Brookfield Business Partners LP (BBU)vsNewmont Goldcorp Corp (NEM)
BBU
Brookfield Business Partners LP
$32.62
+6.60%
INDUSTRIALS · Cap: $2.71B
NEM
Newmont Goldcorp Corp
$101.52
+2.52%
BASIC MATERIALS · Cap: $108.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Business Partners LP generates 21% more annual revenue ($27.46B vs $22.67B). NEM leads profitability with a 31.2% profit margin vs -0.1%. NEM earns a higher WallStSmart Score of 65/100 (B-).
BBU
Buy52
out of 100
Grade: C-
NEM
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BBU.
Margin of Safety
-184.1%
Fair Value
$43.86
Current Price
$101.52
$57.66 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.0% YoY
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 58.1%
Conservative balance sheet, low leverage
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
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
Earnings declined 4.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : BBU
The strongest argument for BBU centers on EPS Growth, Price/Book.
Bull Case : NEM
The strongest argument for NEM centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 31.2% and operating margin at 58.1%. Revenue growth of 20.6% demonstrates continued momentum.
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 : NEM
The primary concerns for NEM are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
BBU profiles as a turnaround stock while NEM is a growth play — different risk/reward profiles.
BBU carries more volatility with a beta of 1.32 — expect wider price swings.
NEM is growing revenue faster at 20.6% — sustainability is the question.
NEM generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
NEM scores higher overall (65/100 vs 52/100), backed by strong 31.2% margins and 20.6% revenue growth. Both earn "Strong 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 →Newmont Goldcorp Corp
BASIC MATERIALS · GOLD · USA
Newmont Corporation, based in Greenwood Village, Colorado, United States, is one of the largest gold mining companies in the world.
Visit Website →Compare with Other CONGLOMERATES Stocks
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