WallStSmart

Brookfield Corp (BN)vsSixth Street Specialty Lending Inc (TSLX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 18467% more annual revenue ($79.11B vs $426.10M). TSLX leads profitability with a 25.2% profit margin vs 1.7%. BN appears more attractively valued with a PEG of 1.27. BN earns a higher WallStSmart Score of 63/100 (C+).

BN

Buy

63

out of 100

Grade: C+

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

TSLX

Buy

58

out of 100

Grade: C

Growth: 4.7Profit: 7.5Value: 6.3Quality: 6.0
Piotroski: 3/9

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%

TSLX5 strengths · Avg: 9.4/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
74.2%10/10

Strong operational efficiency at 74.2%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Profit MarginProfitability
25.2%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
15.0x8/10

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

TSLX4 concerns · Avg: 2.8/10
Market CapQuality
$1.64B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-19.7%2/10

Revenue declined 19.7%

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 : TSLX

The strongest argument for TSLX centers on Price/Book, Operating Margin, Debt/Equity. Profitability is solid with margins at 25.2% and operating margin at 74.2%. PEG of 1.28 suggests the stock is reasonably priced for its growth.

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 : TSLX

The primary concerns for TSLX are Market Cap, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

BN profiles as a value stock while TSLX is a declining play — different risk/reward profiles.

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

BN is growing revenue faster at 7.9% — sustainability is the question.

TSLX generates stronger free cash flow (6M), providing more financial flexibility.

Bottom Line

BN scores higher overall (63/100 vs 58/100). 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.

Sixth Street Specialty Lending Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Sixth Street Specialty Lending Inc. (TSLX) is a prominent provider of debt investments, primarily targeting private equity-sponsored middle-market companies. With a flexible investment strategy at its core, TSLX prioritizes tailored capital solutions aimed at maximizing returns while effectively managing risk. Utilizing the extensive market knowledge and resources of Sixth Street Partners, the firm delivers innovative financing options that foster sustainable income and long-term shareholder value. As a key player in the specialty lending arena, TSLX is strategically positioned to capitalize on growth opportunities across its focused sectors.

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