Brookfield Asset Management Ltd. (BAM)vsPrincipal Financial Group Inc (PFG)
BAM
Brookfield Asset Management Ltd.
$46.70
-4.39%
FINANCIAL SERVICES · Cap: $76.95B
PFG
Principal Financial Group Inc
$111.23
+1.65%
FINANCIAL SERVICES · Cap: $24.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Principal Financial Group Inc generates 205% more annual revenue ($15.46B vs $5.07B). BAM leads profitability with a 49.7% profit margin vs 10.1%. PFG appears more attractively valued with a PEG of 1.06. BAM earns a higher WallStSmart Score of 68/100 (B-).
BAM
Strong Buy68
out of 100
Grade: B-
PFG
Buy65
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 64.5%
Large-cap with strong market position
Revenue surging 23.8% year-over-year
Earnings expanding 819.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.9x book value
Grey zone — moderate risk
Weak financial health signals
Weak financial health signals
Revenue declined 4.5%
Distress zone — elevated risk
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 49.7% and operating margin at 64.5%. Revenue growth of 23.8% demonstrates continued momentum.
Bull Case : PFG
The strongest argument for PFG centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.06 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 : PFG
The primary concerns for PFG are Piotroski F-Score, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
BAM profiles as a growth stock while PFG is a declining play — different risk/reward profiles.
BAM carries more volatility with a beta of 1.25 — expect wider price swings.
BAM is growing revenue faster at 23.8% — sustainability is the question.
BAM generates stronger free cash flow (339M), providing more financial flexibility.
Bottom Line
BAM scores higher overall (68/100 vs 65/100), backed by strong 49.7% margins and 23.8% 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 →Principal Financial Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa.
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