Brookfield Business Partners LP (BBU)vsSouthern Copper Corporation (SCCO)
BBU
Brookfield Business Partners LP
$32.62
+6.60%
INDUSTRIALS · Cap: $2.71B
SCCO
Southern Copper Corporation
$165.49
+3.51%
BASIC MATERIALS · Cap: $131.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Business Partners LP generates 105% more annual revenue ($27.46B vs $13.42B). SCCO leads profitability with a 32.3% profit margin vs -0.1%. SCCO earns a higher WallStSmart Score of 65/100 (B-).
BBU
Buy52
out of 100
Grade: C-
SCCO
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BBU.
Margin of Safety
+13.4%
Fair Value
$243.36
Current Price
$165.49
$77.87 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.0% YoY
Reasonable price relative to book value
Every $100 of equity generates 43 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 54.5%
Revenue surging 39.0% year-over-year
Earnings expanding 60.4% YoY
Large-cap with strong market position
Areas to Watch
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Revenue declined 4.5%
Currently unprofitable
Premium valuation, high expectations priced in
Trading at 12.4x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BBU
The strongest argument for BBU centers on EPS Growth, Price/Book.
Bull Case : SCCO
The strongest argument for SCCO centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 32.3% and operating margin at 54.5%. Revenue growth of 39.0% 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 : SCCO
The primary concerns for SCCO are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
BBU profiles as a turnaround stock while SCCO is a growth play — different risk/reward profiles.
BBU carries more volatility with a beta of 1.32 — expect wider price swings.
SCCO is growing revenue faster at 39.0% — sustainability is the question.
SCCO generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
SCCO scores higher overall (65/100 vs 52/100), backed by strong 32.3% margins and 39.0% 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 →Southern Copper Corporation
BASIC MATERIALS · COPPER · USA
Southern Copper Corporation is engaged in the extraction, exploration, smelting and refining of copper and other minerals in Peru, Mexico, Argentina, Ecuador and Chile.
Visit Website →Compare with Other CONGLOMERATES Stocks
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