Brookfield Asset Management Ltd. (BAM)vsDuke Energy Corporation (DUK)
BAM
Brookfield Asset Management Ltd.
$48.01
+4.28%
FINANCIAL SERVICES · Cap: $78.65B
DUK
Duke Energy Corporation
$129.55
+2.40%
UTILITIES · Cap: $100.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Duke Energy Corporation generates 560% more annual revenue ($31.79B vs $4.82B). BAM leads profitability with a 51.6% profit margin vs 15.6%. BAM appears more attractively valued with a PEG of 1.36. BAM earns a higher WallStSmart Score of 66/100 (B-).
BAM
Strong Buy66
out of 100
Grade: B-
DUK
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BAM.
Margin of Safety
-64.7%
Fair Value
$78.65
Current Price
$129.55
$50.90 premium
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
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 28.1%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.5x book value
Weak financial health signals
Earnings declined 20.7%
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Earnings declined 2.2%
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 : DUK
The strongest argument for DUK centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.6% and operating margin at 28.1%.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : DUK
The primary concerns for DUK are Debt/Equity, Piotroski F-Score, PEG Ratio. Debt-to-equity of 1.75 is elevated, increasing financial risk.
Key Dynamics to Monitor
BAM profiles as a growth stock while DUK is a mature play — different risk/reward profiles.
BAM carries more volatility with a beta of 1.24 — expect wider price swings.
BAM is growing revenue faster at 31.1% — sustainability is the question.
BAM generates stronger free cash flow (697M), providing more financial flexibility.
Bottom Line
BAM scores higher overall (66/100 vs 59/100), backed by strong 51.6% margins and 31.1% 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.
Visit Website →Duke Energy Corporation
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Duke Energy Corporation is an American electric power and natural gas holding company headquartered in Charlotte, North Carolina.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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