WallStSmart

Brookfield Asset Management Ltd. (BAM)vsCaliberCos Inc. Class A Common Stock (CWD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 29521% more annual revenue ($5.07B vs $17.13M). BAM leads profitability with a 49.7% profit margin vs -122.6%. BAM earns a higher WallStSmart Score of 68/100 (B-).

BAM

Strong Buy

68

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 5.0Quality: 5.0
Piotroski: 2/9Altman Z: 1.97

CWD

Avoid

23

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.0Quality: 2.5
Piotroski: 3/9Altman Z: -1.29

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.2/10
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
$82.94B9/10

Large-cap with strong market position

Return on EquityProfitability
23.5%9/10

Every $100 of equity generates 24 in profit

Revenue GrowthGrowth
23.8%8/10

Revenue surging 23.8% year-over-year

CWD0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
32.5x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.5x4/10

Trading at 11.5x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

CWD4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$4.15M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-105.9%2/10

ROE of -105.9% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : BAM

The strongest argument for BAM centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 49.7% and operating margin at 64.5%. Revenue growth of 23.8% demonstrates continued momentum.

Bull Case : CWD

CWD has a balanced fundamental profile.

Bear Case : BAM

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

Bear Case : CWD

The primary concerns for CWD are EPS Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 103.10 is elevated, increasing financial risk.

Key Dynamics to Monitor

BAM profiles as a growth stock while CWD is a turnaround 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 (545M), providing more financial flexibility.

Bottom Line

BAM scores higher overall (68/100 vs 23/100), backed by strong 49.7% margins and 23.8% 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 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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CaliberCos Inc. Class A Common Stock

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

CaliberCos Inc. (CWD) is a premier diversified real estate investment firm focused on the development, management, and investment of a wide array of commercial and residential properties across the United States. Leveraging its extensive network of subsidiaries and deep industry insights, CaliberCos is dedicated to delivering exceptional returns for its investors through innovative and sustainable strategies that enhance community engagement. The company's strategic partnerships and disciplined asset management practices position it for sustained growth while allowing it to effectively adapt to market fluctuations and evolving consumer demands within the dynamic real estate sector.

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