Brookfield Asset Management Ltd. (BAM)vsState Street Corp (STT)
BAM
Brookfield Asset Management Ltd.
$45.18
+0.53%
FINANCIAL SERVICES · Cap: $75.49B
STT
State Street Corp
$183.07
+0.09%
FINANCIAL SERVICES · Cap: $50.86B
Smart Verdict
WallStSmart Research — data-driven comparison
State Street Corp generates 162% more annual revenue ($15.02B vs $5.74B). BAM leads profitability with a 48.9% profit margin vs 23.0%. STT appears more attractively valued with a PEG of 0.70. BAM earns a higher WallStSmart Score of 77/100 (B+).
BAM
Strong Buy77
out of 100
Grade: B+
STT
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 68.7%
Revenue surging 60.8% year-over-year
Large-cap with strong market position
Earnings expanding 47.4% YoY
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 27.8%
Areas to Watch
Moderate valuation
Trading at 9.6x book value
Grey zone — moderate risk
ROE of 6.0% — below average capital efficiency
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 Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 48.9% and operating margin at 68.7%. Revenue growth of 60.8% demonstrates continued momentum.
Bull Case : STT
The strongest argument for STT centers on Market Cap, Profit Margin, PEG Ratio. Profitability is solid with margins at 23.0% and operating margin at 27.8%. PEG of 0.70 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. Debt-to-equity of 5.69 is elevated, increasing financial risk.
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 1.42 — expect wider price swings.
BAM is growing revenue faster at 60.8% — sustainability is the question.
BAM generates stronger free cash flow (393M), providing more financial flexibility.
Bottom Line
BAM scores higher overall (77/100 vs 62/100), backed by strong 48.9% margins and 60.8% 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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