WallStSmart

Brookfield Asset Management Ltd. (BAM)vsCapital Southwest Corporation (CSWC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 2319% more annual revenue ($5.74B vs $237.21M). BAM leads profitability with a 48.9% profit margin vs 46.7%. BAM appears more attractively valued with a PEG of 1.05. BAM earns a higher WallStSmart Score of 77/100 (B+).

BAM

Strong Buy

77

out of 100

Grade: B+

Growth: 8.7Profit: 8.0Value: 5.7Quality: 4.0
Piotroski: 2/9Altman Z: 1.97

CSWC

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 8.0Value: 5.0Quality: 5.3
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.4/10
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
$75.49B9/10

Large-cap with strong market position

EPS GrowthGrowth
47.4%8/10

Earnings expanding 47.4% YoY

CSWC5 strengths · Avg: 9.2/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
46.7%10/10

Keeps 47 of every $100 in revenue as profit

Operating MarginProfitability
75.8%10/10

Strong operational efficiency at 75.8%

P/E RatioValuation
13.4x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
28.7%8/10

Earnings expanding 28.7% YoY

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
27.2x4/10

Moderate valuation

Price/BookValuation
10.1x4/10

Trading at 10.1x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

CSWC4 concerns · Avg: 2.3/10
Market CapQuality
$1.54B3/10

Smaller company, higher risk/reward

PEG RatioValuation
12.542/10

Expensive relative to growth rate

Revenue GrowthGrowth
-4.0%2/10

Revenue declined 4.0%

Free Cash FlowQuality
$-80.87M2/10

Negative free cash flow — burning cash

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 48.9% and operating margin at 68.7%. Revenue growth of 60.8% demonstrates continued momentum.

Bull Case : CSWC

The strongest argument for CSWC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 46.7% and operating margin at 75.8%.

Bear Case : BAM

The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score. Debt-to-equity of 5.69 is elevated, increasing financial risk.

Bear Case : CSWC

The primary concerns for CSWC are Market Cap, PEG Ratio, Revenue Growth.

Key Dynamics to Monitor

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

BAM carries more volatility with a beta of 1.26 — expect wider price swings.

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

BAM generates stronger free cash flow (393M), providing more financial flexibility.

Bottom Line

BAM scores higher overall (77/100 vs 57/100), 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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Capital Southwest Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Capital Southwest Corporation (CSWC) is a leading publicly traded business development company that specializes in providing customized financing solutions for middle-market enterprises. With a diversified investment portfolio that spans debt and equity across critical sectors including healthcare, technology, and manufacturing, CSWC aims to deliver attractive risk-adjusted returns to its investors. The company leverages its extensive industry knowledge and strategic networks to not only foster operational efficiencies within its portfolio but also drive sustainable growth, positioning itself as a vital partner in the dynamic business environment.

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