WallStSmart

Brookfield Asset Management Ltd. (BAM)vsEverpure, Inc. (P)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 32% more annual revenue ($4.82B vs $3.66B). BAM leads profitability with a 51.6% profit margin vs 5.1%. BAM appears more attractively valued with a PEG of 1.36. BAM earns a higher WallStSmart Score of 66/100 (B-).

BAM

Strong Buy

66

out of 100

Grade: B-

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

P

Buy

55

out of 100

Grade: C-

Growth: 8.0Profit: 4.0Value: 3.7Quality: 5.0

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
$77.98B9/10

Large-cap with strong market position

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

P2 strengths · Avg: 9.0/10
EPS GrowthGrowth
139.7%10/10

Earnings expanding 139.7% YoY

Revenue GrowthGrowth
20.4%8/10

Revenue surging 20.4% year-over-year

Areas to Watch

BAM4 concerns · Avg: 3.3/10
P/E RatioValuation
31.1x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.6x4/10

Trading at 9.6x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-20.7%2/10

Earnings declined 20.7%

P4 concerns · Avg: 3.3/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Price/BookValuation
17.0x4/10

Trading at 17.0x book value

Profit MarginProfitability
5.1%3/10

5.1% margin — thin

P/E RatioValuation
130.2x2/10

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 : P

The strongest argument for P centers on EPS Growth, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum.

Bear Case : BAM

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

Bear Case : P

The primary concerns for P are PEG Ratio, Price/Book, Profit Margin. A P/E of 130.2x leaves little room for execution misses.

Key Dynamics to Monitor

P carries more volatility with a beta of 1.44 — expect wider price swings.

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

BAM generates stronger free cash flow (697M), providing more financial flexibility.

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

Bottom Line

BAM scores higher overall (66/100 vs 55/100), backed by strong 51.6% margins and 31.1% 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 →

Everpure, Inc.

TECHNOLOGY · COMPUTER HARDWARE · USA

Pandora Media, Inc. provides music discovery platform services in the United States and internationally. The company is headquartered in Oakland, California.

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