Brookfield Corp (BN)vsSaratoga Investment Corp (SAR)
BN
Brookfield Corp
$39.22
-0.58%
FINANCIAL SERVICES · Cap: $86.53B
SAR
Saratoga Investment Corp
$22.17
+1.84%
FINANCIAL SERVICES · Cap: $360.01M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Corp generates 61589% more annual revenue ($77.66B vs $125.89M). SAR leads profitability with a 30.6% profit margin vs 1.7%. SAR trades at a lower P/E of 9.2x. BN earns a higher WallStSmart Score of 64/100 (C+).
BN
Buy64
out of 100
Grade: C+
SAR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-103.3%
Fair Value
$22.93
Current Price
$39.22
$16.29 premium
Margin of Safety
+71.2%
Fair Value
$79.57
Current Price
$22.17
$57.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.4% YoY
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 29.2%
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 67.9%
Areas to Watch
3.5% revenue growth
ROE of 1.9% — below average capital efficiency
1.7% margin — thin
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Elevated debt levels
Revenue declined 11.8%
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, Profit Margin. Profitability is solid with margins at 30.6% and operating margin at 67.9%.
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 : SAR
The primary concerns for SAR are Market Cap, Debt/Equity, Revenue Growth. Debt-to-equity of 1.85 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 1.86 — 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 54/100). SAR offers better value entry with a 71.2% margin of safety. 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 specializes in providing flexible debt and equity capital to middle-market firms across various sectors, including healthcare, technology, and consumer products. With a disciplined investment strategy, Saratoga emphasizes thorough due diligence and robust risk management practices, aiming to enhance shareholder returns while ensuring capital preservation. The company's commitment to active portfolio management and its history of consistent dividend distributions make it an attractive choice for institutional investors looking to diversify their investments within the alternative asset space.
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