WallStSmart

Brookfield Asset Management Ltd. (BAM)vsFS KKR Capital Corp (FSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 257% more annual revenue ($5.07B vs $1.42B). BAM leads profitability with a 49.7% profit margin vs -38.7%. BAM appears more attractively valued with a PEG of 1.46. BAM earns a higher WallStSmart Score of 68/100 (B-).

BAM

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 9.5Value: 5.0Quality: 5.0
Piotroski: 3/9Altman Z: 1.97

FSK

Buy

52

out of 100

Grade: C-

Growth: 7.3Profit: 5.0Value: 4.0Quality: 4.5
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.4/10
Return on EquityProfitability
33.0%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
49.7%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
64.5%10/10

Strong operational efficiency at 64.5%

Market CapQuality
$76.95B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.8%8/10

Revenue surging 23.8% year-over-year

FSK3 strengths · Avg: 9.3/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
73.0%10/10

Strong operational efficiency at 73.0%

EPS GrowthGrowth
33.8%8/10

Earnings expanding 33.8% YoY

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
30.9x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.9x4/10

Trading at 9.9x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

FSK4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.383/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.272/10

Expensive relative to growth rate

Return on EquityProfitability
-10.4%2/10

ROE of -10.4% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull 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 : FSK

The strongest argument for FSK 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.

Bear Case : FSK

The primary concerns for FSK are Debt/Equity, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

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

BAM carries more volatility with a beta of 1.25 — 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 52/100), backed by strong 49.7% margins and 23.8% 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.

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FS KKR Capital Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

FS KKR Capital Corp (FSK) is a leading diversified closed-end management investment company focused on providing customized financial solutions to middle-market enterprises. Backed by its strategic alliance with KKR, a respected global investment firm, FSK has access to a wide array of investment opportunities, including senior and subordinated debt as well as equity investments. The company's emphasis on yield generation and capital preservation is underscored by its rigorous credit underwriting and proactive portfolio management, aimed at delivering strong risk-adjusted returns. With a proven track record of effectively deploying capital across varying economic landscapes, FSK is well-equipped to navigate market dynamics and seize emerging growth opportunities.

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