WallStSmart

Brookfield Asset Management Inc (BAM)vsVinci Partners Investments Ltd (VINP)

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Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 393% more annual revenue ($4.82B vs $977.40M). BAM leads profitability with a 51.6% profit margin vs 22.3%. VINP trades at a lower P/E of 16.0x. VINP earns a higher WallStSmart Score of 66/100 (B-).

BAM

Strong Buy

66

out of 100

Grade: B-

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

VINP

Strong Buy

66

out of 100

Grade: B-

Growth: 8.0Profit: 7.5Value: 8.3Quality: 7.5
Piotroski: 3/9Altman Z: 1.89
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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
VINPUndervalued (+58.5%)

Margin of Safety

+58.5%

Fair Value

$29.95

Current Price

$10.26

$19.69 discount

UndervaluedFair: $29.95Overvalued

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

VINP5 strengths · Avg: 8.2/10
Profit MarginProfitability
22.3%9/10

Keeps 22 of every $100 in revenue as profit

P/E RatioValuation
16.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.8%8/10

Strong operational efficiency at 25.8%

EPS GrowthGrowth
26.9%8/10

Earnings expanding 26.9% YoY

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%

VINP3 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.894/10

Grey zone — moderate risk

Market CapQuality
$670.58M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

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 51.6% and operating margin at 67.9%. Revenue growth of 31.1% demonstrates continued momentum.

Bull Case : VINP

The strongest argument for VINP centers on Profit Margin, P/E Ratio, Price/Book. Profitability is solid with margins at 22.3% and operating margin at 25.8%.

Bear Case : BAM

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

Bear Case : VINP

The primary concerns for VINP are Altman Z-Score, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

BAM profiles as a growth stock while VINP is a mature 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.

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

Bottom Line

BAM scores higher overall (66/100 vs 66/100), backed by strong 51.6% margins and 31.1% revenue growth. VINP offers better value entry with a 58.5% margin of safety. 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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Vinci Partners Investments Ltd

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Vinci Partners Investments Ltd. is an asset management platform in Brazil. The company is headquartered in Rio de Janeiro, Brazil.

Visit Website →

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