vs
Side-by-side financial comparison of ARKO Corp. (ARKO) and Brookfield Asset Management Ltd. (BAM). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $1.3B, roughly 1.3× Brookfield Asset Management Ltd.). Brookfield Asset Management Ltd. runs the higher net margin — 43.8% vs 0.1%, a 43.7% gap on every dollar of revenue. On growth, Brookfield Asset Management Ltd. posted the faster year-over-year revenue change (23.8% vs -9.9%). Over the past eight quarters, Brookfield Asset Management Ltd.'s revenue compounded faster (30.5% CAGR vs -7.0%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
Brookfield Asset Management Ltd. is a Canadian-American alternative asset manager. The company was founded in December 2022 as a spin-off of the asset management operations of Brookfield Corporation, and manages investments across real estate, infrastructure, renewable energy, private equity, and credit markets globally.
ARKO vs BAM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.3B |
| Net Profit | $1.9M | $586.0M |
| Gross Margin | — | — |
| Operating Margin | 1.2% | — |
| Net Margin | 0.1% | 43.8% |
| Revenue YoY | -9.9% | 23.8% |
| Net Profit YoY | 180.9% | 15.6% |
| EPS (diluted) | $0.01 | $0.38 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.8B | $1.1B | ||
| Q3 25 | $2.0B | $974.0M | ||
| Q2 25 | $2.0B | $931.0M | ||
| Q1 25 | $1.8B | $954.0M | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.3B | $873.0M | ||
| Q2 24 | $2.4B | $821.0M |
| Q1 26 | — | $586.0M | ||
| Q4 25 | $1.9M | $615.0M | ||
| Q3 25 | $13.5M | $692.0M | ||
| Q2 25 | $20.1M | $584.0M | ||
| Q1 25 | $-12.7M | $507.0M | ||
| Q4 24 | $-2.3M | — | ||
| Q3 24 | $9.7M | $537.0M | ||
| Q2 24 | $14.1M | $124.0M |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 84.2% | ||
| Q3 25 | 1.8% | 79.1% | ||
| Q2 25 | 2.8% | 70.8% | ||
| Q1 25 | -0.6% | 61.0% | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 1.8% | 72.5% | ||
| Q2 24 | 1.8% | 80.4% |
| Q1 26 | — | 43.8% | ||
| Q4 25 | 0.1% | 56.7% | ||
| Q3 25 | 0.7% | 71.0% | ||
| Q2 25 | 1.0% | 62.7% | ||
| Q1 25 | -0.7% | 53.1% | ||
| Q4 24 | -0.1% | — | ||
| Q3 24 | 0.4% | 61.5% | ||
| Q2 24 | 0.6% | 15.1% |
| Q1 26 | — | $0.38 | ||
| Q4 25 | $0.01 | — | ||
| Q3 25 | $0.10 | — | ||
| Q2 25 | $0.16 | — | ||
| Q1 25 | $-0.12 | — | ||
| Q4 24 | $-0.03 | — | ||
| Q3 24 | $0.07 | — | ||
| Q2 24 | $0.11 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | $1.0M |
| Total DebtLower is stronger | $912.1M | — |
| Stockholders' EquityBook value | $267.2M | $8.6M |
| Total Assets | $3.5B | $17.9M |
| Debt / EquityLower = less leverage | 3.41× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.0M | ||
| Q4 25 | $311.5M | $1.6B | ||
| Q3 25 | $313.2M | $1.1B | ||
| Q2 25 | $299.7M | $480.0M | ||
| Q1 25 | $271.1M | $332.0M | ||
| Q4 24 | $267.1M | — | ||
| Q3 24 | $296.8M | — | ||
| Q2 24 | $236.5M | $10.0M |
| Q1 26 | — | — | ||
| Q4 25 | $912.1M | — | ||
| Q3 25 | $911.6M | — | ||
| Q2 25 | $916.4M | — | ||
| Q1 25 | $880.1M | — | ||
| Q4 24 | $881.0M | — | ||
| Q3 24 | $884.7M | — | ||
| Q2 24 | $889.9M | — |
| Q1 26 | — | $8.6M | ||
| Q4 25 | $267.2M | $8.9B | ||
| Q3 25 | $273.1M | $8.5B | ||
| Q2 25 | $264.8M | $8.5B | ||
| Q1 25 | $255.2M | $8.5B | ||
| Q4 24 | $276.9M | — | ||
| Q3 24 | $280.0M | $9.0B | ||
| Q2 24 | $273.1M | $3.2B |
| Q1 26 | — | $17.9M | ||
| Q4 25 | $3.5B | $17.0B | ||
| Q3 25 | $3.6B | $16.5B | ||
| Q2 25 | $3.6B | $16.1B | ||
| Q1 25 | $3.6B | $15.0B | ||
| Q4 24 | $3.6B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.7B | $4.2B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | — | ||
| Q3 25 | 3.34× | — | ||
| Q2 25 | 3.46× | — | ||
| Q1 25 | 3.45× | — | ||
| Q4 24 | 3.18× | — | ||
| Q3 24 | 3.16× | — | ||
| Q2 24 | 3.26× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $44.6M | — |
| Free Cash FlowOCF − Capex | $14.9M | — |
| FCF MarginFCF / Revenue | 0.8% | — |
| Capex IntensityCapex / Revenue | 1.7% | — |
| Cash ConversionOCF / Net Profit | 23.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $44.6M | $562.0M | ||
| Q3 25 | $49.4M | $745.0M | ||
| Q2 25 | $55.2M | $529.0M | ||
| Q1 25 | $43.4M | $265.0M | ||
| Q4 24 | $22.7M | — | ||
| Q3 24 | $109.2M | $567.0M | ||
| Q2 24 | $77.2M | $159.0M |
| Q1 26 | — | — | ||
| Q4 25 | $14.9M | — | ||
| Q3 25 | $24.5M | — | ||
| Q2 25 | $9.8M | — | ||
| Q1 25 | $16.0M | — | ||
| Q4 24 | $-13.4M | — | ||
| Q3 24 | $79.9M | — | ||
| Q2 24 | $57.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | -0.7% | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | 2.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 23.98× | 0.91× | ||
| Q3 25 | 3.67× | 1.08× | ||
| Q2 25 | 2.75× | 0.91× | ||
| Q1 25 | — | 0.52× | ||
| Q4 24 | — | — | ||
| Q3 24 | 11.28× | 1.06× | ||
| Q2 24 | 5.49× | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
BAM
| Management and incentive fee revenues | $990.0M | 74% |
| Other revenues | $236.0M | 18% |
| Other | $112.0M | 8% |
