WallStSmart

Brookfield Corp (BN)vsCharles Schwab Corp (SCHW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 213% more annual revenue ($77.66B vs $24.80B). SCHW leads profitability with a 38.0% profit margin vs 1.7%. SCHW appears more attractively valued with a PEG of 1.18. SCHW earns a higher WallStSmart Score of 75/100 (B+).

BN

Buy

61

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 4.3Quality: 5.0

SCHW

Strong Buy

75

out of 100

Grade: B+

Growth: 8.0Profit: 8.0Value: 6.3Quality: 8.3
Piotroski: 6/9

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
$104.05B9/10

Large-cap with strong market position

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.2%8/10

Strong operational efficiency at 29.2%

SCHW6 strengths · Avg: 9.2/10
Profit MarginProfitability
38.0%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
49.2%10/10

Strong operational efficiency at 49.2%

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Market CapQuality
$156.82B9/10

Large-cap with strong market position

P/E RatioValuation
17.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
15.8%8/10

15.8% revenue growth

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
94.9x2/10

Premium valuation, high expectations priced in

SCHW0 concerns · Avg: 0/10

No major concerns identified

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 : SCHW

The strongest argument for SCHW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 38.0% and operating margin at 49.2%. Revenue growth of 15.8% demonstrates continued momentum.

Bear Case : BN

The primary concerns for BN are Revenue Growth, Return on Equity, Profit Margin. A P/E of 94.9x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.

Bear Case : SCHW

No major red flags identified for SCHW, but monitor valuation.

Key Dynamics to Monitor

BN profiles as a value stock while SCHW is a growth play — different risk/reward profiles.

BN carries more volatility with a beta of 1.85 — expect wider price swings.

SCHW is growing revenue faster at 15.8% — sustainability is the question.

SCHW generates stronger free cash flow (7.2B), providing more financial flexibility.

Bottom Line

SCHW scores higher overall (75/100 vs 61/100), backed by strong 38.0% margins and 15.8% revenue growth. Both earn "Strong 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.

Charles Schwab Corp

FINANCIAL SERVICES · CAPITAL MARKETS · USA

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.

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