Compare · BAM vs HRB
BAM vs HRB
Side-by-side comparison of Brookfield Asset Management Inc (BAM) and H&R Block Inc. (HRB): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both BAM and HRB operate in Other Consumer Services (Consumer Discretionary), so they compete in similar markets.
- BAM is the larger of the two at $72.24B, about 13.4x HRB ($5.37B).
- Over the past year, BAM is down 20.7% and HRB is down 10.2% - HRB leads by 10.5 points.
- BAM has been more active in the news (8 items in the past 4 weeks vs 5 for HRB).
- BAM has more recent analyst coverage (25 ratings vs 4 for HRB).
- Company
- Brookfield Asset Management Inc
- H&R Block Inc.
- Price
- $44.62-1.35%
- $46.03+5.04%
- Market cap
- $72.24B
- $5.37B
- 1M return
- -2.68%
- +0.41%
- 1Y return
- -20.65%
- -10.15%
- Industry
- Other Consumer Services
- Other Consumer Services
- Exchange
- NYSE
- NYSE
- IPO
- 2022
- News (4w)
- 8
- 5
- Recent ratings
- 25
- 4
Brookfield Asset Management Inc
Brookfield Asset Management is a leading global alternative asset manager and one of the largest investors in real assets. Our investment focus is on real estate, renewable power, infrastructure and private equity assets. Our objective is to generate attractive long-term risk-adjusted returns for the benefit of our clients and shareholders. We manage a range of public and private investment products and services for institutional and retail clients. We earn asset management income for doing so and align our interests with our clients by investing alongside them. We have an exceptionally strong balance sheet, with over $30 billion of capital invested, primarily in our four listed partnerships: Brookfield Property Partners, Brookfield Infrastructure Partners, Brookfield Renewable Partners and Brookfield Business Partners. This access to large-scale capital enables us to make investments in sizeable, premier assets across geographies and asset classes that few managers are able to do. We create value for BAM shareholders in the following ways: As an asset manager  by investing both our own capital and that of our investors  this enables us to increase the scale of our operations, and enhances our financial returns through base management fees and performance-based income; as an investor and capital allocator  we strive to invest at attractive valuations, particularly in value-oriented situations that create opportunities for superior valuation gains and cash flow returns, or by monetizing assets at appropriate times to realize value; and as an owner-operator  we constantly work to increase the value of the assets within our operating businesses and the cash flows they produce through our operating expertise, development capabilities and effective financing.
H&R Block Inc.
H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. It also provides DIY tax services and products, including federal and state income tax returns, access to tax tips, advice and tax-related news, use of calculators for tax planning, and error checking and electronic filing; and software online, as well as through third-party retail stores. In addition, the company offers Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; H&R Block Instant Refund; and H&R Block Pay With Refund services. Further, it provides small business financial solutions through its company-owned or franchise offices, and online. H&R Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri.
Latest BAM
- SEC Form 8-K filed by Brookfield Asset Management Inc
- Brookfield Asset Management to Host Third Quarter 2026 Results Conference Call
- Wells Fargo initiated coverage on Brookfield Asset Mgmt with a new price target
- Brookfield Asset Management Inc filed SEC Form 8-K: Other Events, Financial Statements and Exhibits
- Oaktree Asset-Backed Finance Fund Closes at $2 Billion
- Brookfield Asset Management Inc filed SEC Form 8-K: Other Events, Financial Statements and Exhibits
- U.S. – Korea Framework Advances Deployment of Westinghouse Nuclear Technology in the United States
- Brookfield Asset Management Inc filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- Brookfield Asset Management Inc filed SEC Form 8-K: Other Events, Financial Statements and Exhibits
- Brookfield Agrees to Acquire Reliance Worldwide Corporation
Latest HRB
- H&R Block and the Kansas City Chiefs announce multiyear partnership
- Chief Retail Officer Darling Mark J. sold $109,853 worth of shares (2,700 units at $40.69), decreasing direct ownership by 11% to 21,588 units (SEC Form 4)
- SEC Form DEFA14A filed by H&R Block Inc.
- SEC Form DEF 14A filed by H&R Block Inc.
- H&R Block Investing in the Expertise That Millions of Taxpayers Depend On
- SEC Form 11-K filed by H&R Block Inc.
- President & CEO Campbell Curtis A was granted 49,129 shares and covered exercise/tax liability with 2,833 shares, increasing direct ownership by 108% to 89,283 units (SEC Form 4)
- Chief Financial Officer Mason Tiffany L was granted 13,553 shares and covered exercise/tax liability with 3,510 shares, increasing direct ownership by 44% to 32,870 units (SEC Form 4)
- Chief Legal & Admin. Officer Redler Dara S was granted 9,826 shares and covered exercise/tax liability with 12,219 shares, decreasing direct ownership by 4% to 58,236 units (SEC Form 4)
- Chief Strategy & Operations Of Manuel Scott was granted 10,843 shares and covered exercise/tax liability with 3,736 shares, increasing direct ownership by 29% to 31,422 units (SEC Form 4)