WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

T. Rowe Price Group Inc generates 46% more annual revenue ($7.41B vs $5.07B). BAM leads profitability with a 49.7% profit margin vs 28.3%. BAM appears more attractively valued with a PEG of 1.46. BAM earns a higher WallStSmart Score of 68/100 (B-).

BAM

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 9.5Value: 5.0Quality: 5.0
Piotroski: 3/9Altman Z: 1.97

TROW

Buy

64

out of 100

Grade: C+

Growth: 4.7Profit: 9.0Value: 5.7Quality: 8.5
Piotroski: 3/9Altman Z: 5.26

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.4/10
Return on EquityProfitability
33.0%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
$76.25B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.8%8/10

Revenue surging 23.8% year-over-year

TROW6 strengths · Avg: 9.5/10
P/E RatioValuation
11.8x10/10

Attractively priced relative to earnings

Operating MarginProfitability
37.2%10/10

Strong operational efficiency at 37.2%

Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.2610/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
28.3%9/10

Keeps 28 of every $100 in revenue as profit

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
30.6x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.9x4/10

Trading at 9.9x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

TROW3 concerns · Avg: 3.0/10
EPS GrowthGrowth
3.7%4/10

3.7% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
13.932/10

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 : TROW

The strongest argument for TROW centers on P/E Ratio, Operating Margin, Debt/Equity. Profitability is solid with margins at 28.3% and operating margin at 37.2%.

Bear Case : BAM

The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-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 1.52 — expect wider price swings.

BAM is growing revenue faster at 23.8% — sustainability is the question.

TROW generates stronger free cash flow (892M), providing more financial flexibility.

Bottom Line

BAM scores higher overall (68/100 vs 64/100), 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.

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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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