), and VCTR’s FA Score reflects 3 green FA rating(s).
- BAM’s FA Score: 2 green, 3 red.
- BLK’s FA Score: 1 green, 4 red.
- VCTR’s FA Score: 3 green, 2 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 BLK’s TA Score has 6 bullish TA indicator(s), and VCTR’s TA Score reflects 4 bullish TA indicator(s).
- BAM’s TA Score: 6 bullish, 4 bearish.
- BLK’s TA Score: 6 bullish, 4 bearish.
- VCTR’s TA Score: 4 bullish, 4 bearish.
Price Growth
BAM (@Investment Managers) experienced а +8.45% price change this week, while BLK (@Investment Managers) price change was +4.22% , and VCTR (@Investment Managers) price fluctuated +9.22% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +5.92%. For the same industry, the average monthly price growth was +4.69%, and the average quarterly price growth was +15.28%.
Reported Earning Dates
BLK is expected to report earnings on Oct 09, 2026.
VCTR is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Investment Managers (+5.92% 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 | BLK | VCTR | |
| Capitalization | 83.4B | 176B | 6.65B |
| EBITDA | 3.46B | 10.6B | 655M |
| Gain YTD | 3.609 | 6.694 | 71.446 |
| P/E Ratio | 29.99 | 27.23 | 19.67 |
| Revenue | 4.77B | 25.6B | 1.48B |
| Total Cash | 1.1B | 13.1B | N/A |
| Total Debt | 3.83B | 15B | 1.01B |
BAM | BLK | VCTR | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 38 | 22 | 39 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 15 Undervalued | 73 Overvalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 91 | 54 | 4 | |
SMR RATING 1..100 | 32 | 66 | 53 | |
PRICE GROWTH RATING 1..100 | 47 | 33 | 37 | |
P/E GROWTH RATING 1..100 | 82 | 50 | 25 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 50 |
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.
VCTR's Valuation (13) in the Investment Managers industry is in the same range as BAM (15) in the null industry, and is somewhat better than the same rating for BLK (73) in the Investment Managers industry. This means that VCTR's stock grew similarly to BAM’s and somewhat faster than BLK’s over the last 12 months.
VCTR's Profit vs Risk Rating (4) in the Investment Managers industry is somewhat better than the same rating for BLK (54) in the Investment Managers industry, and is significantly better than the same rating for BAM (91) in the null industry. This means that VCTR's stock grew somewhat faster than BLK’s and significantly faster than BAM’s over the last 12 months.
BAM's SMR Rating (32) in the null industry is in the same range as VCTR (53) in the Investment Managers industry, and is somewhat better than the same rating for BLK (66) in the Investment Managers industry. This means that BAM's stock grew similarly to VCTR’s and somewhat faster than BLK’s over the last 12 months.
BLK's Price Growth Rating (33) in the Investment Managers industry is in the same range as VCTR (37) in the Investment Managers industry, and is in the same range as BAM (47) in the null industry. This means that BLK's stock grew similarly to VCTR’s and similarly to BAM’s over the last 12 months.
VCTR's P/E Growth Rating (25) in the Investment Managers industry is in the same range as BLK (50) in the Investment Managers industry, and is somewhat better than the same rating for BAM (82) in the null industry. This means that VCTR's stock grew similarly to BLK’s and somewhat faster than BAM’s over the last 12 months.
| BAM | BLK | VCTR | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 65% | 2 days ago 44% | 2 days ago 63% |
| Stochastic ODDS (%) | 2 days ago 59% | 2 days ago 54% | 2 days ago 55% |
| Momentum ODDS (%) | 2 days ago 71% | 2 days ago 58% | 2 days ago 76% |
| MACD ODDS (%) | 2 days ago 57% | 4 days ago 46% | 2 days ago 74% |
| TrendWeek ODDS (%) | 2 days ago 64% | 2 days ago 64% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 57% | 2 days ago 59% | 2 days ago 72% |
| Advances ODDS (%) | 4 days ago 59% | 4 days ago 58% | 2 days ago 73% |
| Declines ODDS (%) | 17 days ago 67% | 19 days ago 58% | 4 days ago 63% |
| BollingerBands ODDS (%) | 2 days ago 60% | 2 days ago 47% | 2 days ago 63% |
| Aroon ODDS (%) | 2 days ago 52% | 2 days ago 50% | 2 days ago 67% |
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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.
BLK and
Correlation & Price change
A.I.dvisor indicates that over the last year, BLK has been closely correlated with IVZ. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if BLK jumps, then IVZ could also see price increases.
VCTR and
Correlation & Price change
A.I.dvisor indicates that over the last year, VCTR has been loosely correlated with BEN. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if VCTR jumps, then BEN could also see price increases.
| Ticker / NAME | Correlation To VCTR | 1D Price Change % | ||
|---|---|---|---|---|
| VCTR | 100% | +6.82% | ||
| BEN - VCTR | 60% Loosely correlated | -2.63% | ||
| APAM - VCTR | 58% Loosely correlated | +0.63% | ||
| OWL - VCTR | 56% Loosely correlated | -0.78% | ||
| KKR - VCTR | 56% Loosely correlated | -2.18% | ||
| APO - VCTR | 55% Loosely correlated | -1.35% | ||
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