WallStSmart

Brookfield Asset Management Ltd. (BAM)vsEllington Residential Mortgage (EARN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 13693% more annual revenue ($5.74B vs $41.59M). BAM leads profitability with a 48.9% profit margin vs -81.2%. EARN trades at a lower P/E of 15.6x. 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

EARN

Hold

44

out of 100

Grade: D

Growth: 7.3Profit: 4.0Value: 6.0Quality: 4.3
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

EARN4 strengths · Avg: 9.5/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
68.0%10/10

Strong operational efficiency at 68.0%

EPS GrowthGrowth
69.8%10/10

Earnings expanding 69.8% YoY

P/E RatioValuation
15.6x8/10

Attractively priced relative to earnings

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

EARN4 concerns · Avg: 2.5/10
Market CapQuality
$164.18M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.293/10

Elevated debt levels

Return on EquityProfitability
-2.8%2/10

ROE of -2.8% — below average capital efficiency

Revenue GrowthGrowth
-19.3%2/10

Revenue declined 19.3%

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 : EARN

The strongest argument for EARN centers on Price/Book, Operating Margin, EPS Growth.

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 : EARN

The primary concerns for EARN are Market Cap, Debt/Equity, Return on Equity.

Key Dynamics to Monitor

BAM profiles as a growth stock while EARN is a turnaround play — different risk/reward profiles.

EARN carries more volatility with a beta of 1.27 — expect wider price swings.

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

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

Bottom Line

BAM scores higher overall (77/100 vs 44/100), backed by strong 48.9% margins and 60.8% revenue growth. Both earn "Strong Buy" and "Hold" 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 →

Ellington Residential Mortgage

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Ellington Residential Mortgage REIT, a real estate investment trust, specializes in acquiring, investing, and managing residential and real estate-related mortgage assets. The company is headquartered in Old Greenwich, Connecticut.

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