Brookfield Asset Management Ltd. (BAM)vsState Street Corp (STT)
BAM
Brookfield Asset Management Ltd.
$46.70
+2.25%
FINANCIAL SERVICES · Cap: $76.25B
STT
State Street Corp
$157.88
-1.19%
FINANCIAL SERVICES · Cap: $44.77B
Smart Verdict
WallStSmart Research — data-driven comparison
State Street Corp generates 184% more annual revenue ($14.39B vs $5.07B). BAM leads profitability with a 49.7% profit margin vs 21.3%. STT appears more attractively valued with a PEG of 1.09. BAM earns a higher WallStSmart Score of 68/100 (B-).
BAM
Strong Buy68
out of 100
Grade: B-
STT
Buy63
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
Keeps 21 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 27.8%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.9x book value
Grey zone — moderate risk
Weak financial health signals
Elevated debt levels
Revenue declined 2.8%
Earnings declined 24.1%
Negative free cash flow — burning cash
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 : STT
The strongest argument for STT centers on Profit Margin, P/E Ratio, Price/Book. Profitability is solid with margins at 21.3% and operating margin at 27.8%. PEG of 1.09 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 : STT
The primary concerns for STT are Debt/Equity, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
BAM profiles as a growth stock while STT is a declining play — different risk/reward profiles.
STT carries more volatility with a beta of 1.45 — 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 63/100), 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 →State Street Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
State Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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