WallStSmart

Brookfield Asset Management Inc (BAM)vsGladstone Investment Corporation (GAIN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 4649% more annual revenue ($4.82B vs $101.43M). GAIN leads profitability with a 118.5% profit margin vs 51.6%. BAM appears more attractively valued with a PEG of 1.48. GAIN earns a higher WallStSmart Score of 67/100 (B-).

BAM

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 7.3Quality: 6.0
Piotroski: 3/9

GAIN

Strong Buy

67

out of 100

Grade: B-

Growth: 6.7Profit: 7.5Value: 7.3Quality: 5.3
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BAMSignificantly Overvalued (-400.1%)

Margin of Safety

-400.1%

Fair Value

$10.47

Current Price

$42.87

$32.40 premium

UndervaluedFair: $10.47Overvalued
GAINUndervalued (+90.6%)

Margin of Safety

+90.6%

Fair Value

$147.89

Current Price

$14.34

$133.55 discount

UndervaluedFair: $147.89Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.6/10
Profit MarginProfitability
51.6%10/10

Keeps 52 of every $100 in revenue as profit

Operating MarginProfitability
67.9%10/10

Strong operational efficiency at 67.9%

Revenue GrowthGrowth
31.1%10/10

Revenue surging 31.1% year-over-year

Market CapQuality
$70.28B9/10

Large-cap with strong market position

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

GAIN6 strengths · Avg: 9.5/10
P/E RatioValuation
4.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
118.5%10/10

Keeps 119 of every $100 in revenue as profit

EPS GrowthGrowth
58.5%10/10

Earnings expanding 58.5% YoY

Return on EquityProfitability
22.2%9/10

Every $100 of equity generates 22 in profit

Revenue GrowthGrowth
17.3%8/10

17.3% revenue growth

Areas to Watch

BAM4 concerns · Avg: 3.3/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Price/BookValuation
8.5x4/10

Trading at 8.5x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-20.7%2/10

Earnings declined 20.7%

GAIN4 concerns · Avg: 2.5/10
Market CapQuality
$559.50M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
5.412/10

Expensive relative to growth rate

Free Cash FlowQuality
$-135.66M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : GAIN

The strongest argument for GAIN centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 118.5% and operating margin at 15.8%. Revenue growth of 17.3% demonstrates continued momentum.

Bear Case : BAM

The primary concerns for BAM are P/E Ratio, Price/Book, Piotroski F-Score.

Bear Case : GAIN

The primary concerns for GAIN are Market Cap, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

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.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

GAIN scores higher overall (67/100 vs 66/100), backed by strong 118.5% margins and 17.3% revenue growth. Both earn "Strong Buy" and "Strong 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.

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Gladstone Investment Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Gladstone Investment Corporation (GAIN) is a publicly traded business development company that focuses on providing tailored financing solutions to small and mid-sized private enterprises through a combination of debt and equity investments. The firm boasts a diversified portfolio across various sectors, aiming to deliver stable income and capital appreciation for its shareholders. As a member of the prestigious Gladstone family of funds, GAIN prioritizes rigorous risk management and investor alignment, backed by an experienced management team and strong industry connections, solidifying its role as a key player in the alternative investment sector.

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