Brookfield Asset Management Inc (BAM)vsWestwood Holdings Group Inc (WHG)
BAM
Brookfield Asset Management Inc
$42.87
-1.08%
FINANCIAL SERVICES · Cap: $70.28B
WHG
Westwood Holdings Group Inc
$15.77
-2.11%
FINANCIAL SERVICES · Cap: $152.98M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Inc generates 4905% more annual revenue ($4.82B vs $96.24M). BAM leads profitability with a 51.6% profit margin vs 7.5%. WHG trades at a lower P/E of 19.6x. BAM earns a higher WallStSmart Score of 66/100 (B-).
BAM
Strong Buy66
out of 100
Grade: B-
WHG
Hold49
out of 100
Grade: D+
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
+54.5%
Fair Value
$38.84
Current Price
$15.77
$23.07 discount
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
Reasonable price relative to book value
Earnings expanding 40.0% YoY
Areas to Watch
Moderate valuation
Trading at 8.5x book value
Weak financial health signals
Earnings declined 20.7%
2.4% revenue growth
Smaller company, higher risk/reward
ROE of 6.0% — below average capital efficiency
7.5% 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 : WHG
The strongest argument for WHG centers on Price/Book, EPS Growth.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : WHG
The primary concerns for WHG are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
BAM profiles as a growth stock while WHG is a value 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 49/100), backed by strong 51.6% margins and 31.1% revenue growth. WHG offers better value entry with a 54.5% margin of safety. Both earn "Strong Buy" and "Hold" 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 →Westwood Holdings Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Westwood Holdings Group, Inc., manages investment assets and provides services to its clients. The company is headquartered in Dallas, Texas.
Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?