WallStSmart

Brookfield Asset Management Ltd. (BAM)vsTriplepoint Venture Growth BDC Corp (TPVG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 5497% more annual revenue ($5.07B vs $90.66M). BAM leads profitability with a 49.7% profit margin vs 47.1%. BAM appears more attractively valued with a PEG of 1.21. BAM earns a higher WallStSmart Score of 68/100 (B-).

BAM

Strong Buy

68

out of 100

Grade: B-

Growth: 6.7Profit: 9.5Value: 5.0Quality: 5.0
Piotroski: 2/9Altman Z: 1.97

TPVG

Buy

55

out of 100

Grade: C-

Growth: 5.3Profit: 8.0Value: 5.7Quality: 5.0
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.4/10
Return on EquityProfitability
32.9%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
49.7%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
64.5%10/10

Strong operational efficiency at 64.5%

Market CapQuality
$82.94B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.8%8/10

Revenue surging 23.8% year-over-year

TPVG4 strengths · Avg: 10.0/10
P/E RatioValuation
4.3x10/10

Attractively priced relative to earnings

Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
47.1%10/10

Keeps 47 of every $100 in revenue as profit

Operating MarginProfitability
78.0%10/10

Strong operational efficiency at 78.0%

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
32.5x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.1x4/10

Trading at 11.1x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

TPVG4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
1.4%4/10

1.4% revenue growth

Market CapQuality
$182.29M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.273/10

Elevated debt levels

PEG RatioValuation
2.762/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull 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 : TPVG

The strongest argument for TPVG centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 47.1% and operating margin at 78.0%.

Bear Case : BAM

The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score.

Bear Case : TPVG

The primary concerns for TPVG are Revenue Growth, Market Cap, Debt/Equity.

Key Dynamics to Monitor

BAM profiles as a growth stock while TPVG is a value play — different risk/reward profiles.

TPVG carries more volatility with a beta of 1.34 — 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 55/100), 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 →

Triplepoint Venture Growth BDC Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

TriplePoint Venture Growth BDC Corp (TPVG) is a leading business development company that specializes in providing customized debt financing solutions to high-growth, venture-backed firms in the technology and healthcare sectors. Focusing on long-term partnerships, TPVG supports its portfolio companies in achieving critical milestones, while aiming to deliver competitive risk-adjusted returns to its investors. Bolstered by an experienced management team and a broad network, the company is well-positioned to identify and seize lucrative investment opportunities, reinforcing its leadership in the venture debt landscape. With a commitment to innovative financing strategies and operational excellence, TPVG strives to generate sustainable income and robust capital growth for its stakeholders.

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