WallStSmart

Brookfield Asset Management Ltd. (BAM)vsHorizon Technology Finance (HRZN)

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Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 5869% more annual revenue ($5.74B vs $96.11M). BAM leads profitability with a 48.9% profit margin vs 5.3%. 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

HRZN

Buy

58

out of 100

Grade: C

Growth: 7.3Profit: 6.0Value: 5.7Quality: 5.8
Piotroski: 4/9

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
$72.29B9/10

Large-cap with strong market position

EPS GrowthGrowth
47.4%8/10

Earnings expanding 47.4% YoY

HRZN4 strengths · Avg: 9.5/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
79.4%10/10

Strong operational efficiency at 79.4%

EPS GrowthGrowth
241.7%10/10

Earnings expanding 241.7% YoY

P/E RatioValuation
12.5x8/10

Attractively priced relative to earnings

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
26.5x4/10

Moderate valuation

Price/BookValuation
9.5x4/10

Trading at 9.5x 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

HRZN4 concerns · Avg: 3.5/10
PEG RatioValuation
1.914/10

Expensive relative to growth rate

Revenue GrowthGrowth
2.1%4/10

2.1% revenue growth

Market CapQuality
$310.37M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

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 : 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. Debt-to-equity of 5.69 is elevated, increasing financial risk.

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 1.26 — 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 58/100), backed by strong 48.9% margins and 60.8% 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.

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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.

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