WallStSmart

Affiliated Managers Group Inc (AMG)vsBrookfield Corp (BN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 3644% more annual revenue ($77.66B vs $2.07B). AMG leads profitability with a 34.5% profit margin vs 1.7%. AMG appears more attractively valued with a PEG of 0.46. AMG earns a higher WallStSmart Score of 73/100 (B).

AMG

Strong Buy

73

out of 100

Grade: B

Growth: 6.7Profit: 7.0Value: 10.0Quality: 5.8
Piotroski: 5/9Altman Z: 2.64

BN

Buy

64

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMGUndervalued (+71.0%)

Margin of Safety

+71.0%

Fair Value

$1063.76

Current Price

$280.66

$783.10 discount

UndervaluedFair: $1063.76Overvalued
BNSignificantly Overvalued (-103.3%)

Margin of Safety

-103.3%

Fair Value

$22.93

Current Price

$39.22

$16.29 premium

UndervaluedFair: $22.93Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMG5 strengths · Avg: 9.2/10
PEG RatioValuation
0.4610/10

Growing faster than its price suggests

Profit MarginProfitability
34.5%10/10

Keeps 35 of every $100 in revenue as profit

EPS GrowthGrowth
122.1%10/10

Earnings expanding 122.1% YoY

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

BN4 strengths · Avg: 8.8/10
EPS GrowthGrowth
80.4%10/10

Earnings expanding 80.4% YoY

Market CapQuality
$86.53B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.2%8/10

Strong operational efficiency at 29.2%

Areas to Watch

AMG0 concerns · Avg: 0/10

No major concerns identified

BN4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Return on EquityProfitability
1.9%3/10

ROE of 1.9% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

P/E RatioValuation
78.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : AMG

The strongest argument for AMG centers on PEG Ratio, Profit Margin, EPS Growth. Profitability is solid with margins at 34.5% and operating margin at 11.6%. PEG of 0.46 suggests the stock is reasonably priced for its growth.

Bull Case : BN

The strongest argument for BN centers on EPS Growth, Market Cap, Price/Book. PEG of 1.27 suggests the stock is reasonably priced for its growth.

Bear Case : AMG

No major red flags identified for AMG, but monitor valuation.

Bear Case : BN

The primary concerns for BN are Revenue Growth, Return on Equity, Profit Margin. A P/E of 78.1x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

AMG profiles as a mature stock while BN is a value play — different risk/reward profiles.

BN carries more volatility with a beta of 1.86 — expect wider price swings.

AMG is growing revenue faster at 6.2% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AMG scores higher overall (73/100 vs 64/100), backed by strong 34.5% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Affiliated Managers Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Affiliated Managers Group, Inc., through its affiliates, is an asset management company providing investment management services to mutual funds, institutional clients and high net worth individuals in the United States. The company is headquartered in Prides Crossing, Massachusetts.

Brookfield Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Brookfield Corporation is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. The company is headquartered in Toronto, Canada with additional offices across Northern America; South America; Europe; Middle East and Asia.

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