WallStSmart

Ameriprise Financial Inc (AMP)vsBrookfield Asset Management Ltd. (BAM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ameriprise Financial Inc generates 246% more annual revenue ($19.84B vs $5.74B). BAM leads profitability with a 48.9% profit margin vs 19.9%. BAM appears more attractively valued with a PEG of 1.05. BAM earns a higher WallStSmart Score of 77/100 (B+).

AMP

Strong Buy

70

out of 100

Grade: B

Growth: 6.0Profit: 8.0Value: 5.7Quality: 5.5
Piotroski: 5/9Altman Z: 0.90

BAM

Strong Buy

77

out of 100

Grade: B+

Growth: 8.7Profit: 8.0Value: 5.7Quality: 4.0
Piotroski: 2/9Altman Z: 1.97

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMP4 strengths · Avg: 9.0/10
Return on EquityProfitability
62.0%10/10

Every $100 of equity generates 62 in profit

Operating MarginProfitability
30.7%10/10

Strong operational efficiency at 30.7%

P/E RatioValuation
13.6x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$2.85B8/10

Generating 2.8B in free cash flow

BAM5 strengths · Avg: 9.4/10
Profit MarginProfitability
48.9%10/10

Keeps 49 of every $100 in revenue as profit

Operating MarginProfitability
68.7%10/10

Strong operational efficiency at 68.7%

Revenue GrowthGrowth
60.8%10/10

Revenue surging 60.8% year-over-year

Market CapQuality
$75.49B9/10

Large-cap with strong market position

EPS GrowthGrowth
47.4%8/10

Earnings expanding 47.4% YoY

Areas to Watch

AMP3 concerns · Avg: 3.0/10
PEG RatioValuation
1.594/10

Expensive relative to growth rate

Debt/EquityHealth
1.033/10

Elevated debt levels

Altman Z-ScoreHealth
0.902/10

Distress zone — elevated risk

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
27.2x4/10

Moderate valuation

Price/BookValuation
10.1x4/10

Trading at 10.1x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : AMP

The strongest argument for AMP centers on Return on Equity, Operating Margin, P/E Ratio. Profitability is solid with margins at 19.9% and operating margin at 30.7%. Revenue growth of 11.6% demonstrates continued momentum.

Bull Case : BAM

The strongest argument for BAM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 48.9% and operating margin at 68.7%. Revenue growth of 60.8% demonstrates continued momentum.

Bear Case : AMP

The primary concerns for AMP are PEG Ratio, Debt/Equity, Altman Z-Score.

Bear Case : BAM

The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score. Debt-to-equity of 5.69 is elevated, increasing financial risk.

Key Dynamics to Monitor

AMP profiles as a mature stock while BAM is a growth play — different risk/reward profiles.

BAM carries more volatility with a beta of 1.26 — expect wider price swings.

BAM is growing revenue faster at 60.8% — sustainability is the question.

AMP generates stronger free cash flow (2.8B), providing more financial flexibility.

Bottom Line

BAM scores higher overall (77/100 vs 70/100), backed by strong 48.9% margins and 60.8% revenue growth. Both earn "Strong Buy" and "Strong 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.

Ameriprise Financial Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.

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 →

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