WallStSmart

Brookfield Asset Management Inc (BAM)vsNuveen Multi-Asset Income Fund (NMAI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BAM leads profitability with a 51.6% profit margin vs 0.0%. NMAI trades at a lower P/E of 5.1x. BAM earns a higher WallStSmart Score of 66/100 (B-).

BAM

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 7.3Quality: 6.0
Piotroski: 3/9

NMAI

Avoid

32

out of 100

Grade: F

Growth: 4.3Profit: 4.0Value: 7.7Quality: 6.5
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BAMSignificantly Overvalued (-400.1%)

Margin of Safety

-400.1%

Fair Value

$10.47

Current Price

$42.87

$32.40 premium

UndervaluedFair: $10.47Overvalued
NMAIUndervalued (+16.3%)

Margin of Safety

+16.3%

Fair Value

$16.52

Current Price

$12.58

$3.94 discount

UndervaluedFair: $16.52Overvalued

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
$70.28B9/10

Large-cap with strong market position

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

NMAI1 strengths · Avg: 10.0/10
P/E RatioValuation
5.1x10/10

Attractively priced relative to earnings

Areas to Watch

BAM4 concerns · Avg: 3.3/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Price/BookValuation
8.5x4/10

Trading at 8.5x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-20.7%2/10

Earnings declined 20.7%

NMAI4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$411.47M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — 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 51.6% and operating margin at 67.9%. Revenue growth of 31.1% demonstrates continued momentum.

Bull Case : NMAI

The strongest argument for NMAI centers on P/E Ratio.

Bear Case : BAM

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

Bear Case : NMAI

The primary concerns for NMAI are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

BAM profiles as a growth stock while NMAI is a value play — different risk/reward profiles.

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

BAM generates stronger free cash flow (706M), providing more financial flexibility.

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

Bottom Line

BAM scores higher overall (66/100 vs 32/100), backed by strong 51.6% margins and 31.1% revenue growth. NMAI offers better value entry with a 16.3% margin of safety. Both earn "Strong Buy" and "Avoid" 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 Inc

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 →

Nuveen Multi-Asset Income Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Nuveen Multi-Asset Income Fund (NMAI) is a strategically diversified investment vehicle designed to provide a reliable stream of current income while aiming for total return through a balanced allocation across equities, fixed income, and alternative investments. The fund utilizes a comprehensive investment approach to enhance yield while managing risk effectively, tapping into opportunities in both domestic and international markets. Backed by the expertise of Nuveen's experienced portfolio management team, NMAI presents a compelling option for institutional investors focused on stability and income generation in a dynamic economic environment.

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