Brookfield Asset Management Ltd. (BAM)vsRaymond James Financial Inc. (RJF)
BAM
Brookfield Asset Management Ltd.
$46.70
+2.25%
FINANCIAL SERVICES · Cap: $76.25B
RJF
Raymond James Financial Inc.
$151.45
+0.62%
FINANCIAL SERVICES · Cap: $30.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Raymond James Financial Inc. generates 190% more annual revenue ($14.72B vs $5.07B). BAM leads profitability with a 49.7% profit margin vs 14.6%. RJF appears more attractively valued with a PEG of 0.84. RJF earns a higher WallStSmart Score of 70/100 (B).
BAM
Strong Buy68
out of 100
Grade: B-
RJF
Strong Buy70
out of 100
Grade: B
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
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 1.1B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.9x book value
Grey zone — moderate risk
Weak financial health signals
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 : RJF
The strongest argument for RJF centers on PEG Ratio, P/E Ratio, Price/Book. Revenue growth of 13.1% demonstrates continued momentum. PEG of 0.84 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 : RJF
The primary concerns for RJF are Altman Z-Score.
Key Dynamics to Monitor
BAM profiles as a growth stock while RJF is a value 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.
RJF generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
RJF scores higher overall (70/100 vs 68/100) and 13.1% revenue growth. 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 →Raymond James Financial Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Raymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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