Brookfield Business Partners LP (BBU)vsIntercontinental Exchange Inc (ICE)
BBU
Brookfield Business Partners LP
$32.62
+6.60%
INDUSTRIALS · Cap: $2.71B
ICE
Intercontinental Exchange Inc
$156.83
-0.55%
FINANCIAL SERVICES · Cap: $88.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Business Partners LP generates 176% more annual revenue ($27.46B vs $9.93B). ICE leads profitability with a 33.4% profit margin vs -0.1%. ICE earns a higher WallStSmart Score of 63/100 (C+).
BBU
Buy52
out of 100
Grade: C-
ICE
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BBU.
Margin of Safety
+38.6%
Fair Value
$255.26
Current Price
$156.83
$98.43 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.0% YoY
Reasonable price relative to book value
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 49.6%
Large-cap with strong market position
Earnings expanding 23.4% YoY
Generating 1.1B in free cash flow
Areas to Watch
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Revenue declined 4.5%
Currently unprofitable
Expensive relative to growth rate
Moderate valuation
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BBU
The strongest argument for BBU centers on EPS Growth, Price/Book.
Bull Case : ICE
The strongest argument for ICE centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 33.4% and operating margin at 49.6%.
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 : ICE
The primary concerns for ICE are PEG Ratio, P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
BBU profiles as a turnaround stock while ICE is a mature play — different risk/reward profiles.
BBU carries more volatility with a beta of 1.32 — expect wider price swings.
ICE is growing revenue faster at 7.8% — sustainability is the question.
ICE generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
ICE scores higher overall (63/100 vs 52/100), backed by strong 33.4% margins. 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 →Intercontinental Exchange Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
The Intercontinental Exchange (ICE) is an American Fortune 500 company formed in 2000 that operates global exchanges, clearing houses and provides mortgage technology, data and listing services. The company owns exchanges for financial and commodity markets, and operates regulated exchanges and marketplaces.
Visit Website →Compare with Other CONGLOMERATES Stocks
Want to dig deeper into these stocks?