WallStSmart

Brookfield Corp (BN)vsEquus Total Return Closed Fund (EQS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 5639479% more annual revenue ($77.66B vs $1.38M). BN leads profitability with a 1.7% profit margin vs 0.0%. BN earns a higher WallStSmart Score of 64/100 (C+).

BN

Buy

64

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 4.7Quality: 5.0

EQS

Avoid

25

out of 100

Grade: F

Growth: 4.3Profit: 2.5Value: 5.0Quality: 6.8
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BNSignificantly Overvalued (-103.3%)

Margin of Safety

-103.3%

Fair Value

$22.93

Current Price

$39.22

$16.29 premium

UndervaluedFair: $22.93Overvalued

Intrinsic value data unavailable for EQS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BN4 strengths · Avg: 8.8/10
EPS GrowthGrowth
80.4%10/10

Earnings expanding 80.4% YoY

Market CapQuality
$86.53B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.2%8/10

Strong operational efficiency at 29.2%

EQS2 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Areas to Watch

BN4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Return on EquityProfitability
1.9%3/10

ROE of 1.9% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

P/E RatioValuation
78.1x2/10

Premium valuation, high expectations priced in

EQS4 concerns · Avg: 2.8/10
Market CapQuality
$23.18M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-44.7%2/10

ROE of -44.7% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : BN

The strongest argument for BN centers on EPS Growth, Market Cap, Price/Book. PEG of 1.27 suggests the stock is reasonably priced for its growth.

Bull Case : EQS

The strongest argument for EQS centers on Price/Book, Debt/Equity.

Bear Case : BN

The primary concerns for BN are Revenue Growth, Return on Equity, Profit Margin. A P/E of 78.1x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.

Bear Case : EQS

The primary concerns for EQS are Market Cap, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

BN carries more volatility with a beta of 1.86 — expect wider price swings.

EQS is growing revenue faster at 6.6% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BN scores higher overall (64/100 vs 25/100). Both earn "Buy" and "Avoid" 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 Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Brookfield Corporation is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. The company is headquartered in Toronto, Canada with additional offices across Northern America; South America; Europe; Middle East and Asia.

Equus Total Return Closed Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Equus Total Return Closed Fund (EQS) is a closed-end investment company focused on achieving long-term capital appreciation through investments in distressed and undervalued equity and debt securities. The Fund leverages unique market opportunities and collaborates with industry experts to enhance return potential while employing a disciplined investment strategy. By diversifying its portfolio to successfully navigate turnaround situations, EQS provides institutional investors with a strategic platform for engaging in complex investments while prioritizing effective risk management.

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