WallStSmart

Brookfield Corp (BN)vsOxford Square Capital Corp (OXSQ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 193353% more annual revenue ($77.66B vs $40.14M). BN leads profitability with a 1.7% profit margin vs -6.4%. OXSQ appears more attractively valued with a PEG of 1.12. 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

OXSQ

Hold

39

out of 100

Grade: F

Growth: 3.0Profit: 5.0Value: 6.7Quality: 6.8
Piotroski: 1/9
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 OXSQ.

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%

OXSQ2 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Operating MarginProfitability
80.3%10/10

Strong operational efficiency at 80.3%

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

OXSQ4 concerns · Avg: 2.5/10
Market CapQuality
$159.25M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Return on EquityProfitability
-1.6%2/10

ROE of -1.6% — below average capital efficiency

Revenue GrowthGrowth
-1.0%2/10

Revenue declined 1.0%

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 : OXSQ

The strongest argument for OXSQ centers on Price/Book, Operating Margin. PEG of 1.12 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 : OXSQ

The primary concerns for OXSQ are Market Cap, Piotroski F-Score, Return on Equity.

Key Dynamics to Monitor

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

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

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 39/100). 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.

Oxford Square Capital Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Oxford Square Capital Corp (OXSQ) is a leading business development company that focuses on providing bespoke financing solutions to private middle-market enterprises across a variety of industries. The firm primarily invests in debt securities to generate robust current income, while also making selective equity investments to enhance portfolio growth. With a disciplined investment strategy underpinned by deep industry knowledge, Oxford Square is dedicated to identifying high-quality investment opportunities while maintaining a strong emphasis on portfolio diversification. This approach not only aims to foster sustainable shareholder value but also adeptly manages risk in an ever-changing financial landscape.

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