Brookfield Asset Management Ltd. (BAM)vsHorizon Technology Finance (HRZN)
BAM
Brookfield Asset Management Ltd.
$54.31
-2.77%
FINANCIAL SERVICES · Cap: $82.94B
HRZN
Horizon Technology Finance
$5.01
-1.96%
FINANCIAL SERVICES · Cap: $311.04M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Ltd. generates 5180% more annual revenue ($5.07B vs $96.11M). BAM leads profitability with a 49.7% profit margin vs 5.3%. BAM appears more attractively valued with a PEG of 1.21. BAM earns a higher WallStSmart Score of 68/100 (B-).
BAM
Strong Buy68
out of 100
Grade: B-
HRZN
Buy58
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 64.5%
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Revenue surging 23.8% year-over-year
Reasonable price relative to book value
Strong operational efficiency at 79.4%
Earnings expanding 241.7% YoY
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.5x book value
Grey zone — moderate risk
Weak financial health signals
Expensive relative to growth rate
2.1% revenue growth
Smaller company, higher risk/reward
ROE of 6.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : BAM
The strongest argument for BAM centers on Profit Margin, Operating Margin, Market Cap. 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.
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, Revenue Growth, Market Cap.
Key Dynamics to Monitor
BAM profiles as a growth stock while HRZN is a value 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 (545M), providing more financial flexibility.
Bottom Line
BAM scores higher overall (68/100 vs 58/100), 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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