WallStSmart

Brookfield Asset Management Ltd. (BAM)vsNorthern Trust Corporation (NTRS)

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Smart Verdict

WallStSmart Research — data-driven comparison

Northern Trust Corporation generates 63% more annual revenue ($9.33B vs $5.74B). BAM leads profitability with a 48.9% profit margin vs 26.0%. NTRS appears more attractively valued with a PEG of 0.94. NTRS earns a higher WallStSmart Score of 82/100 (A-).

BAM

Strong Buy

77

out of 100

Grade: B+

Growth: 8.7Profit: 9.5Value: 5.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.85

NTRS

Exceptional Buy

82

out of 100

Grade: A-

Growth: 8.7Profit: 8.0Value: 7.0Quality: 3.0
Piotroski: 3/9Altman Z: -0.32

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM6 strengths · Avg: 9.5/10
Return on EquityProfitability
37.1%10/10

Every $100 of equity generates 37 in profit

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
$72.39B9/10

Large-cap with strong market position

EPS GrowthGrowth
47.4%8/10

Earnings expanding 47.4% YoY

NTRS6 strengths · Avg: 8.5/10
Operating MarginProfitability
34.8%10/10

Strong operational efficiency at 34.8%

Profit MarginProfitability
26.0%9/10

Keeps 26 of every $100 in revenue as profit

PEG RatioValuation
0.948/10

Growing faster than its price suggests

P/E RatioValuation
13.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
48.5%8/10

Earnings expanding 48.5% YoY

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
26.1x4/10

Moderate valuation

Price/BookValuation
10.1x4/10

Trading at 10.1x book value

Altman Z-ScoreHealth
1.854/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

NTRS4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.193/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-284.40M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.322/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull 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 : NTRS

The strongest argument for NTRS centers on Operating Margin, Profit Margin, PEG Ratio. Profitability is solid with margins at 26.0% and operating margin at 34.8%. Revenue growth of 12.1% demonstrates continued momentum.

Bear Case : BAM

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

Bear Case : NTRS

The primary concerns for NTRS are Debt/Equity, Piotroski F-Score, Free Cash Flow.

Key Dynamics to Monitor

BAM profiles as a growth stock while NTRS is a mature 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

NTRS scores higher overall (82/100 vs 77/100), backed by strong 26.0% margins and 12.1% revenue growth. Both earn "Exceptional 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 →

Northern Trust Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Northern Trust Corporation is a financial services company headquartered in Chicago, Illinois that caters to corporations, institutional investors, and ultra high net worth individuals.

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