WallStSmart

Brookfield Asset Management Ltd. (BAM)vsVertiv Holdings Co (VRT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vertiv Holdings Co generates 125% more annual revenue ($10.84B vs $4.82B). BAM leads profitability with a 51.6% profit margin vs 14.4%. BAM appears more attractively valued with a PEG of 1.36. VRT earns a higher WallStSmart Score of 67/100 (B-).

BAM

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 5.0Quality: 5.5
Piotroski: 3/9

VRT

Strong Buy

67

out of 100

Grade: B-

Growth: 10.0Profit: 8.0Value: 3.7Quality: 6.3
Piotroski: 4/9Altman Z: 2.25

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
$79.93B9/10

Large-cap with strong market position

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

VRT4 strengths · Avg: 9.8/10
Return on EquityProfitability
45.1%10/10

Every $100 of equity generates 45 in profit

Revenue GrowthGrowth
30.1%10/10

Revenue surging 30.1% year-over-year

EPS GrowthGrowth
135.7%10/10

Earnings expanding 135.7% YoY

Market CapQuality
$130.60B9/10

Large-cap with strong market position

Areas to Watch

BAM4 concerns · Avg: 3.3/10
P/E RatioValuation
31.7x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.7x4/10

Trading at 9.7x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-20.7%2/10

Earnings declined 20.7%

VRT3 concerns · Avg: 2.7/10
PEG RatioValuation
1.664/10

Expensive relative to growth rate

P/E RatioValuation
85.4x2/10

Premium valuation, high expectations priced in

Price/BookValuation
35.7x2/10

Trading at 35.7x book value

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 : VRT

The strongest argument for VRT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.

Bear Case : BAM

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

Bear Case : VRT

The primary concerns for VRT are PEG Ratio, P/E Ratio, Price/Book. A P/E of 85.4x leaves little room for execution misses.

Key Dynamics to Monitor

VRT carries more volatility with a beta of 2.10 — 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

VRT scores higher overall (67/100 vs 66/100) and 30.1% 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 →

Vertiv Holdings Co

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

Vertiv Holdings Co designs, manufactures and services critical digital infrastructure technologies and lifecycle services for data centers, communication networks, and commercial and industrial environments in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Columbus, Ohio.

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