AllianceBernstein Holding L.P. (AB)vsBrookfield Asset Management Ltd. (BAM)
AB
AllianceBernstein Holding L.P.
$37.26
+0.19%
FINANCIAL SERVICES · Cap: $3.40B
BAM
Brookfield Asset Management Ltd.
$46.70
-1.13%
FINANCIAL SERVICES · Cap: $76.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Ltd. generates 1425% more annual revenue ($5.07B vs $332.76M). BAM leads profitability with a 49.7% profit margin vs 0.0%. AB appears more attractively valued with a PEG of 0.63. BAM earns a higher WallStSmart Score of 68/100 (B-).
AB
Hold47
out of 100
Grade: D+
BAM
Strong Buy68
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 25 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 37.7% YoY
Every $100 of equity generates 33 in profit
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 64.5%
Large-cap with strong market position
Revenue surging 23.8% year-over-year
Areas to Watch
0.0% margin — thin
Operating margin of 0.0%
Revenue declined 40.3%
Premium valuation, high expectations priced in
Trading at 9.9x book value
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AB
The strongest argument for AB centers on P/E Ratio, Return on Equity, PEG Ratio. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bull Case : BAM
The strongest argument for BAM centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 49.7% and operating margin at 64.5%. Revenue growth of 23.8% demonstrates continued momentum.
Bear Case : AB
The primary concerns for AB are Profit Margin, Operating Margin, Revenue Growth.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
AB profiles as a value stock while BAM is a growth play — different risk/reward profiles.
BAM carries more volatility with a beta of 1.25 — expect wider price swings.
BAM is growing revenue faster at 23.8% — sustainability is the question.
BAM generates stronger free cash flow (339M), providing more financial flexibility.
Bottom Line
BAM scores higher overall (68/100 vs 47/100), backed by strong 49.7% margins and 23.8% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
AllianceBernstein Holding L.P.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
AllianceBernstein Holding LP is a publicly owned investment manager. The company is headquartered in New York, New York.
Visit Website →Brookfield Asset Management Ltd.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Brookfield Asset Management is a leading global alternative asset manager and one of the largest investors in real assets.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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