WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 244% more annual revenue ($5.07B vs $1.47B). BAM leads profitability with a 49.7% profit margin vs 25.8%. VCTR trades at a lower P/E of 18.8x. VCTR earns a higher WallStSmart Score of 77/100 (B+).

BAM

Strong Buy

68

out of 100

Grade: B-

Growth: 6.7Profit: 9.5Value: 5.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.97

VCTR

Strong Buy

77

out of 100

Grade: B+

Growth: 9.3Profit: 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
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
$71.25B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.8%8/10

Revenue surging 23.8% year-over-year

VCTR5 strengths · Avg: 9.0/10
Operating MarginProfitability
45.9%10/10

Strong operational efficiency at 45.9%

Revenue GrowthGrowth
76.7%10/10

Revenue surging 76.7% year-over-year

Profit MarginProfitability
25.8%9/10

Keeps 26 of every $100 in revenue as profit

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

EPS GrowthGrowth
38.5%8/10

Earnings expanding 38.5% YoY

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
28.6x4/10

Moderate valuation

Price/BookValuation
9.4x4/10

Trading at 9.4x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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 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 : VCTR

The strongest argument for VCTR centers on Operating Margin, Revenue Growth, Profit Margin. Profitability is solid with margins at 25.8% and operating margin at 45.9%. Revenue growth of 76.7% demonstrates continued momentum.

Bear Case : BAM

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

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 1.25 — expect wider price swings.

VCTR is growing revenue faster at 76.7% — sustainability is the question.

BAM generates stronger free cash flow (339M), providing more financial flexibility.

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

Bottom Line

VCTR scores higher overall (77/100 vs 68/100), backed by strong 25.8% margins and 76.7% 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.

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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.

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