Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in Brookfield Asset Management Ltd., Affiliated Managers Group or Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how Brookfield Asset Management Ltd., Affiliated Managers Group and Inc. compare based on key financial metrics to determine which better meets your investment needs.

About Brookfield Asset Management Ltd., Affiliated Managers Group and Inc.

Brookfield Asset Management Ltd. is a private equity firm specializing in acquisitions and growth capital investments. The firm primarily provides its services to institutional clients, high net worth individuals, financial institutions, public and private pension plans, sovereign wealth funds, endowments, and foundations. The firm manages separate client-focused public and private fund portfolios, listed partnerships, separate accounts, and co-investments. The firm invests in real assets, including real estate, infrastructure, renewable power, private equity, and credit. The firm employs fundamental and operational analysis to make its investments. The firm uses both in-house and external research to complement its investment process. It was founded in 2022 and is based in New York. Brookfield Asset Management Ltd. operates as a subsidiary of Brookfield Corporation.

Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.

Latest Capital Markets and Brookfield Asset Management Ltd., Affiliated Managers Group, Inc. Stock News

As of July 31, 2026, Brookfield Asset Management Ltd. had a $77.2 billion market capitalization, compared to the Capital Markets median of $2.8 million. Brookfield Asset Management Ltd.’s stock is down 7.6% in 2026, up 4.4% in the previous five trading days and down 22.15% in the past year.

Currently, Brookfield Asset Management Ltd.’s price-earnings ratio is 31.4. Brookfield Asset Management Ltd.’s trailing 12-month revenue is $5.1 billion with a 49.7% net profit margin. Year-over-year quarterly sales growth most recently was 23.8%. Analysts expect adjusted earnings to reach $1.838 per share for the current fiscal year. Brookfield Asset Management Ltd. currently has a 4.2% dividend yield.

As of July 31, 2026, Affiliated Managers Group, Inc. had a $9.7 billion market cap, putting it in the 77th percentile of all stocks. Affiliated Managers Group, Inc.’s stock is up 27.2% in 2026, up 2.4% in the previous five trading days and up 74.19% in the past year.

Currently, Affiliated Managers Group, Inc.’s price-earnings ratio is 14.9. Affiliated Managers Group, Inc.’s trailing 12-month revenue is $2.1 billion with a 37.7% net profit margin. Year-over-year quarterly sales growth most recently was 9.7%. There are no analysts providing consensus earnings estimates for the current fiscal year. Affiliated Managers Group, Inc. does not currently pay a dividend.

How We Compare Brookfield Asset Management Ltd., Affiliated Managers Group and Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at Brookfield Asset Management Ltd., Affiliated Managers Group and Inc.’s stock grades to see how they measure up against one another.

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Brookfield Asset Management Ltd., Affiliated Managers Group and Inc. Growth Grades

Company	Ticker	Growth
Brookfield Asset Management Ltd.	BAM	C
Affiliated Managers Group, Inc.	AMG	D

The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.

In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.

The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.

Brookfield Asset Management Ltd. has a Growth Score of 48, which is Average. Affiliated Managers Group, Inc. has a Growth Score of 25, which is Weak.

The Growth Stock Winner: No Clear Winner

Neither Brookfield Asset Management Ltd., Affiliated Managers Group or Inc. has a high enough Growth Grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if Brookfield Asset Management Ltd., Affiliated Managers Group or Inc. is the better investment when it comes to sustainable growth.

Brookfield Asset Management Ltd., Affiliated Managers Group and Inc.’s Momentum Grades

Company	Ticker	Momentum
Brookfield Asset Management Ltd.	BAM	D
Affiliated Managers Group, Inc.	AMG	A

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

Brookfield Asset Management Ltd. has a Momentum Score of 28, which is Weak. Affiliated Managers Group, Inc. has a Momentum Score of 87, which is Very Strong.

The Momentum Grade Winner: Affiliated Managers Group, Inc.

As you can clearly see from the Momentum Grade breakdown above, Affiliated Managers Group, Inc. is considered to have stronger momentum compared to Brookfield Asset Management Ltd.. For those specifically looking for companies that have stronger momentum compared to other companies in the same industry, Affiliated Managers Group, Inc. could be a good stock to invest in. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Brookfield Asset Management Ltd., Affiliated Managers Group and Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
Brookfield Asset Management Ltd.	BAM	C
Affiliated Managers Group, Inc.	AMG	B

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

Brookfield Asset Management Ltd. has a Earnings Estimate Score of 49, which is Neutral. Affiliated Managers Group, Inc. has a Earnings Estimate Score of 63, which is Positive.

The Earnings Estimate Revisions Grade Winner: Affiliated Managers Group, Inc.

As you can clearly see from the Earnings Estimate Revisions Grade breakdown above, Affiliated Managers Group, Inc. has a better Earnings Estimate Revisions Grade than Brookfield Asset Management Ltd.. For those who are specifically looking for companies with better short-term prospects when compared to other companies in the same industry, Affiliated Managers Group, Inc. could be a good stock to invest in. However, it’s important to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Other Brookfield Asset Management Ltd., Affiliated Managers Group and Inc. Grades

In addition to Estimate Revisions, Growth and Momentum, A+ Investor also provides grades for Value and Quality.

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection. Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether Brookfield Asset Management Ltd., Affiliated Managers Group and Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, Brookfield Asset Management Ltd., Affiliated Managers Group or Inc. Stock?

Overall, Brookfield Asset Management Ltd. stock has a Growth Score of 48, Momentum Score of 28 and Estimate Revisions Score of 49.

Affiliated Managers Group, Inc. stock has a Growth Score of 25, Momentum Score of 87 and Estimate Revisions Score of 63.

Comparing Brookfield Asset Management Ltd., Affiliated Managers Group and Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.