Brookfield Asset Management Ltd. (BAM)vsFidus Investment Corp (FDUS)
BAM
Brookfield Asset Management Ltd.
$52.95
+0.93%
FINANCIAL SERVICES · Cap: $77.08B
FDUS
Fidus Investment Corp
$19.65
+0.77%
FINANCIAL SERVICES · Cap: $774.73M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Ltd. generates 3266% more annual revenue ($5.74B vs $170.43M). BAM leads profitability with a 48.9% profit margin vs 45.4%. BAM appears more attractively valued with a PEG of 0.86. BAM earns a higher WallStSmart Score of 79/100 (B+).
BAM
Strong Buy79
out of 100
Grade: B+
FDUS
Buy54
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
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
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 45 of every $100 in revenue as profit
Strong operational efficiency at 68.3%
Areas to Watch
Moderate valuation
Trading at 11.3x book value
Grey zone — moderate risk
Weak financial health signals
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Earnings declined 26.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : BAM
The strongest argument for BAM centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 48.9% and operating margin at 68.7%. Revenue growth of 60.8% demonstrates continued momentum.
Bull Case : FDUS
The strongest argument for FDUS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 45.4% and operating margin at 68.3%.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : FDUS
The primary concerns for FDUS are Market Cap, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
BAM profiles as a growth stock while FDUS is a mature play — different risk/reward profiles.
BAM carries more volatility with a beta of 1.32 — expect wider price swings.
BAM is growing revenue faster at 60.8% — sustainability is the question.
BAM generates stronger free cash flow (393M), providing more financial flexibility.
Bottom Line
BAM scores higher overall (79/100 vs 54/100), backed by strong 48.9% margins and 60.8% 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 →Fidus Investment Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Fidus Investment Corp (FDUS) is a publicly-traded business development company dedicated to offering tailored debt and equity investment solutions for lower middle-market enterprises across various sectors. The firm employs a disciplined investment strategy that emphasizes high current income and capital appreciation while maintaining a strong focus on credit quality and proactive portfolio management. As a regulated investment company, FDUS is committed to transparency and compliance, positioning itself as a trusted partner for growth-oriented businesses. With a robust track record of consistent returns, FDUS represents an attractive opportunity for institutional investors looking to enhance yield amidst a competitive market landscape.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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