WallStSmart

Brookfield Asset Management Ltd. (BAM)vsVictory Capital Holdings Inc (VCTR)

VS
⚡

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 268% more annual revenue ($5.74B vs $1.56B). BAM leads profitability with a 48.9% profit margin vs 29.6%. VCTR trades at a lower P/E of 19.4x. BAM earns a higher WallStSmart Score of 77/100 (B+).

BAM

Strong Buy

77

out of 100

Grade: B+

Growth: 8.7Profit: 8.0Value: 5.7Quality: 4.0
Piotroski: 2/9Altman Z: 1.97

VCTR

Strong Buy

70

out of 100

Grade: B

Growth: 8.7Profit: 9.0Value: 5.3Quality: 6.0
Piotroski: 2/9Altman Z: 1.85

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.4/10
Profit MarginProfitability
48.9%10/10

Keeps 49 of every $100 in revenue as profit

Operating MarginProfitability
68.7%10/10

Strong operational efficiency at 68.7%

Revenue GrowthGrowth
60.8%10/10

Revenue surging 60.8% year-over-year

Market CapQuality
$72.29B9/10

Large-cap with strong market position

EPS GrowthGrowth
47.4%8/10

Earnings expanding 47.4% YoY

VCTR5 strengths · Avg: 9.0/10
Operating MarginProfitability
49.0%10/10

Strong operational efficiency at 49.0%

EPS GrowthGrowth
148.0%10/10

Earnings expanding 148.0% YoY

Profit MarginProfitability
29.6%9/10

Keeps 30 of every $100 in revenue as profit

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
24.0%8/10

Revenue surging 24.0% year-over-year

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
26.5x4/10

Moderate valuation

Price/BookValuation
9.5x4/10

Trading at 9.5x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

VCTR2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.854/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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 48.9% and operating margin at 68.7%. Revenue growth of 60.8% demonstrates continued momentum.

Bull Case : VCTR

The strongest argument for VCTR centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 29.6% and operating margin at 49.0%. Revenue growth of 24.0% demonstrates continued momentum.

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 : VCTR

The primary concerns for VCTR are Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

BAM carries more volatility with a beta of 1.26 — 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.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BAM scores higher overall (77/100 vs 70/100), backed by strong 48.9% margins and 60.8% revenue growth. 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 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 →

Victory Capital Holdings Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Victory Capital Holdings, Inc., is a global asset management company. The company is headquartered in San Antonio, Texas.

Visit Website →

Want to dig deeper into these stocks?