WallStSmart

Brookfield Corp (BN)vsBlue Owl Capital Inc (OWL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 2606% more annual revenue ($77.66B vs $2.87B). OWL leads profitability with a 2.8% profit margin vs 1.7%. OWL appears more attractively valued with a PEG of 0.14. OWL earns a higher WallStSmart Score of 68/100 (B-).

BN

Buy

64

out of 100

Grade: C+

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

OWL

Strong Buy

68

out of 100

Grade: B-

Growth: 9.3Profit: 6.0Value: 4.7Quality: 4.3
Piotroski: 3/9Altman Z: 1.00
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
OWLSignificantly Overvalued (-169.4%)

Margin of Safety

-169.4%

Fair Value

$4.68

Current Price

$9.03

$4.35 premium

UndervaluedFair: $4.68Overvalued

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%

OWL5 strengths · Avg: 9.2/10
PEG RatioValuation
0.1410/10

Growing faster than its price suggests

Operating MarginProfitability
32.4%10/10

Strong operational efficiency at 32.4%

EPS GrowthGrowth
57.4%10/10

Earnings expanding 57.4% YoY

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
19.7%8/10

19.7% revenue growth

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

OWL4 concerns · Avg: 2.8/10
Return on EquityProfitability
5.1%3/10

ROE of 5.1% — below average capital efficiency

Profit MarginProfitability
2.8%3/10

2.8% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
89.6x2/10

Premium valuation, high expectations priced in

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 : OWL

The strongest argument for OWL centers on PEG Ratio, Operating Margin, EPS Growth. Revenue growth of 19.7% demonstrates continued momentum. PEG of 0.14 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 : OWL

The primary concerns for OWL are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 89.6x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

BN profiles as a value stock while OWL is a growth play — different risk/reward profiles.

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

OWL is growing revenue faster at 19.7% — sustainability is the question.

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

Bottom Line

OWL scores higher overall (68/100 vs 64/100) and 19.7% 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 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.

Blue Owl Capital Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Blue Owl Capital Inc. is an asset manager. The company is headquartered in New York, New York.

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