Brookfield Asset Management Inc (BAM)vsWestern Asset Diversified Income Fund (WDI)
BAM
Brookfield Asset Management Inc
$42.87
-1.08%
FINANCIAL SERVICES · Cap: $70.28B
WDI
Western Asset Diversified Income Fund
$13.19
+0.30%
FINANCIAL SERVICES · Cap: $682.64M
Smart Verdict
WallStSmart Research — data-driven comparison
BAM leads profitability with a 51.6% profit margin vs 0.0%. WDI trades at a lower P/E of 9.5x. BAM earns a higher WallStSmart Score of 66/100 (B-).
BAM
Strong Buy66
out of 100
Grade: B-
WDI
Avoid29
out of 100
Grade: F
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
-50.6%
Fair Value
$9.38
Current Price
$13.19
$3.81 premium
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
Areas to Watch
Moderate valuation
Trading at 8.5x book value
Weak financial health signals
Earnings declined 20.7%
0.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
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 : WDI
The strongest argument for WDI centers on P/E Ratio.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : WDI
The primary concerns for WDI are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
BAM profiles as a growth stock while WDI is a value play — different risk/reward profiles.
BAM is growing revenue faster at 31.1% — sustainability is the question.
BAM generates stronger free cash flow (706M), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BAM scores higher overall (66/100 vs 29/100), backed by strong 51.6% margins and 31.1% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →Western Asset Diversified Income Fund
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Western Asset Diversified Income Fund (WDI) is a strategically managed closed-end fund focused on providing a high level of current income through a well-diversified portfolio of fixed-income securities. Oversight by Western Asset Management Company enables WDI to invest across a wide array of debt instruments, including U.S. and international investment-grade bonds, high-yield securities, and other fixed-income assets. With a disciplined investment approach and strong risk management practices, WDI aims to capitalize on diverse market opportunities, making it an attractive option for institutional investors seeking to enhance fixed-income allocations while generating dependable income streams.
Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?