Brookfield Asset Management Ltd. (BAM)vsHorizon Technology Finance (HRZN)
BAM
Brookfield Asset Management Ltd.
$44.01
+1.91%
FINANCIAL SERVICES · Cap: $71.25B
HRZN
Horizon Technology Finance
$4.73
-4.11%
FINANCIAL SERVICES · Cap: $288.06M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Ltd. generates 5209% more annual revenue ($5.07B vs $95.58M). BAM leads profitability with a 49.7% profit margin vs 22.6%. BAM appears more attractively valued with a PEG of 1.46. BAM earns a higher WallStSmart Score of 68/100 (B-).
BAM
Strong Buy68
out of 100
Grade: B-
HRZN
Buy63
out of 100
Grade: C+
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
Reasonable price relative to book value
Strong operational efficiency at 72.3%
Earnings expanding 241.7% YoY
Keeps 23 of every $100 in revenue as profit
Areas to Watch
Moderate valuation
Trading at 9.3x book value
Grey zone — moderate risk
Weak financial health signals
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 6.5% — below average capital efficiency
Elevated debt levels
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 : HRZN
The strongest argument for HRZN centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 22.6% and operating margin at 72.3%.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : HRZN
The primary concerns for HRZN are PEG Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
BAM profiles as a growth stock while HRZN is a declining 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 63/100), 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.
Visit Website →Horizon Technology Finance
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Horizon Technology Finance (HRZN) is a leading specialty finance company dedicated to providing structured debt solutions to growth-stage, venture capital-backed businesses across the technology, life sciences, and sustainability sectors. The firm offers tailored financing options, encompassing both debt capital and equity co-investments, which empower its clients to enhance growth and foster innovation. HRZN's disciplined investment strategy is designed to identify and leverage high-quality opportunities that yield strong risk-adjusted returns, solidifying its position as a key player in advancing technology and sustainability within an ever-evolving market.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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