WallStSmart

Brookfield Asset Management Ltd. (BAM)vsIntuit Inc (INTU)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Intuit Inc generates 318% more annual revenue ($20.12B vs $4.82B). BAM leads profitability with a 51.6% profit margin vs 21.6%. INTU appears more attractively valued with a PEG of 1.02. INTU earns a higher WallStSmart Score of 71/100 (B).

BAM

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 5.0Quality: 5.5
Piotroski: 3/9

INTU

Strong Buy

71

out of 100

Grade: B

Growth: 8.7Profit: 8.0Value: 5.3Quality: 6.3
Piotroski: 6/9Altman Z: 2.52
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BAM.

INTUFair Value (-0.5%)

Margin of Safety

-0.5%

Fair Value

$404.62

Current Price

$396.31

$8.31 premium

UndervaluedFair: $404.62Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.6/10
Profit MarginProfitability
51.6%10/10

Keeps 52 of every $100 in revenue as profit

Operating MarginProfitability
67.9%10/10

Strong operational efficiency at 67.9%

Revenue GrowthGrowth
31.1%10/10

Revenue surging 31.1% year-over-year

Market CapQuality
$79.93B9/10

Large-cap with strong market position

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

INTU6 strengths · Avg: 8.5/10
Market CapQuality
$110.28B9/10

Large-cap with strong market position

Return on EquityProfitability
23.5%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

Revenue GrowthGrowth
17.4%8/10

17.4% revenue growth

EPS GrowthGrowth
48.5%8/10

Earnings expanding 48.5% YoY

Free Cash FlowQuality
$1.52B8/10

Generating 1.5B in free cash flow

Areas to Watch

BAM4 concerns · Avg: 3.3/10
P/E RatioValuation
31.7x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.9x4/10

Trading at 9.9x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-20.7%2/10

Earnings declined 20.7%

INTU1 concerns · Avg: 4.0/10
P/E RatioValuation
25.8x4/10

Moderate valuation

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 51.6% and operating margin at 67.9%. Revenue growth of 31.1% demonstrates continued momentum.

Bull Case : INTU

The strongest argument for INTU centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 21.6% and operating margin at 18.4%. Revenue growth of 17.4% demonstrates continued momentum.

Bear Case : BAM

The primary concerns for BAM are P/E Ratio, Price/Book, Piotroski F-Score.

Bear Case : INTU

The primary concerns for INTU are P/E Ratio.

Key Dynamics to Monitor

BAM carries more volatility with a beta of 1.25 — expect wider price swings.

BAM is growing revenue faster at 31.1% — sustainability is the question.

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

Bottom Line

INTU scores higher overall (71/100 vs 66/100), backed by strong 21.6% margins and 17.4% 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 →

Intuit Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Intuit Inc. is an American business that specializes in financial software. Intuit's products include the tax preparation application TurboTax, personal finance app Mint and the small business accounting program QuickBooks.

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