WallStSmart

Artisan Partners Asset Management Inc (APAM)vsBrookfield Asset Management Ltd. (BAM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 360% more annual revenue ($5.74B vs $1.25B). BAM leads profitability with a 48.9% profit margin vs 24.1%. BAM appears more attractively valued with a PEG of 1.05. BAM earns a higher WallStSmart Score of 77/100 (B+).

APAM

Strong Buy

69

out of 100

Grade: B-

Growth: 6.7Profit: 9.5Value: 7.0Quality: 7.0
Piotroski: 5/9Altman Z: 2.84

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

APAM4 strengths · Avg: 9.3/10
P/E RatioValuation
9.8x10/10

Attractively priced relative to earnings

Return on EquityProfitability
73.8%10/10

Every $100 of equity generates 74 in profit

Profit MarginProfitability
24.1%9/10

Keeps 24 of every $100 in revenue as profit

Operating MarginProfitability
27.5%8/10

Strong operational efficiency at 27.5%

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

APAM0 concerns · Avg: 0/10

No major concerns identified

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 : APAM

The strongest argument for APAM centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 24.1% and operating margin at 27.5%. PEG of 1.38 suggests the stock is reasonably priced for its growth.

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 : APAM

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

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

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

APAM carries more volatility with a beta of 1.66 — expect wider price swings.

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

BAM generates stronger free cash flow (393M), providing more financial flexibility.

Bottom Line

BAM scores higher overall (77/100 vs 69/100), 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.

Artisan Partners Asset Management Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Artisan Partners Asset Management Inc. is a publicly owned investment manager. The company is headquartered in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.

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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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