WallStSmart

Brookfield Asset Management Inc (BAM)vsCalamos LongShort Equity & Dynamic Income Trust (CPZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BAM leads profitability with a 51.6% profit margin vs 0.0%. CPZ trades at a lower P/E of 14.2x. BAM earns a higher WallStSmart Score of 66/100 (B-).

BAM

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 7.3Quality: 6.0
Piotroski: 3/9

CPZ

Avoid

31

out of 100

Grade: F

Growth: 4.3Profit: 4.0Value: 5.7Quality: 6.0
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BAMSignificantly Overvalued (-400.1%)

Margin of Safety

-400.1%

Fair Value

$10.47

Current Price

$42.87

$32.40 premium

UndervaluedFair: $10.47Overvalued
CPZSignificantly Overvalued (-123.9%)

Margin of Safety

-123.9%

Fair Value

$6.73

Current Price

$13.71

$6.98 premium

UndervaluedFair: $6.73Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.6/10
Profit MarginProfitability
51.6%10/10

Keeps 52 of every $100 in revenue as profit

Operating MarginProfitability
67.9%10/10

Strong operational efficiency at 67.9%

Revenue GrowthGrowth
31.1%10/10

Revenue surging 31.1% year-over-year

Market CapQuality
$70.28B9/10

Large-cap with strong market position

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

CPZ1 strengths · Avg: 8.0/10
P/E RatioValuation
14.2x8/10

Attractively priced relative to earnings

Areas to Watch

BAM4 concerns · Avg: 3.3/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Price/BookValuation
8.5x4/10

Trading at 8.5x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-20.7%2/10

Earnings declined 20.7%

CPZ4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$275.64M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : BAM

The strongest argument for BAM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 51.6% and operating margin at 67.9%. Revenue growth of 31.1% demonstrates continued momentum.

Bull Case : CPZ

The strongest argument for CPZ centers on P/E Ratio.

Bear Case : BAM

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

Bear Case : CPZ

The primary concerns for CPZ are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

BAM profiles as a growth stock while CPZ is a value play — different risk/reward profiles.

BAM is growing revenue faster at 31.1% — sustainability is the question.

BAM generates stronger free cash flow (706M), providing more financial flexibility.

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

Bottom Line

BAM scores higher overall (66/100 vs 31/100), backed by strong 51.6% margins and 31.1% revenue growth. Both earn "Strong Buy" and "Avoid" 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 Inc

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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Calamos LongShort Equity & Dynamic Income Trust

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Calamos Long/Short Equity & Dynamic Income Trust (CPZ) is a closed-end fund focused on achieving total return through a balanced strategy of capital appreciation and income generation. By employing a long/short equity investment approach, CPZ aims to capitalize on undervalued securities while strategically utilizing short positions to mitigate risks and enhance overall income potential. Backed by Calamos Investments' extensive expertise in alternative asset management, the Trust seeks to identify and exploit market inefficiencies, thus positioning itself to thrive in varying market conditions. This multifaceted strategy strives to deliver consistent performance and superior risk-adjusted returns, making CPZ an appealing option for institutional investors.

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