WallStSmart

Brookfield Asset Management Inc (BAM)vsT. Rowe Price Group Inc (TROW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

T. Rowe Price Group Inc generates 52% more annual revenue ($7.31B vs $4.82B). BAM leads profitability with a 51.6% profit margin vs 28.5%. BAM appears more attractively valued with a PEG of 1.48. TROW earns a higher WallStSmart Score of 67/100 (B-).

BAM

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 7.3Quality: 6.0
Piotroski: 3/9

TROW

Strong Buy

67

out of 100

Grade: B-

Growth: 4.7Profit: 9.0Value: 6.7Quality: 4.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BAMSignificantly Overvalued (-400.1%)

Margin of Safety

-400.1%

Fair Value

$10.47

Current Price

$42.87

$32.40 premium

UndervaluedFair: $10.47Overvalued
TROWUndervalued (+19.2%)

Margin of Safety

+19.2%

Fair Value

$116.05

Current Price

$89.58

$26.47 discount

UndervaluedFair: $116.05Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.6/10
Profit MarginProfitability
51.6%10/10

Keeps 52 of every $100 in revenue as profit

Operating MarginProfitability
67.9%10/10

Strong operational efficiency at 67.9%

Revenue GrowthGrowth
31.1%10/10

Revenue surging 31.1% year-over-year

Market CapQuality
$70.28B9/10

Large-cap with strong market position

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

TROW4 strengths · Avg: 9.3/10
P/E RatioValuation
9.6x10/10

Attractively priced relative to earnings

Operating MarginProfitability
32.2%10/10

Strong operational efficiency at 32.2%

Profit MarginProfitability
28.5%9/10

Keeps 28 of every $100 in revenue as profit

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Areas to Watch

BAM4 concerns · Avg: 3.3/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Price/BookValuation
8.5x4/10

Trading at 8.5x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-20.7%2/10

Earnings declined 20.7%

TROW4 concerns · Avg: 2.8/10
EPS GrowthGrowth
3.6%4/10

3.6% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
4.042/10

Expensive relative to growth rate

Free Cash FlowQuality
$-85.40M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : TROW

The strongest argument for TROW centers on P/E Ratio, Operating Margin, Profit Margin. Profitability is solid with margins at 28.5% and operating margin at 32.2%.

Bear Case : BAM

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

Bear Case : TROW

The primary concerns for TROW are EPS Growth, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

BAM profiles as a growth stock while TROW is a mature play — different risk/reward profiles.

TROW carries more volatility with a beta of 1.55 — expect wider price swings.

BAM is growing revenue faster at 31.1% — sustainability is the question.

BAM generates stronger free cash flow (706M), providing more financial flexibility.

Bottom Line

TROW scores higher overall (67/100 vs 66/100), backed by strong 28.5% margins. 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 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.

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T. Rowe Price Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries.

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