WallStSmart

Brookfield Corp (BN)vsSRH Total Return Fund Inc. (STEW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 239349% more annual revenue ($77.66B vs $32.43M). STEW leads profitability with a 5.4% profit margin vs 1.7%. STEW trades at a lower P/E of 9.4x. 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

STEW

Hold

41

out of 100

Grade: D

Growth: 4.0Profit: 5.5Value: 5.7Quality: 6.0
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
STEWSignificantly Overvalued (-49.1%)

Margin of Safety

-49.1%

Fair Value

$12.24

Current Price

$17.11

$4.87 premium

UndervaluedFair: $12.24Overvalued

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%

STEW2 strengths · Avg: 10.0/10
P/E RatioValuation
9.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

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

STEW4 concerns · Avg: 2.5/10
Market CapQuality
$1.64B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.4%3/10

5.4% margin — thin

Revenue GrowthGrowth
-11.6%2/10

Revenue declined 11.6%

EPS GrowthGrowth
-44.1%2/10

Earnings declined 44.1%

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 : STEW

The strongest argument for STEW centers on P/E Ratio, Price/Book.

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 : STEW

The primary concerns for STEW are Market Cap, Profit Margin, Revenue Growth.

Key Dynamics to Monitor

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 41/100). Both earn "Buy" and "Hold" 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.

SRH Total Return Fund Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

SRH Total Return Fund Inc. (STEW) is a closed-end management investment company that seeks to achieve total return through a balanced strategy of capital appreciation and income generation. The fund employs a diversified investment portfolio that includes equities, fixed income, and hybrid instruments, aimed at long-term growth while managing risk effectively. Led by a skilled management team, STEW is adept at navigating changing market conditions to identify promising opportunities, ultimately providing investors with an attractive risk-adjusted return profile.

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