Brookfield Corp (BN)vsSaratoga Investment Corp (SAR)
BN
Brookfield Corp
$42.59
+0.42%
FINANCIAL SERVICES · Cap: $95.75B
SAR
Saratoga Investment Corp
$22.54
0.00%
FINANCIAL SERVICES · Cap: $359.52M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Corp generates 62831% more annual revenue ($79.11B vs $125.71M). SAR leads profitability with a 29.1% profit margin vs 1.7%. SAR trades at a lower P/E of 9.6x. BN earns a higher WallStSmart Score of 63/100 (C+).
BN
Buy63
out of 100
Grade: C+
SAR
Buy54
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 158.8% YoY
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 28.9%
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 71.1%
Keeps 29 of every $100 in revenue as profit
Areas to Watch
ROE of 2.8% — below average capital efficiency
1.7% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Smaller company, higher risk/reward
Elevated debt levels
Revenue declined 0.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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 : SAR
The strongest argument for SAR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 29.1% and operating margin at 71.1%.
Bear Case : BN
The primary concerns for BN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 84.1x leaves little room for execution misses. Debt-to-equity of 5.72 is elevated, increasing financial risk.
Bear Case : SAR
The primary concerns for SAR are Market Cap, Debt/Equity, Revenue Growth. Debt-to-equity of 1.84 is elevated, increasing financial risk.
Key Dynamics to Monitor
BN profiles as a value stock while SAR is a declining 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.
SAR generates stronger free cash flow (-92M), providing more financial flexibility.
Bottom Line
BN scores higher overall (63/100 vs 54/100). 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.
Saratoga Investment Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Saratoga Investment Corp (SAR) is a publicly traded business development company that focuses on delivering flexible debt and equity capital to middle-market enterprises across diverse sectors such as healthcare, technology, and consumer products. With a disciplined investment approach, Saratoga emphasizes thorough due diligence and rigorous risk management to protect capital while seeking to maximize shareholder returns. The firm’s proactive portfolio management and consistent track record of dividend distributions position it as an appealing opportunity for institutional investors looking to diversify within the alternative investment landscape.
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