Brookfield Asset Management Ltd. (BAM)vsFundamental Global Inc. (FGNX)
BAM
Brookfield Asset Management Ltd.
$46.70
+2.25%
FINANCIAL SERVICES · Cap: $76.25B
FGNX
Fundamental Global Inc.
$8.21
-3.30%
FINANCIAL SERVICES · Cap: $39.13M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Ltd. generates 210702% more annual revenue ($5.07B vs $2.41M). BAM leads profitability with a 49.7% profit margin vs 0.0%. FGNX trades at a lower P/E of 1.8x. BAM earns a higher WallStSmart Score of 68/100 (B-).
BAM
Strong Buy68
out of 100
Grade: B-
FGNX
Avoid24
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 64.5%
Large-cap with strong market position
Revenue surging 23.8% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.9x book value
Grey zone — moderate risk
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Weak financial health signals
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 49.7% and operating margin at 64.5%. Revenue growth of 23.8% demonstrates continued momentum.
Bull Case : FGNX
The strongest argument for FGNX centers on P/E Ratio, Price/Book, Debt/Equity.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : FGNX
The primary concerns for FGNX are EPS Growth, Market Cap, Profit Margin.
Key Dynamics to Monitor
BAM profiles as a growth stock while FGNX is a value play — different risk/reward profiles.
FGNX carries more volatility with a beta of 1.34 — expect wider price swings.
BAM is growing revenue faster at 23.8% — sustainability is the question.
BAM generates stronger free cash flow (339M), providing more financial flexibility.
Bottom Line
BAM scores higher overall (68/100 vs 24/100), backed by strong 49.7% margins and 23.8% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →Fundamental Global Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Fundamental Global Inc. engages in reinsurance, merchant banking, and asset management business. The company is headquartered in Mooresville, North Carolina.
Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?