Brookfield Asset Management Ltd. (BAM)vsFranklin Resources Inc (BEN)
BAM
Brookfield Asset Management Ltd.
$46.70
+1.09%
FINANCIAL SERVICES · Cap: $76.25B
BEN
Franklin Resources Inc
$31.33
-2.00%
FINANCIAL SERVICES · Cap: $16.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Franklin Resources Inc generates 78% more annual revenue ($9.03B vs $5.07B). BAM leads profitability with a 49.7% profit margin vs 8.1%. BEN appears more attractively valued with a PEG of 0.40. BEN earns a higher WallStSmart Score of 70/100 (B-).
BAM
Strong Buy68
out of 100
Grade: B-
BEN
Strong Buy70
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 87.2% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.9x book value
Grey zone — moderate risk
Weak financial health signals
ROE of 6.7% — below average capital efficiency
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : BEN
The strongest argument for BEN centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.40 suggests the stock is reasonably priced for its growth.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : BEN
The primary concerns for BEN are Return on Equity, Debt/Equity, Free Cash Flow.
Key Dynamics to Monitor
BAM profiles as a growth stock while BEN is a value play — different risk/reward profiles.
BEN carries more volatility with a beta of 1.59 — 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
BEN scores higher overall (70/100 vs 68/100). 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.
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 →Franklin Resources Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Franklin Resources Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.
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