Brookfield Asset Management Inc (BAM)vsThe Travelers Companies Inc (TRV)
BAM
Brookfield Asset Management Inc
$42.87
-1.08%
FINANCIAL SERVICES · Cap: $70.28B
TRV
The Travelers Companies Inc
$290.59
-0.83%
FINANCIAL SERVICES · Cap: $65.36B
Smart Verdict
WallStSmart Research — data-driven comparison
The Travelers Companies Inc generates 914% more annual revenue ($48.83B vs $4.82B). BAM leads profitability with a 51.6% profit margin vs 12.9%. BAM appears more attractively valued with a PEG of 1.48. TRV earns a higher WallStSmart Score of 71/100 (B).
BAM
Strong Buy66
out of 100
Grade: B-
TRV
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-400.1%
Fair Value
$10.47
Current Price
$42.87
$32.40 premium
Margin of Safety
+75.4%
Fair Value
$1213.50
Current Price
$290.59
$922.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 67.9%
Revenue surging 31.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Strong operational efficiency at 25.9%
Areas to Watch
Moderate valuation
Trading at 8.5x book value
Weak financial health signals
Earnings declined 20.7%
Expensive relative to growth rate
3.5% revenue growth
Negative free cash flow — burning cash
Distress zone — elevated risk
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 51.6% and operating margin at 67.9%. Revenue growth of 31.1% demonstrates continued momentum.
Bull Case : TRV
The strongest argument for TRV centers on P/E Ratio, Market Cap, Return on Equity.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : TRV
The primary concerns for TRV are PEG Ratio, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
BAM profiles as a growth stock while TRV is a value play — different risk/reward profiles.
BAM carries more volatility with a beta of 1.29 — expect wider price swings.
BAM is growing revenue faster at 31.1% — sustainability is the question.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRV scores higher overall (71/100 vs 66/100). 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.
Visit Website →The Travelers Companies Inc
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
The Travelers Companies, Inc., commonly known as Travelers, is an American insurance company.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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