WallStSmart

Brookfield Asset Management Ltd. (BAM)vsGladstone Capital Corporation (GLAD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 5699% more annual revenue ($5.74B vs $98.93M). BAM leads profitability with a 48.9% profit margin vs 48.7%. BAM appears more attractively valued with a PEG of 1.05. BAM earns a higher WallStSmart Score of 77/100 (B+).

BAM

Strong Buy

77

out of 100

Grade: B+

Growth: 8.7Profit: 8.0Value: 5.7Quality: 4.0
Piotroski: 2/9Altman Z: 1.97

GLAD

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 8.0Value: 6.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.19

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.4/10
Profit MarginProfitability
48.9%10/10

Keeps 49 of every $100 in revenue as profit

Operating MarginProfitability
68.7%10/10

Strong operational efficiency at 68.7%

Revenue GrowthGrowth
60.8%10/10

Revenue surging 60.8% year-over-year

Market CapQuality
$75.49B9/10

Large-cap with strong market position

EPS GrowthGrowth
47.4%8/10

Earnings expanding 47.4% YoY

GLAD5 strengths · Avg: 10.0/10
P/E RatioValuation
9.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
48.7%10/10

Keeps 49 of every $100 in revenue as profit

Operating MarginProfitability
74.3%10/10

Strong operational efficiency at 74.3%

EPS GrowthGrowth
68.8%10/10

Earnings expanding 68.8% YoY

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
27.2x4/10

Moderate valuation

Price/BookValuation
9.9x4/10

Trading at 9.9x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

GLAD4 concerns · Avg: 2.8/10
PEG RatioValuation
2.314/10

Expensive relative to growth rate

Market CapQuality
$439.89M3/10

Smaller company, higher risk/reward

Free Cash FlowQuality
$-85.05M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
1.192/10

Distress zone — elevated risk

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 48.9% and operating margin at 68.7%. Revenue growth of 60.8% demonstrates continued momentum.

Bull Case : GLAD

The strongest argument for GLAD centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 48.7% and operating margin at 74.3%. Revenue growth of 13.1% demonstrates continued momentum.

Bear Case : BAM

The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score. Debt-to-equity of 5.69 is elevated, increasing financial risk.

Bear Case : GLAD

The primary concerns for GLAD are PEG Ratio, Market Cap, Free Cash Flow.

Key Dynamics to Monitor

BAM profiles as a growth stock while GLAD is a mature play — different risk/reward profiles.

BAM carries more volatility with a beta of 1.26 — 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 (77/100 vs 66/100), backed by strong 48.9% margins and 60.8% 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 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 →

Gladstone Capital Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Gladstone Capital Corporation (GLAD) is a leading publicly traded business development company that focuses on delivering tailored debt and equity financing to lower middle-market enterprises, facilitating their growth and strategic initiatives. Committed to a disciplined investment strategy centered on capital preservation, GLAD seeks to provide investors with attractive risk-adjusted returns through a diverse array of financing options, including term loans and equity investments. With a seasoned management team equipped with deep industry expertise, Gladstone Capital is strategically positioned to adapt to evolving market conditions, fostering enduring partnerships with portfolio companies and driving sustainable value creation.

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