Brookfield Business Partners LP (BBU)vsDeluxe Corporation (DLX)
BBU
Brookfield Business Partners LP
$29.78
-0.60%
INDUSTRIALS · Cap: $2.75B
DLX
Deluxe Corporation
$25.96
-0.99%
INDUSTRIALS · Cap: $1.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Business Partners LP generates 1187% more annual revenue ($27.46B vs $2.13B). DLX leads profitability with a 3.9% profit margin vs -10.0%. DLX earns a higher WallStSmart Score of 55/100 (C-).
BBU
Buy52
out of 100
Grade: C-
DLX
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BBU.
Margin of Safety
-114.6%
Fair Value
$12.24
Current Price
$25.96
$13.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.0% YoY
Reasonable price relative to book value
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Revenue declined 4.5%
Currently unprofitable
2.8% revenue growth
Smaller company, higher risk/reward
3.9% margin — thin
Earnings declined 7.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : BBU
The strongest argument for BBU centers on EPS Growth, Price/Book.
Bull Case : DLX
The strongest argument for DLX centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.55 suggests the stock is reasonably priced for its growth.
Bear Case : BBU
The primary concerns for BBU are Return on Equity, Piotroski F-Score, Revenue Growth. Debt-to-equity of 19.07 is elevated, increasing financial risk.
Bear Case : DLX
The primary concerns for DLX are Revenue Growth, Market Cap, Profit Margin. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
BBU profiles as a turnaround stock while DLX is a value play — different risk/reward profiles.
DLX carries more volatility with a beta of 1.35 — expect wider price swings.
DLX is growing revenue faster at 2.8% — sustainability is the question.
BBU generates stronger free cash flow (763M), providing more financial flexibility.
Bottom Line
DLX scores higher overall (55/100 vs 52/100). Both earn "Buy" and "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 Business Partners LP
INDUSTRIALS · CONGLOMERATES · USA
Brookfield Business Partners LP (BBU) is a leading global alternative asset manager that focuses on acquiring, operating, and enhancing a diversified portfolio of high-quality, cash-generating businesses. Capitalizing on the robust resources and expertise of its parent company, Brookfield Asset Management, BBU strategically invests in sectors such as industrials, utilities, and consumer products, employing a disciplined approach to operational improvements. With an emphasis on delivering sustainable cash distributions and capital appreciation, BBU is well-equipped to capitalize on growth opportunities, positioning itself to generate superior returns for its investors over the long term.
Visit Website →Deluxe Corporation
INDUSTRIALS · CONGLOMERATES · USA
Deluxe Corporation provides technology-based solutions for small businesses and financial institutions in the United States, Canada, Australia, South America, and Europe. The company is headquartered in Shoreview, Minnesota.
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