WallStSmart

Brookfield Corp (BN)vsSaratoga Investment Corp (SAR)

VS

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

Buy

64

out of 100

Grade: C+

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

SAR

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 8.0Value: 8.3Quality: 7.8
Piotroski: 4/9
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
SARUndervalued (+71.2%)

Margin of Safety

+71.2%

Fair Value

$79.57

Current Price

$22.17

$57.40 discount

UndervaluedFair: $79.57Overvalued

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%

SAR4 strengths · Avg: 10.0/10
P/E RatioValuation
9.2x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
30.6%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
67.9%10/10

Strong operational efficiency at 67.9%

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

SAR3 concerns · Avg: 2.7/10
Market CapQuality
$360.01M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.853/10

Elevated debt levels

Revenue GrowthGrowth
-11.8%2/10

Revenue declined 11.8%

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 : 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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