Brookfield Asset Management Ltd. (BAM)vsNew Mountain Finance Corporation (NMFC)
BAM
Brookfield Asset Management Ltd.
$50.95
+6.20%
FINANCIAL SERVICES · Cap: $77.08B
NMFC
New Mountain Finance Corporation
$7.10
+1.28%
FINANCIAL SERVICES · Cap: $630.00M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Ltd. generates 1891% more annual revenue ($5.74B vs $288.20M). BAM leads profitability with a 48.9% profit margin vs -16.8%. BAM appears more attractively valued with a PEG of 0.86. BAM earns a higher WallStSmart Score of 79/100 (B+).
BAM
Strong Buy79
out of 100
Grade: B+
NMFC
Buy56
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 68.7%
Revenue surging 60.8% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 76.6%
Earnings expanding 157.1% YoY
Areas to Watch
Moderate valuation
Trading at 10.8x book value
Grey zone — moderate risk
Weak financial health signals
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
ROE of -4.7% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : BAM
The strongest argument for BAM centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 48.9% and operating margin at 68.7%. Revenue growth of 60.8% demonstrates continued momentum.
Bull Case : NMFC
The strongest argument for NMFC centers on Price/Book, Operating Margin, EPS Growth. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : NMFC
The primary concerns for NMFC are Market Cap, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
BAM profiles as a growth stock while NMFC is a turnaround play — different risk/reward profiles.
BAM carries more volatility with a beta of 1.32 — 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 (79/100 vs 56/100), 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.
Visit Website →New Mountain Finance Corporation
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
New Mountain Finance Corporation (NMFC) is a leading business development company focused on delivering tailored debt and equity financing solutions for middle-market enterprises across a variety of industries. Strategically backed by New Mountain Capital, NMFC emphasizes a disciplined investment approach aimed at capital preservation and sustainable income, thereby providing attractive risk-adjusted returns for its investors. With a seasoned management team and a strong commitment to shareholder value, NMFC is adept at managing the complexities of the middle-market, positioning itself for resilience and growth in a competitive investment environment.
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