Brookfield Corp (BN)vsInvesco Plc (IVZ)
BN
Brookfield Corp
$39.22
-0.58%
FINANCIAL SERVICES · Cap: $86.53B
IVZ
Invesco Plc
$24.36
+1.58%
FINANCIAL SERVICES · Cap: $10.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Corp generates 1118% more annual revenue ($77.66B vs $6.38B). BN leads profitability with a 1.7% profit margin vs -4.4%. IVZ appears more attractively valued with a PEG of 0.38. IVZ earns a higher WallStSmart Score of 66/100 (B-).
BN
Buy64
out of 100
Grade: C+
IVZ
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-103.3%
Fair Value
$22.93
Current Price
$39.22
$16.29 premium
Intrinsic value data unavailable for IVZ.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.4% YoY
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 29.2%
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 20.4%
Areas to Watch
3.5% revenue growth
ROE of 1.9% — below average capital efficiency
1.7% margin — thin
Premium valuation, high expectations priced in
4.5% earnings growth
ROE of -1.2% — below average capital efficiency
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull 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 : IVZ
The strongest argument for IVZ centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.38 suggests the stock is reasonably priced for its growth.
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 : IVZ
The primary concerns for IVZ are EPS Growth, Return on Equity, Profit Margin.
Key Dynamics to Monitor
BN profiles as a value stock while IVZ is a turnaround play — different risk/reward profiles.
BN carries more volatility with a beta of 1.86 — expect wider price swings.
IVZ is growing revenue faster at 6.2% — sustainability is the question.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IVZ scores higher overall (66/100 vs 64/100). 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 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.
Invesco Plc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.
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