WallStSmart

Brookfield Corp (BN)vsSEI Investments Company (SEIC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 3241% more annual revenue ($79.11B vs $2.37B). SEIC leads profitability with a 31.2% profit margin vs 1.7%. BN appears more attractively valued with a PEG of 1.27. SEIC earns a higher WallStSmart Score of 72/100 (B).

BN

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 4.3Quality: 4.0
Piotroski: 5/9Altman Z: 0.64

SEIC

Strong Buy

72

out of 100

Grade: B

Growth: 6.0Profit: 9.5Value: 5.7Quality: 9.0
Piotroski: 4/9Altman Z: 5.12

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BN4 strengths · Avg: 8.8/10
EPS GrowthGrowth
158.8%10/10

Earnings expanding 158.8% YoY

Market CapQuality
$101.83B9/10

Large-cap with strong market position

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.9%8/10

Strong operational efficiency at 28.9%

SEIC6 strengths · Avg: 9.7/10
Return on EquityProfitability
30.1%10/10

Every $100 of equity generates 30 in profit

Profit MarginProfitability
31.2%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
30.5%10/10

Strong operational efficiency at 30.5%

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.1210/10

Safe zone — low bankruptcy risk

P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

Areas to Watch

BN4 concerns · Avg: 2.5/10
Return on EquityProfitability
2.8%3/10

ROE of 2.8% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

P/E RatioValuation
89.4x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-5.60B2/10

Negative free cash flow — burning cash

SEIC1 concerns · Avg: 4.0/10
PEG RatioValuation
1.724/10

Expensive relative to growth rate

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 : SEIC

The strongest argument for SEIC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 31.2% and operating margin at 30.5%. Revenue growth of 12.8% demonstrates continued momentum.

Bear Case : BN

The primary concerns for BN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 89.4x leaves little room for execution misses. Debt-to-equity of 5.72 is elevated, increasing financial risk.

Bear Case : SEIC

The primary concerns for SEIC are PEG Ratio.

Key Dynamics to Monitor

BN profiles as a value stock while SEIC is a mature play — different risk/reward profiles.

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

SEIC is growing revenue faster at 12.8% — sustainability is the question.

SEIC generates stronger free cash flow (210M), providing more financial flexibility.

Bottom Line

SEIC scores higher overall (72/100 vs 63/100), backed by strong 31.2% margins and 12.8% 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.

SEI Investments Company

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

SEI Investments Company is a publicly owned asset management portfolio company. The company is headquartered in Oaks, Pennsylvania.

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