WallStSmart

Brookfield Asset Management Ltd. (BAM)vsHamilton Lane Inc (HLNE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 568% more annual revenue ($5.74B vs $858.37M). BAM leads profitability with a 48.9% profit margin vs 32.1%. BAM appears more attractively valued with a PEG of 1.05. HLNE earns a higher WallStSmart Score of 81/100 (A-).

BAM

Strong Buy

77

out of 100

Grade: B+

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

HLNE

Exceptional Buy

81

out of 100

Grade: A-

Growth: 9.3Profit: 9.5Value: 6.3Quality: 7.5
Piotroski: 2/9Altman Z: 2.55

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

HLNE6 strengths · Avg: 9.5/10
Profit MarginProfitability
32.1%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
45.9%10/10

Strong operational efficiency at 45.9%

Revenue GrowthGrowth
56.5%10/10

Revenue surging 56.5% year-over-year

EPS GrowthGrowth
50.5%10/10

Earnings expanding 50.5% YoY

Return on EquityProfitability
27.2%9/10

Every $100 of equity generates 27 in profit

P/E RatioValuation
15.4x8/10

Attractively priced relative to earnings

Areas to Watch

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

Moderate valuation

Price/BookValuation
10.1x4/10

Trading at 10.1x 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

HLNE1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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 : HLNE

The strongest argument for HLNE centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 32.1% and operating margin at 45.9%. Revenue growth of 56.5% 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 : HLNE

The primary concerns for HLNE are Piotroski F-Score.

Key Dynamics to Monitor

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.

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

Bottom Line

HLNE scores higher overall (81/100 vs 77/100), backed by strong 32.1% margins and 56.5% revenue growth. Both earn "Exceptional 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.

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Hamilton Lane Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Hamilton Lane Incorporated is an investment firm specializing in fund and direct investments. The company is headquartered in Conshohocken, Pennsylvania with additional offices across Europe, North America, and Asia.

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