WallStSmart

Brookfield Corp (BN)vsRunway Growth Finance Corp (RWAY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 56448% more annual revenue ($77.66B vs $137.33M). RWAY leads profitability with a 24.8% profit margin vs 1.7%. RWAY appears more attractively valued with a PEG of 1.16. 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

RWAY

Buy

62

out of 100

Grade: C+

Growth: 4.7Profit: 7.0Value: 7.3Quality: 5.8
Piotroski: 5/9
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
RWAYSignificantly Overvalued (-38.3%)

Margin of Safety

-38.3%

Fair Value

$6.32

Current Price

$7.02

$0.70 premium

UndervaluedFair: $6.32Overvalued

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%

RWAY4 strengths · Avg: 9.8/10
P/E RatioValuation
7.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
72.0%10/10

Strong operational efficiency at 72.0%

Profit MarginProfitability
24.8%9/10

Keeps 25 of every $100 in revenue as profit

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

RWAY4 concerns · Avg: 2.5/10
Market CapQuality
$257.64M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.8%3/10

ROE of 6.8% — below average capital efficiency

Revenue GrowthGrowth
-11.1%2/10

Revenue declined 11.1%

EPS GrowthGrowth
-72.9%2/10

Earnings declined 72.9%

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 : RWAY

The strongest argument for RWAY centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 24.8% and operating margin at 72.0%. PEG of 1.16 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 : RWAY

The primary concerns for RWAY are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

BN profiles as a value stock while RWAY is a declining 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 62/100). Both earn "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.

Runway Growth Finance Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Runway Growth Finance Corp (RWAY) is a leading business development company focused on providing growth capital to venture-backed private firms, particularly in the technology and life sciences industries. By offering tailored financing solutions that align with the unique needs of high-growth companies, RWAY empowers these enterprises to scale effectively. The company benefits from a seasoned management team with deep industry expertise, positioning itself as a vital partner for innovative startups. As a publicly traded entity, RWAY offers institutional investors a robust opportunity to participate in the growth trajectories of emerging sectors through a disciplined investment approach.

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