WallStSmart

Brookfield Corp (BN)vsNew Mountain Finance Corporation (NMFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 25403% more annual revenue ($79.11B vs $310.21M). BN leads profitability with a 1.7% profit margin vs -18.6%. BN appears more attractively valued with a PEG of 1.27. BN earns a higher WallStSmart Score of 63/100 (C+).

BN

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 4.3Quality: 4.0
Piotroski: 5/9Altman Z: 0.64

NMFC

Hold

46

out of 100

Grade: D+

Growth: 2.7Profit: 5.0Value: 5.3Quality: 4.0
Piotroski: 4/9Altman Z: 0.76

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BN4 strengths · Avg: 8.8/10
EPS GrowthGrowth
158.8%10/10

Earnings expanding 158.8% YoY

Market CapQuality
$102.03B9/10

Large-cap with strong market position

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.9%8/10

Strong operational efficiency at 28.9%

NMFC2 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
84.5%10/10

Strong operational efficiency at 84.5%

Areas to Watch

BN4 concerns · Avg: 2.5/10
Return on EquityProfitability
2.8%3/10

ROE of 2.8% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

P/E RatioValuation
89.6x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-5.60B2/10

Negative free cash flow — burning cash

NMFC4 concerns · Avg: 2.5/10
Market CapQuality
$735.78M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.273/10

Elevated debt levels

Return on EquityProfitability
-5.5%2/10

ROE of -5.5% — below average capital efficiency

Revenue GrowthGrowth
-19.7%2/10

Revenue declined 19.7%

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 : NMFC

The strongest argument for NMFC centers on Price/Book, Operating Margin. PEG of 1.34 suggests the stock is reasonably priced for its growth.

Bear Case : BN

The primary concerns for BN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 89.6x leaves little room for execution misses. Debt-to-equity of 5.72 is elevated, increasing financial risk.

Bear Case : NMFC

The primary concerns for NMFC are Market Cap, Debt/Equity, Return on Equity.

Key Dynamics to Monitor

BN profiles as a value stock while NMFC is a turnaround play — different risk/reward profiles.

BN carries more volatility with a beta of 1.84 — expect wider price swings.

BN is growing revenue faster at 7.9% — sustainability is the question.

NMFC generates stronger free cash flow (401M), providing more financial flexibility.

Bottom Line

BN scores higher overall (63/100 vs 46/100). Both earn "Buy" and "Hold" 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.

New Mountain Finance Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

New Mountain Finance Corporation (NMFC) is a distinguished business development company specializing in tailored debt and equity financing solutions for middle-market enterprises across various industries. Supported by New Mountain Capital, NMFC adopts a rigorous investment approach that emphasizes capital preservation and the generation of sustainable income, striving to achieve attractive risk-adjusted returns for its investors. The company is characterized by its experienced management team and a strategic focus on enhancing shareholder value while cultivating resilience and growth within its investment portfolio, solidifying its position as a key player in the competitive middle-market landscape.

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