WallStSmart

Brookfield Asset Management Ltd. (BAM)vsCohen & Steers Inc (CNS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 794% more annual revenue ($5.07B vs $567.29M). BAM leads profitability with a 49.7% profit margin vs 27.5%. BAM appears more attractively valued with a PEG of 1.46. BAM earns a higher WallStSmart Score of 68/100 (B-).

BAM

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 9.5Value: 5.0Quality: 5.0
Piotroski: 3/9Altman Z: 1.97

CNS

Buy

62

out of 100

Grade: C+

Growth: 4.7Profit: 9.5Value: 5.0Quality: 8.0
Piotroski: 2/9Altman Z: 2.80

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.4/10
Return on EquityProfitability
33.0%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
49.7%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
64.5%10/10

Strong operational efficiency at 64.5%

Market CapQuality
$76.25B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.8%8/10

Revenue surging 23.8% year-over-year

CNS4 strengths · Avg: 9.3/10
Operating MarginProfitability
34.4%10/10

Strong operational efficiency at 34.4%

Return on EquityProfitability
27.7%9/10

Every $100 of equity generates 28 in profit

Profit MarginProfitability
27.5%9/10

Keeps 28 of every $100 in revenue as profit

Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
30.6x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.9x4/10

Trading at 9.9x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

CNS4 concerns · Avg: 3.3/10
PEG RatioValuation
1.914/10

Expensive relative to growth rate

P/E RatioValuation
25.5x4/10

Moderate valuation

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-60.21M2/10

Negative free cash flow — burning cash

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 49.7% and operating margin at 64.5%. Revenue growth of 23.8% demonstrates continued momentum.

Bull Case : CNS

The strongest argument for CNS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 27.5% and operating margin at 34.4%.

Bear Case : BAM

The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score.

Bear Case : CNS

The primary concerns for CNS are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

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

BAM carries more volatility with a beta of 1.25 — 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

BAM scores higher overall (68/100 vs 62/100), backed by strong 49.7% margins and 23.8% 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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Cohen & Steers Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Cohen & Steers, Inc. is a publicly owned asset management portfolio company. The company is headquartered in New York, with additional offices in London, United Kingdom; Central, Hong Kong; Tokyo, Japan; and Seattle, Washington.

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