WallStSmart

Brookfield Asset Management Inc (BAM)vsNew Mountain Finance Corporation (NMFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 1373% more annual revenue ($4.82B vs $327.08M). BAM leads profitability with a 51.6% profit margin vs 5.0%. BAM trades at a lower P/E of 27.9x. 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

NMFC

Hold

43

out of 100

Grade: D

Growth: 2.7Profit: 6.0Value: 5.7Quality: 5.0
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
NMFCSignificantly Overvalued (-677.1%)

Margin of Safety

-677.1%

Fair Value

$1.09

Current Price

$7.72

$6.63 premium

UndervaluedFair: $1.09Overvalued

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

NMFC2 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
80.8%10/10

Strong operational efficiency at 80.8%

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%

NMFC4 concerns · Avg: 2.8/10
Market CapQuality
$786.29M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.3%3/10

ROE of 1.3% — below average capital efficiency

Profit MarginProfitability
5.0%3/10

5.0% margin — thin

P/E RatioValuation
48.8x2/10

Premium valuation, high expectations priced in

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 : NMFC

The strongest argument for NMFC centers on Price/Book, Operating Margin.

Bear Case : BAM

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

Bear Case : NMFC

The primary concerns for NMFC are Market Cap, Return on Equity, Profit Margin. A P/E of 48.8x leaves little room for execution misses.

Key Dynamics to Monitor

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

BAM carries more volatility with a beta of 1.29 — expect wider price swings.

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

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

Bottom Line

BAM scores higher overall (66/100 vs 43/100), backed by strong 51.6% margins and 31.1% revenue growth. Both earn "Strong Buy" and "Hold" 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 →

New Mountain Finance Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

New Mountain Finance Corporation (NMFC) is a leading business development company dedicated to providing tailored debt and equity financing solutions to private middle-market enterprises across various industries. Managed by New Mountain Capital, NMFC employs a disciplined investment strategy that emphasizes capital preservation and sustainable income generation, aiming to deliver attractive risk-adjusted returns. The firm’s robust investment approach, underpinned by extensive industry expertise, facilitates informed decision-making that fosters growth and value creation for its shareholders. Committed to long-term shareholder value, NMFC focuses on prudent capital allocation and ongoing operational enhancements to strengthen its market position.

Want to dig deeper into these stocks?