WallStSmart

Brookfield Asset Management Ltd. (BAM)vsBlackstone Group Inc (BX)

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Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 170% more annual revenue ($15.47B vs $5.74B). BAM leads profitability with a 48.9% profit margin vs 23.0%. BAM appears more attractively valued with a PEG of 0.86. BAM earns a higher WallStSmart Score of 79/100 (B+).

BAM

Strong Buy

79

out of 100

Grade: B+

Growth: 8.7Profit: 9.5Value: 6.3Quality: 5.0
Piotroski: 2/9Altman Z: 1.85

BX

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 9.0Value: 5.7Quality: 4.0
Piotroski: 3/9Altman Z: 1.29

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM6 strengths · Avg: 9.5/10
Return on EquityProfitability
37.1%10/10

Every $100 of equity generates 37 in profit

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
$77.08B9/10

Large-cap with strong market position

PEG RatioValuation
0.868/10

Growing faster than its price suggests

BX4 strengths · Avg: 9.5/10
Return on EquityProfitability
40.2%10/10

Every $100 of equity generates 40 in profit

Operating MarginProfitability
48.9%10/10

Strong operational efficiency at 48.9%

Market CapQuality
$141.65B9/10

Large-cap with strong market position

Profit MarginProfitability
23.0%9/10

Keeps 23 of every $100 in revenue as profit

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
27.7x4/10

Moderate valuation

Price/BookValuation
11.0x4/10

Trading at 11.0x book value

Altman Z-ScoreHealth
1.854/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

BX4 concerns · Avg: 3.8/10
P/E RatioValuation
26.4x4/10

Moderate valuation

Price/BookValuation
10.7x4/10

Trading at 10.7x book value

EPS GrowthGrowth
3.7%4/10

3.7% earnings growth

Debt/EquityHealth
1.613/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BAM

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

Bull Case : BX

The strongest argument for BX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 23.0% and operating margin at 48.9%. PEG of 1.17 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 : BX

The primary concerns for BX are P/E Ratio, Price/Book, EPS Growth. Debt-to-equity of 1.61 is elevated, increasing financial risk.

Key Dynamics to Monitor

BAM profiles as a growth stock while BX is a declining play — different risk/reward profiles.

BX carries more volatility with a beta of 1.59 — expect wider price swings.

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

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

Bottom Line

BAM scores higher overall (79/100 vs 59/100), backed by strong 48.9% margins and 60.8% revenue growth. 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.

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.

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Blackstone Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Blackstone Group Inc. is an alternative asset management company specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity strategies and multiple asset classes. The company is headquartered in New York, New York with additional offices across Asia, Europe and North America.

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