Brookfield Asset Management Inc (BAM)vsFidus Investment Corp (FDUS)
BAM
Brookfield Asset Management Inc
$42.87
-1.08%
FINANCIAL SERVICES · Cap: $70.28B
FDUS
Fidus Investment Corp
$17.43
+0.35%
FINANCIAL SERVICES · Cap: $652.06M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Inc generates 2990% more annual revenue ($4.82B vs $155.87M). FDUS leads profitability with a 52.9% profit margin vs 51.6%. BAM appears more attractively valued with a PEG of 1.48. BAM earns a higher WallStSmart Score of 66/100 (B-).
BAM
Strong Buy66
out of 100
Grade: B-
FDUS
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-400.1%
Fair Value
$10.47
Current Price
$42.87
$32.40 premium
Margin of Safety
-21.2%
Fair Value
$15.78
Current Price
$17.43
$1.65 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 53 of every $100 in revenue as profit
Strong operational efficiency at 73.1%
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
Trading at 8.5x book value
Weak financial health signals
Earnings declined 20.7%
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Earnings declined 4.5%
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 : FDUS
The strongest argument for FDUS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 52.9% and operating margin at 73.1%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Piotroski F-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 1.29 — expect wider price swings.
BAM is growing revenue faster at 31.1% — sustainability is the question.
BAM generates stronger free cash flow (706M), providing more financial flexibility.
Bottom Line
BAM scores higher overall (66/100 vs 57/100), 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 Inc
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 providing customized debt and equity investment solutions specifically targeted at lower middle-market enterprises across a variety of industries. The company adopts a disciplined investment strategy that emphasizes high current income and capital appreciation, underpinned by a strong focus on credit quality and proactive portfolio management. As a regulated investment company, Fidus ensures transparency and compliance while serving as a reliable partner for growth-oriented firms. This strategic positioning, combined with its commitment to delivering consistent returns, makes FDUS an attractive investment choice for institutional investors aiming to enhance yield in a competitive market environment.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?