WallStSmart

Brookfield Corp (BN)vsNuveen Core Plus Impact Fund (NPCT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BN leads profitability with a 1.7% profit margin vs 0.0%. NPCT trades at a lower P/E of 11.1x. 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

NPCT

Avoid

28

out of 100

Grade: F

Growth: 4.3Profit: 4.0Value: 5.7Quality: 5.0
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
NPCTSignificantly Overvalued (-72.5%)

Margin of Safety

-72.5%

Fair Value

$6.12

Current Price

$10.05

$3.93 premium

UndervaluedFair: $6.12Overvalued

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%

NPCT1 strengths · Avg: 10.0/10
P/E RatioValuation
11.1x10/10

Attractively priced relative to earnings

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

NPCT4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$288.13M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — 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 : NPCT

The strongest argument for NPCT centers on P/E Ratio.

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 : NPCT

The primary concerns for NPCT are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

BN is growing revenue faster at 3.5% — sustainability is the question.

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

Bottom Line

BN scores higher overall (64/100 vs 28/100). 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.

Nuveen Core Plus Impact Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

The Nuveen Core Plus Impact Fund (NPCT) focuses on achieving long-term capital appreciation through responsible investment that emphasizes social and environmental benefits. With a diversified portfolio that includes public and private equity, fixed income, and real estate, the fund leverages Nuveen's extensive research capabilities to identify competitive investment opportunities. NPCT aims to deliver attractive returns while promoting sustainable finance and positive societal impact, making it an appealing option for institutional investors committed to both financial performance and ethical considerations.

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