Brookfield Asset Management Ltd. (BAM)vsPrincipal Financial Group Inc (PFG)
BAM
Brookfield Asset Management Ltd.
$49.76
+1.99%
FINANCIAL SERVICES · Cap: $79.93B
PFG
Principal Financial Group Inc
$100.50
+0.47%
FINANCIAL SERVICES · Cap: $21.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Principal Financial Group Inc generates 221% more annual revenue ($15.46B vs $4.82B). BAM leads profitability with a 51.6% profit margin vs 10.1%. PFG appears more attractively valued with a PEG of 1.06. PFG earns a higher WallStSmart Score of 67/100 (B-).
BAM
Strong Buy66
out of 100
Grade: B-
PFG
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 67.9%
Revenue surging 31.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 22 in profit
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
Weak financial health signals
Earnings declined 20.7%
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 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 : 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, Piotroski F-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 31.1% — sustainability is the question.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PFG scores higher overall (67/100 vs 66/100). Both earn "Strong 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 →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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