WallStSmart

Brookfield Asset Management Ltd. (BAM)vsCarnival Plc ADS (CUK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carnival Plc ADS generates 460% more annual revenue ($26.98B vs $4.82B). BAM leads profitability with a 51.6% profit margin vs 11.5%. CUK appears more attractively valued with a PEG of 1.05. CUK earns a higher WallStSmart Score of 67/100 (B-).

BAM

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 5.0Quality: 5.5
Piotroski: 3/9

CUK

Strong Buy

67

out of 100

Grade: B-

Growth: 8.7Profit: 7.0Value: 8.0Quality: 3.0
Piotroski: 5/9Altman Z: 0.89
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BAM.

CUKUndervalued (+80.9%)

Margin of Safety

+80.9%

Fair Value

$171.68

Current Price

$27.47

$144.21 discount

UndervaluedFair: $171.68Overvalued

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
$79.93B9/10

Large-cap with strong market position

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

CUK4 strengths · Avg: 8.3/10
Return on EquityProfitability
27.9%9/10

Every $100 of equity generates 28 in profit

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

EPS GrowthGrowth
35.8%8/10

Earnings expanding 35.8% YoY

Areas to Watch

BAM4 concerns · Avg: 3.3/10
P/E RatioValuation
31.7x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.9x4/10

Trading at 9.9x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-20.7%2/10

Earnings declined 20.7%

CUK2 concerns · Avg: 1.5/10
Altman Z-ScoreHealth
0.892/10

Distress zone — elevated risk

Debt/EquityHealth
2.281/10

Elevated debt levels

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 : CUK

The strongest argument for CUK centers on Return on Equity, P/E Ratio, Price/Book. PEG of 1.05 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 : CUK

The primary concerns for CUK are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.28 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

CUK carries more volatility with a beta of 2.33 — expect wider price swings.

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

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

Bottom Line

CUK scores higher overall (67/100 vs 66/100). 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 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.

Visit Website →

Carnival Plc ADS

CONSUMER CYCLICAL · TRAVEL SERVICES · USA

Carnival Corporation & plc is a leisure travel company. The company is headquartered in Miami, Florida.

Visit Website →

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