Brookfield Asset Management Ltd. (BAM)vsAxa Equitable Holdings Inc (EQH)
BAM
Brookfield Asset Management Ltd.
$47.26
-1.30%
FINANCIAL SERVICES · Cap: $75.49B
EQH
Axa Equitable Holdings Inc
$53.34
+1.41%
FINANCIAL SERVICES · Cap: $14.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Axa Equitable Holdings Inc generates 85% more annual revenue ($10.62B vs $5.74B). BAM leads profitability with a 48.9% profit margin vs -8.7%. BAM earns a higher WallStSmart Score of 77/100 (B+).
BAM
Strong Buy77
out of 100
Grade: B+
EQH
Hold37
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 68.7%
Revenue surging 60.8% year-over-year
Large-cap with strong market position
Earnings expanding 47.4% YoY
Earnings expanding 1244.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
Trading at 10.1x book value
Grey zone — moderate risk
ROE of 6.0% — below average capital efficiency
Weak financial health signals
ROE of -301.1% — below average capital efficiency
Revenue declined 29.8%
Distress zone — elevated risk
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 48.9% and operating margin at 68.7%. Revenue growth of 60.8% demonstrates continued momentum.
Bull Case : EQH
The strongest argument for EQH centers on EPS Growth, Debt/Equity.
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 : EQH
The primary concerns for EQH are Piotroski F-Score, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
BAM profiles as a growth stock while EQH is a turnaround 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.
EQH generates stronger free cash flow (633M), providing more financial flexibility.
Bottom Line
BAM scores higher overall (77/100 vs 37/100), 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 →Axa Equitable Holdings Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Equitable Holdings, Inc. is a globally diversified financial services company. The company is headquartered in New York, New York.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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