Brookfield Asset Management Inc (BAM)vsPrincipal Financial Group Inc (PFG)
BAM
Brookfield Asset Management Inc
$42.87
-1.08%
FINANCIAL SERVICES · Cap: $70.28B
PFG
Principal Financial Group Inc
$88.72
+1.14%
FINANCIAL SERVICES · Cap: $19.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Principal Financial Group Inc generates 224% more annual revenue ($15.63B vs $4.82B). BAM leads profitability with a 51.6% profit margin vs 7.6%. PFG appears more attractively valued with a PEG of 1.06. BAM earns a higher WallStSmart Score of 66/100 (B-).
BAM
Strong Buy66
out of 100
Grade: B-
PFG
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-400.1%
Fair Value
$10.47
Current Price
$42.87
$32.40 premium
Margin of Safety
-160.0%
Fair Value
$35.70
Current Price
$88.72
$53.02 premium
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
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 1.7B in free cash flow
Areas to Watch
Moderate valuation
Trading at 8.5x book value
Weak financial health signals
Earnings declined 20.7%
7.6% margin — thin
Weak financial health signals
Revenue declined 3.7%
Earnings declined 40.9%
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 P/E Ratio, Price/Book, Free Cash Flow. 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 Profit Margin, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
BAM profiles as a growth stock while PFG is a value play — different risk/reward profiles.
BAM carries more volatility with a beta of 1.29 — expect wider price swings.
BAM is growing revenue faster at 31.1% — sustainability is the question.
PFG generates stronger free cash flow (1.7B), providing more financial flexibility.
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 Inc
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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