Brookfield Asset Management Inc (BAM)vsCisco Systems Inc (CSCO)
BAM
Brookfield Asset Management Inc
$42.87
-1.08%
FINANCIAL SERVICES · Cap: $70.28B
CSCO
Cisco Systems Inc
$81.83
+1.20%
TECHNOLOGY · Cap: $319.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 1126% more annual revenue ($59.05B vs $4.82B). BAM leads profitability with a 51.6% profit margin vs 18.8%. CSCO appears more attractively valued with a PEG of 1.32. CSCO earns a higher WallStSmart Score of 70/100 (B-).
BAM
Strong Buy66
out of 100
Grade: B-
CSCO
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-400.1%
Fair Value
$10.47
Current Price
$42.87
$32.40 premium
Margin of Safety
+37.1%
Fair Value
$130.10
Current Price
$81.83
$48.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 67.9%
Revenue surging 31.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Mega-cap, among the largest globally
Every $100 of equity generates 24 in profit
Strong operational efficiency at 24.9%
Earnings expanding 31.2% YoY
Generating 1.5B in free cash flow
Areas to Watch
Moderate valuation
Trading at 8.5x book value
Weak financial health signals
Earnings declined 20.7%
Moderate valuation
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : CSCO
The strongest argument for CSCO centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 24.9%. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
BAM profiles as a growth stock while CSCO is a mature play — different risk/reward profiles.
BAM carries more volatility with a beta of 1.29 — expect wider price swings.
BAM is growing revenue faster at 31.1% — sustainability is the question.
CSCO generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
CSCO scores higher overall (70/100 vs 66/100), backed by strong 18.8% margins. 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 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.
Visit Website →Cisco Systems Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Cisco Systems, Inc. is an American multinational technology conglomerate headquartered in San Jose, California, in the center of Silicon Valley. Cisco develops, manufactures and sells networking hardware, software, telecommunications equipment and other high-technology services and products. Through its numerous acquired subsidiaries, such as OpenDNS, Webex, Jabber and Jasper, Cisco specializes in specific tech markets, such as the Internet of Things (IoT), domain security and energy management. On January 25, 2021, Cisco reincorporated in Delaware.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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